What Field Operations Does
Field Operations is where you monitor and support your van sales team from the back office. Your field reps run their day from the mobile app — starting a day cycle, driving a route, visiting stores, ringing up sales — and this section is where you see all of that live, plus manage the master data the field depends on: the customer stores they visit, the vehicles they drive, and the route plans they follow.
The four screens
All four live under the Operations section of the sidebar:
- Day Cycles (
/ops/day-cycles) — a read-only monitoring view of every field rep's working day: who is in the field right now, store coverage, sales and cash collected, plus per-cycle detail with store visits and expense approvals. - Customer Stores (
/ops/customer-stores) — the shops your vans serve. Each record carries the owner's contact details, a GPS location, and an optional credit limit. - Vehicles (
/ops/vehicles) — your fleet. Each vehicle has an identity, a status, and a crew assignment (driver, sales executive, and so on). - Route Plans (
/ops/route-plans) — reusable route templates: an ordered list of customer store stops with a coverage target, optionally paired with a vehicle.
How it all fits together
Set things up in this order:
- Add your Customer Stores first — route plans are built from them.
- Add your Vehicles and assign the crew to each.
- Create Route Plans from your customer stores and assign a vehicle to each plan.
- From there the mobile app takes over: when a field rep taps Day Start on their device, a Day Cycle appears here and you can watch it progress until day close.
You never create a day cycle from the portal — the Day Cycles screen is purely for monitoring and for reviewing/approving what the field submits.