Features
Visits
FieldPie’s Visits module helps you plan, track and analyze every field visit in detail. Instead of only counting visits, it gives you a clear picture of where, why and how each visit happens, along with the results you get from it.
Real-Time Visit Intelligence
Get a clear, centralized view of all visit activity — instantly.
- Live Visit Status Tracking: See planned, in-progress, completed, canceled, or missed visits in real time.
- Unplanned Visit Detection: Automatically capture visits started outside the schedule.
- Custom Visit Types: Define visit types that match your business workflows (sales, audit, service, merchandising, collections, etc.).
- Performance by Region: Analyze visits by city, region, team, or individual field rep.
Map-Based Operational Control
See everything on one interactive map and take action instantly.
- Map View of All Visits: Visualize every visit — completed or upcoming — with live updates.
- Geo-Verified Visit Start: Ensure visits can only begin when the field rep is physically near the client location.
- Quick Edit Tools: Adjust visit details, assignments, or timings instantly from the admin panel.
- Easy Exporting: Export visits, performance summaries, and route data in one click.
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.
