Features
Payments
FieldPie offers powerful and reliable payment capabilities designed to simplify how field teams collect and track payments — both on-site and online.
On-Site Payment Collection
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Collect payments directly from customers immediately after completing a job
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Allow field workers to process payments in the field without delays
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Improve cash flow with instant, on-site payment capture
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Reduce administrative overhead and manual follow-ups
Online Payments
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Enable customers to make secure online payments
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Accept payments via shared payment links or within the FieldPie app
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Offer flexible, convenient payment options to speed up transactions
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Enhance customer experience with a smooth, modern payment process
Invoicing & Payment Tracking
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Integrate payments seamlessly with FieldPie’s invoicing system
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Create, send, and track invoices in one centralized platform
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Monitor payment status in real time for every invoice
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Simplify billing and collections with full financial visibility
QuickBooks Integration
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Keep financial records accurate without manual data entry
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Automatically sync invoices, payments, and customer information
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Reflect completed field jobs instantly in your accounting system
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Reduce administrative workload and minimize financial errors
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Use two-way synchronization to track revenue and reconcile transactions faster
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Maintain full financial visibility across teams and departments
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.
