System and method for providing handheld field force data gathering automation in a big box retail environment

Abstract

The present invention provides systems and methods for tracking service representative activity and data. Service representatives are equipped with handheld devices that are configured to execute question and instruction sequences during a service call. Worksheets containing such surveys and instruction sequences may be periodically transmitted to the handheld device from a backend server. The handheld device records the times at which the service representative enters and exits a retail location and the times at which particular tasks are started and completed. The worksheets allow service representatives to enter relevant data into the handheld device. Such data may include digital images, signatures and the like. All data collected at the handheld devices may be transmitted via a network or other communication link to a secure backend server, where it stored in a database and made available for query by a reporting module.