Your bank's field sales team,
run from one app.
cardoff Field puts your relationship officers, sales staff and the agencies you use on one app: who to visit and why, the route there, proof they went, what happened, and a live view of the whole team for the people who run it.
- Included in every package
- Runs in your bank's own workspace
- For your staff and your agencies
- Signs merchants into your offers programme
Know who to visit next, and why.
The app suggests nearby businesses worth signing, explains each score in plain words, and stops two people chasing the same shop.
Businesses around the rep come from Google Places or OpenStreetMap, with the ones you already have left out. Each gets a score out of 100 from demand, the gap in your network, its rating, the best time to walk in and how it fits today's route, with up to three reasons.
A rep claims a prospect and it stays theirs while they keep working it. Before anything is added it is checked against your list by map place, phone, registration number and similar names nearby, so the same shop is never logged twice.
Plan my day picks the best visits that fit the working day and puts them in route order. A rep can pin a stop or keep their own order, and the app shows what that costs in driving time.
- None of your restaurants within 2 km
- Rated 4.6 by 820 people
- Best time to walk in: 3 to 5 pm
Proof they went, and what happened.
Every visit has a reason, a check-in and an outcome, so a manager can read the day without phoning anyone.
Checking in reads the distance to the business. Too far away and the visit is flagged for the manager. The distance allowed is your setting.
Ask for a photo at check-in on every visit, or not at all. The photo is kept with the visit for anyone who reviews it.
Each item on the visit gets its own answer: a document collected, a renewal signed, a date to come back. The visit's result, the next visit and the open actions follow from those answers.
At the end of the day the rep sends a summary, with Hyduri's draft of the notes. In the console, visit reports show the team's week by person, area and result.
The whole team, live, in one place.
Dispatchers and managers see where people are, who is free and what each rep has signed, and hand work to the right person in seconds.
Where everyone is while they are working, with their status and today's visits. Location is shared only as your tracking setting allows, and stops when the working day ends.
Mark a business as needing someone and the nearest available rep gets an offer that rings like a call, with a countdown. Declined or not answered in time, it goes to the next nearest.
Online, busy, in a meeting, on leave or working in another country. Leave has a cover person, and calls and alerts wait while someone is away.
Pass a lead to a colleague who works that area. When they accept, the claim and the planned visits move with it, and the person who found it stays on record.
The merchants each rep signed and how they are doing in your offers programme, so targets are measured on results, not on visits alone.
The console's Field team pages for whoever runs the team: the map, the dispatch board, people, prospects and merchants, targets and reports.
What a merchant still needs after a visit, from a missing document to a complaint, becomes an open action your team follows through, and reps reach your support desk from the app.
Chat, calls and push to talk, even on a locked phone.
Your team's conversations stay in your bank's app, not in personal messaging apps.
One-to-one and group chats, photos, and voice notes with a written transcript, so a message can still be read in a meeting.
Calls between colleagues ring like any phone call, even when the phone is locked. Busy or on leave holds calls back, and urgent calls from managers can still get through.
Hold a button and talk to the whole group, like a radio, from the app or with the phone locked.
One message to every rep, with who has read it. An urgent broadcast always reaches the phone.
The day's progress, the next visit and a live push-to-talk channel sit on the lock screen and in the Dynamic Island, without opening the app.
Use sales agencies? Run them in the same app.
Many banks sign merchants through outside agencies. cardoff Field treats them as part of your team, under your rules, with their results kept apart.
Add an agency's people the way you add your own staff and tag them with the agency. Same app, same claims, check-ins and proof.
Visits, sign-ups and merchant sales by agency, beside your own staff, so you compare them on the same numbers when contracts come up for renewal.
Agency staff work inside the roles and rights you give them, see only your bank's work, and everything they do is in your audit log.
When an agency contract ends, switch its people off. Their prospects and merchants stay with your bank and can be passed to someone else.
Your bank's data, your bank's rules.
cardoff Field runs in your bank's own workspace on cardoff, with the same controls as the rest of the platform.
Prospects, merchants, visits, photos and messages belong to your bank. No other bank can see them, and your reports export them.
Reps, team leads, dispatchers and managers each get the rights you choose, down to who may plan over a colleague's claim or approve leave.
Check-in distance, photo proof, how long a claim lasts, the dispatch countdown, tracking and quiet hours are settings your bank controls, not code you wait for.
Claims, handoffs, dispatch decisions and setting changes are written to the audit log: who did what, and when.
Privacy rules follow each country you work in, and location is shared only during working time. Hyduri's summaries use counts and areas, never a person's details.
Part of cardoff, not another system to connect.
What your reps sign goes straight into your offers programme, and what they do shows up where your team already works.
A merchant signed on a visit is onboarded on the spot: documents by camera, the contract signed in person, the first offer added. It joins your card-offers network for your cardholders.
The Field team pages sit in the same console as your offers, merchants and campaigns, with the same sign-in and the same roles.
Visits, sign-ups, targets and merchant sales by rep, area and agency, ready to export for your management reporting.
Included in every cardoff package.
cardoff Field is part of the platform, not an add-on: every bank on cardoff can give it to its field staff and its agencies.
- The field app for your staff and agencies
- The Field team pages in your console
- Dispatch, chat, calls and push to talk
- Reports and the audit log
Business suggestions use Google Places when a Google key is set up, billed by Google; without one they come from OpenStreetMap at no cost.
Questions banks ask
Is this cardoff's partner programme?
No. The programme is cardoff's own network of independent sellers. This is the app your bank gives its own staff and agencies: they work for your bank, are paid by your bank, and see only your bank's work.
Will the app track our staff all the time?
No. Location follows the tracking setting you choose and stops when the working day ends. A check-in is a single location check at the business.
Can our sales agencies use it?
Yes. Agency staff use the same app under the roles you give them, each tagged with their agency, and reports show results per agency beside your own team.
Which phones and languages does it support?
cardoff Field is a phone app for iPhone and Android, in English and Arabic. The Dynamic Island is an iPhone feature.
How do we get started?
It is part of your cardoff workspace, so there is nothing to install on your side. Add your people and agencies, set the rules that matter to you, and they sign in on the app.
What does it cost?
It is included in every cardoff package. The only outside cost is Google Places, if you choose it for business suggestions, which Google bills; OpenStreetMap is free.
