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Collection agent app

You can't manage collections you can't see.

Give collection agents a planned route, record every account visit with check-in and check-out, and see where each agent is during their shift — so follow-ups happen on schedule and disputed visits have a record.

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Route plan for a field agent with nine customer stops from Mumbai to Pune, visit times and completed check-ins

The visibility gap in field collections

Field collections depend on agents covering many accounts a day, often across a wide area. Managers usually learn what happened only at the end of the day, from the agent's own report — which accounts were visited, who was not available, who promised to pay next week.

Without an independent record, the problems are familiar: accounts that were reported as visited but never were, follow-ups that slip because nobody planned them, and customer disputes where it is one person's word against another's. Travel claims are equally hard to check.

A collection agent app starts with visibility: a route for the day, a time-and-location record of every account visit, and a manager view of where the team is right now.

What to look for in a collection agent app

  1. A plan for every day. Agents should start with a route of accounts, so coverage can be measured against it.
  2. A record of every visit. Check-in, check-out, time and location for each account visit settle disputes quickly.
  3. Live location during the shift. Supervisors need to see where agents are now — and only during working hours.
  4. Expense claims that can be checked. Travel claims should sit next to the day's trail, with allowance rates and limits.
  5. One app for the agent. Attendance, visits, expenses and messages in one app means higher adoption and cleaner data.

Features

How E-Tracker solves it

01

A route plan for every agent

Plan each agent's route so they know which accounts to cover that day. Managers can compare the route with what was actually visited.

Route plan for a field agent with nine customer stops from Mumbai to Pune, visit times and completed check-ins
02

Account visits with check-in, check-out and notes

Agents check in when they reach an account and check out when they leave, then log the outcome. Each visit keeps its time and location, and the visit history is there when a customer disputes a call.

03

Team map and daily trails

See every agent on a map during their shift, refreshed every 30 seconds, and replay each agent's trail for the day. Tracking runs only between punch-in and punch-out.

Live route tracking of a field agent travelling from Mumbai to Pune, with check-ins, distance and estimated time
04

Tours and travel expenses

Agents file expense claims against a tour or on their own, and the form fills itself in from a photo of the bill. Allowance rates and expense limits keep claims within policy.

Go live in days

How it works

  1. 1

    Load your accounts

    Add the customers or accounts your agents visit as clients, and plan routes for the week.

  2. 2

    Agents visit and log

    Agents punch in, follow their route, and check in, log and check out at every account.

  3. 3

    Review daily

    Review visits, trails and expenses each evening, and follow up where coverage slipped.

Case study · Consumer durables financing

Illustrative scenario

Every account visit on record

A consumer-durables financier with 45 collection agents relied on end-of-day phone reports to know which accounts were visited. With route plans, visit check-ins and live trails in E-Tracker, supervisors can see coverage during the day, and when a customer says nobody came, the visit record settles it.

Based on how teams in this industry typically roll out the product. Figures are representative, not a specific customer's results.

45agents on one map
Same daycoverage review
100%visits with time and place

Pricing example

What it costs for 5 employees and 1 field agent

A simple example on the Essential plan, with the Field Tracking add-on. Every extra employee or agent is added at the same per-person rate, so it is easy to work out for your own team. Start with a free trial and pay only when you continue.

  • Selfie + location punch in / out
  • Office geofences, shifts and breaks
  • Leave, comp-off, WFH and holidays
  • Regularization and approvals inbox
  • Employee records, documents and roles
Compare all E-Tracker plans
E-Tracker · Essential
  • Essential plan · 5 employees × ₹29₹145
  • Field Tracking add-on · 1 × ₹99₹99

₹244/month + GST

Prices per month + GST. Pay monthly, quarterly, half-yearly or yearly — yearly is billed at 10× monthly (2 months free).

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FAQ

Frequently asked questions

Can agents record payments and issue receipts in the app?

Payment recording is part of E-Tracker's CRM and is being rolled out. Today, agents log each visit's outcome in the visit log, and you can add custom fields for the details you track.

What happens if an agent has no network?

Location fixes are queued on the phone and uploaded when the connection returns, so the trail stays complete.

Can I see where an agent was at a particular time?

Yes. Each agent's trail for the day can be replayed on the map, along with their visits.

Is it suitable for NBFC and microfinance teams?

Yes — see our NBFC & microfinance page for how loan officers use routes, visits and tracking.

How is it priced?

Collection teams usually use the Essential plan (₹29 per employee) plus the Field Tracking add-on (₹99 per field user) per month.

Try E-Tracker free

Start with a free trial, no payment needed. Book a demo if you would like a walkthrough first.

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