Sofia

Sofia is the platform designed to manage field teams. It allows agents to organize their daily routes, complete assigned tasks, register inventory by scanning barcodes, capture photographic evidence, and generate professional reports—all from a single application, even without an internet connection.

ROUTES AND VISITS

View your daily route on a map or list. Rearrange stops as needed. Start each visit with GPS check-in that verifies your location at the assigned point. A task board guides you step-by-step until the visit is complete.

INVENTORY WITH SCANNING

Scan products with your camera using EAN-13 and UPC codes, or search for them manually. Record quantities, mark out-of-stock products, add notes per product, and capture prices. Everything is automatically saved to your device.

PHOTOS AND EVIDENCE

Capture photos with alignment guides to maintain quality. Add notes and tags to each photo. Document your activities and those of your competitors in separate categories.

DYNAMIC FORMS

Complete custom checklists and forms assigned by location or globally. Fields include Yes/No, multiple choice, text, number, and photo options with progress indicators and real-time validation.

AUTOMATIC REPORTS

At the end of each visit, Sofia automatically generates a PDF report with photos, times, collected data, and notes, plus an Excel file with inventory lines. Reports are emailed to configured recipients.

WORKS OFFLINE

Designed to work offline. All tasks are saved locally and automatically sync when you regain a connection. Never lose information due to signal problems.

NOTIFICATIONS

Receive visit reminders, route assignments, and follow-up alerts directly on your device.

VISIT HISTORY

View past visits with sync status, photo thumbnails, and access to generated PDF reports.

MAIN FEATURES

• Daily routes with map and list

• Check-in and check-out with GPS verification

• Barcode scanning for inventory

• Photo capture with notes and labels

• Configurable forms and checklists

• Automatic generation of PDF and Excel reports

• Offline mode with automatic synchronization

• Push notifications for reminders

• Complete visit history

Sofia is ideal for companies that manage field personnel: merchandising, trade marketing, maintenance, supervision, audits, and more. Simplify your agents' daily tasks and obtain reliable data in real time.

Note: This application requires an active Sofia platform account. Contact your administrator for access.