Capture and track every work order from creation to close manage tasks, log faults and resolutions, and keep your team aligned with real-time status updates.

Generate a PDF completion completion certificates containing work order data, remarks and signature

Attach custom forms to work orders with a wide variety of input types — picklists, free text, and more — to capture the exact data your workflows require.

Build structured compliance checklists for technicians to complete in the field. Configure triggers on checklist responses to automatically create follow-up work orders.

Pre-populate work orders with required tasks, procedures, parts, checklists, and team assignments using configurable templates.

Group tasks into reusable procedures with mandatory steps and enforced sequencing — technicians must complete required steps in order before a job can be closed.

Define distinct work order types — Installation, Repair, Inspection, and more — each with its own visible fields, status flow, templates, and generatable documents.

Capture on-site sign-off with a digital signature from the site host or property manager, embedded directly into your completion documents.

Create custom surveys and automate customer feedback collection for completed work orders.

Auto-generate branded completion certificates upon job sign-off, with configurable content sections, your logo, and digital signature capture.

Produce professional PDF invoices directly from work orders — pre-populated with job data, line items, and your branding, ready to send on-site.

Create and share polished PDF quotes from within FieldEx — with configurable sections and digital approval capture to accelerate sign-off.

Scan asset, spare part, and bin QR codes for instant access to records and actions. Enable public-facing QR codes so anyone — no login needed — can submit a report that auto-creates an assigned work order.

Design custom checklists for asset inspections to ensure thorough, standardised evaluations — with checklist triggers to automatically raise follow-up work where issues are found.

Create custom checklists for technicians to complete on-site, ensuring consistent and thorough inspections.

Enable public-facing QR codes so anyone — no login needed — can submit a report that auto-creates an assigned work order.

Manage every asset across its full lifecycle — track the complete service history, parts consumed, work orders completed, and current status, all in one place.

Monitor key asset metrics like MTTR and MTBF, and gain valuable insights for better decision-making.

Track complex equipment at the component level by linking child assets to a parent — ideal for managing cables, connectors, and sub-units under a single installation.

Plan asset maintenance with time-based, meter-based, or hybrid triggers. Supports fixed and floating schedules, multiple maintenance tiers per asset, and self-healing rescheduling for overdue jobs.

Schedule routine site visits where a technician assesses all assets at a location — ideal for general inspections where the scope is the whole site, not a single piece of equipment.

Monitor and manage multi-level SLAs, customized to your business conditions and key variables.

Manage your full spare parts inventory across a structured Location → Zone → Bin hierarchy, with complete visibility of stock levels and movement history.

Assign virtual inventory bins to each technician to track the parts they carry. Parts transfers from warehouse to technician require approval, creating a fully auditable chain of custody.

Technicians log parts used directly in the work order on mobile. Stock is automatically deducted from their bin and linked to the job — full traceability from warehouse to work order.

Manage asset contracts with comprehensive tracking and organization.

Manage consignment and requisition requests with a configurable approval process of up to three layers.

Manage your full customer hierarchy — customers, sites, and assets — in one place. View all work orders, asset history, and contacts per customer from a single record.

Oversee customer sales orders and track completed work.

Maintain a centralized contact database for all your customers, sites, and projects.

Manage site details, track work orders and assets per site, and store relevant documents and media attachments.

Create and manage projects to oversee work across multiple sites and customers efficiently.

Rename modules and entities to match your business language — 'Customer' becomes 'Site Host,' 'Asset' becomes 'Charge Point,' and so on.

Give customers real-time visibility into their service requests — track ticket progress, view job history, and access completed work records through a branded self-service portal.

Manage tasks with notes, images, and status updates.

Record task check-ins, check-outs, and location details. Ideal for labor hour tracking and reporting.

Manage team leave with built-in approval workflows. The system automatically skips technicians on leave during round robin assignment.

Automatically logs travel time and distance for field agents. No manual input needed. Perfect for accurate mileage claims and smarter labor reporting.

Automatically distribute work evenly across your team with round robin assignment — triggered manually, by template, or by checklist trigger. Leave-aware, so work always goes to an available technician.

Customize FieldEx notifications to receive only the alerts that matter to you.

Build rule-based automation using and/or conditional logic — trigger notifications, create work orders, or update fields automatically when configured conditions are met.

Fully configure all dropdown options across the platform — statuses, types, fault codes, resolutions, and more. Set dependent picklists so options filter intelligently based on asset or job type.

Tailor list views by selecting the columns you need and arranging them in your preferred order.

Customize labels in FieldEx to align with your business, industry, and workflows.

Set up custom in-app notifications and design tailored emails using our email builder.

A comprehensive dashboard tracking asset performance, work orders, and maintenance.

Run reports across all modules — work orders, parts usage, technician activity, asset history, PM completion, checklists, and more.

Connect your FieldEx data directly to Microsoft Power BI for advanced dashboards and business intelligence reporting.

View live Power BI dashboards and reports directly inside FieldEx. No context switching, with role-based access controls.

Work globally with a multilingual interface: English, Mandarin, Spanish, Bahasa & German (more options coming soon!)

Connect FieldEx to your CPMS, CSMS, ERP, billing platforms, or any other system using our RESTful API and OAuth support for secure, custom integrations.

Keep field operations running without connectivity — technicians can view job details, update statuses, and capture data, syncing automatically when back online.