How to plan a Visit?

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.