In the field · Day 6 of 12
Whitfield Family · Rwanda + Kenya
15 May 2026 — 26 May 2026
Pipeline, quotes, supplier records, agreements, operational tasking, guide and vehicle assignments, confirmed-trip delivery — and AI that does the admin so your team can do the work.
Live operating view for active trips, upcoming departures, enquiry pressure, and supplier follow-ups.
FieldDesk is modular by design. A DMC, tour operator, travel agency, advisor team or specialist operator can shape the workspace around the way they actually work.
A calm executive overview of what matters now: open trips, critical next actions, overdue tasks, quote status and operational risk.
Move from enquiry to trip to quote to approval in one click — keeping context, notes, owner and quote attached the whole way.
Tasks, daily movements, transfers and operational checks — linked to enquiries and trips, visible on the dashboard.
Properties with rooms, rates, seasons, contacts, transfers and images — linked to trips and to agreements. Workspace-isolated, hardened end-to-end.
Line-item quotes with internal margin, versioning and lock-on-sent. Share proposals by tokenised link; agents approve or request changes inline.
Agents log in via magic link to view shared trips, approve proposals and browse your supplier collection. Scoped per-workspace, per-link.
Guests, groups, preferences and a full history of enquiries and trips per traveller. AI-assisted profile summaries when you need them.
Manage your workspace profile, team members, roles, AI brand voice and module preferences.
FieldDesk leads with pipeline, supplier records, agreements, tasks, guides, vehicles and confirmed-trip delivery. Beautiful proposals exist — but they're one module inside the operating dashboard, not the headline.
AI assists, extracts, summarises and drafts. It never silently saves commercial data or sends messages without your approval. Narrow, useful actions — not one giant chatbot doing everything badly.
Suppliers, travellers, agents, companies, agreements, departures, transfers, guides and vehicles are first-class records — not stretched-CRM fields. The vocabulary and the workflows match how a tour operator actually runs the day.
Narrow, useful AI actions. We extract, summarise and draft — you review and send. AI never sends, saves or publishes without your approval.
Anything we've missed? hello@usefielddesk.com — a human will answer.
Buyer guides, operator how-tos and honest comparisons. Written for people running real trips.
A practical checklist for tour operators and DMCs evaluating an operating system — from supplier records to agent portals, AI, and the things vendors quietly avoid demoing.
Read article →The exact failure modes — version sprawl, supplier rate drift, lost agent notes, handover gaps — and what to look for in a system that survives the next 100 trips.
Read article →What to put in, what to leave out, and how to make it readable in 90 seconds for a guide, agent or ops manager who’s never seen the trip before.
Read article →Where each tool fits, where each one breaks, and how to choose without falling for the demo. Written by the team building FieldDesk, with the awkward bits left in.
Read article →We're onboarding a small group of operators in 2026. Early access partners get hands-on setup and a seat at the roadmap.