Field Sales Activity & Geolocation Tracking
Empower your field agents with kiosk-style GPS check-ins, route trajectories, photo verifications, and automated lead capture, all managed natively inside Odoo.
Uncompromised Field Visibility
A feature-complete mobile dashboard and manager tracking system designed for modern remote sales forces.
GPS Geolocation Tracking
Captures high-accuracy GPS coordinates during check-ins, check-outs, and client visits, storing signal accuracy in meters.
Mandatory Photo Verifications
Requires reps to take a selfie check-in, check-out, and store-front client photos to guarantee presence and eliminate fraud.
Interactive Route Trajectory
Visualizes sales rep paths on an interactive Leaflet map interface, showing chronological checkpoints and route navigation.
Auto-Lead Generation
Automatically creates or updates Res.Partner contacts with a customizable "Field Lead" category tag for seamless sales pipelines.
Verification Compliance Engine
Integrates a background Haversine algorithm checking if check-out occurred within 200m of check-in, highlighting location integrity.
End-of-Day PDF Reports
Generates robust, presentation-ready PDF visit logs and session summaries with photo proofs and direct Google Maps location links.
Interactive Module Walkthrough
Take a visual tour of the Field Sales agent workflow and the manager's auditing dashboard.
PHASE 1 Start the Workday
Representatives start their day on any mobile or desktop web browser by accessing the clean, responsive kiosk portal. The application ensures accountability from the first minute.
Lock GPS Check-In Location
Clicking "CHECK IN" triggers high-accuracy HTML5 geolocation acquisition, binding the representative's precise start location and GPS signal accuracy directly to their work session.
Biometric Selfie Verification
An integrated camera viewport automatically initializes, prompting the agent to snap a check-in verification photo. This eliminates buddy check-ins and guarantees physical presence.
PHASE 2 Log Client Visits
During the work day, the agent's browser stays on the Active Work Session card. From this central control center, reps can quickly log customer meetings with full contextual details.
Log Client Visit Details
Click "LOG CLIENT VISIT" to open a streamlined modal. Enter company details, contact person, phone number, and meeting notes. The system validates fields in real-time.
Capture Storefront Proof
To prevent spoofed meetings, agents must snap a live photo of the client storefront, business card, or customer handshake. This binary image is logged directly into Odoo.
Automatic Lead Generation
Saving a visit automatically creates or links a Prospect in the standard Odoo Contact Directory, attaching a special "Field Lead" category tag for marketing follow-ups.
PHASE 3 Check-Out & End Day
At the end of their route, the representative closes their workday. The system updates their key performance metrics and locks down the session parameters.
Live KPI Metric Feed
The dashboard displays real-time statistics including total logged visits and productive check-ins, allowing agents to track their productivity at a glance.
Final Check-Out Selfie
Clicking "CHECK OUT" triggers the checkout camera modal. A second face verification is captured, alongside end-of-day GPS coordinates to finalize the session data.
Deviation Verification Engine
Upon check-out, a background Haversine algorithm immediately calculates the geographical distance between check-in and check-out to detect irregular session shifts.
PHASE 4 Manager Auditing & Maps
Managers get full backend auditing capabilities. They can review entire representative session history, verification statuses, and geographic travel logs directly inside Odoo.
Comprehensive Audit Panel
Review check-in/out times, view selfie verification media, access direct Google Maps coordinates links, and view list views of client visits and route telemetry logs.
Leaflet Route Trajectory Path
The system traces agent locations throughout the day and plots the chronological path on an interactive Leaflet map tab. Visual pins mark check-in, check-out, and individual client visits.
PDF Visit Logs Export
Export elegant, print-ready End-of-Day PDF reports with check-in/out summary data, photo proofs, and direct Google Maps hyper-links for physical record-keeping.
Built Natively on Odoo 19
Unlike bloated third-party integrations, Field Sales operates directly within your database, complying with Odoo standard layouts, security groups, and web assets pipelines.
- No subscription, api key, or external data sync required.
- Optimized for mobile viewports using Odoo OWL structure.
- Pre-defined Odoo user roles (Field Salesperson vs Managers).
The Field Agent Workflow
Simplified steps that field representatives follow daily, keeping location auditing automated.
Selfie Check-In
Open Kiosk, take a selfie verification, and log initial GPS coordinates to start the workday.
Visit Clients
Record client meetings, fill in details, snap client/store photos, and log exact visit locations.
Check-Out & Review
End day by snapping a checkout photo. System auto-verifies deviation via Haversine distance.
Generate Report
Managers review trajectories, lead logs, and download high-quality End-of-Day PDF summaries.
Odoo Store Compliance & Specifications
Technical requirements, metadata list, and easy setup instructions.
Compatibility
| Odoo Version | v19.0 Community & Enterprise |
| Key Dependency | base, web |
| Deployment | On-Premise & Odoo.sh |
| Multi-Branch/Company | Supported |
License & Rights
| License | OPL-1 (Odoo Proprietary) |
| Price Model | One-Time Purchase |
| Support included | Free updates & bug fixes |
| Code quality | Linter and PEP8 compliant |
Quick Installation
- Download and unzip the field_sales folder into your Odoo custom addons directory.
- Activate Developer Mode in Odoo settings.
- Go to Apps and click Update Apps List.
- Search for "Field Sales" and click Activate.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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