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Field Agents

Purpose

The Field Agents module manages mobile collection agents who visit members in the field to collect savings deposits, loan repayments, and levy payments. Field agents have their own mobile app linked to QoopOne, and their collections are tracked, reconciled, and uploaded to the main system.

Who Can Access

  • Administrator
  • Manager
  • Field Agents (via the Field Agent Mobile App)

How to Open This Page

People → Field Agents

Screen Overview

Field Agents Directory

The Field Agents page shows all registered agents with their assigned territory, collection totals, commission earned, and status.

Registering a Field Agent

  1. Go to People → Field Agents.
  2. Click Add Agent.
  3. Fill in:
  4. Full Name
  5. Phone Number (used for the mobile app login)
  6. Assigned Area / Territory
  7. Commission Rate (percentage or fixed per collection)
  8. Click Save.

The agent receives an invitation to download the Field Agent App.

Agent Collections

Field agents use their mobile app to:

  1. Search for a member.
  2. Record a cash collection (savings deposit, levy, or loan repayment).
  3. Issue a digital receipt to the member.
  4. Upload collections to QoopOne at the end of the day.

All collections appear in the main system's transaction history.

Cash Drops

When a field agent returns to the office with collected cash:

  1. Go to Field Agents → Cash Drops.
  2. Click New Cash Drop.
  3. Select the Agent.
  4. Enter the Total Amount handed in.
  5. Click Record Drop.

The cash drop reconciles the agent's collections against the physical cash submitted.

Agent Commissions

  1. Go to Field Agents → Commissions.
  2. View commissions earned by each agent for a period.
  3. Click Process Commission to credit the agent's account.

Agent Collections Report

  1. Go to Field Agents → Collections.
  2. Filter by agent, date range, or collection type.
  3. View or export the collections list.

Tips

Tip

Require agents to upload their daily collections by a set time each evening. This keeps the main system up to date.

Tip

Review the Cash Drop reconciliation weekly to ensure all collected cash is accounted for.