Features
Verified visits, sales orders, stock, collections and to-dos, on the reps’ phones and the managers’ web console.
Customers
Each customer has one record with their details, locations and contacts. Every visit, order, collection, to-do, comment and file links to it, so anyone on your team can see everything that happened and pick up where the last rep left off.
Customers and vendors in one place, each with verified locations.
Visits, orders, collections, to-dos and tickets, each in its own tab.
Search and filter by any field, including your custom fields.
Add the customer fields your business needs, from the app.
Add and change your areas yourself, any time.
Choose who is responsible for each customer, and who can see it.
One tap from the customer record.
Move leads to customers on a board, with your own statuses.
Visits you can trust
BricksRep checks each visit against GPS when the rep ends it and records how long it took. It catches fake-location apps and detects joint visits for you.
BricksRep verifies check-in and check-out at the customer, and records the visit’s duration.
BricksRep flags fake-location apps, and each rep uses one phone.
When a manager visits with a rep, BricksRep records it automatically.
Reps plan their day, or managers plan it for them, then approve.
Each visit type has its own rules.
Every rep on the map, with each day’s path and distance.
The best order to visit today’s customers, in one tap.
8 question types and conditional questions. Filter and export answers across visits.
Reps record them on the visit, product by product.
Visits spread across your whole customer list, not the same few customers.
Managers score reps on joint visits.
Visit frequency, call rate and sales by area.
Working and waiting hours, visits and coaching scores.
Keeps working where the signal is weak.
Sales and collections
Reps take orders with your price lists and offers, BricksRep tracks stock by expiry date, and collections update the customer’s balance as soon as the rep saves them.
On the Visits + Sales plan
Reserve, invoice, split or hold, with approval steps.
Bundle offers, stacked discounts and tax.
Orders, returns and receipts with your logo, including Bluetooth pocket printers (Android).
Warehouses and stock by expiry date and cost.
Move, count and reserve stock across warehouses.
Purchase orders, purchase returns and vendor payments.
GPS-checked and matched to invoices.
Transfers approved on both ends.
Matched to your paper receipts.
Statements, aging and credit-limit warnings.
The visit ends when the rep leaves the customer.
Record visits, orders and collections without internet; the app uploads them automatically when the signal is back.
Your process
Visit forms, roles, approvals and tasks that match how your team works. We set up your approval workflows with you, free.
Start from industry templates and edit them.
Set up for you, free.
For the whole team, with to-dos shown on the visit.
Including expenses tied to a visit, approved in one click.
Plus the web console for managers.
Your data in and out
Import what you have today from Google Sheets, and export all your data to spreadsheets whenever you need it.
Customers, products, areas, orders and balances.
Everything, any time, to spreadsheets for your own reports.
