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Case study · 2025

Fieldbook

A sales rep's day in one app. An internal app for field sales reps: the day's visits, a verified check-in, stock and targets.

Client
Private client, not named
Year
2025
Our part
Product design
Status
Design delivered
Categories
iOS app, Product design, Internal tool
Fieldbook screens
Client
Private client, not named
Year
2025
Our part
Product design
Status
Design delivered
Categories
iOS app, Product design, Internal tool
The brief

Reps visit schools and bookshops all day. The office needs to know it happened.

A sales team on the road plans visits, carries sample stock and takes orders. Most of that used to live in calls, messages and memory.

The app gives each rep one list for the day and gives the office a record it can trust, without adding paperwork to the visit.

The three check-in steps: location, photo and confirmation
Check-in in three stepsLocation, a photo from outside the building, then the visit starts.
3steps to check in at a visit
1list for the whole day
21screens shown here
Try it

Check in at a visit yourself.

Tap the dot on the phone

Start the dayArriveProve itChecked inEnd the day
The check-in confirmation, stock tiles and visits chart as separate cards
Small parts, one languageConfirmation, stock and targets share the same cards and the same red.
TodayCustomersInventoryPerformanceAdd a visit
  1. 01

    Today

    The day as one list, in the order it should happen.

  2. 02

    Customers

    Schools and bookshops, with samples still outstanding.

  3. 03

    Inventory

    What is running low and what to carry today.

  4. 04

    Performance

    Visits, new customers and the weekly target.

  5. 05

    Add a visit

    Customer, date, purpose and priority.

Inventory and a refill request awaiting signature
Stock in the carLow stock is flagged, and a refill is signed for on the phone.
The performance screen with the check-in confirmation
Targets without a spreadsheetCompleted against missed visits, and progress to the weekly target.
Full pages

Long lists, kept easy to scan.

Colour

Red for the next action, dark red for the moments that matter.

Action red#E40613Check-in#3B1220Header#632D2DBlush#FBEDED
Every screen

From login to end of day.

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