Order Management App for Field Operations
The Hidden Cost of a
Broken Order Process
Most field service companies don’t realize how much money walks out the door because their order process is held together with spreadsheets & phone calls. Ask yourself:
How many orders got delayed because no one knew which products were available, or where?
How many territories overlapped, creating internal conflict and customer confusion?
How many wrong quotes happened because your product catalog was outdated?
A Connected Order Tracking Module
Built for the Fieldy
Product Management
FieldTrace gives every field rep live access to your entire catalog, with accurate pricing, specs, and availability, so they can sell confidently from anywhere.
- Centralized product catalog available to every field rep in real time
- Pricing, specs, and availability synced automatically
- Attach product details directly to orders, visits, and customer profiles
- Track which products are moving, which aren’t, and why
- Control what each team member can see, edit, or quote
Territory Management
FieldTrace puts a hard line around overlapping zones, uncovered accounts, and unclear ownership, so every rep knows exactly what's theirs.
- Assign territories by geography, zip code, industry, or segment
- Full visibility into accounts, contacts, and open orders per zone
- Instant reassignment without losing historical data
- Track revenue growth and stalls by territory
- Clear ownership rules that eliminate overlap conflicts
Orders
FieldTrace connects every order to the full picture, so nothing gets missed, mishandled, or lost in a text thread.
- Connect the right customer and contact
- The right service location
- The right representative responsible
- The right visit, task, or follow-up tied to it
Frequently Asked
Questions
These are the questions we hear most from field operations managers who are tired of patching a broken system. If yours isn't here, we'll answer it on the call.
Is this only for large field service companies?
Not at all. Whether you're managing 5 reps or 5000, the problem is the same: disconnected orders, unclear territory ownership, and product data that nobody trusts. FieldTrace scales with you by starting lean and growing without rebuilding.
Can we import our existing product catalog and order history?
Can field reps access orders and product info on-site?
How does Territory Management handle reassignments?