Mobile Field Execution
A Progressive Web App that delivers the complete field representative workflow — route visualization, GPS-verified check-ins, visit data capture, and offline operation — directly in the mobile browser with no app store installation required.
Overview
The Mobile Execution module is a Progressive Web App (PWA) that runs directly in the mobile browser — no app store installation, no MDM policy required. It provides field representatives with their full daily workflow: route visualization, GPS-verified check-ins, visit data capture, photo documentation, and offline operation.
PWA Installation
FieldOrchestrator can be installed as a home screen application on any modern smartphone. Follow the steps for your operating system below.
Android
Chrome
- 1Open Chrome and navigate to your organisation's FieldOrchestrator URL.
- 2Tap the three-dot menu (⋮) in the top-right corner.
- 3Select "Add to Home Screen" from the menu.
- 4Confirm the installation. The app icon will appear on your home screen immediately.
iOS
Safari
- 1Open Safari and navigate to your organisation's FieldOrchestrator URL.
- 2Tap the Share button (rectangle with an upward arrow) in the browser toolbar.
- 3Scroll down in the share sheet and tap "Add to Home Screen".
- 4Tap "Add" to confirm. The app will appear on your home screen.
Browser requirement: Always use Chrome on Android and Safari on iOS for full PWA support. Other browsers may not support the "Add to Home Screen" installation flow.
Today's Route Screen
After login, mobile users land on the "Today" screen — a unified view of the day's approved route, stop-by-stop schedule, and performance indicators.
Route Map
Interactive map displaying the approved day route with numbered stop markers and the optimal travel path between them.
Ordered Stop List
Each stop shows the HCP name, medical specialty, full address, estimated arrival time, Tier badge (A/B/C), and overall Plan Score badge.
Plan Score Badge
A color-coded badge (green / amber / red) reflects the quality of the day's plan against territory objectives, updating in real time as visits are completed or skipped.
Check-In Flow
GPS-verified check-in ensures visit integrity and supports compliance reporting. The flow is designed to be frictionless when proximity is confirmed.
Arrive near the HCP location
Position yourself within approximately 200 metres of the HCP's registered address.
Tap the HCP card → tap "Check In"
Open the HCP's card from the stop list and initiate the check-in. The system will request your GPS location.
GPS proximity is verified
The platform cross-references your device's GPS coordinates against the HCP's registered location.
Check-in confirmed (within range)
A green badge and timestamp confirm successful check-in. The visit is now active.
Manual override (outside range)
If outside proximity range, a warning is shown. The representative may confirm a manual override for exceptional circumstances — this action is logged for compliance audit.
GPS proximity radius: The standard check-in proximity threshold is 200 metres. If your device GPS reports a position more than 200 m from the HCP's registered address, the system flags the attempt and presents the manual override option. Administrators can adjust the threshold per territory in Settings → Mobile → GPS Tolerance, but the 200 m default applies to all territories unless explicitly overridden.
Compliance note: All manual overrides are captured in the immutable audit log with the representative's identity, device location, and timestamp. They are visible to managers in the Compliance dashboard.
Visit Data Capture
During an active visit, the representative records the full interaction using a structured capture form. All data is saved locally and synced automatically on the next available connection.
Products Detailed
Select from the product catalog which products were presented during the visit. Each selection records the promotional level and materials used.
Objection Capture
Log any objections raised by the HCP during the visit. Captured objections are stored in the HCP's objection memory and surfaced in future pre-call briefs.
Next Steps
Free-text field for follow-up actions, commitments made, and notes for the next visit.
Photo Documentation
Capture photos of promotional material placement, practice signage, or display arrangements. Photos are queued for sync and attached to the visit record.
Check-Out
Tap "Check Out" to close the visit. The platform records the check-out timestamp and computes the visit duration automatically. All visit data captured during the session — product details, objections, next steps, and photos — is finalized and submitted for synchronization with the central platform.
Offline Operation
Offline-FirstFieldOrchestrator is designed for the realities of field work — unreliable networks, underground car parks, rural areas, and hospital dead zones. All core features function fully without network connectivity.
Local Data Storage
Visit data is persisted locally on the device with enterprise-grade encryption, ensuring data is never lost if the network drops mid-visit.
Photo Queue
Photos captured offline are held in a secure local queue and uploaded automatically when a connection is re-established.
Silent Auto-Sync
Synchronization happens automatically and silently in the background when a network connection becomes available — no manual action required.
Zero Data Loss
The platform guarantees full persistence of all captured visit data. No visit record, note, or photo will be lost due to connectivity interruption.
Skipping a Visit
If an HCP is unavailable at the time of the visit, tap "Skip Visit" on the HCP card and select a reason from the dropdown (HCP not available, appointment cancelled, practice closed, etc.).
The skip is logged with the selected reason and timestamp. The day's Plan Score is recalculated automatically to reflect the updated coverage, and the skip record is available to managers in the visit history.
Desktop Access Override
By default, mobile devices are automatically routed to the mobile-optimized interface. Representatives who prefer the full desktop interface can bypass this routing for their current session.
?fo-prefer-desktop=1append to any URLThis parameter sets a preference cookie for the session. It must only be added once; subsequent navigation within the platform will honour the desktop preference automatically.
Ready for the next module?
Learn how AI-generated pre-call briefs help representatives prepare for every visit.