LALCO STAFF APP LALCO Staff App is a mobile application designed for LALCO employees to manage their daily work activities efficiently. It allows staff to access important information, manage assigned tasks, and update work-related data directly from their smartphones. The app helps employees stay connected with company systems anytime and anywhere, improving productivity and communication. Login Screen The Login Screen allows authorised staff members to access the LALCO Staff application . From here, employees can log in to manage customers, track collections, and process loan applications. Screen Fields Email Address Users must enter their registered company email address . Example: staff@lalco.la This email must be provided by the system administrator . Password / PIN Users must enter their secure password  associated with their account. Security features: The password is hidden by default. The eye icon can be used to show or hide the password. Sign In Button After entering valid credentials, press Sign In to access the system. If the login is successful, the system will open the  dashboard . Terms & Privacy At the bottom of the screen, users will see the message: By continuing, you agree to the Terms & Privacy This indicates that by logging in, the user agrees to the company's usage policies. How to Log In Open the LALCO Staff application. Enter your email address . Enter your password . Tap Sign In . You will be redirected to the main dashboard . Common Login Issues Incorrect Password If the password is incorrect: Check if Caps Lock is enabled. Re-enter the password carefully. Invalid Email Make sure you are using your official company email . Example: username@lalco.la Security Guidelines Do not share your login credentials . Always log out when using a shared device . Change your password regularly. Home Screen The Home Screen is the main screen of the  LALCO Staff application. It provides agents with a quick overview of their daily tasks, collections, and customer activities. From this screen, staff members can quickly access important features such as logging calls, scheduling follow-ups, offering loans, and managing tasks. Header Section 1. Company Logo The LALCO logo at the top represents the company and confirms that the user is logged into the official staff application. 2. Notification Icon 🔔 The bell icon shows notifications such as: New assigned tasks Follow-up reminders Customer updates System alerts 3. Menu Icon ☰ The Menu icon (☰), located at the top-right corner of the screen, opens the side navigation panel . This panel provides quick access to additional features and system functions. When tapped, a sidebar appears with the following options: Menu Options GPS Offline Indicates the current GPS status. This helps agents know whether location tracking is active or not. Offer Loan Access the loan offering feature to create or manage loan proposals. User Access user profile information and settings. Payment Capture Open the camera or capture feature to upload images or documents. Add Note Create and save notes related to customers or tasks. Customers Navigate to the customer management section. Staff View or manage staff-related information. Logout Securely log out of the application. Gurantor  The guarantor details of each contract. Overview Panel This section shows a quick summary of the daily activity. 4.FieldOps Badge Indicates the user is operating in Field Operations mode . 5. Welcome Message Displays the logged-in staff member’s name. Example: Welcome back, staff name 6. Current Date Shows the current working date for reference. Activity Summary Cards These cards show important performance indicators for the day. 7. Overdue Displays the number of customers with overdue payments . Example: 4 Overdue This helps agents prioritise collections. 8. Due Today Shows the total amount that needs to be collected today . Example: $35584.00 9. Completed Displays the number of collections completed tasks for the day . Example: 0 Completed 10. Collected Today Shows the total amount successfully collected today . Example: $5358.00 Quick Access Section The  Quick Access panel provides shortcuts to frequently used actions. 11. Follow-up Used to schedule a future reminder to contact a customer again . Agents can set: Follow-up date Follow-up notes 12. Offer Loan Allows staff to create or propose new loan offers to customers . This is typically used when: A customer requests a loan A new sales opportunity is identified 13. Payment Capture This allows the user to add the payment collection receipt. The user can upload the collection receipt. And upload the receipt that will be reflected in the LMS, also 14. Add Note Agents can record internal notes about customers or cases . Notes may include: Customer discussions Payment promises Special instructions Bottom Navigation Menu The bottom navigation bar allows users to move between the main sections of the application. 16. Home Returns to the Dashboard screen . 17. Tasks Shows all assigned tasks and pending activities . 18. Sales Used to manage loan sales and offers . 19. Legal Displays cases that require legal action or documentation . 20. Team Shows team members and allows team coordination . 21. Customers Provides access to the customer database . Agents can: Search customers View loan details Update records Sales Screen The Sales Screen allows staff to view and manage all loan sales within the system. It provides a searchable and filterable list of sales records, helping agents track contract details. Header Section Page Title Sales Indicates that the user is viewing the list of all sales records. Description View Your Sales List Provides a quick explanation of the screen’s purpose. Action Icon 📈 The icon on the right may be used to: View sales analytics Search Function Search Bar Search by sale Allows users to search sales by: contract No Filter Options Users can filter sales based on their status G department Department Branch Unit Mini Unit The filters above are displayed based on the user's role. When the role is, Admin can view all the filters. g_dept, can all filters except the g department  dept, can branch, unit and  ini unit filters sec_branch can view the unit and the mini unit unit, can view,munit munit can see the filters; they can only see the search filters, Sales List Each item in the list represents a sale record . All sales(contract recodes) are active cases in LMSV1 Information Displayed Each sales item shows: Sale ID (e.g., 2000010) Loan/Product Type (e.g., SME Car, Real Estate) Loan Amount (e.g., 28990 USD) Status (e.g., Active) Sales Details Screen The Sales Details Screen provides detailed information about a selected contract. It allows staff to review contract details. Header Section Page Title Sales Indicates the user is viewing detailed information of a specific sale. Description View Your Sales Details Explains the purpose of this screen. Back Button ← Allows users to return to the Sales List Screen . Action Icon 📈 May be used to view: Sales performance Reports or analytics related to the selected contract Contact Information Section This section displays key details of the selected sale/contract. contract type contract number loan amount customer name mobile number contract status disbursement date Organisation Hierarchy. Legal Screen   Description The Legal Screen allows staff to view and manage all legal cases related to customers and contracts. It provides a searchable and filterable list of legal records.The legal cases are contracts that require the necessary legal actions. Those contract details are listed in this screen. Search Function Search Bar Search by legal Allows users to search by: Contract number Filter Options Legal cases can be filtered by the following statuses: Pending – When the collection team adds a contract that requires legal action in the Special Cases screen, it is initially listed with the Pending status. Approved – After the legal team approves the special case, it is listed under the Approved status. Closed – After the legal team dismisses or closes the special case, it is listed under the Closed status. How to Use View a Case Open the Legal tab Browse or search cases Tap a case to view details Legal Details Screen The Legal Details Screen shows detailed information about a selected legal case and allows staff to take actions. Legal Details Section Displays key information about the legal screen. Actions Before taking legal action, the legal team must confirm the contract that requires legal action. For that need to submit this legal action form. If the legal status is Approved by Legal, the status  will be changed to Approved If the legal status is Dismissed by Legal, the status  will be changed to Close How to Use View Details Select a case from the list Review all details Customers Screen The Customers Screen allows staff to view and manage all customers in the system. It provides a searchable list, filter options, and quick access to customer details. Header Section Page Title Customers Description View your customer list and manage customer records. Search Function Search Bar Search by customer Allows users to search by: Customer Name Phone Number Filter Options Users can filter customers by status: In the filter options, there are two main sections. Sales Team Collection Team When the filter is Sales Team below filters can apply, G department Department Branch Unit Mini Unit When the filter is Collection Team below filters can apply, G department Department Collection Unit collection tl collection The above filters will display like this.  When the user role is admin  The admin has both sales and collections and can apply all the filters mentioned above. When the user role is gdept The gdept has both sales and collections and can apply all the filters mentioned above except G department. When the user role is dept The dept has both sales and collections and can apply all the filters mentioned above except G department and department When the user role is branch. Display only the sales team. Display the unit and Munit filters When the user role is unit. Display only the sales team. Display the Munit. When the user role is MUnit. Only the search bar filter can be applied. When the user role is collection unit. Display only the collection team. Display the collection tl and collection filters When the user role is Collection tl. Display only the collection team. Display the collection. When the user role is Collection. Only the search bar filter can be applied. Customer List Each item represents a customer. Example: user  – 02056087740  Information Displayed Each record shows: Customer Name Phone Number How to Use View a Customer Open the Customers tab Browse or search the list Tap a customer to view details  Customer Details Screen The Customer Details Screen shows detailed information about a selected customer and allows staff to start visits to cutomer. Customer Details Section Displays key information: Name → Customer Name Phone Number → Contact number Address → Unit, Village, City, Province Contract Numbers → Linked contracts Actions Start Visit Used to begin a field visit related to the customer. Used for: Customer visits How to Use View Details Select a customer from the list Review all details Start Visit Tap Start Visit Proceed with visit Update visit remarks, GPS location, payment status if needed Navigation Customers Screen → Select Customer → Customer Details Screen → Start Visit Add Visit Result Screen This screen is explained in the task description. The navigation also redirects to the same screen described in the task (Customer Visit). Team Dashboard Screen The Team Dashboard Screen provides a quick overview of team performance, task distribution, and case analytics. It helps staff monitor monthly cases.GPS offline count. Header Section Date Indicator Displays the current working day. Example: Today / Thu, Mar 19 Page Title Team Pulse Shows that this section focuses on team activity and performance . Team Summary Cards This section provides a quick snapshot of team activity: Open Tasks → Total number of tasks Done Today → Tasks completed until the current day Overdue → Overdue contract count  Active Cases → Total ongoing contract count handled by the team Department Tasks Tabs Users can switch between departments: Collections team Sales team This allows viewing performance data for each department separately. User can apply the gdept, dept, sec_branch, unit,munit filter for the sales team. User can apply the gdept, dept, collection unit, collection tl and collection filter for the collection team. Analytics Section Case overview Done Today - Today payment collection contract count  Active cases - Total active contract count  Open Task  - Total task count Overdue - Total overdue contract count Monthly break down Monthly Cases Displays a visual breakdown of case categories. These amounts will display according to the applied payments. Includes: This Month Last Month 2 Months Delayed OA Cases Each shows: Number of cases Percentage contribution   How to Use View Team  Open the Team tab Switch Department Tap Collections / Sales  View updated analytics Collateral Screen The  Collateral Screen allows staff to view and manage contracts, where GPS tracking and view details of the collateral of each contract Access Path Menu → Collaterals   Search Function Search Bar Search by contract number Allows users to search using: Contract number Filers  The user can filter GPS offline and GPS online collaterals separately. Collateral List Each item represents the collateral details of the contracts Information Displayed Contract Number Engine Number Customer name How to Use View Contracts Open side  menu Browse the list Click the collateral Collateral Details Screen Displays detailed information about a selected GPS offline contract. Header Section Page Title Collaterals Description View Your Collateral Details Contract Information Displays complete details of the selected contract: Customer Name  → Name of the customer Phone Number  → Contact number Contract Number  → Unique ID Car Information  → Vehicle model and details Car Engine Number  → Engine ID GPS EMI Number  → GPS installment/availability status Vin Code  → Vehicle identification number Asset Valuation ID  → Internal tracking ID How to Use View Details Select an item from the list Review all customer and vehicle details 💡  Tip: Use this screen to quickly identify vehicles with  GPS issues and take necessary follow-up actions. Special case Screen This screen allows users to view special cases. Contracts are treated as special cases when any of the predefined conditions are met. If a special case is identified during a customer visit, the submitted data will be displayed on the Special Cases screen. Marfia Third party Car broken Customer arrested / Passed away Seized by police Gps offline Other (assign to this filter when GPS Repair or installation) Access Path side menue -> special cases Special case details screen Overview User can view the full details about the special case. Actions on the special cases.   If the special cases need to take legal action, the collection team need to mention it to take the legal actions. That is done in this section. For that need to specify Approved by the collection team  as the status. After submission, the collection team user cannot change it. After submission, that data will be displayed in the legal screen. Note Details Screen Overview The  Note  Screen allows staff to create and save notes related to customers, contracts, and follow-ups. It helps track important interactions and maintain proper records.After adding the note details, the note list will be updated Access Path Home→ Add Note The side menu also contains a section named Notes . Users can use this section to navigate to the Notes screen. Note Details Adding Form After clicking this icon, the user can navigate to the note adding screen. Overview Provides input fields to create a new note linked to a customer and contract. The user must complete and submit the above form to create a note. When the user starts typing a customer name in the Customer Name field, a list of matching customers is displayed, allowing the user to select the appropriate customer. After selecting the customer, the user must select the corresponding contract number. Input Fields 1. Customer Name Search by name, phone, or loan ID Search and select a customer Supports: Customer name Phone number Loan ID 2. Contract Number Search contract number Dropdown or searchable field Links note to a specific contract 3. Subject Note subject or title Short title describing the note 4. Date Mar 19, 2026 Default is current date May be editable 5. Note Details Enter your note here... Main content of the note Used for: Call summaries Customer updates Follow-up actions Action Button Save Button Label:  Save Function: Stores the note Links it to the selected customer and contract How to Use Create a Note Open  Note Details Search and select a  Customer Select  Contract Number Enter a  Subject Verify or update the  Date Enter detailed information in  Note Details Tap  Save Validation Rules (Recommended) Customer selection is  required Contract number is  required Subject should not be empty Note details must not be empty Success State Note saved successfully Error States Please fill all required fields Failed to save note. Try again 💡  Tip: Use notes immediately after calls or customer visits to ensure  accurate tracking and better follow-up management . Staff Screen Staff List Each item represents a staff member. The Staff Screen allows users to view and manage all staff members in the system. It provides a searchable list of staff and an option to add new users. Header Section Page Title Staff Description View Your Staff List Search Function Search Bar Search by phone or name Allows users to search staff by: Name Phone number Filter Options Users can filter customers by status: In the filter options, there are two main sections. Sales Team Collection Team When the filter is Sales Team below filters can apply, G department Department Branch Unit Mini Unit When the filter is Collection Team below filters can apply, G department Department Collection Unit collection tl collection The above filters will display like this.  When the user role is admin  The admin has both sales and collections and can apply all the filters mentioned above. When the user role is gdept The gdept has both sales and collections and can apply all the filters mentioned above except G department. When the user role is dept The dept has both sales and collections and can apply all the filters mentioned above except G department and department When the user role is branch. Display only the sales team. Display the unit and Munit filters When the user role is unit. Display only the sales team. Display the Munit. When the user role is MUnit. Only the search bar filter can be applied. When the user role is collection unit. Display only the collection team. Display the collection tl and collection filters When the user role is Collection tl. Display only the collection team. Display the collection. When the user role is Collection. Only the search bar filter can be applied. Add Staff Add Staff Button Allows users to create a new staff account. That account will be reflected in LMS Information Displayed Each record shows: Staff Name Phone Number How to Use View Staff Open the Staff section Browse or search staff members Add New Staff Tap Add Staff Fill in required details Tap Save User Add New User Screen The Add New User Screen allows administrators to create new staff accounts by entering personal, role, and address details. Personal Information Name → Full name of staff Phone → Contact number - mobile number need to start with 020XXXXXXXX Email → Optional email address Family Book → Additional identification Birth Date → Date of birth Role & Department Role → Select user role Department → Select department Address Address Unit → Street or unit Province → Select province City → Select city Village → Select village Security Password → Minimum 8 characters (with uppercase & number) Confirm Password → Re-enter password Actions Save User Creates the new staff account after validation. Navigation Menu → Staff → Add Staff → Save User Staff Details Screen Header Section Page Title Staff Description View Staff Details Basic Information Displays personal details of the staff member: Name → Full name of the staff member Gender → Male or Female Date of Birth → Staff member’s birth date Family Book → Official identification/reference number Contact Information Phone → Contact number Email → Email address Roles Shows the role assigned to the staff member. Admin,gdept ,dept, Departments Displays the department the staff belongs to. Example: Legal Address Village → Village name City → City name Province → Province Actions Edit Staff Allows users to update or modify staff information. How to Use View Staff Details Open the Staff section Select a staff member View all details Edit Staff Tap Edit Staff Update required fields Save changes Edit User Screen The Edit  New User Screen allows administrators to create a new staff account by entering personal, role, and address details. Personal Information Name → Staff full name Phone → Contact number Email → Email address Family Book → Identification number Birth Date → Date of birth Role & Department Role → Select staff role (e.g., Manager) Department → Select department (e.g., Legal) Address Address Unit → House or unit number Province → Select province City → Select city Village → Select village Actions Save User Creates the new staff account after entering all required details. Security Reset Password Option to reset or assign a password for the user. Guarantor Screen This screen allows the user to view the guarantor details for each contract Access Path Side menu -> Guarantor Guarantor List Each item represents a guarantor. Filter Options Users can filter guarantors by the following options: In the filter options, there are two main sections. Sales Team Collection Team When the filter is Sales Team below filters can apply, G department Department Branch Unit Mini Unit When the filter is Collection Team below filters can apply, G department Department Collection Unit collection tl collection The above filters will display like this.  When the user role is admin  The admin has both sales and collections and can apply all the filters mentioned above. When the user role is gdept The gdept has both sales and collections and can apply all the filters mentioned above except G department. When the user role is dept The dept has both sales and collections and can apply all the filters mentioned above except G department and department When the user role is branch. Display only the sales team. Display the unit and Munit filters When the user role is unit. Display only the sales team. Display the Munit. When the user role is MUnit. Only the search bar filter can be applied. When the user role is collection unit. Display only the collection team. Display the collection tl and collection filters When the user role is Collection tl. Display only the collection team. Display the collection. When the user role is Collection. Only the search bar filter can be applied. Information Displayed Each record shows: Contract Number Customer name  Phone numebr  How to Use View Guarantor Details Open the side menu Select guarantor Guarantor Details Screen This screen displays the guarantor details of the contract, Guarantor name  phone number Nic/ID House number address unit village city province Contract number How to Use View Guarantor Details Select a guarantor from the list Review all guarantor details Offer Loan Screen   The Offer Loan Screen allows staff to view existing loan offers and create new loan applications for customers. Search Function Search Bar Search by contract number Allows users to search by: Contract number Loan ID Main Action Offer New Loan Button used to create a new loan offer. Loan List Each item represents a loan offer. Example: LN-2026-001 Khamla Vong SME Car 12000 USD Active Information Displayed Each record shows: Loan Number Customer Name Loan Type Loan Amount Status Status Types Common statuses include: Active → Loan is currently active Pending Approval → Waiting for approval Pending Disbursement → Approved but funds not released Pending → Still in process Not Pending → No pending actions How to Use View Loan Open the Offer Loan tab Browse or search records Tap a loan to view details Offer Loan Screen The Create Offer Loan Screen allows staff to create a new loan offer by entering customer and financial details. Form Fields Customer Search customer by name or phone number Customer Monthly Income Enter total monthly income Customer Monthly Expenditure Enter monthly expenses Customer Monthly Profit Automatically calculated Contract Type Select loan type (e.g., SME Car) Loan Amount Enter loan value Currency Select currency: USD THB LAK Contract Date Select the loan start date Action Save Offer Saves the new loan application How to Use Create Loan Offer Tap Offer New Loan Fill in all required fields Tap Save Offer Loan will be added to the list Offer Loan Details Screen The Offer Loan Details Screen shows full information about a selected loan and allows staff to take actions. Loan Details Displays: Loan Number Contract Type Status Created Date Contract Date Customer Information Customer Name Customer ID Financial Information Loan Amount Actions Advance Stage Moves the loan to the next stage Log Call Records customer communication How to Use View Details Select a loan from the list Review all information Update Loan Tap Advance Stage Update progress Save changes Log Call Tap Log Call Enter details Save Navigation Offer Loan → Select Loan → View Details / Create Loan Location Screen The Location Screen allows staff to view and manage collection locations linked to contracts. Users can search, add, and update location details. Search Function Search Bar Search by contract number or address... Allows users to search by: Contract number Address Main Action Add Location Button used to create a new collection location. Location List Each item represents a saved location. Example: CN-10001 123 Main Street, Vientiane, Laos Information Displayed Each record shows: Contract Number Address How to Use View Locations Open the Location screen Browse or search locations Tap edit icon to modify Add Location Screen The Add Location Screen allows staff to create or update a collection location for a contract. Form Fields Contract Number Enter or select the contract number Example: CN-10001 Address Enter the full collection address Example: 123 Main Street, Vientiane, Laos Action Save Location Saves the location details to the system How to Use Add Location Tap Add Location Enter contract number Enter address Tap Save Location Edit Location Tap edit icon from list Update details Tap Save Location Navigation Location List → Add Location / Edit Location Profile Screen The  Profile Screen allows users to view their personal account details and manage their login credentials, including updating their password. Profile Information Displays user account details: Full Name → User’s registered name Role → User role in the system (e.g., Sales) Mobile Number → Registered phone number Email Address → User’s email Change Password Section Allows users to update their account password. Form Fields Current Password Enter your existing password New Password Enter a new password Confirm New Password Re-enter the new password for confirmation Visibility Icon  Allows users to: Show password Hide password Action Update Password Saves and updates the new password How to Use View Profile Open the Profile screen Review your account details Change Password Enter Current Password Enter New Password Confirm the new password Tap Update Password Security Tips Use a strong password Do not share your credentials Change your password regularly Navigation Menu → User → View / Update Password Capture Screen The Record Collection (Capture) Screen allows staff to record payment collections by capturing proof (image/file) and entering transaction details such as contract number, amount, and payment date. Image Upload Section Choose Image Users can attach proof of collection using: Camera → Capture image directly File → Upload from device File Status No file selected Displays whether a file has been attached. Form Fields Contract Number Enter the contract number related to the payment Select Currency Type Choose one: USD THB LAK Amount Enter the collected amount Paid Date (ISO) Select the payment date Example: Mar 23, 2026 Action Save Saves the collection record to the system How to Use Record Collection Upload image using Camera or File Enter Contract Number Select Currency Type Enter Amount Select Paid Date Tap Save Notes Always attach proof of payment Ensure contract number is correct Verify amount before saving Navigation Menue → Capture Task Screen The Task Screen allows staff to view, filter, and manage assigned tasks related to payments and follow-ups. Search Function Search Bar Search by task Allows users to search tasks by: Contract number Filters Users can filter tasks based on their role.  G department Department Collection Unit collection tl collection The filters above are displayed based on the user's role. When the role is, Admin can view all the filters. g_dept, can all filters except the g department  dept, can collection unit, collection tl and collection collection_unit can view the collection tl and collection Collection TL, can view the collectionThe  collection can  only see the search filters, There are additional filters available in the filter section, Delay This Month: Next due date is 0–30 days overdue . Last Month Delay: Next due date is 30–60 days overdue . Two-Month Delay: Next due date is 60–90 days overdue . OA Contract: Next due date is more than 90 days overdue . Task List Each item represents a staff task. Information Displayed Each record shows: Customer Name Mobile Number contract number contract type Pagination Prev → Go to previous page Next → Go to next page Displays current page (e.g., Page 1 of 3) How to Use View Tasks Open the Task screen Use filters to narrow results Search if needed Select a task to view details Task Details Screen The Task Details Screen provides complete information about a selected task and allows staff to take follow-up actions. Task Information Displays: Customer Name Mobile Number Contract Type Contract Number Fully Paid  Date Next Due Date Gurantor details  Collateral details Actions Call Screen Customer The Latest Details This section displays the last call details with the customer. The form below is the current call data, adding screen. The form needs to be added below the details. Exceptional case Remark for the exceptional case Gps status Remark for the GPS status payment promise date remark for the payment promise date. Promise Dates Set or update customer promised payment dates Customer Visit Visit the customer's home details adding  This data will be added to the special case details screen. After clicking the customer visit, the user will navigate to the customer visit screen.   After a visit to the customer's home, the following details need to be submitted Contract number where to visit (Visited to) Visited result Who did you meet Visited location visited remark The visited reason - this section has two options. For GPS repair Special Cases Select one of them and save. After saving these details, the user can view them in the special case screen. How to Use Manage Task Select a task from the list Review task information Choose an action Introduction Introduction What is the LALCO Staff App? Brief overview of the app LALCO Staff App is a mobile application designed for LALCO employees to manage their daily work activities efficiently. It allows staff to access important information, manage assigned tasks, and update work-related data directly from their smartphones. The app helps employees stay connected with company systems anytime and anywhere, improving productivity and communication. Key features at a glance Task management and tracking View and update contract details Customer information access Sales activity updates Real-time notifications and alerts Secure staff login Who should use this app This app is for: LALCO  staff