Features
Job & Task Management
FieldPie helps you manage every job, task, and visit in one clear structure. Whether you’re assigning work to a single person, coordinating teams, or planning recurring field visits, everything stays organized and easy to follow.
Instant & Recurring Jobs
FieldPie keeps all your work in one place: jobs, tasks, visits, and work orders. You see what needs to be done, who is going, and how each visit is progressing.
- Assign work in seconds, whether it’s a one-off task or a regular visit.
- Send jobs directly to a specific user or team.
- Create recurring jobs for routine visits, audits, checks, or service rounds.
- Update or reassign jobs when something changes; the new owner sees it immediately.
- Your field teams start the day already knowing what’s on their list.
Work Order Types
Organize all work by visit or job type so teams always understand the purpose behind every assignment — not just the location.
- Each work order is defined by a visit or job type (e.g., Sales Visit, Merchandising, Audit, Setup, Service, Inspection).
- Work order types make coordination effortless, especially when different teams are handling different tasks in the field. With a defined type, each assignee knows exactly why they’re going, what to prepare, and which skills or materials they need.
- Filter and report by visit or job type to clearly see how each category of work is performing. This keeps planning, execution, and reporting clean and consistent across teams.
Real-Time Monitoring & GPS Tracking
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Monitor every job from start to finish in real time.
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View scheduled, in-progress, and completed tasks instantly.
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Track field worker routes with built-in GPS and route optimization.
Field Documentation & Proof of Service
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Capture everything happening on site with photos, notes, and digital signatures
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Attach custom forms or checklists to standardize data collection and quality control.
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Add documentation directly from the mobile app
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Automatically link all records to the related work order
Invoicing, Reporting & Custom Forms
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Turn completed jobs into invoices instantly.
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Analyze performance with real-time reporting.
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Attach custom forms or checklists to standardize data collection and quality control.
Online or Offline
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Work anywhere, even without an internet connection.
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View and update tasks offline.
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Sync all data automatically once reconnected.
Other Features
What Our Clients Say About FieldPie
We used to take notes of every visit in notebooks and then digitize them back at the office. Now, with FieldPie, I can record everything instantly regardless of whether I'm in the field or not. I can easily capture photos, chemical information, and customer notes. This system has significantly saved us time.
We have periodic maintenance agreements that require us to visit clients regularly each month. I used to rely heavily on a calendar to avoid missing appointments. Now, FieldPie sends us reminders, ensuring we arrive on time. Our customers are pleased, and we enjoy greater peace of mind.
FieldPie allows us to assign tasks, track representatives via GPS, and easily capture in-store data. The mobile app performs exceptionally well, even offline. Clients love the instant reports, and the dashboard provides us with real-time insights. It has simplified everything from forms to follow-ups.
We now manage quotes, bookings, and dispatch from a single platform. Our techs love the mobile app, especially its offline mode. Customers receive updates via text or email, and follow-ups are automated. The introduction of real-time reporting has made a significant difference.
FieldPie has taken a paper intensive business and streamlined every aspect. Efficiencies were created that I didn’t even know existed. We can take on so much more business, with our existing structure, all because of FieldPie.
As a sales organization, visibility is everything. FieldPie gives us a unified view of all visits, order history, photos, and store performance metrics. My reps walk into every meeting knowing exactly what happened last time and what to prioritize next. We’ve shortened our sales cycle and increased repeat orders across multiple regions.
