A day with BricksRep

From the first planned visit to the last collection, here's what your reps do and what you see.

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  1. 01 · Rep · 8:30

    Plan the day

    Reps open today's planned visits on their agenda. One tap on Optimize route puts them in the best order. Managers can plan the day for them and approve plans.

  2. 02 · Rep · 10:30

    Visit the customer

    The rep starts the visit at the customer. When they end it, BricksRep checks the location, records how long the visit took and saves the visit form's answers. Open to-dos for the customer show up on the same screen.

  3. 03 · Rep · 10:50

    Sell and collect

    From the same agenda card, the rep creates a sales order or records a collection. Prices, offers and stock come from your setup, and the customer's balance updates as soon as the rep saves it.

  4. 04 · Manager · all day

    See it as it happens

    Every visit, order and collection shows up live: on the map, in the visit list and in your reports. Approve what needs approving, and coach reps on what actually happened.

Live the same day

We import your customers, products and areas from a spreadsheet, set up your visit forms and approval workflows with you, and train your team. There's no setup fee.

We'll walk through this day with your own customers and products.

Book a free demo
  • No setup fees
  • We reply within one business day