Perfect for Home Healthcare Field Services, from Scheduling to Monitoring all activities

Schedule & Dispatch

Schedule & Dispatch

Optimize Job Scheduling by;

  • Worker based skills
  • Predefined service region
  • Priority of the task
  • And any other criteria you choose

Advanced Analytics and Reporting

  • Advanced reporting will help you to get the most of your field businesses;
  • Powerful dashboard to visualize field activities
  • View every field data; notes, photos, visits and more, in a single platform
  • Stay up to date on what’s past due, what’s coming and what’s been done
  • Keep an eye on the balances

Invoicing

The perfect Invoicing tool for the field

  • E-signature capture
  • QuickBooks integration
  • Directly e-mail invoices
  • Add company logo to invoices

Online/Offline Support

For Field Force working with no network coverage;

  • Fill out forms
  • Record time and activities
  • Do all your field activities without interruption even if network connection is not available
  • Let FieldPie handle synchronization of data automatically when network is available again
Offline or Online Support

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.

Custom Forms

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.

Purchase Orders

Make sales in the field and manage customer orders easily.

Service Orders

Manage the service order lifecycle and fulfill complex and bundled orders quickly and accurately.

E-Signature

You can upload signatures to any of your activities to provide digital proofs in the field.

Client Management

Bring all your clients together, put information about your leads and keep them up to date in a single database.

Opportunity Management

Drive your opportunity pipeline step by step, either to finalize sales easily or to stop wasting time with bad leads.

Presentations

Easily access presentations from FieldPie and launch them on your mobile device.

Tagging

Manage custom fields and default fields easily by adding tags to your clients, products, services and more.

Product Management

Manage all your products and services in the field easily for a good “sales experience” and “customer satisfaction”.

Activity Management

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.

Photos

Take photos that are automatically tagged with time, location, customer information. Furthermore, add them into your mobile forms to supplement information.

Map Views

Translate the addresses into GPS positions and ensure that records are properly displayed on the map.

Custom Fields

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.

Easy Integration

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.

Advanced Analytics

Watch the data flow to your screens intelligently from the field to help you make good business decisions.

Quickbooks

Easily integrate customer, invoice, and payment information with QuickBooks

Invoicing

Convert jobs into invoices with a single click.

Planogram

Increase sales, streamline space and floor planning with planogram.