Product Overview
Travelize is a digital geo-location product developed to phase out traditional/manual reporting processes in companies.
These days, software has been an essential part of any business, as it allows the manager to review the daily schedule, assign tasks and in the end find which tasks are still pending. Travelize plays a vital role in service-based business who are desperate for opportunities and efficiency. Our end-to-end service management software optimizes every aspect of your service delivery, providing opportunities to continuously monitor and improve your service offering and workforce performance.
Business Management is stress-free with the assistance of Travelize and you can manage the staff as well as work accordingly. The workforce will know their responsibilities before time. It can also help you whether you need more staff to escalate the output and work efficiency as well as forecasting it accurately. Travelize is an application where you can achieve all your business work and get the best performance of your staff. It does not need any expertise or practical knowledge because it is made such that everyone can use it easily.
Specifications
Remote Attendance
Travelize Employee attendance recording from remote areas.
Remote “check in/check out” option.
Location capture.
Live updates to the manager.
Export the reports.
Leave Application
Apply for leave from anywhere by logging in to Travelize application.
Select the type of leave from the drop-down list.
Select the leave duration and provide appropriate reasons for the same.
One can also check the leave balances in the leave balance summary
Live Monitoring
Cutting edge mobile workforce management tool.
Locate your field executive in real-time with GPS.
Monitor the route of each meeting attended by the executive.
Set up custom monitoring and work-site geo-fencing.
Get the accurate estimate of the distance travelled.
Meetings
Plan & assign day-to-day meetings to field staff.
Update meeting status & add notes.
Retag meeting location in a click.
“Direct visit”- Self-schedule meetings on the go.
Mark “My visit” in mobile app for unplanned meetings.
Automatically stores time spent in meeting location.
Generate date-wise meeting reports.
Leads
Update and assign leads to field staff.
Manages and allows to find leads in real time
Segregate leads based on lead status.
Manage and follow-up leads in mobile app.
Add notes and attachments.
View leads history.
Download reports.
Travel Claims
Automatically records travel distance (Kms) & time (s).
Alerts on the start and end of destination.
Get to know and view exact travel history.
Submit travel claims online
Attach images of extra bills.
Review and approve claims with proof.
View claim status in the mobile app.
Dashboard
Instant insight on field executive activity details.
View all modules and reports with vivid graphics support.
Easy data analysis and visualization.
Mobile battery level & signal strength indicator.
Work status notifications of all employees.
Cloud Storage
Store data in the cloud database with encrypted security.
No more worries about data loss.
Easily accessible.
Secured backup.
Highly reliable.
Customize
Client specific customization.
User specific ID and password.
Various add on modules:
Human Resource Management
Project Management
Stock Management
Customer Relationship Management


