FieldSync Pro

Business

Original Idea

Field Sales Check-in A mobile app with geo check-ins, visit notes, and CRM-friendly summaries.

Product Requirements Document (PRD): FieldSync Pro

Project Name: FieldSync Pro
Version: 1.0.0 (Release Target: Q2 2026)
Status: Draft
Author: Senior Product Manager

1. Executive Summary

FieldSync Pro is a next-generation mobile application designed for field sales representatives to bridge the gap between physical site visits and digital CRM records. By utilizing state-of-the-art 2026 technologies—including on-device AI transcription, high-precision geofencing, and offline-first synchronization—FieldSync Pro eliminates manual data entry and provides managers with verified, real-time insights into field activity. The app ensures 100% data integrity even in "dead zones" while maintaining strict compliance with international labor and privacy laws.

2. Problem Statement

Field sales representatives currently lose an average of 5–8 hours per week on manual administrative tasks, specifically logging visit notes and syncing data to CRMs. Furthermore, sales managers lack a reliable way to verify that visits actually occurred at the designated client locations, leading to "ghost visits" and inaccurate forecasting. Existing solutions struggle with offline reliability and often drain device batteries, leading to low user adoption.

3. Goals & Success Metrics

  • Efficiency: Reduce time spent on post-visit documentation by 50% through AI voice-to-text and automated CRM syncing.
  • Accuracy: Achieve 100% verification of site visits via GPS-validated check-ins with anti-spoofing protection.
  • Adoption: Maintain a >90% daily active user (DAU) rate among field teams by providing offline-first reliability.
  • Compliance: 100% adherence to the EU AI Act (Aug 2026) and California AB-984 location privacy standards.

4. User Personas

Alex: The Field Sales Representative

  • Context: Spends 90% of his day on the road, often in areas with poor cellular service.
  • Pain Points: Hates typing notes on a mobile keyboard; forgets to log visits until the end of the week.
  • Goal: Quickly log a visit and get to the next appointment.

Sarah: The Sales Manager

  • Context: Manages a team of 15 reps across a multi-state region.
  • Pain Points: Cannot verify if reps are actually meeting clients; receives "dirty" or incomplete data in Salesforce.
  • Goal: Real-time visibility into team performance and territory coverage.

5. User Stories

  • As a Rep, I want to see my daily route on a map so that I can optimize my travel time.
  • As a Rep, I want to dictate my notes offline so that I don't lose information in low-signal areas.
  • As a Manager, I want to receive a notification if a check-in occurs outside the client's geofence so that I can ensure data integrity.
  • As an Admin, I want a "hard-kill" switch for location tracking after 6:00 PM to comply with local labor laws.

6. Functional Requirements

6.1 Location & Visit Management

  • Geofenced Check-in: Automated "Check-in" prompt when within 100m of a client account.
  • Anti-Spoofing: Integration with Google Play Integrity and Apple App Attest to detect mock locations.
  • Visit Duration: Automatic timer starts at check-in and ends at check-out.

6.2 Note Capture & AI

  • Offline Voice-to-Text: Utilize Whisper.rn for on-device transcription of visit notes.
  • Hybrid Correction Loop: Use Vosk for real-time feedback and a background Whisper pass for final accuracy.

6.3 Sync & CRM Integration

  • Offline-First Data: Local storage via SQLite with delta-syncing to PostgreSQL.
  • CRM Push: Bi-directional sync with Salesforce and HubSpot using OAuth 2.0 + PKCE.

6.4 Route Optimization

  • Intelligent Routing: On-device route calculation using the Valhalla engine, accounting for real-time traffic.

7. Technical Requirements

7.1 Tech Stack (2026 Standards)

  • Frontend: React Native 0.83.x (Mandatory New Architecture/Fabric).
  • Framework: Expo SDK 55 (Managed Workflow).
  • State/Sync: PowerSync for PostgreSQL-to-SQLite delta synchronization.
  • Backend: Hono framework running on Node.js v24 (AWS Lambda).
  • Database: Aurora Serverless v2 with PostGIS; RDS Proxy for connection pooling.
  • Location Tracking: TransistorSoft Background Geolocation (Enterprise Edition).

7.2 Core Integrations

  • Salesforce: GraphQL API for nested object retrieval (Account -> Contacts -> Tasks).
  • HubSpot: v4 Webhook Journal API for resumable polling.
  • Maps: MapLibre Navigation SDK for turn-by-turn guidance.

8. Data Model

Entity: VisitLog

| Attribute | Type | Description | | :--- | :--- | :--- | | visitId | UUID | Primary Key | | accountId | UUID | FK to ClientAccount | | checkInTime | Timestamp | Verified via NTP | | checkOutTime | Timestamp | Verified via NTP | | notes_raw | Text | Original AI transcription | | integrityScore | Float | Device attestation result (0.0 - 1.0) | | geo_point | PostGIS Point | Latitude/Longitude of check-in |

Entity: SyncQueue (Outbox Pattern)

| Attribute | Type | Description | | :--- | :--- | :--- | | queueId | UUID | Primary Key | | payload | JSONB | Data to be pushed to CRM | | retryCount | Integer | Number of failed attempts | | status | Enum | [pending, synced, failed] |

9. API Specification (Example Endpoint)

POST /v1/visits/check-in

  • Description: Initiates a visit with integrity verification.
  • Request: 
    {
  "accountId": "uuid",
  "timestamp": "iso-8601",
  "coords": { "lat": 45.1, "lng": -73.2 },
  "integrityToken": "base64-string-from-play-integrity"
}
  • Response: 201 Created with visitId.

10. UI/UX Requirements

  • Map-Centric Home: Interactive map (MapLibre) showing color-coded pins (Visited, To-Visit, Overdue).
  • Micro-Interactions: Haptic feedback on successful geofence entry.
  • Accessibility: High-contrast mode for outdoor sunlight viewing; minimum touch target of 44x44dp for field use.

11. Non-Functional Requirements

  • Performance: App must launch and be interactive in < 1.5 seconds.
  • Battery: Background location tracking must consume < 5% battery over an 8-hour shift using motion-triggered logic.
  • Security: AES-256 encryption for local SQLite database; biometric lock (FaceID/TouchID) required for app access.

12. Out of Scope

  • Inventory management or direct order processing.
  • In-app video conferencing.
  • Public consumer-facing app (Enterprise distribution only).

13. Risks & Mitigations

  • Risk: OS-level throttling of background location (iOS 19 AI Battery Management).
    • Mitigation: Implement "Live Activities" to signal user-relevance to the OS.
  • Risk: EU AI Act compliance regarding employee monitoring.
    • Mitigation: Built-in DPIA reporting tools and a mandatory "Privacy Hard-Kill" after work hours.

14. Implementation Tasks

Phase 1: Project Setup

  • [ ] Initialize React Native 0.83.x project with Expo SDK 55
  • [ ] Configure TypeScript with Node.js v24 types
  • [ ] Set up Tailwind CSS (NativeWind) for styling
  • [ ] Configure ESLint with strict architectural boundary rules

Phase 2: Offline Data Engine

  • [ ] Provision Aurora Serverless v2 with PostGIS extension
  • [ ] Integrate PowerSync and initialize local SQLite schema
  • [ ] Implement Transactional Outbox pattern for CRM writes
  • [ ] Build delta-sync logic for ClientAccount entity

Phase 3: Location & Security

  • [ ] Integrate TransistorSoft Background Geolocation
  • [ ] Implement Google Play Integrity / Apple App Attest verification logic
  • [ ] Create server-side "Teleportation Detection" (Speed/Jump sanity checks)
  • [ ] Develop "Privacy Hard-Kill" switch based on user's local timezone

Phase 4: AI & Visit Features

  • [ ] Integrate whisper.rn for offline transcription
  • [ ] Implement "Hybrid Loop" (Vosk real-time + Whisper background pass)
  • [ ] Build Valhalla-based offline route optimization UI
  • [ ] Implement Salesforce GraphQL API connector

Phase 5: Compliance & Launch

  • [ ] Conduct EU AI Act High-Risk system conformity assessment
  • [ ] Implement "Transparency Dashboard" for reps to see exactly what data is tracked
  • [ ] Finalize biometric app-lock and local data encryption
  • [ ] Beta test with 10 regional reps to validate battery drain metrics