Offer your customers a convenient and fast way of booking. Let your customers book appointments online straight from your website.
QUOTING & FOLLOW-UPS
Create quotes just by adding your products/services, and hit send. Your client will receive a text or email with a unique link to view and approve their quotes online.
Easily integrate customer, invoice, and payment information with QuickBooks. Create invoices in the field, eliminate double data entry, and keep all invoices in one place.
INVOICING & FOLLOW-UPS
Create and track invoices easily as they are sent, paid, or past due. Batch, create, and send all your invoices at your convenience.
Accepting payments with FieldPie is fast, safe, and easy! Enable your technicians to take payments in the field easily.
SCHEDULE & DISPATCH
FieldPie’s advanced scheduling feature enables you to efficiently assign the right technician to the right job and provides total visibility for the entire operation.
JOB & TASK MANAGEMENT
See how your business is performing at one glance. FieldPie’s flexible, secure mobility platform enables the team members to quickly accept jobs, access critical data in real-time, use GPS, enter work details, notes & payments, take pictures, fill-out and submit checklists, and capture signatures.
WORKING OFFLINE/ONLINE IN THE FIELD
Your technicians can do all their activities without any interruption, keep storing their data without any problems move forward with their tasks even network connection is not available in the field.
FieldPie uses advanced machine learning algorithms to predict and auto-fill plan dates, assign the right technician to the right job, determine the parts to be used at the job and predict any other form fields to be filled out to move your service business ahead of the competition.
Provide your team with powerful and easy to use mobile apps so they can access permitted information and features from anywhere to get the jobs done easily. Both of iOS and Android are provided.
E-MAIL & TEXT NOTIFICATIONS
Be in touch with your clients from the get-go, keep them updated with the right information with your customized e-mails or text messages, win more jobs, retain existing customers.
CUSTOM JOB FORMS
Design “mobile forms” easily and make them instantly available to your field team so that they can collect data in the field. Create and manage feature-rich forms by using a user-friendly interface with no coding or programming skills required.
Create PDFs quickly from the data collected in the field; with no coding skills required and easily send your PDFs to your customers or save them on your storage.
CLIENT MANAGEMENT (CRM)
Convert opportunities to real business easily with CRM features of FieldPie, keep track of all crucial customer info, including detailed customer history, job details, and all balances due/overdue.
ON MY WAY TEXT MESSAGES
Impress your customers by letting them know that your field team is on the way.
DATA IMPORT & EXPORT
Import/Export your schedules, clients, and product & service details easily to/from FieldPie. You don’t need to match your columns with any format or sample, FieldPie offers a quick and easy way to import your data in seconds.
DASHBOARD & REPORTING
Watch the data flow to your dashboard screens intelligently from the field to help you make good business decisions. FieldPie collects any kind of data from the field smoothly, online, or offline.
Translate the addresses into GPS positions and ensure that records are properly displayed on the map. Get a clear picture of your team’s and your client’s map view so you can visually solve problems and keep things running smoothly.
Keep track of the hours your employees work in real-time using the time tracking features and get insights of job details.
MOBILE DATA CAPTURE
Collect data in the field: pictures, surveys, orders, forms, and more. Mobilize your team and collect any data real-time, real easy whether the network connection is available or not in the field.
FULL FEATURE LIST
Quoting & Follow-Ups
Invoicing & Follow-Ups
Easy System Integrations /API
Mobile App (IOS & ANDROID)
AI-Powered Planning & Prediction
Email & Text Marketing
Schedule & Dispatch
Team Management & Permissions
Job & Task Management
Working Offline/Online in the Field
Map Based Job Assignments
Notes & Reminders
In-App Employee Chat
Recurring Service Plans
Product & Service Management
Job Detail & Attachments
Client Management (CRM)
Custom Job Forms
Two-Way Text Messaging
Mobile Data Capture
On My Way Text Messages
Email & Text Notifications
Data Import & Export
Dashboard & Reporting