Features
Workflow Automation
Automates business processes with smart rules that keep everything running smoothly.
Workflow Types
FieldPie helps you automate repetitive steps, reduce manual follow-ups, and keep every process running smoothly. Workflows ensure the right action happens at the right moment—without delays, missed tasks.
Use workflows to notify the right people, assign responsibilities instantly, trigger follow-up actions, and keep progress fully traceable. This creates consistent execution, faster response times, and higher accountability across your entire organization. Workflow Action Types:
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Send Automated E-mails or Text Messages
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Create Task or Visit
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Update Client State
FieldPie turns your operational rules into automated, reliable workflows — so your teams work faster, stay aligned, and deliver better results every day.
Smart Triggers
FieldPie workflows are designed to keep work moving automatically. You can add smart triggers that send reminders, alerts, or next-step actions based on time, status, or results.
- Notify managers when an inspection is late.
- Assign the next job as soon as the current step is done.
- Flag issues when approval deadlines pass.
- Create reports or invoices automatically after the final step.
Forget manual follow-ups. FieldPie keeps everything on track. Your team can focus on doing the work.
Approvals and Escalations
FieldPie simplifies approvals by getting rid of endless emails and reminders. Just define who approves items and what happens if they don’t. With FieldPie you can:
- Create multi-level approval processes (for example: from employee to team leader to manager).
- Use conditional logic to trigger approvals only when needed, like for expensive items or failed inspections.
- Set up escalations to keep approvals flowing when deadlines are missed or things stall.
- Receive real-time updates through the app, by email, or on your dashboard.
- Stop wasting time chasing approvals—keep it all in one easy flow.
Workflow Analytics
Once your workflows are up and running, FieldPie automatically gathers data. You’ll be able to see how long each step takes, how often jobs get stuck, and which processes are slowing things down. With this info, you can improve your workflows by cutting out unnecessary steps.
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.
