Let’s set up your profile. Takes about 60 seconds.
Customers per day
How many stops can you make in a full day?
Upload your customer list
FieldIQ builds your routes automatically. Any Excel or CSV works — we auto-detect your columns.
💡
First time? Download our template with all required columns
📂
Tap to upload
.xlsx or .csv • Any column format
What you need
✓ Customer names
✓ Zip codes (for auto-routing)
Optional: phone, email, sales history, addresses
⚙
Building your routes...
Analyzing your territory
Logged
Good morning, Heath
0
Visited
0
Not Avail
0
Overdue
🚀
Welcome to FieldIQ!
Let's get your customer list loaded so you can start building routes. It only takes a minute.
How it works
1️⃣ Download the template & fill in your customers in Excel
2️⃣ Go to Settings → Import Customer List and upload it
3️⃣ FieldIQ auto-assigns route groups by zip code — you're done!
You can also add customers one at a time or scan a business card in Settings.
Weekly Goal
0 of 30 visits this week
0%
Today's Route
Grp 1
Loading...
⚡ Tesla Route Active
Retry Today
Needs Attention
🚨 Groups Not Worked
Visit Trend — Last 8 Weeks
⚠ Going Quiet
Spending dropped — were active, now silent
🎯 Behind Visit Goal
0
Accounts behind their monthly visit target
📦 Sample Follow-Ups
0
Samples dropped 30+ days ago with no order
📅 Weekly Plan
⚠ Behind on Visit Cadence
0
Customers past their tier visit target
📅 This Week's Schedule
📊 Competitor Intel
0
Accounts where you've noted competitor activity
End of Day
Summary of today's visits
Custom Route
🔍
Customers
Loading...
🔍
Route Groups
61 route groups
Settings
Checking sync...
Quick Access
Sync & Storage
Customer Data
📥 Import Customer List
Upload your customer list from Excel or CSV. New accounts are added automatically and assigned to a route group by zip code. Existing accounts get their sales data updated — notes and history are never overwritten.
⚠
Column format matters
Your file needs: Name, Code, Address, City, State, Zip, Phone, Email, Lifetime Sales. Not sure? Download our template first.
📊
Tap to choose file
.xlsx or .csv • Customer list only • Price sheets go in Pricing tab
⚠ Order System Update List
App data is correct — send this to your accounting team to update
0
Pending Contact Changes0
These address/phone/email changes came from your Excel import. Review and approve each one.
📥 Download Import Template
Don't have an existing file? Download our blank template — all the right column headers are already set up. Fill it in and import.
➕ Add Customer Manually
Add a single new customer by hand. For a large list, use Import Customer List above — it's much faster.
Business Name *
Address
City
Phone
Zip (route group auto-assigned)
📷 Add Customer via Business Card
Point your camera at a business card, then fill in the details. Saves instantly as a new customer — no manual typing required.
Suppliers
Add Supplier
Name *
Address
City
State
Zip
Phone
My Info & Pay
👤 My Profile & Settings
Your name, company, territory, and rep info used throughout the app
💰 Commission & Pay
Set your commission rate to track estimated earnings on your sales
Reports & Exports
📊 Reports & Exports
Export your data or view performance reports
⚠ Danger Zone
These actions affect visit history. Clear Visits resets today's route — your customer list stays. Reset All wipes all visit data permanently.
Data Health
⚠ Missing Contact Data
Tap any customer to fill in the missing info
Backup
💾 Backup & Restore
Save a complete backup of all your visits, notes, tags, contacts, and history to a file — restore it anytime to bring your data back exactly as it was.
Tools & Features
📅 Calendar Sync
Export your scheduled follow-ups to any calendar app (Google, Apple, Outlook)
Route Settings
Rebuilds route groups using your "customers per day" setting. Run this after changing that setting in My Profile.
📍 Group Names
Give your groups custom names
🔔 Visit Reminders
Get a daily notification showing overdue accounts and today's follow-ups
🔎 Duplicate Detector
Accounts with similar names or same phone
Visit Cadence Targets
Days between visits per tier (default A=14, B=30, C=45)
Tier A (days)
Tier B (days)
Tier C (days)
Security
🔒 App Security
Protect your customer data with a PIN + Face ID
No lock set — data is unprotected
🏠 Dashboard Cards
Choose which insight cards appear on your Home screen. Turn off anything you don't need to keep your dashboard clean and focused.
Documents
📁 My Documents
/
Loading...
Account
🔒 Account
—
About
ℹ️ About FieldIQ
Version 1.0 — Outside Sales Intelligence
⚠️ TESTING ONLY
Force paywall to appear for testing subscription flow
Accepts .xlsx or .csv • Code, Description, UOM, Cost
How it works
Export your price list as Excel or CSV. A column mapper lets you match your columns to Code, Description, UOM, and Cost — works with any file layout. Set your margin % and sell prices calculate instantly. Tap the Qty field on any item to build a running quote total.
💡 This is for your product price sheet only. To import your customer list, go to Settings → Import Customer List.
14-day free trial • Cancel anytime in Apple ID settings
Subscription renews monthly at $19.99. Cancel anytime.
Logged
Good morning, Heath
0
Visited
0
Not Avail
0
Overdue
Weekly Goal
0 of 30 visits this week
0%
Today's Route
Grp 1
Loading...
⚡ Tesla Route Active
Retry Today
Needs Attention
🚨 Groups Not Worked
Visit Trend — Last 8 Weeks
⚠ Going Quiet
Spending dropped — were active, now silent
🎯 Behind Visit Goal
0
Accounts behind their monthly visit target
📦 Sample Follow-Ups
0
Samples dropped 30+ days ago with no order
📅 Weekly Plan
⚠ Behind on Visit Cadence
0
Customers past their tier visit target
📅 This Week's Schedule
📊 Competitor Intel
0
Accounts where you've noted competitor activity
End of Day
Summary of today's visits
Custom Route
🔍
Customers
Loading...
🔍
Route Groups
61 route groups
Settings
Checking sync...
Quick Access
Sync & Storage
Customer Data
📥 Import Customer List
Upload your customer list from Excel or CSV. New accounts are added automatically and assigned to a route group by zip code. Existing accounts get their sales data updated — notes and history are never overwritten.
⚠
Column format matters
Your file needs: Name, Code, Address, City, State, Zip, Phone, Email, Lifetime Sales. Not sure? Download our template first.
📊
Tap to choose file
.xlsx or .csv • Customer list only • Price sheets go in Pricing tab
⚠ Order System Update List
App data is correct — send this to your accounting team to update
0
Pending Contact Changes0
These address/phone/email changes came from your Excel import. Review and approve each one.
📥 Download Import Template
Don't have an existing file? Download our blank template — all the right column headers are already set up. Fill it in and import.
➕ Add Customer Manually
Add a single new customer by hand. For a large list, use Import Customer List above — it's much faster.
Business Name *
Address
City
Phone
Zip (route group auto-assigned)
📷 Add Customer via Business Card
Point your camera at a business card, then fill in the details. Saves instantly as a new customer — no manual typing required.
Suppliers
Add Supplier
Name *
Address
City
State
Zip
Phone
My Info & Pay
👤 My Profile & Settings
Your name, company, territory, and rep info used throughout the app
💰 Commission & Pay
Set your commission rate to track estimated earnings on your sales
Reports & Exports
📊 Reports & Exports
Export your data or view performance reports
⚠ Danger Zone
These actions affect visit history. Clear Visits resets today's route — your customer list stays. Reset All wipes all visit data permanently.
Data Health
⚠ Missing Contact Data
Tap any customer to fill in the missing info
Backup
💾 Backup & Restore
Save a complete backup of all your visits, notes, tags, contacts, and history to a file — restore it anytime to bring your data back exactly as it was.
Tools & Features
📅 Calendar Sync
Export your scheduled follow-ups to any calendar app (Google, Apple, Outlook)
Route Settings
Rebuilds route groups using your "customers per day" setting. Run this after changing that setting in My Profile.
📍 Group Names
Give your groups custom names
🔔 Visit Reminders
Get a daily notification showing overdue accounts and today's follow-ups
🔎 Duplicate Detector
Accounts with similar names or same phone
Visit Cadence Targets
Days between visits per tier (default A=14, B=30, C=45)
Tier A (days)
Tier B (days)
Tier C (days)
🏠 Dashboard Cards
Choose which insight cards appear on your Home screen. Turn off anything you don't need to keep your dashboard clean and focused.
Account
🔒 Account
—
About
ℹ️ About FieldIQ
Version 1.0 — Outside Sales Intelligence
⚠️ TESTING ONLY
Force paywall to appear for testing subscription flow
Accepts .xlsx or .csv • Code, Description, UOM, Cost
How it works
Export your price list as Excel or CSV. A column mapper lets you match your columns to Code, Description, UOM, and Cost — works with any file layout. Set your margin % and sell prices calculate instantly. Tap the Qty field on any item to build a running quote total.
💡 This is for your product price sheet only. To import your customer list, go to Settings → Import Customer List.