Field & Route Operations
Manage every account across your territory.
Field and route teams handle many accounts and locations, each with installs, service visits and follow-ups. Wonward gives managers the full picture of the territory while each rep focuses on the accounts assigned to them.
Common problems we solve
Account information is scattered
Contacts, locations and visit history are spread across spreadsheets and personal phones, so knowledge leaves when a rep does.
Installs and visits are hard to coordinate
New installs and recurring service visits involve several people, and it's hard to see what's scheduled, done or overdue.
Managers lack a territory view
Without one place for every account, managers can't see which reps are stretched or which accounts need attention.
How Wonward helps
Accounts and contacts in one CRM
Keep every account as a company with its contacts, deals, files and a timeline of every visit and call.
Rep-only visibility
Reps see only the accounts, deals and projects assigned to them, while managers see the whole territory.
New account becomes an install project
When a deal closes, Wonward creates a project with starter tasks you can shape into your install checklist.
Calendar for service visits
Schedule visits, installs and follow-ups on one calendar linked to the account they belong to.
CSV import and Ask Kii
Import your account list from a spreadsheet, then ask Kii which accounts haven't been visited recently.
An example workflow
- 1A lead comes in for a new location
- 2The territory rep visits and logs the meeting
- 3The account signs and the deal moves to Closed Won
- 4Wonward creates the install project with tasks and dates
- 5The install is completed and service visits go on the calendar
- 6The account is active and the rep keeps it growing
Field teams usually start by importing their account list and assigning accounts to reps. Wonward is free during the beta, so you can roll it out to a few reps and see how it fits.