Integrate FieldEx with your CRM and service contract management software to ensure accurate and current customer and contract data.
SLA and Contract Alignment
Establish service level agreement (SLA) goals and milestones that align seamlessly with your customer service contracts.
Centralized Asset Management
Keep all relevant information about subcontractors, service contracts, equipment, inventory and maintenance schedules in one central database for easy access.
Automated Work Order Creation
Automatically create work orders that include detailed information about specific tasks, customer location, relevant tools or equipment, and scheduled date and time.
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Smart Task Assignment & Tracking
Assign tasks to subcontractors, track progress and ensure timely completion of projects.
Equipment Maintenance Schedule
Access a comprehensive list of all upcoming maintenance for your assets and equipment, with filters to help you drill down and group information, making planning even more efficient.
Real-time Spare Part Monitoring
Monitor all spare part purchases and usage to keep real-time track of spare parts deductions from inventory as they are used on jobs. Customize thresholds for bins and parts according to your specific needs.
Contract & SLA Management Hub
Simplify the management of contracts, service level agreements (SLAs), compliance certificates, and inspection reports on one convenient platform.
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Compliance Management
Ensure subcontractors adhere to safety and regulatory compliance requirements, with automated reminders for certifications and renewals.
Inspection Checklists
Implement checklists and forms for inspections and testing to facilitate the recording of results and immediate attention to issues.
Digital Signatures
Capture the customer's digital signature or acknowledgment of job completion.
Mobile Inventory Management
Capture the customer's digital signature or acknowledgment of job completion.
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Personalized Reports
Personalize your reports by adding the most relevant information based on your role and responsibilities. Generate budget reports to monitor spending and identify cost-saving opportunities.
Better Resource Allocation
See upcoming maintenance locations and overdue jobs at a glance, helping you optimize resource allocation and plan efficient routes.
Performance Reviews
Perform periodic performance reviews to evaluate subcontractors' efficiency, quality and reliability.
Focused Insights
Use filters to narrow down data by specific timeframes, regions, or job types, to focus on the insights that directly relate to your needs.
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Customer Portal
Enhance customers experience by providing them with a user-friendly customer portal that allows them to easily schedule appointments and stay updated with important maintenance information.
Live Service Updates
Ensure customers are always informed about the progress of their maintenance in real-time with FieldEx's live service portal.
Customer Survey Forms
Streamline your feedback process by automating customer surveys for maintenance job completions, enabling instant input from your clients.
Feedback Collection
Streamline your feedback process by automating customer surveys for maintenance job completions, enabling instant input from your clients.
Give FieldEx a spin
Join the ever growing list of companies already growing with FieldEx.
FieldEx is designed to fit your workflows. You have the power to personalize and adjust every aspect to align with your specific operations, no matter what kind of work you do.
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