How to manage EV infrastructure with a modern CMMS (like FieldEx)

A digital dashboard can’t turn a wrench. Learn how to manage EV infrastructure, automate technician dispatch, and guarantee uptime with a modern CMMS like FieldEx.
The FieldEx Team
February 25, 2026
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TL;DR

The Illusion of Remote Management: Dashboards are great for spotting faults, but they hit a wall when physical intervention is required. A digital alert cannot physically replace a burnt-out charging cable.

  • The Spreadsheet Trap: When a remote fix fails, dispatching a technician, tracking high-voltage parts, and verifying safety compliance usually devolves into a chaotic mess of spreadsheets and messaging apps.
  • The CMMS Solution: A computerized maintenance management system (CMMS) replaces manual chaos with a structured, end-to-end digital workflow. It picks up where remote monitoring leaves off, managing the people, the parts, the compliance, and the documentation.

There’s a common misconception in the green energy sector that if you have a sophisticated remote monitoring dashboard, your infrastructure is fully managed.

In our experience, that couldn't be further from the truth. It’s incredibly satisfying to sit in an air-conditioned office and watch a charge point management system (CPMS) or charge station management system (CSMS) successfully detect an error code. But a digital alert doesn't turn a wrench.

When a remote fix simply isn't possible and a technician must be physically dispatched, that beautiful digital workflow suddenly becomes absolutely pointless. Operations directors scramble to figure out who’s available, whether the tech actually has the right replacement connector in their van, and if they remembered to fill out the mandatory high-voltage safety paperwork. The process is typically managed – or unmanaged – through spreadsheets, messaging apps, and manual processes.

To keep EV charging networks online and profitable, operators must bridge the gap between digital detection and physical repair. That means adopting a platform specifically designed to help companies manage the full lifecycle of field service operations – from job creation and technician dispatch, through to on-site execution, compliance, documentation and reporting.

Here’s exactly how you manage EV infrastructure and ditch the chaotic spreadsheets by using a specialized CMMS like FieldEx.

How a true CMMS picks up where your CPMS leaves off

To manage EV infrastructure effectively, operators must integrate their remote monitoring tools with a CMMS to handle the actual physical execution of the repair.

CPMS and CSMS platforms can detect and sometimes resolve issues remotely. However, they’re built for the digital charging experience. When physical intervention is required, FieldEx manages everything that happens from that point forward. Through a RESTful API, FieldEx enables integration with external systems, allowing your CPMS to seamlessly trigger a physical work order.

A quick aside on industry jargon: Have you ever noticed how generic software forces you to use their language? FieldEx allows administrators to relabel the Customer module and its sub-entities to match the terminology used by the business. It sounds like a small detail, but for the folks actually using the software every day, speaking the right language is a massive quality-of-life upgrade. For example, you can seamlessly rename: "Customer" to "Client" or "Site Host"; "Site" to "Station" or "Location"; "Asset" to "Charge Point" or "Machine".

How to automate public fault reporting for EV chargers using QR codes

Operators can automate public fault reporting by affixing unique QR codes to each EV charger, allowing drivers to instantly log faults without needing a user account or login.

Every asset in FieldEx can have a QR code associated with it. We built this with a specific, public-facing feature in mind for EV charger operators whose equipment is used by the general public. If a driver encounters a busted screen or a broken connector, they simply scan the QR code on the unit.

Here’s how the automated intake workflow functions:

  • Zero Login Required: Anyone who scans the QR code – including members of the public with no FieldEx account – can fill out and submit a report.
  • Instant Work Order Creation: Upon submission, the report automatically enters FieldEx as a new work order of a pre-configured type (like a "Public Report" type).
  • Auto-Dispatch: The work order is automatically assigned to the appropriate technician via round robin logic.
  • No Manual Intake: The report becomes a tracked, assigned work order immediately, without any manual intake process from an office dispatcher.

How to automate technician dispatch and van stock inventory

To automate dispatch and prevent wasted truck rolls, a modern CMMS utilizes round-robin assignment for technician groups and tracks physical spare parts right down to the technician's virtual user bin.

Work orders shouldn't just sit in a queue waiting for someone to manually hand them out. In FieldEx, groups are collections of technicians used to manage work assignment. Sending a highly-paid electrician to a job without the right parts is also a fast track to bleeding cash.

Here’s how a specialized execution layer handles the logistics:

  • Smart Grouping: Groups can be based on geography (eg Montreal Team) or specific certifications (eg Senior Technicians).
  • Round Robin Logic: When a work order is assigned to a group, FieldEx distributes it on a round robin basis – cycling through the members in order so that work is evenly distributed.
  • Leave Awareness: The system is aware of leave schedules and will automatically skip any technician who is on leave.
  • 3-Tier Inventory Tracking: Physical inventory is organized using a three-tier hierarchy: Location (warehouse), Zone (shelf area), and Bin (specific drawer).
  • Technician User Bins: Each technician has their own user bin – a virtual inventory representing the parts they are carrying.
  • Automated Consumption: When a technician uses a part on a job, they log it within the work order on the mobile app. The system processes this as a transfer from their user bin to the work order, creating a full, auditable trail of parts usage.

How to enforce safety compliance and automate follow-up work

Operators can enforce strict safety compliance by using mandatory procedures and utilizing checklist triggers that automatically create follow-up work orders if a technician flags a problem.

Fixing a DC fast charger isn't like changing a lightbulb; high voltage requires rigid safety. Rather than adding tasks individually to every work order, an administrator can create a procedure – a named group of tasks – and attach it to a work order template.

  • Sequential Safety: Tasks can be set to follow a specific order, enforcing sequential completion.
  • Mandatory Completion: Tasks can be set as mandatory, meaning the work order physically cannot be marked as complete until those tasks are finished.

We also built something called Checklist Triggers. An administrator can configure a trigger on a specific checklist question so that if a technician provides a negative response (eg answering "No" to "Is the cable working?"), the system automatically does the following:

  • Logs that response as requiring follow-up.
  • Creates a new work order from a pre-specified work order template.
  • Assigns that new work order automatically based on the group logic.

This means follow-up work identified in the field is captured, logged, and assigned without any manual intervention from an office-based dispatcher. Nothing relies on a technician remembering to report it separately.

How to track asset lineage and schedule meter-based maintenance

To maintain complex hardware, a modern CMMS must support parent-child asset relationships and trigger preventive maintenance based on actual usage meters, like charging cycles.

An EV charging station isn't just one solid block of hardware. You also can't maintain a high-traffic highway charger on the exact same schedule as a low-use office charger.

  • Multi-Level Asset Hierarchies: FieldEx supports parent-child relationships, allowing components to be tracked as child assets under a parent asset. For example, an EV charging station (parent) can have its cable, connector, and display unit tracked as individual child assets. This enables incredibly granular maintenance tracking.
  • Asset-Based Maintenance Plans: Our preventive maintenance (PM) module allows specific maintenance schedules to be configured for individual assets.
  • Meter-Based Scheduling: Maintenance can be triggered when an asset reaches a specified usage threshold, such as the number of charging cycles or total hours of operation.
  • Self-Healing Schedules: If a scheduled maintenance job becomes overdue by a configured amount of time, the system automatically reschedules it to a new date rather than leaving it perpetually overdue.

and that’s a wrap! 

The EV industry doesn't need more alert dashboards or hyped-up software concepts. It needs mobile-first execution that ensures the right person, with the right parts, does the job safely and compliantly.

With FieldEx, the technician handles the entire execution phase right from their phone. They can capture a digital signature from a person on-site (eg a site host or property manager) as sign-off on the completed work. They can generate a PDF completion document directly from the app upon job completion and send the completed PDF document immediately to the customer.

It’s structured, reliable execution. And when it comes to keeping the green infrastructure of tomorrow actually running, "boring" and reliable is exactly what the industry needs.

Frequently asked questions 

1. What is the difference between a CPMS and a CMMS?

A charge point management system (CPMS) is designed to remotely monitor equipment and manage the digital charging experience. A computerized maintenance management system (CMMS) like FieldEx steps in when physical intervention is required, managing the people, the work, the parts, the compliance, and the documentation.

2. How does QR code reporting work for EV chargers?

Every asset in FieldEx can have a QR code associated with it. When an administrator enables a form on an asset's QR code, anyone who scans it – including members of the public with no FieldEx account – can fill out and submit a report.

3. What happens after a driver reports a broken charger via QR code?

Upon submission, the report automatically enters FieldEx as a new work order of a pre-configured type. The work order is automatically assigned to the appropriate technician via round robin logic, immediately creating a tracked job without any manual intake process.

4. How does FieldEx handle preventive maintenance (PM)?

FieldEx includes a comprehensive PM module with three types of planning: simple recurring jobs, asset-based maintenance plans, and site sweep plans. Asset-based plans are highly detailed, supporting time-based, meter-based, and hybrid scheduling triggers.

5. Can I rename terms like "Asset" or "Customer" in FieldEx? 

Yes. FieldEx is designed to be adapted to specific terminology. Administrators can relabel modules so that "Customer" becomes "Site Host" or "Client", "Site" becomes "Station", and "Asset" becomes "Charge Point" or "Machine".

6. How do technicians track spare parts in their vans? 

Each technician has their own user bin, which is a virtual inventory representing the parts they are carrying. When a technician uses a part, they log it within the work order on the mobile app, and the system processes it as a transfer from their user bin to the work order.

7. What are "Checklist Triggers" in FieldEx? 

Checklist Triggers automate follow-up tasks. If an administrator configures a trigger on a checklist question, a negative response (like "No" to a safety check) automatically logs the issue, creates a new work order from a template, and assigns it based on group logic.

About the Author

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The FieldEx Team

FieldEx is a B2B field service management software designed to streamline operations, scheduling, and tracking for industries like equipment rental, facilities management, and EV charging, helping businesses improve efficiency and service delivery.

Complex operations simplified with one software.

No paperwork. No spreadsheets. No blindspots. Just one solution that simplifies your field service operations.
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