Frequently Asked Questions Software

Frequently Asked Questions

• What is FieldPie?

  FieldPie is a cloud-based field management platform that brings scheduling, tasks, field data, reporting, and team management into one system. It supports operations such as merchandising, audits, field sales, inspections, service, and maintenance.

• Who is FieldPie for?

  FieldPie is designed for businesses that manage mobile or distributed field teams, from store visits and audits to sales, service, inspections, and maintenance.

• What industries use FieldPie?

  FieldPie supports field operations across industries including retail and CPG, telecom, healthcare, construction, automotive, finance and banking, insurance, and home services.

• How is FieldPie different from traditional field management software?

  FieldPie combines scheduling, mobile field execution, offline work, custom forms, GPS tracking, workflow automation, reporting, and AI-powered tools in one platform.

• Can FieldPie replace spreadsheets and paper-based field processes?

  Yes. FieldPie can digitize schedules, customer data, forms, photos, tasks, visits, and reports that would otherwise be managed through spreadsheets or paper.

• Does FieldPie have a mobile app, and can it work offline?

  Yes. FieldPie has mobile apps for iOS and Android. Field teams can complete tasks, fill out forms, and capture field data without an internet connection, then automatically sync their work when they reconnect.

• How does FieldPie help manage field teams?

  Managers can organize users, assign work, monitor progress, and track performance from one place. Teams can also be structured by role, region, skill, or other operational requirements.

• Can FieldPie track field teams and verify visits with GPS?

  Yes. FieldPie can show live field locations and routes and record GPS data and timestamps for field activities, helping managers verify where and when work was completed.

• Can I set up recurring jobs and visits in FieldPie?

  Yes. FieldPie supports recurring plans for repeat visits, inspections, maintenance, and other scheduled field activities.

• Can FieldPie schedule and dispatch field teams?

  Yes. FieldPie helps teams schedule jobs, assign work, and dispatch field teams. Jobs can be assigned based on skills and location, while planners can see who is available, on-site, or traveling in real time.

• Can I create custom forms and checklists in FieldPie?

  Yes. FieldPie lets businesses create custom mobile forms and checklists without coding. Forms can include photos, signatures, scoring, conditional fields, and other structured field data.

• Can FieldPie be used for audits and inspections?

  Yes. FieldPie supports digital audits and inspections with custom checklists, scoring, photo evidence, reporting, and corrective-action workflows.

• Can FieldPie capture photo evidence during field visits?

  Yes. Field teams can capture photos directly in forms and audit checklists during field work, creating visual evidence linked to the relevant record or finding.

• Can FieldPie be used for merchandising and retail execution?

  Yes. FieldPie supports store visits, merchandising tasks, planogram checks, product availability, photo evidence, and retail performance reporting. AI image recognition can also help analyze shelves, displays, and field photos.

• Can FieldPie be used for field sales?

  Yes. FieldPie helps field sales teams manage customer visits, CRM data, products, orders, quotes, and field activities while giving managers visibility into team and territory performance.

• Can FieldPie manage field operations across multiple locations?

  Yes. FieldPie provides visibility across stores, customer locations, regions, and field teams through maps, dashboards, and reports.

• Does FieldPie provide real-time reports and dashboards?

  Yes. FieldPie provides live dashboards and customizable reporting for jobs, visits, field data, KPIs, and team performance.

• What AI features does FieldPie offer?

  FieldPie offers AI capabilities including Image Recognition, Route Optimization, AI Insights, AI Assistant, and AI-Powered Scheduling. These tools support planning, field-data analysis, image analysis, and operational decision-making.

• Can FieldPie automate field workflows?

  Yes. FieldPie can automate steps such as approvals, alerts, notifications, and task assignments. Form results can also trigger follow-up actions.

• Can I control what team members can access in FieldPie?

  Yes. FieldPie supports roles and permissions so businesses can control who can view, edit, approve, or manage information across different parts of the platform.

• Can I import existing data into FieldPie?

  Yes. FieldPie supports bulk imports for data such as customers, schedules, products, and services, helping teams move existing records into the platform without entering them one by one.

• What software does FieldPie integrate with?

  FieldPie offers integrations with QuickBooks, SendGrid, Twilio, Stripe, and Logo. 

• Does FieldPie offer a free trial?

  Yes. FieldPie offers a 14-day free trial with no credit card required and no commitment to start.