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.

• Log Call
  Quickly navigate to the call logging screen to record customer interactions.

• Offer Loan
  Access the loan offering feature to create or manage loan proposals.

• Locations
  View or manage location-related data (useful for field agents).

• User
  Access user profile information and settings.

• 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.

Agent Overview Panel

This section shows a quick summary of the agent's daily activity.

4.FieldOps Badge

Indicates the user is operating in Field Operations mode.

5.Welcome Message

Displays the logged-in staff member’s role or name.

Example:

6.Current Date

Shows the current working date for reference.

Example:

Activity Summary Cards

These cards show important performance indicators for the day.

7.Overdue

Displays the number of customers with overdue payments.

Example:

This helps agents prioritize collections.

8.Due Today

Shows the total amount that needs to be collected today.

Example:

9.Completed

Displays the number of completed tasks or collections for the day.

Example:

10.Collected Today

Shows the total amount successfully collected today.

Example:

Quick Access Section

The Quick Access panel provides shortcuts to frequently used actions.

11.Log Call

Allows agents to record details after contacting a customer.

Information that can be logged:

• Call result

• Customer response

• Payment commitment

12.Follow-up

Used to schedule a future reminder to contact a customer again.

Agents can set:

• Follow-up date

• Follow-up notes

13.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

14.Reassign Tasks

Allows agents or supervisors to transfer tasks to another staff member.

Used when:

• The assigned agent is unavailable

• Tasks need redistribution

15.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 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