Overview
A plan schedules work for a client by linking a main customer, client, and team together on a chosen date and time, with a priority you set. Plans are how you lay out what your field team should do and when, so they form the backbone of day-to-day scheduling. You build a plan on the planner, confirm the date and time window, and save. Once created, the plan is ready for your team to act on.
Before You Start
You need access to the Plans area and permission to create plans. Make sure the main customer, client, and team you want already exist, and know the date, time window, and priority for the work.
How to Create a New Plan
- In the left navigation menu of FieldPie, select Plans.
- Click the calendar icon in the top-right corner to create a new plan.
- Fill in the Main Customer, Client, and Team fields, then select a priority.
- Select a date for the plan.
- Click OK to confirm the selected date.
- Select the plan start and end times.
- Click OK to confirm the time.
- Click Save to create the new plan.
Tips and Things to Know
- A plan ties a main customer, client, and team together—have all three ready.
- Priority helps your team see which planned work matters most.
- For repeating work, use a recurring plan instead of creating each one by hand.
- You can attach a form to the plan so the team has the right paperwork on the day.
Frequently Asked Questions
A main customer, a client, and a team, scheduled on a date and time with a priority.
Use a recurring plan, which repeats daily, weekly, or monthly instead of being created one at a time.
Yes. You can add a form to the plan so the team completes the right one during the work.