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Knowledge base
Mobile
Getting Started
4
How Can I install FieldPie Mobile Application?
How Can I sign in to FieldPie?
I forgot my FieldPie Password. How Can I reset it?
How to change my password?
Client Management
5
How to add New Clients?
How to filter the Clients?
How to access the Client Information?
How to edit the Client Information?
How to use the Navigation?
Users Tracking
1
How to view the Users?
Visits
7
How to start a Visit?
What kind of activities can be added into the Client Visits?
How can I complete my visit?
How can I access the Visit Details?
What is the easiest way to access My Most Recent Visit?
View all 7
Product Management
2
How to filter products from the Products / Services screen?
How can I access the Product / Service Details?
Photos
2
How can I add Photos into my Visit?
How can I delete the photos that I add during my Visit?
Notes & Reminders
5
How can I add Notes into my Visit?
How can I delete the notes that I add during my Visit?
How can I access to my Reminders?
How can I Update My Reminders quickly?
How can I delete My Reminders?
Purchase Orders
2
How can I add Purchase Orders into my Visit?
How can I delete the Purchase Orders that I add during my Visit?
Presentations
2
How can I add Presentations into my Visit?
How can I delete the Presentations that I Add during my Visit?
Forms
2
How can I add Forms into my Visit?
How can I delete the Forms that I Add during my Visit?
Feeds & Messages
2
How can I publish Feeds to the Field Force?
How can I send a message to the Field Force?
Online / Offline Using
2
Can I Use FieldPie in Offline Status?
Why I couldn't see the assigned plan?
Reporting & Analysis
1
How to manage the Dashboard screen?
Web Application
Getting Started
6
How to register Fieldpie?
How to sign in FieldPie?
Did you forget your FieldPie Password?
How to create a business profile?
How to make Quickbooks Integration?
View all 6
Client Management
16
How to add a New Client?
How to edit the Client ?
How to add Custom Field to Client Information?
How to plan a visit from the Clients screen ?
How to view the Client on the Dashboard screen?
View all 16
Users Tracking
14
How to add a New Field Force?
How to edit the Field Force?
How to change the password of the Field Force?
How to delete the Field Force?
What are the Field Force Categories?
View all 14
Visit Planning
5
How to plan a Visit?
How to filter from the Plans screen?
What implies the colors on the Plans screen?
How to edit the Current Plans?
How to view the plan Monthly-Weekly-Daily?
Visit Details
6
How to filter from the Visits screen?
How to see the photos taken by the Field Force?
How to see the notes taken by the Field Force?
How to see the purchase orders performed by the Field Force?
How to see the presentations performed by the Field Force?
View all 6
Reporting & Analysis
1
How to manage the Dashboard screen?
Product Management
8
How to add a New Product?
How to edit the Product Groups?
How to edit the Product Tags?
How to filter from the Products / Services screen?
How to add presentations to the Products?
View all 8
Custom Forms
6
How to create Custom Forms?
How to edit the current Custom Forms?
How to filter from the Custom Forms screen?
How to delete the current forms?
How to manage the Fields Part in the custom forms?
View all 6
Feeds & Messages
2
How can I publish feeds to the Field Force?
How can I send a message to the Field Force?
Authorities
9
How to edit the Company Information?
How to manage the control of unplanned visits?
How to manage the control of the Feeds?
How to manage the control of the Purchase Orders?
How to manage the Tracking Mode?
View all 9
Import / Export
6
How to import the Plans of the Field Force collectively?
How to export the Client Information?
How to import the Client Information to FieldPie collectively?
How to export Product / Service Information?
How to import Product / Service Information to FieldPie collectively?
View all 6
Payment & Subscription
3
How Can I Renew My Subscription?
How Can I Upgrade the Number Of My Field Force During My Subscription?
Can I Change My Package During My Subscription?
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