Powerful Features Designed to Increase Productivity In The Field
Field Force Management
Monitor and manage your field force and their activities, track any task or activity in detail.
Field Force Planning
Easily make visit plans for your field force and compare them with realized activities.
Auto Schedule & Dispatch
Save more time by automatically scheduling and dispatching work to the right field force based on time, skill, location, and your own business rules.
Design “mobile forms” easily without coding to collect the data you need, and make them instantly available to your team.
Mobile Data Capture
Pictures, Surveys, Orders, Forms, Documents, and more. Mobilize your field force and collect any data real time, real easy.
Team Collaboration & Messaging
Be in touch and exchange information with all your team members easily.
Make sales in the field and manage customer orders easily.
Manage the service order lifecycle and fulfill complex and bundled orders quickly and accurately.
You can upload signatures to any of your activities to provide digital proofs in the field.
Bring all your clients together, put information about your leads and keep them up to date in a single database.
Drive your opportunity pipeline step by step, either to finalize sales easily or to stop wasting time with bad leads.
Easily access presentations from FieldPie and launch them on your mobile device.
Manage custom fields and default fields easily by adding tags to your clients, products, services and more.
Manage all your products and services in the field easily for a good “sales experience” and “customer satisfaction”.
Maintain a historical record of all activities related to a client or opportunity. This integral part provides an intuitive and visual way of managing daily tasks.
Work Order Management
Allow dispatchers and other users to create, maintain and manage important data contained in the work order.
Notes & Reminders
Create smart notes during your visits. Include reminders into these notes and stop having to remember what actions to take for your next visits. Let FieldPie remind you everything you need to remember.
Take photos that are automatically tagged with time, location, customer information. Furthermore, add them into your mobile forms to supplement information.
Translate the addresses into GPS positions and ensure that records are properly displayed on the map.
Make your business as unique as your clients and prospects by adding custom fields to individual lead and contact cards.
Data Import/Export (Excel/CSV)
Speed up your operations on transferring data between the database and external files by using this convenient tool.
Utilize readily available API platform to integrate FieldPie data with your ERP and other 3rd party systems.
Online / Offline Support
Do all your activities in the field without interruption, even if network connection is not available.
Watch the data flow to your screens intelligently from the field to help you make good business decisions.
Easily integrate customer, invoice, and payment information with QuickBooks
Convert jobs into invoices with a single click.
Increase sales, streamline space and floor planning with planogram.