Vault Agency Corp
RouteRep — a Vault Agency Corp product

Field Operations. Connected.

RouteRep gives businesses the tools to manage representatives, customer visits, territories, routes, schedules, field data, and performance from one connected platform.

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Mobile + Web PlatformComing to iOS

RouteRep interface shown with sample data.

Features

Everything a field operation runs on

RouteRep covers the full working cycle — planning the route, recording what happened, and reporting on it.

Route Planning

Build the working day before it starts, so representatives leave with a plan instead of a list of addresses.

  • Create and organize daily routes
  • Assign locations to representatives
  • Manage customer stops and stop order
  • Optimize field activity across the day

Customer Management

One record per account, holding everything the business knows about it.

  • Centralized customer database
  • Retailers, wholesalers, distributors and custom customer types
  • Complete customer visit history
  • Customer status and account information

Field Visits

Representatives record visits from the mobile app while they are still at the location.

  • Visit start and completion
  • Visit duration and store information
  • Photos when needed
  • Questionnaire responses, notes and customer status

Territory Management

See coverage geographically instead of guessing which areas are being served.

  • Organize customers geographically
  • View territory coverage
  • Identify areas requiring additional attention
  • Analyze retailers, wholesalers and distributors by territory

Leads

Opportunities found in the field reach the right person instead of staying in a notebook.

  • Capture potential customers discovered by field representatives
  • Route leads to the appropriate manager or account representative
  • Maintain follow-up workflows

Smart Questionnaires

Ask the same questions the same way, so the answers are worth comparing later.

  • Create structured field questionnaires
  • Support conditional questioning
  • Collect customer insights consistently
  • Export responses for future analysis

Scheduling

Plan the weeks ahead across the whole team, not just the next working day.

  • Customer visits and routes
  • Field deployments
  • Events
  • Team activity

Analytics

Give managers visibility into what is actually happening in the field.

  • Visits, territory activity and customer coverage
  • Field activity and team performance
  • Lead activity
  • Historical trends

The platform

One Platform. Two Experiences.

RouteRep is a single system with two front doors — one built for the representative in the field, one built for the manager reviewing the operation.

Mobile Field App

For representatives

RouteRep provides field representatives with a mobile application designed for activity while working in the field — checking the day’s route, navigating to the next stop, recording a visit at the counter and capturing what was seen there. It is built for one-handed use, standing up, between locations.

  • View and follow the assigned daily route
  • Record visits, notes, photos and questionnaire answers
  • Capture new leads discovered in the field
  • Review customer history before walking in
iOS release planned

Web Management Platform

For managers and administrators

Managers access RouteRep through the web to manage teams, customers, territories, schedules, data, analytics, and settings. It is where the week gets planned and where field activity turns into reporting the business can act on.

  • Plan routes, schedules and field deployments
  • Manage customers, territories and team members
  • Review visits, questionnaire responses and leads
  • Run analytics across activity, coverage and performance
Available on the web

How the two stay connected

1

Management plans

Routes, schedules, customers and territories are set up on the web and assigned to representatives.

2

The field records

Representatives see their assigned work on mobile and record visits, answers, photos and leads as they go.

3

Both sides see the same data

Field activity flows back into the same records management is working from, so reporting reflects the actual day.

Who it's for

Built for Businesses With Teams in the Field

RouteRep is a multi-industry platform. If a business has people visiting locations on its behalf, the same core problems apply — planning the day, recording what happened, and understanding coverage.

Field sales
Brand representatives
Merchandising teams
Territory managers
Field marketing
Service teams
Distribution teams
Account managers

RouteRep is not limited to a single industry. The platform supports custom customer types and configurable questionnaires so it can match the vocabulary and workflow of the business using it.

Security & data

Responsible handling of business data

RouteRep is designed with secure account access, role-based functionality, and responsible data-handling practices. Customer records entered into RouteRep belong to the business that entered them.

Secure account access

Access to the platform requires an account, and data is transmitted over encrypted connections.

Role-based functionality

What a user can see and do depends on their role, so field and management access differ appropriately.

Permission-based location

Location features operate according to product functionality and the permissions granted on the device.

Data stays the customer’s

Vault Agency Corp does not sell personal information collected through RouteRep.

Full detail on what RouteRep collects and how it is handled is in our Privacy Policy.

Transform the Way Your Team Works in the Field

Talk to us about how RouteRep fits your operation, your territories and the way your representatives already work.

Contact Vault Agency

RouteRep is a product of Vault Agency Corp.