Features
Products & Services
Manage every product and service your business offers in one connected system.
Product & Service Information
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Keep product records clear and simple so every item has a unique code and name that people can quickly recognize and search.
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Store list price, discount, tax rate, and final price together so teams always work with accurate pricing.
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Add any custom data you need for your products or services and streamline your actions with advanced filtering.
Product Catalog & Content
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Organize products into logical groups to keep your catalog organized and easy for everyone to access.
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Add tags to highlight special attributes or use cases so search and filtering become faster and more precise.
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Link related products so teams can easily find recommended, alternative, or complementary items during a visit or call.
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Attach photos, documents, or videos so people can recognize items at a glance, explain them clearly to customers.
Seamless Workflow Automation
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Connect the product & service catalog directly with Tasks, Quotes, and Invoices
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Auto-fill item details like price, unit, and tax during quote or job creation
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Keep every line item consistent from quoting to final billing
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Maintain full accuracy throughout the entire workflow
Reliable Data & Reporting
FieldPie helps you see how each product is performing across all clients and orders.
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View each product with a clear, consolidated performance summary.
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Analyze product performance by category to understand trends and strengths.
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Track how often the product appears in jobs, visits, forms, or workflows.
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Monitor total quantities ordered to evaluate demand and sales volume.
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Review the total financial impact and invoice value associated with the product to see the revenue it contributes.
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.
