solutions / field collections platform

People & operations · AAC

The field stops being a black box at 9 a.m.

A field collections platform - routes sequenced at the branch, collections entered at the doorstep, every agent's day visible as it happens.

In production at AAC
ClientAAC
DomainField operations
BuildMobile agent app + web control
StackReact Native · Node.js · React
DataPostgreSQL · synced to the ledger

Where this started

Money collected at doorsteps is the hardest money to see: an agent leaves in the morning with a route in their head and returns in the evening with cash and a story. This platform replaces the story with a record - routes assigned and sequenced at the branch, every visit entered on the agent's phone, and a monitoring view that watches the day unfold.

Decision 01

Routes are sequenced, not remembered.

The branch assigns each route to an agent and sets the visit priority, enrolment by enrolment - with skips and re-sequencing tracked, future balances visible, and terminated-group balances flagged right on the route. The agent's day is planned before it starts.

Route assignment - priority sequencing, skips and balances

Decision 02

The doorstep writes the record.

The agent's app carries the day: tasks, collections entered with amount and denominations, petrol allowance, and a running collected-versus-collectable tally. What is entered at the doorstep is what the branch sees - no evening reconstruction.

The agent's day - target progress, tasks, collections and cash in hand

Decision 03

The branch watches the day, not the summary.

Agent monitoring shows every visit as it lands - subscriber, group, amount, payment mode, bill number, and cancellations with their reasons. The day's collections sync into the platform's teller and ledger, so field cash and book cash are the same number.

Field agent monitoring - every visit, bill and cancellation live

The result

Collections now arrive as data, not as an evening story: routes planned to the visit, entries written at the doorstep, the branch watching in real time, and every rupee landing in the same ledger as the rest of the business. Built as part of the AAC platform - designed to stand alone for any business that collects in the field.

Planned to the visit

Routes assigned per agent with priority sequencing, skips and balances visible.

Recorded at the doorstep

Collections with amounts, denominations and bills entered in the agent's app as they happen.

Watched, then reconciled

Live agent monitoring with cancellation reasons - synced into teller and ledger.

Under the hoodReact Native · Node.js · React · PostgreSQL

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