Fieldax - Field Service Management
Top-rated field service management software for SMBs
About Fieldax - Field Service Management
FieldAx provides a comprehensive cloud-based solution to optimize field service operations. From scheduling and dispatching to invoicing and reporting, the platform automates workflows, improves technician productivity, and enhances customer satisfaction. Built on Salesforce, it offers deep customization and seamless integrations to fit any business model.
Key features
Digital Estimations
Create professional quotes and proposals directly from the field or back office. FieldAx’s estimation tools help convert leads faster by delivering instant, branded quotes to potential clients.
Smart Scheduling
Assign jobs in seconds with AI-driven scheduling. The system automatically matches technicians to jobs based on skills, location, and availability, reducing downtime and improving response times.
Real-Time Dispatching
Dispatch work orders instantly with two-click simplicity. Technicians receive real-time notifications and updates, ensuring faster job completion and better coordination.
Service Plan Management
Design, track, and manage recurring or one-time service plans. Set payment terms, equipment details, and invoicing rules, all from a single dashboard for streamlined operations.
Inventory Tracking
Monitor stock levels, manage parts requests, and prevent shortages. FieldAx’s inventory tools integrate with field operations to ensure technicians always have what they need.
One-Click Invoicing
Generate and send invoices in seconds using customizable templates. The system supports both one-time and recurring billing, with direct integrations to accounting software.
Technician Activity Logs
Track tasks, events, and customer interactions in real time. The activity log helps manage follow-ups, prioritize jobs, and maintain clear communication across teams.
Time Card Automation
Automatically log technician hours, travel time, and job durations. The mobile app calculates metrics like arrival times and task completion, improving payroll accuracy.
Third-Party Integrations
Connect FieldAx with CRM, accounting, and payment tools like QuickBooks, Xero, Stripe, and Zapier. The platform supports custom API integrations for unique business needs.
Customer Self-Service Portal
Let clients request services, view job statuses, and sign documents online. The portal reduces administrative workload and improves customer engagement.
Real-Time Dashboard
Monitor KPIs like job completion rates, technician productivity, and revenue, all in one centralized view. The dashboard provides actionable insights for data-driven decisions.
Custom Reports
Build and export reports with filters, charts, and summaries. The Report Builder answers business questions like regional performance or job closure rates with ease.
e-Signature Capture
Collect digital signatures on job completion via the mobile app. This feature ensures compliance and provides instant proof of service delivery for back-office records.
Custom Objects & Fields
Extend FieldAx’s functionality by creating custom data structures. This flexibility allows businesses to store unique metrics and adapt the system to their workflows.
Pricing
Full pricing pageYearly
Unlock unrestricted access to all features. No additional license for salesforce platform
- Customer Management
- Dispatcher Control
- Job Scheduling
- Estimation
- Invoicing
- Inventory Management
- Work Order Management
- Equipment Tracking
- Mobile Access
- Unlimited Custom Reporting
- Customizable Dashboards
- API Integrations
- Payment Processing
- Real-time Notifications
- Custom Workflows
- Approval Process
- Record Level Sharing
- Access Technician TIme Cards
- Dedicated Technician Profile
- Location Tracking
- Unlimited Custom Field Creations
- E-Signature
- Unlimited Customizable Platform Support
- Technician Calender
- External Integration Plugins(Quickbook, Paypal, Stipe, Xero, etc.,)
- FREE Salesforce Platform License
- No platform fee required
Quarterly
Unlock unrestricted access to all features. No additional license for salesforce platform
- No platform fee required
FAQ
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