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:
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New assigned tasks
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Follow-up reminders
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Customer updates
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System alerts
3.Menu Icon ☰
When tapped, a sidebar appears with the following options:
Menu Options
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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:
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Call result
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Customer response
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Payment commitment
12.Follow-up
Used to schedule a future reminder to contact a customer again.
Agents can set:
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Follow-up date
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Follow-up notes
13.Offer Loan
Allows staff to create or propose new loan offers to customers.
This is typically used when:
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A customer requests a loan
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A new sales opportunity is identified
14.Reassign Tasks
Allows agents or supervisors to transfer tasks to another staff member.
Used when:
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The assigned agent is unavailable
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Tasks need redistribution
15.Add Note
Agents can record internal notes about customers or cases.
Notes may include:
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Customer discussions
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Payment promises
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Special instructions
Bottom Navigation Menu
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:
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Search customers
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View loan details
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Update records