Overview
The visit planner lets you schedule a visit for a specific user or team on a chosen date and time. You set the priority, pick the date and the start and end times, and can adjust the attached form before saving. Scheduling keeps your field team’s calendar organized and makes sure each visit is assigned to the right person or group ahead of time. It is the manual counterpart to route optimization, which schedules many jobs automatically.
Before You Start
You need access to the Visits area and permission to plan visits. Know which user or team the visit is for, and have the date, the time window, and any required form ready before you open the planner.
How to Schedule a Visit
- In the left navigation menu of FieldPie, select Visits.
- Click the calendar icon to open the visit planner. From here, you can plan a new visit or, for an existing scheduled visit, edit the visit plan or the entire series.
- Select the user or team for the visit.
- Select the visit priority.
- Select a date from the calendar.
- Choose the visit start and end times.
- Save the visit details.
- Edit the attached form if needed.
- Click Save to schedule the visit.
Tips and Things to Know
- You can schedule for an individual or a whole team from the same planner.
- Set priority so your team knows which visits matter most.
- Adjust the attached form before saving so it fits the planned work.
- For many visits at once, route optimization can schedule and assign them automatically.
- You can either start a visit directly from the mobile or web application, or schedule one in advance. In this tutorial, we’ll walk through how to plan a scheduled visit.
Frequently Asked Questions
Yes. In the planner, you can select either an individual user or a team before setting the date and time.
Yes. Before you save, you can edit the form attached to the visit so it fits the work planned for that date.
Scheduling is manual, one visit at a time. Route optimization automatically assigns and orders many scheduled jobs based on your setup.