Features

FieldPie lets you collect accurate, structured information in the field without slowing anyone down. Forms adapt to your workflow, guide users through the right steps, and ensure every job, inspection, or audit delivers complete and consistent data.

Rich, Flexible Forms

• Attach the right form to every job, task, or visit.
• Pre-fill client, location, or asset details to save time and reduce errors.
• Make forms required before, during, or after work to ensure consistent execution.
• With rich form data types, you collect accurate, high-quality data every time.

Form Timing & Requirements

• Set exactly when forms must be completed: once, every visit, or at specific workflow steps.
• Structure tasks in the correct order to prevent missing information. Maintain unified processes across all teams and regions.

With the workflow feature, you can create automations based on the data you receive from forms so actions happen instantly—no waiting, no manual follow-ups.

Automated Actions

• Turn field events into automatic actions using simple rules.
• Trigger tasks, scheduling, notifications, approvals, or follow-up forms based on responses, photos, missed visits.
• Every step is timestamped and visible in reports for full traceability.

Rule-Based Validation

• Add rules to take precautions against undesirable situations.
• Fix issues immediately instead of discovering them later.

Photo, Notes & Marking Tools

• Take photos and mark exactly what needs attention.
• Highlight missing, damaged, or incorrect items for clarity.
• Add quick notes during any visit; all entries are timestamped and linked to the job or client.

Standalone Custom Forms

• Use forms independently for audits, store walks, surveys, or compliance checks.
• Ideal for quick evaluations that are not tied to a job or visit.

Custom Form PDF Templates

• Turn every submission into a branded PDF with your layout and logo.
• Include photos, signatures, timestamps, and attachments.
• Auto-share with clients or archive for record-keeping.

Scored Forms

• Add scoring to your forms so each answer contributes to a clear overall score.

• Questions include selectable options, and the form calculates the total automatically.

• Easy to compare results and understand performance at a glance.

Share Forms Externally

• Send forms to customers, partners, contractors, or store managers through a simple link or QR code.
• Collect photos, signatures, and documents without login or extra steps.
• All submissions sync instantly into FieldPie.

Access-Controlled Forms

• Control who can view or edit specific forms.
• Set rules and permissions by role, team, region, or client.
• Make forms required at scheduled intervals to maintain consistent records.

Conditional & Linked Fields

• Show or hide fields based on earlier responses.
• Use cascading selections to speed up data entry and reduce errors.
• Trigger related forms, approvals, or tasks based on responses.