Triforce Sales

Triforce Sales is the field and office app for Triforce's sales team. Sales reps plan and record customer visits, turn prospects into customers, and send quotes and invoices on the spot. Supervisors and the office follow the work and run the back office from the same app.

An account is required. Accounts are created by your company's administrator; there is no public sign-up.

FIELD WORK - Home: today's key figures, open tasks and your next visits at a glance. - Tasks: see open and completed tasks, start and finish them, and jump straight to the related visit. - Visits: a weekly plan, new visits for a prospect or customer, directions to the site, and check-in when you arrive. - On site: record the contact, the result, the number of cars and the next visit, and save the customer's location on the map. - Prospects: search, filter by status and category, and call, email or open the location in one tap. - Quotes: build a quote with live pricing, open the PDF and email it to the customer. - Invoices: view lines and totals, open the PDF and email it with your company documents. - Customers: customer cards and the contact used for invoice emails.

OFFICE AND MANAGEMENT - Visits report by period and by sales rep, with results, quotes and emails sent. - Sales reps, supervisors, contracts and users. - Monthly payroll, deductions, advances, additions and bonuses. - Custody and custody settlements. - Vendor and customer settlements, and invoices created from them. - Email settings and the company documents attached to quotes and invoices.

BUILT FOR THE TEAM - Full Arabic and English, with right-to-left layout. - Each user sees only the screens their administrator grants, and a sales rep sees only their own tasks, visits and quotes. - Location is used only while the app is open, when you check in at a visit or ask for your position. It is never tracked in the background.

Oppdagelsessignaler