Custom AI Agents | Workflow Automation | Fractional CAIO
← All demos
Demos · Field Sales
From the door to the paycheck.
A door-to-door operation runs on three systems that never sleep: commissions reconciled before payday, partners who get their numbers without asking, and new reps field-ready in a morning. All three are running below — live.
Live Example · Field Sales
200 reps on commission. Zero spreadsheets.
Payroll prep2 days
01
Sales pulled from the field appEvery rep, every door, synced
02
Installs reconciledMatched against the partner's report
03
Clawbacks flaggedCancels caught before payday
04
Payroll readyExceptions only, for human review
Commission run · Pay period 14Auto-built
| Rep | Sales | Installed | Commission |
|---|---|---|---|
| D. Torres | 14 | — | — |
| K. Whitfield | 11 | — | — |
| M. Okafor | 17 | — | — |
| J. Peralta | 9 | — | — |
Period total
$0
✓ Ready for approval — 197 clean · 3 exceptions
Payroll prep went from 2 days of spreadsheet work to a morning review. The manual version of this is where clawbacks slip through.
Live Example · Partner Reporting
Every partner, every Monday. Built by no one.
Reports this morning0
01
Sales & installs pulledField app + partner install file
02
Rolled up per communityDoors, sales, installs, take rate
03
Report rendered in your brandSame format, zero assembly
04
Sent to each partner on scheduleMonday 7:00 AM, every Monday
Weekly partner reportMon 7:00 AM
Cedar Hollow
Partner: Lumen Peak Fiber · Week 30
Doors knocked—
Sales closed—
Installs completed—
Take rate—
Sent to partner
Nobody opened a spreadsheet. The team sees the same numbers live, the partner sees them first thing Monday.
Live Example · Field Sales Teams
High rep turnover. Zero checklists.
Onboarded this month0
01
Hired in the recruiting sheetOne entry. That's the whole trigger.
02
Contractor agreement out for signatureSent, tracked, chased automatically
03
Accounts & access createdField app, email, team channel
04
Training assignedTrack picked by role and market
05
Field-readyManager notified, rep knocking
New hireAuto-onboarding
A. Maldonado
Rep · Boise North market
✓
Agreement signed✓
Field app account live✓
Email + team channel added✓
Training track assigned✓
Manager notifiedNext in queue: R. Calloway · T. Nguyen
Field-ready
Offboarding runs the same playbook in reverse: the moment someone's out, every access dies with them.
Want this running in your operation?
Every demo here is a system we've built for a real team. Book a call and see what the same approach finds in yours.