Sales Team App
Sales agents, managers, BDOs and order bookers work leads, bookings and collections from the phone.
View application purpose →Web & mobile appBuilders & Real Estate
Installment Plans & Recovery
Every receipt goes to the oldest due installment first; overdue files, late fees and defaulters are listed for the recovery team with one-tap call and SMS.
What it is designed to manage
- Receipts by cash, bank transfer, cheque, pay order, online or card
- Automatic allocation to the oldest dues
- Partly paid installments
- Bounced cheques reversed in one step
- Late fee per month overdue
- Recovery list with 0–30, 31–90 and 90+ day buckets
- Call and SMS reminders from the list
- Over-payment refused
- Printable receipts
- Accounts entries for every receipt
Features
Everything included in this module.
- Allocation you don’t do by handAvailable
Post a receipt and FieldPro fills the oldest installments first, showing exactly where the money went.
- Bounced chequeAvailable
One click reverses the receipt; the installments become due again and the team is alerted.
- Recovery listAvailable
Who is behind, by how much, since when and the late fee — sorted by days overdue.
- Buyer sees the sameAvailable
The customer portal shows the schedule, receipts and what is due next.
Related role applications.
Accounts App
Accounts reviews receipts, bills and the journal entries they create.
View application purpose →Web & mobile appEach person only sees the modules and records their role allows.
A practical view of the process
How the work moves.
01
Installment falls due
02
The buyer pays — the receipt is posted
03
FieldPro allocates it to the oldest dues
04
Overdue files appear on the recovery list
05
The team calls or sends an SMS
Information coming in
- Booking schedule
- Receipts
Records & handoffs coming out
- Paid / due status
- Recovery list
- Cash and receivable entries
Connected departments
