1- Click the Plans button from the menu after logging in to FieldPie.
2- Click the Plan New Visit button.
3- Select the field force who will perform the visit and select the client that you want to plan the visit.
4- Select the priority of the visit. There are 3 options in this area as a priority; Low, Medium and High.
5- Click on the Plan Date area and select a plan date from the calendar.
6- Click on the Plan Starts At area and select a start time. Likewise, select the planned end time on the Plan Ends At area.
7- If you have any notes you want to add to the plan, add them to the Plan Note area.
8- You can complete the visit planning process by clicking the SAVE button.
9- The Field Force will see the assigned visit from the mobile app after the visit planning process is completed.