What is FieldPie?

FieldPie is a unified field service management platform designed to optimize and automate field team operations across diverse industries such as home services, retail, and technical service. The platform leverages AI-driven planning and prediction capabilities to improve job assignments, resource allocation, and compliance, ensuring efficient execution in the field.

FieldPie offers a suite of features including mobile apps for real-time data collection, scheduling, dispatching, GPS tracking, custom forms, and advanced dashboard reporting. Businesses can benefit from tools like AI-powered retail intelligence, workflow management, lead and client management, and seamless QuickBooks integration. The solution caters to dynamic business needs, aiding in the automation of recurring tasks and providing actionable insights to enhance productivity and customer satisfaction.

Features

AI Powered Planning & Prediction: Utilizes machine-learning to auto-fill plan dates and predict optimal job assignments.
Custom Mobile Forms & Checklists: Easily design and deploy forms for audits and data capture in the field with no coding required.
Real-Time GPS Tracking: Monitor field representatives and activities live to maximize accountability.
Offline Functionality: Enable uninterrupted data capture and task management regardless of network availability.
Integrated Scheduling & Dispatch: Assign jobs based on time, skill, and location with intelligent automation.
Advanced Dashboard & Reporting: Access actionable business analytics collected from field activity in real-time.
QuickBooks & API Integrations: Seamlessly connect with external systems to streamline invoicing and data flow.
Client and Lead Management: Centralize customer and lead data for efficient opportunity tracking and communication.
Recurring Service Plans & Reminders: Automate follow-ups and repeating appointments to increase operational consistency.
PDF Creation & Document Management: Generate and manage field reports, attachments, and custom-branded files.

Use Cases

Managing and tracking large field service teams for home maintenance companies.
Automating retail merchandising audits and compliance reporting.
Optimizing scheduling and resource allocation for HVAC, plumbing, or cleaning businesses.
Collecting real-time in-store execution data for the CPG sector.
Centralizing lead and client management for technical services providers.
Automating recurring maintenance plans for facility management firms.
Integrating with accounting and payment systems for seamless invoicing in the field.
Generating real-time insights to improve customer satisfaction and business processes.
Mobilizing data capture for healthcare, manufacturing, or construction field teams.

FAQs

Does FieldPie offer a free trial?

Yes, FieldPie offers a 14-day free trial with access to all features and no credit card required.
Can FieldPie be used offline in the field?

Yes, FieldPie allows users to perform all activities and collect data even without a network connection.
Which industries are supported by FieldPie?

FieldPie supports industries including home services, retail, CPG, manufacturing, construction, hospitality, healthcare, telecommunications, and technical service.
What AI capabilities does FieldPie include?

FieldPie uses AI-powered planning and prediction to automate job scheduling, resource allocation, and compliance monitoring in field operations.
Does FieldPie integrate with accounting software?

Yes, FieldPie offers QuickBooks integration for seamless invoicing and payment management.