Overview
A visit records a planned or completed stop at a customer or store, together with the form your team fills out there. When you create a visit you choose the main customer and client, attach the right form, and can tailor that form to the specific work being done. The form you attach is what the field user completes on site, so choosing the correct one matters. Once saved, the visit is available for your team to carry out and later appears in Activities and reporting.
Before You Start
You need access to the Visits area and permission to create visits. Make sure the main customer, client, and the form you want to attach already exist in FieldPie. Decide which form matches the work so you can select and customize it while creating the visit.
How to Create a Visit
- In the left navigation menu of FieldPie, select Visits.
- Click the plus (+) icon in the top-right corner to start a new visit.
- Choose the main customer for the visit.
- Choose the client for the visit.
- Select the relevant form from the list.
- Click the + icon to edit the form.
- Customize the form to match your specific business needs.
- Click Create Visit to add the new visit record to the system.
Tips and Things to Know
- The attached form is what the field user completes on site—pick the one that fits the job.
- You can customize the form during creation with the + icon before saving.
- A visit ties together a main customer and a client, so both must be selected.
- Completed visits flow into Activities, where their photos, notes, and forms can be reviewed.
Frequently Asked Questions
You select a form while creating the visit and can customize it. The form is what your team completes during the visit, so choose the one that matches the work.
Yes. Use the + icon to edit the form during creation and adjust it before you click Create Visit.
Completed visits appear in Activities with their captured media and forms, and they feed visit reporting and analytics.