Six steps for sales, service and security teams: check-in from client sites or on the move, travel claims and bank transfer.
6 steps · About 25 minutes · Free for up to 10 employees
Sales, service and security teams work at client sites and on the road, not at one office. They need to check in from where they are and claim travel costs.
This guide shows how to set up BizlumoAI for a field team in six steps: client sites, check-in from anywhere, bank transfer and travel claims.
The whole setup in one video (14 min), from sign-up to the first payroll, step by step. Every step below is in it.
Pick Field service / Sales / Security as your business type when you sign up. It switches on the right features and makes the usual staff groups for you. You can change all of it later in Settings.
After you log in, a setup checklist stays in the corner of every page. Each step ticks itself when it is done, and clicking a step opens the right page.
Go to Employees and click Add Employee. Type the name, email and a password for the BizlumoAI app. Pick the department and position. The staff group Field staff is picked for you. Field staff get the conveyance allowance. Add the rest of your team the same way, or upload them all from an Excel or CSV file.
More in the user guide →
Go to Worksites and click Add Worksite. Type the name and address of the client site, then place the pin on the map. Staff can check in only when they are near it, so nobody marks attendance from home. Add one for every client site.
More in the user guide →
Staff check in from the BizlumoAI app on their own phone, from the client site or wherever they are, with the place saved. The Attendance page shows who came in and when. You can also type a day in by hand: open the person on the Employees page and click Record Punches.
More in the user guide →
Open a person on the Employees page and click Edit. Type the account holder name, account number and IFSC, then save. Every month BizlumoAI makes one salary file for all staff to upload to your bank’s net banking.
More in the user guide →
Go to Payroll, pick the month and click Generate All. Everyone’s pay is worked out from the days they worked, with allowances added. Open any payslip to check it, then download them all, the bank file.
More in the user guide →
Go to Admin Users and click Add Admin. Type their name, a username, email and a first password, and pick a role. For example your operations head. Each role sees only what it needs.
More in the user guide →
Not part of the checklist, but most field teams use this every month.
Staff send travel and visit bills from the app with a photo of the bill. They wait on the Expense Claims page. Click approve, and the person sees it on their phone straight away.
More in the user guide →
Free forever, not a trial. All features are included. No card needed. See all plans.
Read more: HR software for field employees · GPS attendance · Many sites in one place
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Setting up a different kind of business? See all setup guides →