Features
Scheduling
Streamline workforce management with smarter scheduling. FieldPie auto-creates recurring jobs and enables fast batch planning — eliminating manual work.
Scheduling & Recurring Plans
FieldPie helps you plan visits or jobs without spreadsheets, phone calls, or guesswork.
- Set up recurring plans so visits or jobs are created on a regular schedule with a clear work order type for each one.
- New and recurring work enters the system as items that are ready to be placed on the calendar and assigned to the right person.
- If a visit or job is declined or needs to change, it stays visible so planners can quickly reschedule it or assign someone else.
- The right forms and workflows can be attached to each visit.
Dispatch
Send the right person to the right place at the right time.
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Jobs are assigned to the most suitable person based on skills and location.
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You can see who is free, on-site, or traveling on a map in real time.
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As soon as a job is sent, all details and forms appear on the mobile app.
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Work is spread across the team so you avoid both empty schedules and overloaded days.
Planning Requests
Give customers and partners a simple way to ask for a visit or job.
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Customers, distributors, or sales teams can request a visit or job.
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You adjust, or reschedule in one place; once confirmed, the visit is created and assigned automatically.
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Everyone gets confirmation and reminders, and you can see which requests are open, completed, or waiting for a reply.
- Assign plans based on role permissions — let users view schedules they’re allowed to see, while restricting who can create or edit them.
AI Route Optimization
Plan days that make sense both on the map and in real field conditions.
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Visits are grouped into efficient routes to reduce travel time.
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Conflicts and unrealistic schedules are flagged early.
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Routes respect your rules—working hours, restricted days, region boundaries, required forms, and visit frequency.
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Field teams follow a logical order of jobs, helping them finish on time with fewer delays.
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.
