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Field Service Management

Service evolution starts here

Centralize your field service operations
Maximize your team's efficiency and productivity.
Keep your customers informed, every step of the way
Trusted by industry leaders
Trusted by industry leaders

We don't just meet your needs. We anticipate them.

Smart Scheduling

Assigning tasks just got easier

Identify the perfect field agents for any task based on their availability, skills, and current location.

Assign multiple agents to one task
Get real-time updates on task progress
Provide remote support to field agents as needed
Equip field agents with all the necessary information to excel in their jobs

Digital Signatures

The all-important customer sign offs

Make your customers' lives easier by giving them the power to approve work orders effortlessly, confidently, and quickly.

Say goodbye to waiting for those pesky billing cycles. Get paid instantly.
FieldEx's mobile app allows your agents to capture customer signatures digitally and effortlessly send them a receipt of the work, right from their phones.
Embrace a greener future by eliminating paper and going digital.

Spare Part Management

Track your spare parts on a centralized platform

Keep track of your spare parts from the moment you purchase them, to when they are moved to the store, handed over to technicians, and finally utilized on the job.

Take control of your inventory operations with the ability to approve or deny store movements
Digitize your handover documents.
Stay informed with alerts when your inventory is running low.
Accurately bill your customers for the parts you used with spare parts added to your jobs.

Automated Inspection Checklists

Automate your inspection checklists

A smart checklist that does all the work for you. Simply answer a few questions and watch it automatically generate Job Orders and assign tasks to the right team members.

Create checklist templates for different asset types and models.
Integrate spare parts and tasks into checklist answers for automated creation.
Ensure breakdowns are fixed with a follow-up checklist.
Customize checklist criteria to fit your specific needs.
Ensure quality control by performing checks on all equipment leaving your warehouse.
Empower technicians to verify their own equipment fixes.

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Join the ever growing list of companies already growing with FieldEx.
ALL features

Field Service Management Built for you

Task Route Optimization

Optimization based on distance, time, priority, and travel buffer

Type-Dependent Picklists

Change status picklist based no order type

Journey/Mileage Tracking

Both real-time and estimate journey tracking

Custom Checklists

GPS Check-In/Out tracking

Location-based restrictions and tracking

Real-time Task Updates

Task Attachments

Includes photos, videos, documents & notes

Task and Job Templates

Quick creation of recurring jobs

Request for Assistance

Live alerts from field agent

Customer-led Appointment Scheduling

Through Calendly integration

'Planned vs Actual' visualization

Daily route & tracking of technicians

Order History

In-App Completion Form

Email customers when jobs are completed

Multi-SLA Policy Tracking

features by role

Built for everyone

Job/Sales order management

Know what's going on, what needs to be done, & what's already done.

Attendance
records

Field agents can apply for leave so tasks won't be assigned to them.

Real time alerts & triggers

Get real time updates of orders & statuses, which trigger a follow up.

Hierarchy based access

Maximize data security with role dependent access controls based on user.

Reports & dashboard

Build your own reports using the report builder for operational analysis.

Open API integration

Integrate with existing systems to automate tasks.

Field agent dashboard

Know the day's schedule as soon as you log in to the mobile app.

Customer 360

A comprehensive hub of all the customer's details to better prepare ahead.

Google & MS Office calendar

Integrate and connect your work calendar all in your mobile.

Explore our product

Connect your tools, connect your teams. Your field team’s favorite tools are just a click away.

Forms & BPM

Leave the stacks of paper in the office. Digital forms are easier for data collection.
Learn more

Helpdesk

Automate and lead your omnichannel helpdesk for a smooth customer experience.
Learn more

Spare Parts & Inventory

Spare parts don't have to be the missing link with these inventory management features.
Learn more

No more paperwork. Just FieldEx.

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