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Field Sales: quote at the counter, even with no signal

Mobile order entry for reps on the road, in the phone's browser. It puts the customer, their pricing and stock in hand, saves a quote even with no signal, and writes it into Spire as a real quote the moment the connection returns.

What you get

Key capabilities

  • Quotes saved with no signal and sent to Spire once the connection returns, never twice
  • Spire prices every line: an estimate at the customer's price level on the phone, Spire's own price on sync
  • A customer briefing: last order, usual items, balance, overdue, and how fast they pay
  • Stock by warehouse, hidden once the figure is more than a day old
  • The customer signs on the phone, and the signed PDF is emailed on the spot
  • Runs in the phone's browser: nothing to download from an app store
How it works

The flow, end to end

  1. Open the customer

    Before the visit, a briefing from real Spire history: their last order, the items they usually buy and how often, what they owe against what is overdue, how fast they pay, and a warning if they are on credit hold.

  2. Build the quote

    Repeat the last order in one tap or add lines from the catalogue, with stock by warehouse beside each part. Up to 2,000 customers and 4,000 parts are kept on the phone, so it keeps working with no signal.

  3. Get it signed

    The customer signs with a finger on the phone, even offline, and the signed PDF goes to them by email.

  4. Let it reach Spire

    The quote syncs itself when the signal returns, priced by Spire, and its timeline ends in the Spire document number. A retry can never create a second one.

Pricing

A Nexus add-on module

Field Sales reads and writes the same live data as everything else you run on Nexus, so it works in step with your other modules: no syncs, no exports. Add it on top of the platform: a flat per-company fee, no per-seat charge.

Questions

What people ask about Field Sales

Does it need an app from the App Store?

No. Field Sales runs in the phone's browser and can be added to the home screen, so there is nothing to download or approve.

What happens with no signal?

The rep keeps working. A saved quote survives closing the app and syncs to Spire by itself when the connection returns, once and only once.

Whose price does the customer get?

Spire's. The phone shows an estimate at the customer's price level, and Spire's own price replaces it when the quote syncs.

Does it write quotes or orders?

Quotes by default. A setting can make it write orders instead.

Add Field Sales to your Nexus

Book a demo and see it running on your own data, connected to the systems you already use.

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