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One Platform. Endless Solutions.

Features

Everything your teams need to plan, execute, and analyze field operations — all in one powerful, AI-driven platform.

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Custom Forms

Allows you to create customized forms to capture exactly the data you need.
#Workflow Forms
#Access
#Scored Forms
#QR Code
#Markup Tools
#Rules

Scheduling

Easily schedules jobs, repetitive tasks, and routes for your team.
#Smart Scheduling
#Dispatch
#Recurring Plans
#Visit Request
#Route Optimization

Workflow Automation

Automates business processes with smart rules that keep everything running.
#Workflow Types
#Approvals
#Smart Triggers
#Escalations
#Process Automation

Real-Time Reporting & Analytics

Provides instant insights with customized reports.
#Custom Reports
#KPI Metrics
#Automated Reports
#Trends
#Live Dashboards

Job & Task Management

Makes it easy to assign, manage, and complete every task from one place.
#Job Scheduling
#Work Orders
#Recurring Plans
#Tasks
#GPS Tracking
#Offline

Image Recognition

AI image recognition that instantly verifies photos and detects issues.
#Object Detection
#Audit
#Planogram
#Help & Safety
#Compliance
#AI

Route Optimization

Creates the most efficient routes to save time and money.
#Route Planning
#Cost Savings
#Capacity Planning
#AI

Geotagging

Captures exact locations and uses geofencing to confirm visits.
#Geofencing
#Timestamp
#Location Proof
#GPS Tracking

Online Booking

Customers book anytime, instantly synced with your schedule.
#Scheduling
#Client Requests
#Customer Notifications
#Lead

Quoting

Streamlines the quoting process and helps you track opportunities.
#Quote Design
#Approvals
#Quote Follow-Ups
#Deposits
#Reports

Invoices

Generates invoices and keeps payment information organized.
#Invoice Design
#Templates
#Invoice Follow-Ups
#Reminders
#Billing Reports

Payments

Records payments and subscriptions for easy tracking.
#Online Payments
#Tracking
#On-Site Payment
#Invoice

Customer Management

Centralizes customer information, requests, and interactions.
#CRM
#Customer Data
#Insights
#Lead

User & Role Management

Manages user roles, permissions, and communication.
#User Tagging
#Permissions
#Notifications
#Advance Filtering

Team Management & Tracking 

Tracks the location, performance, and tasks of your field team.
#GPS Tracking
#Time Tracking
#Team Tracking
#Nearby Search

Products & Services

Tracks your products and services in one place.
#Product Card
#Catalog
#Product Performance
#Tagging

Communication

Keeps all team messages and announcements together.
#Announcements
#Activity Feed
#In-App Messaging

Notification

The right update, at the right time.
#Updates
#Role-Based Alerts
#Multiple Channels

Visits

Organizes each site visit and tracks the results while recording them.
#Visit Analytics
#Unplanned Visit
#Live Tracking
#Map-Based View
#Geo-verifed Visit

KPI & Target Tracking

Sets clear goals and measures performance against them.
#Goal Setting
#KPI Tracking
#Real-Time Performance

Integrations

Connects FieldPie with your existing systems and applications.
#QuickBooks
#SendGrid
#Twilio
#Stripe
#Logo

Document Management

Securely stores and shares important documents.
#Document Hub
#Access Right
#Branded PDF Creation

Inventory Management

Controls stock levels, warehouses, and movements.
#Categorization
#Item Status
#Information

Activity

Defines, tracks, and reports on all field activities.
#Dashboard

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