FieldLedger is a premium B2B SaaS platform built for modern sales teams. Schedule tours, register leaves, log customer interactions, and track expenses with automated KM-based conveyance calculation. Engineered to operate seamlessly offline and sync instantly.
How It Works
Three simple steps to get your field team up and running with FieldLedger.
Sign up, verify with OTP, set your company profile, and configure policies in under 2 minutes.
Add employees via email invite, assign roles, set conveyance rates, and build your product catalog.
Field team logs customer visits with GPS, captures expenses, uploads receipts — all from their phone.
Managers review reports, approve expenses, manage leaves, and export data — all in one dashboard.
Everything your field force needs in one unified workspace
FieldLedger takes the stress out of field reporting, expense tracking, and route approval.
Record multiple customer visits per day with visit type, segment, products discussed, ratings, and discussion notes — all in one entry.
Capture GPS location at each customer's doorstep. Every visit gets its own pin on the map — no more location guesswork.
Auto-calculate travel allowance from open/close KM. Track bus, hotel, food, fuel, toll, and other expenses with receipt photos.
Plan multi-day field routes with travel mode, estimated costs, and planned visits. Submit for approval and track plan vs actual performance.
Multi-level approval workflow for expense reports, leaves, and tour plans. Bulk approve, add notes, and maintain a full audit trail.
Works in rural areas with zero connectivity. Entries are cached locally and auto-sync when connection is restored. Never lose data.
Unified customer directory with visit history, segment classification, and interactive map view with directions and visit timeline.
5 Excel export types: Full Report, New vs Old Customers, Product Metrics, CTA Tracker, and Visit Frequency. Photo ZIP export for admins.
Auto check-in/out from GPS entries. Track salary advances, deductions, and employee scorecards with performance metrics.
Set daily limits for food, hotel, KM, and total expenses. Auto-detect violations and flag entries for admin review. Budget monitoring per employee.
Casual, Sick, and Earned leave with configurable quotas. Apply, track status, and get real-time approval from managers.
7 stat cards and 5 interactive charts — expense trends, distance tracking, visit frequency, customer segments, and rating distribution.
What Our Customers Say
Real feedback from field sales teams and their managers.
“FieldLedger transformed how our field team reports daily activity. The offline sync is a lifesaver in rural areas.”
“The auto-conveyance calculation alone saved us hours of manual spreadsheet work every month. Highly recommended!”
“The tour planner and approval workflows gave our management complete visibility into field operations. Game changer.”
Flexible plans tailored to your team size
No hidden fees. Select the plan that matches your current business scale.
Great for small partnerships
Ideal for growing field teams
+ 18% GST applicable
For mid-size field companies
+ 18% GST applicable
For large enterprise coverage
+ 18% GST applicable
Frequently Asked Questions
Join hundreds of field teams already using FieldLedger to simplify daily reporting, track expenses, and streamline approvals.
A Premium Product of Utoptech
FieldLedger is proudly engineered and supported by Utoptech Consultancy Private Limited (utoptechconsultancy.com). We build state-of-the-art enterprise cloud architectures, SaaS products, and custom software systems designed to solve complex business operations.
Our core mission centers on three principles: Innovate workflows with modern web systems, Connect field tasks with administrative management, and Inspire businesses with reliable, offline-first digital products.