Checked in to a meeting
Uses your live geolocation. Slide the radius 100 m — 5 km; orange pins cover every geocoded customer inside it, closest-first.
Product overview · 2026
Route Intelligence & Modern T&E
Field-force day plan, live map + suggestion, near-by discovery, beat & pincode mastering, and a full Draft → Submit → Approve → Post → Reimburse expense lifecycle. Dream big. Run smart.
7Policy types (__mdt)
5Stage lifecycle
3Spend rails wired
0Code for admins
PlannedSuggestedBothNear By
Suggested route saves 4.8 km (~10 min) — 22.6 km optimised vs 27.4 km
Start (login)PlannedSuggested route
List Map
Today’s Events Sort: Sr. No. | Time
P1·S110:00
Andheri MotorsSales pitch
Checked InP2·S2·C111:30
Lower Parel SteelProduct demo
Checked InP3·S313:30
Bandra TradersQuote discussion
PendingP4·S415:00
Powai IndustriesSite survey
PendingP5·S516:30
Andheri MotorsClose the deal
PendingField force · Route itinerary
Your day, sequenced — before you leave home
Today’s stops — one listEvery meeting for the day, ranked by planned sequence. Drag to reorder before you start; locked once check-in begins.
Planned start & end timesAuto-computed against the day-login timestamp so the rep sees whether they’re ahead or behind schedule.
Meeting purpose + related recordEvery stop links to the customer / opportunity / lead. One tap opens the full context — no hunting.
Sr No · Planned · Check-in tagsEach row carries P (planned) · S (suggested) · C (check-in) badges so route discipline is visible at a glance.
List Map
Today’s Events Sort: Sr. No. | Time
P1·S110:00
Andheri MotorsSales pitch
Checked InP2·S2·C111:30
Lower Parel SteelProduct demo
Checked InP3·S313:30
Bandra TradersQuote discussion
PendingP4·S415:00
Powai IndustriesSite survey
PendingP5·S516:30
Andheri MotorsClose the deal
PendingField force · Route & Rhythm
One map. Planned, suggested, actual — with km & minutes saved.
PlannedSuggestedBothNear By
Suggested route saves 4.8 km (~10 min) — 22.6 km optimised vs 27.4 km
Start (login)PlannedSuggested route
1Nearest-neighbour re-orderFrom day-login geolocation, the engine re-sequences unlocked stops using a nearest-neighbour walk over geocoded customer addresses.
2Route discipline scoringKendall concordance of actual check-in order vs plan — surfaces “Disciplined / Partly followed / Off-plan” in green / amber / red.
3Real road routing (OSRM)Not straight-line — OSRM road distance + segment km labels. Straight-line fallback if OSRM unreachable.
4Lock, Re-route, AcceptLock stops that must stay put; re-route the rest; accept the plan for the day so the sequence becomes canonical.
Field force · Nearby discovery
Find customers within a radius — and add them to your day
Not yet checked in
Pincode / area typeahead — search “400076” or “Powai”. Same radius slider drives the search center.
Tap a pin → customer detail
Phone + address, top contact from prior visits, last order (amount · date · status), open orders + open cases.
Add to Visit
Creates today’s Event and appends it to your route — in one tap.
Beat & pincode mastering
Territory as data — one source of truth from Pincode → City → State → Country
PincodeCityStateCountry
1The mastering chainOne Pin_Code__c record type per level — Country / State / City / Territory / Pincode. Adding a pincode auto-populates the city, state and country everywhere else in the org.
2Beat managementA Beat groups the retailers a rep is expected to cover on a scheduled cadence (M/W/F, weekly, etc.).
3Pincodes → Territories → BeatsTerritories are drawn from pincodes; beats live under territories. One-click coverage view: pincodes not on any beat highlight red.
4User → Territory lookup (never breaks)Approvals + assignment key off the User Master territory lookup — missing user? Skip a level, escalate upward, never crash the flow.
| Pincode | City | State | Tier | Territory |
|---|---|---|---|---|
| 400076 | Mumbai | MH | Tier-1 | West Powai |
| 400050 | Mumbai | MH | Tier-1 | West Bandra |
| 411001 | Pune | MH | Tier-1 | Pune Central |
| 600017 | Chennai | TN | Tier-1 | Chennai T-Nagar |
| 641004 | Coimbatore | TN | Tier-2 | Coimbatore Central |
| 500034 | Hyderabad | TG | Tier-1 | Hyd Banjara |
| 302001 | Jaipur | RJ | Tier-2 | Jaipur City |
| 360004 | Rajkot | GJ | Rural | Rajkot Rural |
T&E · Policy Studio
Metadata-driven admin console — six tabs, zero code
Categories
Category + sub-cat catalog with role/territory/user tagging.
Caps & Policies
Per grade × city-tier caps, receipt threshold, auto-approve floor, personal-blocked toggle.
Per-Diem Matrix
Meal / local / incidentals / hotel per grade × tier.
Approval Ladder
Amount bands → L1 / L2 / L3 roles + requires-finance flag.
Mileage & Commute
Vehicle × grade rates + commute exemption rules.
Simulator
Dry-run policy for any user — see caps, ladder, per-diem before you save.
Every edit writes back to Custom Metadata via the Metadata API — admin never touches code, changes survive sandbox refreshes, deployable via change-sets.
Snap receipt · or drop a photo
Compliant · Rep grade cap ₹ 300 / day — under cap. Payout factor 100%.
Save DraftSubmit
T&E · Modern filing
Photo-first capture with live policy check
What the engine does — live, on keystroke
- Resolves policyCategory × Sub-cat × Grade × City-tier → matching Expense_Policy__mdt row.
- Checks per-diem capMeal / local / incidentals / hotel — trims payable to the cap; hard block if configured.
- Fires fraud advisorDuplicate amount+date, weekend, colleague overlap — inline warning banner.
- Stamps outcomePolicy_Status, Policy_Violations, Grade_At_Filing, Payout_Factor written on the line so approvers see it.
- Attaches attendanceIf a Visit / Attendance is picked, the line is linked so the approver sees the context.
T&E · Expense flow
Draft → Submit → In Approval → Approved → Posted → Reimbursed
DraftSubmittedIn ApprovalApprovedPostedReimbursed
Submitter (My Expenses)
- Draft lines list — tick + Submit
- Bundle-and-submit resolves L1/L2/L3
- Purpose captured for approver context
- Hard-violation lines blocked without waiver
- Live progress path on every claim
Approver (Approvals)
- Inbox scoped to your current level
- Approve cascades L1 → L2 → L3
- Refuse (reason required) returns lines to Draft
- Latest comment shown; full chatter for history
- Grade / city / policy stamps visible per line
Finance (Post + Reimburse)
- Ready-to-Post queue
- Post stamps Journal Ref + timestamp
- Ready-to-Reimburse queue
- Reimburse: method + UTR/txn ref
- Payload extensible to GL / payroll push
Why choose Zuci.AI
What makes us different
Quality First
We guarantee the highest quality of work. We don’t outsource — we invest in our team.
Decade-long Footprint
Decades of experience across industries — comfortable in English, Arabic, Japanese and more.
Customers as Partners
We believe in winning together. Your success is genuinely our success.
Detail That Matters
We pay attention to your minutest requirement and understand its business significance.
Maximize Existing Investment
We don’t reinvent the wheel — we extend what you already have before exploring more.
Always Learning
We don’t claim to know everything. We commit to learning what’s needed to deliver.
Transparency in Our DNA
We thrive on involving partners every step. Great ideas can come from anywhere.
Self-sufficient Customers
We want your team to own and operate Salesforce confidently after we’re done.
100+Implementations
9.8/10CSAT score
35+Certified consultants
25+Customers
RidgeSalesforce partner
Dream big. Run smart.
Route & Rhythm — field-force intelligence and modern travel & expense, powered by Zuci.AI.
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