FieldPie Features

Uses the calendar tool to determine field workers who are free for the job.

Notifies field service workers of their upcoming assignments.

Allows users to see tasks according to permissions and roles.

Allows clients to book jobs through the desktop page or within the app.

Tracks employee location to ensure timeliness.

Enables communication within the app from manager to field service employee.

Monitors behavior in the field.

Notifies clients, should any delays or mishaps occur.

Includes some ability to serve as a sales and ordering application.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Notifications that are delivered to users as soon as an event occurs

Customize data fields to support various needs and use cases

Manage and support multiple locations

Swipe a credit card or manually process payments while with the customer in the field

Creates reports that reflect field performance either as a team or individually, to review productivity.

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.

Create, manage, and send invoices or bills to customers

Integrates with CRM software to monitor all aspects of the customer relationship.

Integrate with a third-party accounting system

Integrates with QuickBooks

Set up connections to third-party platforms to improve business processes

Alter the layout and content of reports

Matches customer requests with routes and driver or vehicle availability.

Define default routes per customer, geography, type of vehicle or type of cargo.

Routes can be assigned to drivers individually or by batch base on criteria such as qualifications or experience.

Defines schedules for a geographical area, customer group, or type of delivery.

Define and implement constraints such as maximum distance or number of required stops.

Administrators can override schedules when unexpected changes occur.

Estimated time of arrival can be shared with customers and adjusted when needed.

Allows users to establish and change priorities for routing activities.

Receive system updates as soon as any changes are made

Adjust routes based on company constraints and customer requirements.

Analyse the performance of different routes or schedules.

Track time (for travel, load/unload, etc.) and the associated costs.

Monitor driver productivity based on KPIs such as time to destination.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Generate forecasts using historical data and market trends

Include standard key performance indicators (KPIs) for retail and e-commerce

Provide customizable dashboards to display KPIs and forecasts

Integrate with bsiness intelligence and analytics software

Forecast customer demand using historical insights and simulations

Addition of necessary external data, applications, tools, or features

Monitor store key performance indicators (KPIs) in real-time

Generate forecasts using historical data and market trends

Creates reports and dashboards to analyze retail KPIs and metrics

Uses artificial intelligence (AI) to build forecasting models based on existing data sets

Define strategies to gather retail intelligence and use the insights to plan retail activities

Provide standard retail execution activities that can be customized by users

Track and manage inventory levels to maintain proper supply

Manage or track sales completed by field teams/employees

Create, manage and track all task activities and progression

Design, communicate, and distribute incentives to perform a specific action

Track and facilitate returns of products sold

Track and manage schedules and meetings via an integrated calendar

A set of processes to optimize the productivity of its employees

Manage and track customer orders for goods, investments, or any other purchases

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Track and manage adherence to policies for any service, product, process, or supplier

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track, store, and access client contracts or licenses

Allow employees, managers, and retailers to collaborate on retail execution tasks

Provide features for field employees, such as route planning, GPS search, or messaging

Include features for field employees to collect data, capture photos, and create orders

Receive data and information in real time

Handle all promotion activities and brand strategy for products at retail stores

Monitor team performance metrics such as territory coverage or amount of new sales

Analyze the performance of each retailer to identify issues and optimize execution

Track compliance with internal policies such as Minimum advertised price (MAP)

Gather multiple types of data from various sources

Consolidates data from multiple sources

Detect innacurate, incomplete, or duplicate commerce data

Ensure that the data complies with internal quality standards

Allow users to update the data to nesure its accuracy and validity

Collect & analyze data from multiple sources to get insights into competing products, customer behavior, pricing & marketing strategies

Collect, process and structure data from multiple sources for further analysis

Receive data and information in real time

Process of checking different types of data for accuracy to avoid errors or inconsistencies

Consolidates data from multiple sources

Gather multiple types of data from various sources

Allow users to update the data to ensure its accuracy and validity

Detect innacurate, incomplete, or duplicate data

Ensure that the data complies with internal quality standards

Allows users to control of the sizes, shapes, and quantites of sales team areas

Allows users to map your customers to strategically incorporate them into your canvassing and field sales

Automatically assigns reps to new sales opportunities that are within their current territories

Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts

Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.

Provides users with live directions en route to the final destination

Provides users with engaging sales competitions

Provides field sales statistics for all sales reps

Provides data on the data on the performance and whereabouts of reps in the field

Provides video capabilties that field reps can use during field sales calls

Allows field reps to create digital contracts within the software

Allows users to collect e-signatures within the software

Offer mobile dashboards to view retail KPI in real-time

Support or include dedicated app for iOS and/or Android

Allows integration with marketplace such as Amazon, eBay, Walmart, etc

Easily integrate with POS software to monitor sales and customer data

Allows integration with marketplace such as Amazon, eBay, Walmart, etc

Provides a cloud based version of the platform

Provides an on-premise version of the platform

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Allows users to generate text based on a text prompt.

Check Inbound and outbound logistics activities to and from the store.

Provide visibility into order management, fulfillment and return.

Able to track low or missing shelf stock and keep shelves replenished.

Ensure right inventory and products with updated price and offers.

Must maintain right volumes and eliminate defective or outdated product from shelves.

Ensure store is equipped to streamline operations, maintain high standards and prevent incidents.

Track tasks in progress, completed and incomplete tasks.

Allow planning, scheduling and communication of duties and responsibilities to store personnel.

Capable of allocating multiple task to the store personnel.

Evaluate task execution, record performance based on field activities, and identify emerging trends.

Allow visibility of stock replishment on a single intiutive dashboard.

Allow visibility into loss prevention, bottlenecks and shrinkages.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Process of arrangement and optimization of product placement on retail shelves using data-driven insights

Creating, assign, and track jobs and/or tasks for work orders

An itemized to do list that can be edited as tasks are completed

Schedule predetermined or ad hoc maintenance services and labor requests

Track parts inventory levels and manage re-stocking

Track work performed and resources used for past customers, sites, or assets

For residential properties

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Customize contracts and forms to collect specific information

Create, send, and track purchase orders and their statuses

Access software remotely via mobile devices

Manage sending personnel and resources to a site as needed

Track and manage the scheduling of tasks

Track and manage schedules and meetings via an integrated calendar

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Oversee technicians and track their assigned work orders

Track the status over time for a request, process, asset, or transaction

Application programming interface that allows for integration with other systems/databases

Store, manage, and track all electronic documents in a centralized location

Manage and track all job information and associated tasks

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Active reporting of data and metrics

Designed to serve commercial properties

Receive data and information in real time

Information, data and reports that are being tracked over time

Track, store, and access client contracts or licenses

A collection of customer information such as contact details, demographics, previous interactions, etc.

Scan barcodes to ensure accurate pricing and label tracking

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Create, design and manage workflows for repetitive tasks

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Track and manage inventory levels to maintain proper supply

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Plan daily routes to optimize employee scheduling and provide directions

Store, manage and track all forms in a centralized location

AI-based platform which conducts a conversation via auditory or textual methods

Manage product specific documents in a categorized order

Store and access documents, forms, and photos in one centralized place

Digitally sign online documents

Online portal through which end users can access the system, manage tasks, or obtain information

Set and monitor service level agreements to ensure timely response and resolution

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Assign available resources to various projects and tasks

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Assemble applications and processes by dragging over and arranging pre-built components

Generate quotes or estimates for customers

Plan availability and assign specific time slots for tasks and resources

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Track/log the amount of time employees worked per job using a timer

A set of processes to optimize the productivity of its employees

Track and document all activities across devices, networks, and other systems

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Arrange tasks based on the level of priority or urgency

Add customized logos and colors to align with company branding

Calculate rule-based prices for a product/service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track the location of specific equipment at all times

Import, collect, and capture data from multiple sources

Measure and track time including hours worked and paid time off (PTO)

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Securely stores data to prevent data loss or breaches

Identify the physical location of an individual, asset, device, etc.

Finding the most optimal routes for drivers based on various factors and constraints

Ability of websites, web applications, or mobile applications to function without an active internet connection

Receive system updates as soon as any changes are made

Provides a channel for team members to share media files, communicate, and work together

Communicate using direct chat or messages within the system

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Electronically collect payments for goods or services

Access previous interactions or concerns to maintain customer relationships

Monitor product stock levels

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Plan and coordinate all the resources, costs and time needed to execute assignments

Private online space that lets businesses securely share documents and provide information access to clients

Generate estimated arrival times for drivers to keep back office or customers informed

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Automatically create schedules based on business needs or employee availability and qualifications

Store and organize information about customers and previous interactions

Timed notification for any upcoming task, deadline, appointment, or activity

Create a new work order

Manage procedures that ensure organizational equipment remains in working condition

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Schedule repeating appointments based on a duration of time

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Define levels of authorization for access to specific files or systems

Streamlining repetitive tasks and activities through automated and predefined workflows

Set up connections to third-party platforms to improve business processes

Process images and automatically scan for data

Caters to sales teams

Assign working shifts or tasks to employees based on their availability

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Information about revenue from sales of a particular product in the past.

Adds a customizable form to the landing page, usually for the purposes of lead generation

Timed notification for any upcoming task, deadline, appointment, or activity

The activity of promoting the sale of goods at retail

Ability of software to identify an image among other data

For Retail Stores

Manage and support multiple locations

Track employees' arrival and departure timings for payroll purposes

Ensures the product is readily accessible on store shelves for purchase

Finding the most optimal routes for drivers based on various factors and constraints

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Visualize locations on a map

Gauge satisfaction and receive information for improvement and success

Software program that continuously adjusts its behavior based on observed data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Digitally sign online documents

Search and filter data across systems to locate required information by entering keywords or certain criteria

Import and export data to and from software applications

View and track pertinent metrics to find patterns and gain insights from data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

An itemized to do list that can be edited as tasks are completed

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Access software remotely via mobile devices

Streamlining repetitive tasks and activities through automated and predefined workflows

Define, track, and/or automate sales activities and sales processes

Technological processes and strategies used for collecting, managing, and analyzing organizational data

A visual display that uses a color spectrum to show how visitors interact with areas of a web page

Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.

Track factors that affect pricing and adjust prices accordingly to increase sales

Real-time price adjustment for a product or service to reflect changing market conditions, geolocation, customer behavior, etc.

Manage all supplier data and operations

Predict future data based on historical data sets

Searchable repository of information about clients

Analysis of retail data to provide actionable insights for optimizing store performance and brand presence

Compare brand frequency and position versus competitors in AI content.

Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases)

View and track pertinent metrics to find patterns and gain insights from data

Review data from past periods to reveal recurring tendencies and predict future performance

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.)

Manage the planning and execution of supply chain activities

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify specific interactions between customers and brands

Has a built-in eCommerce system or integrates with third-party systems to manage online sale of products

Identify which applications need to exchange data and enable these data connections

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Tracking, organizing, and controlling retail inventory throughout the supply chain and sales process

Alter the layout and content of reports

Managing salespeople/distributors who sell products for direct sales companies

Manage occupancy and space utilization in facilities and buildings

Graphical representation of data

Manage and track customer orders for goods, investments, or any other purchases

The activity of promoting the sale of goods at retail

Intended to be used by online stores

Manage sales in retail stores

For Retail Stores

Evaluation of retail operations to ensure outlets follow operational, merchandising, and compliance standards.

The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.

Grouping log entries based on similar attributes.

Automate processes to manage leads, contacts, opportunities and sales activities

Provides a channel for team members to share media files, communicate, and work together

Receive notification of issues as soon as they occur

Collection of processes, policies, and standards to manage the storage & usability of enterprise data

Track and analyze user behavior within a system or network

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Access software remotely via mobile devices

Assemble applications and processes by dragging over and arranging pre-built components

Create, manage, and send invoices or bills to customers

Import and export data to and from software applications

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Plan availability and assign specific time slots for tasks and resources

Track all personnel who operate company vehicles

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Digitally sign online documents

Manage sending personnel and resources to a site as needed

Search and filter data across systems to locate required information by entering keywords or certain criteria

Track employee schedules, availability, and performance across projects and tasks

Send messages via SMS

Organize customer data and accounts by user or geography

Manage and track customer orders for goods, investments, or any other purchases

Track driver locations on a map in real time

Track item deliveries through dispatch notifications, status and location tracking, and ETA updates

Set up connections to third-party platforms to improve business processes

Finding the most optimal routes for drivers based on various factors and constraints

Monitor and track fuel consumption and costs

Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking

Track and manage inventory levels to maintain proper supply

Track the status over time for a request, process, asset, or transaction

Manage and track orders being shipped to customers

Organize and track the physical movement of goods from one location to another

Track orders throughout the fulfillment process

Online portal through which end users can access the system, manage tasks, or obtain information

Use AI to generate content in the form of text, images, videos, etc.

Access previous interactions or concerns to maintain customer relationships

Store and organize documents in a centralized system

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-designed layouts that can be customized to match preferences and requirements

Automatically identify and save contact information of potential customers

Score a lead on their quality or likelihood to buy based on certain behaviors

Finding the most optimal routes for drivers based on various factors and constraints

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Addition of necessary external data, applications, tools, or features

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Application programming interface that allows for integration with other systems/databases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage, store and organize emails within the system or via third-party apps

Track all opportunities for potential sales and convert them into recurring revenue

Customize contracts and forms to collect specific information

Swipe a credit card or manually process payments while with the customer in the field

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage, organize, and store contact information

Manage sending personnel and resources to a site as needed

A collection of customer information such as contact details, demographics, previous interactions, etc.

Access software remotely via mobile devices

Track and document all activities across devices, networks, and other systems

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Define, track, and/or automate sales activities and sales processes

Tracking, calculating, and paying commissions and earnings to employees

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Organize customer data and accounts by user or geography

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Use AI to generate content in the form of text, images, videos, etc.