Features
Activity
Plan smarter, follow up faster, and ensure every account receives the right actions at the right time.
Activity Overview & Real-Time Insights
- See all customer-level activities in one place: Photographs, Notes, Offers, Presentations, Forms, Visit History.
- Keep every activity in its own category so teams can quickly understand what happened during a visit.
- Use advanced filters (field team, customer, tags, city, region, visit status, date range, plan vs. out-of-plan, last visit per customer, etc.) to find exactly what you need.
- Get real-time results as filters change, helping managers focus on the right customers, stores, or routes.
Activity Management & Planning
- Plan a new visit directly from filtered results for a specific customer, segment, or region.
- Adjust existing visits (dates, assignees, visit types) based on performance or field feedback.
- Add new notes, upload additional photos, or attach documents to keep the activity record complete.
- Trigger the right follow-up actions whether it’s a control visit, a corrective task, or a campaign. Every customer gets timely and consistent attention.
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.
