Features
User & Role Management
Stay organized and secure with smart tagging, role-based permissions, and targeted notifications — giving every team the right access and information instantly.
Roles & Permissions
- Define custom roles—such as Administrator, Manager, Auditor, or Field Representative—and assign precise access rights to each.
- Control who can view, edit, approve, or delete data across modules like scheduling, reporting, forms, workflows, or financial records.
- Protect sensitive client and performance data by limiting access to authorized users only.
- Permissions can be updated at any time, and changes take effect instantly on both web and mobile.
User Tagging
- Tag users by role, team, region, or skill to keep your organization structured and easy to manage.
- Use tags and advanced filtering to group users for reporting and target the right people when assigning tasks, dashboards, workflows, or notifications.
- With clear segmentation, large or distributed teams stay coordinated and every activity reaches the people who should take action.
Notification Management
- Configure alerts to keep teams informed about the updates that matter—new jobs, status changes, approvals, escalations, completed tasks, or messages.
- Choose who receives which alerts based on their role, region, or responsibilities.
- Notifications can be delivered through multiple channels, helping teams act quickly without constantly checking the system.
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.
