EasySales App
EasySales Back Office Administration
Manage Orders. Track Staff. Take Full Control.
- Still relying on manual check-ins to track your sales team?
- Are you copying orders one by one into your accounting software?
- Does scheduling technician jobs feel like a guessing game?
It’s time to move beyond spreadsheets and whiteboards.
Modern businesses need a centralized back office management system to handle the complexity of daily operations. The EasySales Back Office is designed specifically for Office Admins who need to control orders, staff, and inventory from one simple, digital dashboard.
Why Upgrade Your Back Office Management System?
Growing businesses can’t afford:
Missing
Order Records
Double
Data Entry Work
Unclear
Staff Tracking
Bad
Job Scheduling.
A dedicated back office management system digitizes these operations, ensuring that your office runs as smoothly as your field team.
How Back Office Management System Works
01
Smart Order Management (Transactions)
Gone are the days of manual entry. Admins can easily view and manage all orders created by salespersons or customers through the mobile app. The system organizes everything neatly with clear visual statuses:
- In-App: New orders just created from the mobile app.
- Confirmed: Orders checked and approved by the admin.
- Transferred: Orders ready to sync with your accounting system.
- Posted: Orders successfully saved into your accounting software.
You can filter by date range to view sales orders, invoices, credit notes, and more. Need to run reports? Download full CSV reports to analyze all order details without digging through files.
02
Technician Job Scheduling
When a customer calls with a problem, you need to act fast. With this back office management system, admins can instantly create a new job and assign it to the right technician.
- See History: Instantly view past problems and call logs for that customer.
- Detailed Logs: Record machine serial numbers and note whether it is a new installation or a return call.
- Visual Support: Upload customer photos directly to the system, allowing the technician to preview the issue in their app.
- Smart Assignment: Assign jobs based on technician location and skill set.
- Clear Schedule Board: View a visual board of pending jobs to prevent overloading any single technician.
- Performance Reports: Check monthly reports to see how many jobs a technician finished or missed.
03
Real-Time Staff Tracking (Check-In)
Accountability is key for mobile teams. When staff submit a check-in from the field, the back office management system gives you full visibility:
- Search and filter past visit records by date.
- Generate detailed reports with check-in locations and GPS coordinates.
- View photos attached during the site visit to verify work or conditions.
04
Centralized Customer Control
Stop typing customer data twice. The EasySales Back Office Administration reads all customer data directly from your accounting system, ensuring accuracy and saving time. Admins have full control to:
- Search for specific customers instantly.
- Assign one or multiple agents to handle a single customer account.
- Download the complete customer list for offline analysis.
05
Simple Stock & Image Management
Just like your customer list, your stock list is pulled straight from the accounting system. Managing your product catalog for the app is easy:
- Lock or Hide Products: Control visibility by hiding items that are out of stock or discontinued so they don't appear in the app.
- Update Quantities: Easily maintain accurate and up-to-date stock levels.
- Drag-and-Drop Photos: Update product images easily and set default display pictures with a simple drag-and-drop interface.
Key Benefits of Back Office Management System
Faster Operations
Sync orders to your accounting software instantly—no more manual typing.
Better
Staff Visibility
Know exactly where your team is with real-time check-in coordinates.
Organized
Job Planning
Schedule technician jobs without clashing times or locations.
Easy
Updates
Manage product photos and hide out-of-stock items with one click.
Go Fully Digital : What You Replace
The EasySales Back Office Administration is designed to eliminate outdated tools.
It replaces:
- Manual Order Copying: No more double handling of data.
- Messy Whiteboards: Scheduling becomes digital, clear, and shareable.
- WhatsApp Tracking: Stop guessing locations from text messages.
Admins manage everything from a clean, structured, and fully digital web system.
EasySales Back Office Administration Pricing
Our pricing is simple, scalable, and transparent. It grows with your team, allowing you to add more admins as your operations expand.
Frequently Asked Questions
How does this back office management system speed up order processing?
Orders made in the app are sent directly to the Back Office. Admins simply review them and click “transfer” to send them into the accounting system, cutting processing time by minutes per order.
Can I track my salesperson's exact location?
Yes. The check-in module records the date, time, and GPS location coordinates, along with photos taken during the visit.
Can two agents manage the same customer?
Yes. Admins have the flexibility to assign more than one agent to handle a single customer account.
How do I update product pictures?
You can easily drag and drop new images into the Stock List module and set them as the default display image with one click.
Take Control of Your Back Office Today
Stop managing your office with messy paperwork and manual typing. Inefficient logistics and manual tracking cause delays, confusion, and customer dissatisfaction. It’s time to upgrade to a faster, smarter, fully digital back office management system.
Ready to modernize your daily operations?