Overview
FieldPie lets you narrow the visit list with filters and then plot the matching visits on a map. This helps you focus on a specific day or a specific set of visits and understand where they sit geographically before you plan or review them. Seeing visits on the map is useful for spotting clusters, gaps in coverage, and routing opportunities.
Before You Start
You need access to the Visits area. Decide which date or criteria you want to filter by so you can quickly isolate the visits you care about.
How to Filter Visits and View Them on the Map
- In the left navigation menu of FieldPie, select Visits.
- Click the filter icon in the top-right corner.
- Choose the date you want to filter by.
- Run the search to apply the filter.
- Select the visits you want using the checkboxes.
- Click the map icon to view the selected visits on the map.
Tips and Things to Know
- Filter first, then select—only the visits you check appear on the map.
- Date is one filter among several; open the filter panel to see the rest.
- The map view helps reveal coverage gaps and clustering.
- Combine filtering with quick edit to reschedule a whole group at once.
Frequently Asked Questions
Yes. Open the filter panel to choose the criteria you need; date is just one option.
After filtering and selecting visits with the checkboxes, click the map icon to plot them.
It makes coverage, clustering, and routing opportunities obvious in a way a list cannot.