Add your profile
Set the rep photo, name, company, plan, and join details before using VOSO in the field.
Start in the field
Open the thing he needs first: photos, voice, route, or the day closeout.
Good morning, David!
Here's what's happening today.
My Day
Route, follow-ups, receipts, and admin work that need attention now.
No route stops loaded yet.
Capture the first visit, receipt, card, or voice note.
No loose captures yet.
Today's Route
Visual route preview for the field day.
Ask VOSO
Your AI sales assistant
Close My Day
Review and complete the day in one pass.
Quick Capture
Tap what happened, add the customer and the important note.
Add Details
This saves on this device for field testing.
Voice Note
Record audio, dictate typed notes, then file the note where it belongs.
Audio recording saves an audio clip. Dictation turns speech into typed text. Use one or both.
Today Log
Everything captured today, newest first.
VOSO Inbox
Approvals stay separate from normal captured activity so email drafts and expenses are easier to trust.
Tasks and Follow-ups
Create, review, and complete open work pulled from the road day.
Accounts
Keep customer account notes, people, route memory, history, and open work together.
Account Book
People, captured history, open work, and route memory by customer.
10 Week Routes
Save recurring route days, then load a route into today's visit plan.
Saved Route Book
Ten weeks of route days stored on this device.
Weekly Planning
Review next-week priorities from open tasks, routes, account memory, drafts, and unresolved captures.
Reviewable Plan
This is a draft plan for the rep to edit, not automatic route optimization.
Forms Library
Push, upload, download, and track forms the rep needs in the field.
Pushed Forms
Download forms or mark them reviewed after the rep sees them.
Meetings
Track meetings, missed sessions, notes, and whether they were watched or reviewed.
Meeting Log
Confirm what was attended, missed, watched, or reviewed.
Receipts
Store receipt photos and details so the image is ready for the expense report.
Saved Receipts
Download the image when it is time to upload to the expense report.
Business Card Scanner
Take a card photo, save the contact, then export it for phone or Outlook contacts.
Saved Contacts
Export one contact, or export the full stack from the day.
Draft Replies
Create internal draft replies for review. Nothing is sent automatically.
Draft Queue
Edit, approve, copy, or save to Outlook Drafts after Microsoft setup.
Close My Day
Generate a plain-English summary he can send, paste, or use to clean up admin work.
Profile & Company
Account, subscription, billing notes, company linking, teams, knowledge, report templates, and Microsoft setup.
Profile & Subscription
Account info, billing notes, company joining, and employee linking for VOSO.
Account Setup Flow
Prototype screens for signing in, joining a company, inviting employees, and choosing a plan.
App Tiers
Use this to decide what stays free, what becomes the paid field version, and what needs company approval.
Ask IT to allow this redirect URL plus Microsoft Graph delegated permissions Contacts.ReadWrite and Mail.ReadWrite. No client secret belongs in this browser app.
Company Snapshot
Saved admin settings for this prototype.
Data Tools
Load a sample day, back up the app, or clear testing data from this device.
Neon is connected. Use Sync Backend Records to save each VOSO section as backend records instead of only a prototype backup.