Agent IM

Purpose-built for broker and distributor agencies managing merchandising contractors across multiple brands. Sophisticated job management, multi-level approvals, and dual billing, without the administrative chaos.

Field Force Management Built for Agencies

Managing merchandising contractors across multiple brands is complex. Agent IM handles it: create job templates per client, generate schedules across hundreds of stores, and let the system assign contractors by skills, availability, and location. Multi-level approvals catch quality issues before billing, and dual invoicing handles contractor payments and client charges automatically. Brand clients get their own portal with photos, compliance reports, and execution tracking, without you losing control.

Full visibility. Automated commissions. Performance measurement.

01

Sophisticated Job Management

Create job templates linked to specific clients, brands, and cost centres. Generate schedules with store-specific variations. Job items are automatically created and assigned based on contractor availability, skills, and rostering rules

02

Multi-Level Approval Workflows

Field submission → Area Manager review → Client Manager approval → Administrative oversight.
Configure thresholds, escalation rules, and bulk approval capabilities. Nothing gets billed without proper sign-off

03

Dual Billing Engine

Manage client billing and contractor payments through one integrated system. Support complex rate structures by job type, brand, cost centre, and time period. Handle surcharges, minimum guarantees, and GST compliance automatically. Export to MYOB, Xero, or payroll systems

04

Client Portal Access

Give each brand client their own secure portal with rolebased permissions. They see only their data: completed jobs, photos, compliance reports, and invoices. No cross-contamination between brands

05

Contractor Mobile App

Native iOS and Android apps optimised for field work. Offline-first design, GPS verification, photo capture, and time tracking at the job item level. Contractors see what's assigned, complete the work, and submit for approval


Our Benefits?

1

For Agency Operations:

  • Replace spreadsheets and manual job allocation with automated scheduling
  • Reduce administrative overhead with one-touch bulk operations
  • Eliminate billing errors through integrated approval workflows
  • Scale to hundreds of contractors and thousands of jobs
2

For Client Relationships:

  • Deliver professional portal access your brand clients expect
  • Generate detailed reports proving value delivered
  • Differentiate your agency with technology-enabled service
  • Provide real-time visibility into execution and compliance
3

Intelligent Order Suggestions

  • Accurate time tracking at the job item level
  • Automated minimum billing and surcharge calculations
  • Clean audit trails for every transaction
  • Seamless export to accounting and payroll systems
4

For Contractors:

  • Clear job assignments with all details in one place
  • Fair time tracking and payment processing
  • Simple mobile app that works offline
  • Professional invoicing support for GST-registered contractors

Pricing section

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Built for consumer goods field teams

Broker/
Distributor Agencies

Manage merchandising services for multiple brand principals. Each client gets dedicated reporting; you maintain operational efficiency across all.

Flexible Workforce Management

Some stores need weekly coverage, others are ad-hoc. Agent IM handles both models—scheduled routines and one-off job assignments—in the same system

Promotional Execution

Deploy contractors for display builds, sampling events, or NPD launches. Track time, capture photos, manage approvals, and bill accurately.

See it in action

Book a demo with our team and watch how Sales IM works for your operation.