A field log that runs a two-portfolio wine route
- Problem
- A sales rep carrying two distributors' books across three territories. Orders lived in a paper notebook, follow-ups lived in his head, and nothing tied a tasting to an order to an invoice.
- Built
- A mobile-first log with follow-ups, orders, accounts and visit notes. Overdue follow-ups surface at the top. Each tasting records which wines landed, which got a pass, and what to bring next time.
- Result
- Every account has a history. Nothing falls through between the tasting and the reorder.