FieldPie Support

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?

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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?

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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?

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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?

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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?

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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?

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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?

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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?

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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?