All Features

Unleash the full potential of your field teams and supercharge your business growth.

PlanLiteEliteEnterprise
Real-time location tracking on maps
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Timeline detailing historical movement & idle time
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Timeline of meetings attended
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Automatic calculation of distance travelled based on GPS tracking
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Automatic calculation of distance travelled based on Odometer readings
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Automatically start location tracking based on shift timings or work location
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Define frequency of location data (assists in battery saving)
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PlanLiteEliteEnterprise
Attendance Management
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Capture attendance status (absent, present, half-day) & calculate working hours
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Restrict attendance punch-in/out from specific location/site
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Define custom shifts & rosters
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Prevent early punch outs & create attendance penalties
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Validate attendance through a combination of selfie & fingerprint authentication
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Monitor real-time head-count at your sites or offices on a map
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Manage casual leaves
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Create custom leave types, public holidays, leave entitlements & process leave requests
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Time & location based auto attendance marking
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Integrate with your HRMS/Payroll software
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Design custom attendance punch in/out forms to capture data
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PlanLiteEliteEnterprise
Create/upload geo-tagged clients at executive or administrative level
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Design custom forms to record unique data when adding a new client
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Create client visibility restrictions based on employee designation/team
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Download comprehensive reports on clients added/visited
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PlanLiteEliteEnterprise
Task Management
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Keep track of productivity with geo-tagged tasks, photos and forms
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Assign tasks to field employees up to a month in advance
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Set targets on number of tasks/meetings for each employee
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Monitor & assign BEAT routes & PJPs to field employees
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Assign tasks to a field employee closest to the client location
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Verify task completion with client-location restricted selfie, custom forms
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Verify task completion with OTP verification
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PlanLiteEliteEnterprise
Digitize & automate expenses for easier management with reduced manual intervention
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Validate & process conveyance claims. Automatically generate conveyance claims with Odometer
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Field employees can send reimbursement requests with evidence
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Create custom expense categories like Outstation meal, Lodging and Travel to keep track of expenses
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Define expense limits based on categories, designation, and team level
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Design a custom expense approval hierarchy with various levels of approvers & reporting managers
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Set restrictions on how far back an employee can submit expenses
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Pay employees in advance to simplify expense claims
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PlanLiteEliteEnterprise
Create targets based on meetings, forms, photos, and orders to fuel growth
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Assign targets to a field employee or a specific team
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Define targets based on orders, forms, and photos
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PlanLiteEliteEnterprise
Upload order SKUs directly from the mobile app
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Add OTP verification while placing the orders
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Monitor orders and trends from the intuitive dashboard
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PlanLiteEliteEnterprise
One-click integration with leading software such as Zoho CRM, Zoho Inventory, Zoho Books, greytHR, Zoho People and HRone
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Web-based admin panel to oversee everything - from real-time location of employees to average working hours
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Get real-time notifications for expense, leave approvals, attendance overrides, GPS on/off, and when an employee enters or exits a geo-fence
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Replicate your organization structure in Unolo to ensure appropriate information access & edit rights
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Create teams and custom designations for smooth management of your field force
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Download detailed reports for each and every module
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Schedule reports and get them directly in your inbox
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Get detailed reports on frequency of meetings with existing clients, orders booked & new clients onboarded
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Create custom fields to capture additional information
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