Reps file conveyance, daily allowance and travel claims from the phone, and the rate on every line comes from a fare chart your admin sets — so a car claim is priced at the car rate and a June line at June's rate. Policy checks flag what a manager should look at; leave requests show which planned visits they take off the plan before anyone approves them.
The rate is set once, by an admin, from a date — and the claim form, the policy check and the approval all read the same figure.
Per-km rates by bike or car and daily allowances for HQ, ex-HQ and outstation, each effective from a date. A mistake is withdrawn, not quietly edited.
Distance × the per-km rate and days × the daily rate, on the line's own date. The phone previews; the server decides.
Over-distance, backdated, duplicate, missing receipt, conveyance with no visits that day — shown to the manager beside the line, never used to auto-reject.
Straight-line distance between the day's verified check-ins, shown as a floor beside the claimed kilometres.
Apply, attach a certificate, and see the balance. Rejecting a leave or a claim needs a reason the rep can read.
Before approving leave, the manager sees the planned visits it removes — including the tier-A doctors.
A claim filed the evening it was incurred, reviewed the next morning, with the policy reading done before a person opens it.
Rep picks car and enters 32 km. The rate comes from the chart for today's date.
Every line is priced again on submit, in case the chart changed while it sat in draft.
Two flags drawn on the lines they concern. The rest reads clean.
Approved, or returned with a reason. Every decision is audited.
Each module stands on its own. Bought together, they share one source of truth, one audit log, and one AI engine.
The complete relationship.
The 60-second call report.
Primary and secondary, captured at source.
FEFO inventory, audit-grade chain.
Territory-aware day plans.
Order flow visibility, end-to-end.
Plain English in. Chart out..
The shape of your motion.
Verified field days.
Paid on secondary sales.
30-minute demo. We'll mock your real workflow live.
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