PBM Field · field sales app
The app your reps carry into every store: stocking, promos, orders, notes and shelf photos for every brand they sell. It carries your company name and logo, works on iPhone, Android and the web, and keeps working with no signal.
What reps carry
Look up any account and see which items it carries by brand, with gaps called out before the rep walks in.
Current deals by brand, written right in the app and sent where they need to go. Big box deals stay out of the field list.
Reps place regular reorders alongside promos, labeled clearly so reporting stays clean.
Every visit leaves a note for each brand discussed, building a store history anyone on the team can pick up.
Pictures go to a shared retail images channel and folder, tied to the store they came from.
Promo counts, SKUs sold and call activity flow into a weekly scorecard and post to your team's Slack.
Notes, orders and photos save on the phone in a dead zone and send when the rep is back in range.
Show specials, pre-book goals, target accounts and booth staffing for each show, with last year's results to beat.
Follow-up emails, ride-along recaps and store pitches written from the rep's own notes, ready to edit and send.
A day in the field
My Day shows today's visits, follow-ups due and the stores that stopped ordering, on a map.
Stocking by brand, gaps flagged, the last note for each brand and the promo that fits this store.
Promo or open stock, filled in on the spot with the right item numbers for that distributor.
A note per brand, a shelf photo and a follow-up date. GPS-verified check-in for managers.
Orders post to Slack and land in the weekly scorecard without anyone typing them twice.
For rep groups
A login on your own website where each brand sees calls, promos, orders and photos on its line, live, and sends promos and sell sheets straight to your reps. Included with PBM Field.
Visits, promos written, open stock orders, shelf photos and store notes, for that brand only.
Brands post promotions, sell sheets, new items, samples and contests. Reps see them in the app the same day.
Every brand sees how often its line is mentioned, by rep and territory, so nothing gets skipped.
For managers
Calls, promos, SKUs sold and goals against target, filled from the field.
Score a ride-along on the spot and track each rep over time.
Reps snap receipts by trip; managers approve against your travel policy.
Selling, start to finish
Everything a sales team usually spreads across a CRM, an order form, a project board and a shared inbox.
Write promo and open stock orders in the store or at a show. Each order goes to the right distributor with its item numbers, or straight to the brand's warehouse or 3PL for direct orders, and the tracking number comes back to the rep and the store. Reps see whether an item is in stock at the store's distributor before they write it.
Chain pitches and line reviews by stage, value and close date, with the samples, decks and follow-ups attached. Rep groups track new brand signings the same way.
Rep photos are checked against the planogram for missing items, facings and price tags, and gaps become follow-ups.
Damages, returns, credits and questions logged on the account, assigned to someone and closed out, so the next rep sees the history.
Follow-ups, launch steps and brand requests as tasks with owners and due dates, on a board or a list.
Send recap emails, sell sheets and promo flyers to a buyer from the account, logged automatically.
More in the field
Book in-store demos, assign the demo person, ship samples and see sales the week of and after.
Map territories by store count and sales, then rebalance when a rep is added or leaves.
Plan the route through today's stores, with drive time and stores nearby that are due.
Tag competitor items, prices and displays in shelf photos and see them by store and region.
Book a local merchandiser for a reset or shelf check where you have no rep. Coming later in 2027.
Field Commissions add-on
Built for rep groups and brokers. The back office runs on the web; each rep sees their own earnings in the app.
Rates by brand, channel, account and item, with house accounts, splits, start and end dates and renewal notice dates.
Brand statements and distributor sales come in each month and are matched to accounts and reps.
What each brand should have paid is compared to what it did pay. Short and missing payments are flagged with the backup to send.
Rep commission is calculated by split and territory and exported to payroll.
"My commission" in the app: earned this month by brand, pending and paid.
Setup
We load your catalog, stores, promos and order forms, put your name and logo on it and invite your team.
Founding prices, per month, billed yearly (2 months free). Every feature and unlimited store calls on every plan.
| Reps | PBM Field | Commissions add-on |
|---|---|---|
| 1 to 5 | $625 | $208 |
| 6 to 10 | $1,042 | $333 |
| 11 to 25 | $1,875 | $458 |
| 26 to 50 | $3,125 | $625 |
| 51 or more | Quoted | Quoted |
Monthly billing: $750, $1,250, $2,250 and $3,750, and $250, $400, $550 and $750 for Commissions. One-time setup from $2,500. Add PBM Insights and take 15% off both. Rep groups that only want Commissions can buy it on its own at the same price.