Work top to bottom. Every merch visit needs a report with a before and after photo of each freezer before it closes.
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My accounts
Store
List
Type
Address
County
Phone
Email
Last order
Last $
Days
My call list
Clients the office assigned to you to call or manage. Work the list, then hit ✓ Log call — your recap goes straight back to the office.
Recently completed
⏰ Needs follow-up
Your accounts with no touch in over 7 days — no completed call, logged visit, or delivered/logged order. Oldest first — start at the top.
🚗 Mileage (store to store — paid per mile)
Auto-calculate adds up the real driving distance BETWEEN your stops for that day, in stop order (store to store — the drive from home is not counted). Typing your own number always wins. One entry per day — saving again replaces it, never doubles it.
Day
Miles
$
How
Stops
Notes
My earnings (your accounts only)
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Collected
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My commission
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Orders
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Commission by day
📊 My trends
Accounts ordered per week (last 8 weeks)
My weekly sales $ (delivered + logged)
New accounts by month (last 6 months)
Top 5 clients this month ($)
Date
Store
Collected
Rate
Commission
Commission = your rate × amount collected on delivered orders for your accounts, plus order amounts the office logs on your accounts' profiles (logged). Some low-margin orders may carry an adjusted rate.
My orders
Orders you placed on the Place a client order form. Tap one to fix a quantity or add notes — the office sees your change. Delivered & canceled orders are locked (call the office to change those).
Inquiries
Mark an inquiry contacted after you call — it syncs to the main dashboard with your name on it.
Date
Business
Contact
Reason
ZIP
Contacted
Delivery schedule (view only — pickups not shown)
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Deliveries — my accounts
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Total accounts
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New accounts in range 🔎
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My accounts' deliveries by day
My accounts by list
Date
Store
Driver
County
Status
My visits & route
Merch routes and payment pickups assigned to you — plus anything you schedule yourself.
Upcoming stops
My visit log
Date
Store
Outcome
Notes
💲 Client pricing requests
Agreed a price with one of your clients? Send it here and the office approves it. The price does not change until they do — you will see the status update on this page.
Your price requests
Sent
Client
Product
Asking
Status
🧊 Freezer for a client
Signed a client up for a freezer? Send it here — the office approves it first, then the client joins the Equipment Waitlist and the drop-off gets scheduled like normal.
Your freezer requests
Sent
Client
Size
Status
❄ Freezer inventory
Live equipment counts — what you can actually promise a client (view only).
Size
Branded
Industry
Walnut
3PL
Total
Notes
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Inventory (view only)
Product
Category
Industry
Walnut
3PL
Total
My route map
Only your accounts are pinned. Tap pins to build a route, ⚡ optimize the stop order, then open it in Google Maps for turn-by-turn.
🗓 Team Calendar
Marketing events, content days, trade shows — what the whole team has on.
✍ Freezer contract — sign in person
Pick a plan, type the store name, then hand the customer your phone or tablet to sign. The page opens locked to that plan — the customer can't switch it.
$0/mo minimum
$500/mo minimum
$750/mo minimum
$1,000/mo minimum
💳 NET Terms — Credit Application
Send to clients who want payment terms — applications land on the office dashboard.
