Plan the week, send each job to someone qualified and free, and absorb the urgent call without losing the planned work.
FieldEx is a field service and asset management (FSM+CMMS) application. As field service scheduling software, it puts waiting jobs and every technician's day in one view. Jobs go to technicians with the right skills who aren't on leave. Planned maintenance arrives by itself, and urgent calls are re-planned in minutes.
Every waiting job and technician on one board.
Jobs matched to the right skills, never to someone on leave.
Planned maintenance and breakdowns scheduled side by side.
FieldEx schedules field work and maintenance work in the same place, so a dispatcher plans one list rather than two.
Because the schedule sits on top of work orders, assets and maintenance plans, every booking carries the asset, the site and the history with it.
The board shows what is waiting and who is free on one screen, so booking a job takes a drag, not a phone round.
Most scheduling problems start with two lists that don't meet: jobs in one place, people's diaries in another. In FieldEx the waiting jobs sit beside the calendar, with a row for each technician in a day or week view. A dispatcher drags a job onto a free slot, and it is booked.
New work joins the waiting list from wherever it starts. It can come from the office, the phone, a preventive maintenance plan or a checklist finding. It can also come from a QR fault report, the customer portal or another system. Nothing has to be retyped into a diary before it can be planned.
Portal requests notify your team automatically. You can also set up alerts for QR reports, by email or in the app, as soon as a report comes in.
FieldEx colors each block by job type. A glance shows how much of tomorrow is planned maintenance and how much is call-outs. When the list gets long, filters by service zone, customer, status and asset type narrow the board to one region or one contract.
Skills can carry the name of a license or qualification, and FieldEx uses them to match each job to someone qualified.
Some work may only be done by people with the right license or training. In FieldEx you create a skill for any license or qualification your work needs, from electrical grades to refrigerant handling or confined-space training.
You then give each technician the skills they hold. Skills can carry an expiry date. When jobs are assigned, FieldEx uses those skills to match the right technician to each job.
Teams can be built the same way: by trade, region, seniority or certification. A job that needs a certified electrician in the north region goes to that team. It doesn't go to a general pool where the wrong person picks it up.
FieldEx skips technicians who are on approved leave, so a job never lands with someone who isn't working that day.
Shift patterns can be given to people or teams, and technicians see their own or their group's shift schedule on the phone. Dispatchers then book work around the hours each person is actually rostered.
Technicians request leave from the app, and their manager approves it. Approved leave is taken into account when jobs are assigned, so the job goes to the next suitable person without anyone stepping in.
Preventive maintenance jobs arrive on the board by themselves, so planned visits and call-outs compete for time in plain view.
FieldEx creates jobs from each asset's or site's maintenance plan when they fall due. They can go straight to the person responsible for that asset, or wait in the list for a dispatcher to place. Recurring jobs on a fixed cycle are created the same way.
Both kinds of work share one board. A dispatcher can see when a week of breakdowns is squeezing out planned visits, and move them before they slip. Every completed job adds to the asset's history, which is what the next plan is built on.
PPM and breakdown jobs share the same board. You can see when a run of breakdowns is pushing PPM visits back, and rebook them before the contract report shows a gap.
Re-assign, re-schedule or send a job back to the waiting list in a few clicks, and the technician hears about the change straight away.
A schedule set at 7am can fall apart with one emergency at 11 that sends someone 90 minutes the other way. The fix is seeing who is free and moving the right job, not ringing round.
In FieldEx you open the job on the board and re-assign it to another technician or team. You can also re-schedule it or move it back to the waiting list. A job with several tasks can be moved task by task, or all at once. FieldEx notifies the technician as soon as a job is assigned or moved to them.
On the phone, technicians can accept or decline a new assignment, so the office knows quickly whether the urgent job is covered.
SLA timers run on each job and warn before a target is missed, so the urgent work is the work that gets scheduled first.
A service-level agreement (SLA) usually sets two clocks: how fast someone responds and how fast the fault is fixed. In FieldEx an SLA is built from stages, each a timer with its own start, pause and end. One stage can time how long a job waits before work starts, and another how long it takes to finish.
Business-hours calendars set the working days and times the timers run against, so a four-hour target doesn't keep ticking overnight. Each job shows its SLA status, and FieldEx can alert chosen people or teams when a job is at risk or a target is missed.
Different customers can have different service levels, so a dispatcher can see which waiting job carries the tightest promise.
A daily job sheet lists each technician's jobs for the day and the parts they need for all of them, ready to print or email.
Technicians lose time when they reach site without the right part. FieldEx produces a daily job sheet for each technician from the board. It lists the day's jobs and the spare parts needed across them, so the van is loaded once in the morning.
Several technicians' sheets can be produced together, as one PDF, and emailed to supervisors or the stores. The same plan reaches the technician's phone, where each job carries its customer, site, asset and tasks.
Check-ins and journey logs show the office that each technician has reached site and started work, without a call.
Technicians stay in control: they can switch location tracking off at any time by setting their app status to unavailable.
Field technicians often work alone, so the office needs to know who has reached site. In FieldEx, technicians log the journey to each job and check in and out of each task on the phone. The office follows progress on the job itself. When jobs are assigned automatically, a technician's current location can help pick who is nearest.
Dispatchers plan on one board, technicians see a clear day, and managers see the work and the promises in one place.
Dispatcher or planner
Waiting jobs and every diary on one board, jobs booked by drag, and quick re-planning when an urgent call lands.
Technician
The day's jobs on the phone, notice of any change, and the chance to accept or decline new work.
Team lead or supervisor
A warning when no suitable technician is found, and jobs shared fairly across the team.
Maintenance manager
Planned jobs created on schedule and visible beside breakdowns, so planned work isn't squeezed out.
Service manager
SLA status on every job, with warnings before targets are missed.
Customer
Upcoming visits in the customer portal, with the option to reschedule.
Client
Upcoming visits shown in the customer portal, and a way to change the date.
Because FieldEx is field service management and a CMMS in one system, the schedule knows the asset behind every job.
Scheduling tools built only for trades see a list of appointments. In FieldEx, each booking is a work order linked to an asset, a site and a maintenance plan. A preventive maintenance visit, an inspection and an emergency call-out all sit on the same board. All of them add to the asset's history.
That link works both ways. Maintenance plans feed the schedule with jobs as they fall due. What technicians record on site keeps the asset's history and meter readings up to date for the next plan.
See how scheduling connects to the Mobile App, Work Order Management and Preventive Maintenance. It also links to Asset Management and Service Requests and the Customer Portal. You can also read how Field Service Management software compares.
AlanDick (telecommunications infrastructure, Brunei): with up to 26 team members deployed daily to onshore and offshore sites, scheduling and dispatching had become a major challenge. FieldEx assigned tasks automatically by skill, availability and proximity, and technicians reached the right sites on time. AlanDick manages more than 70 jobs a month in FieldEx.
Chubb is an integrated security provider with 18 branches across Malaysia. Before FieldEx, rigid task scheduling made urgent or same-day tasks hard to handle. Planners waited until the end of the day for technician updates.
With FieldEx, tasks are assigned automatically to the right technician. Planners see active, pending and completed jobs on a central dashboard, and they get automated SLA compliance reminders.
Yes. FieldEx puts waiting jobs and every technician's day on one board and matches jobs to people with the right skills. It skips anyone on approved leave and creates preventive maintenance jobs on schedule. Because it is also a CMMS, each booking is linked to the asset and its history. Planned visits and call-outs are planned together.
FieldEx shows waiting jobs and every technician's calendar on one board. It matches jobs to skills named after your technicians' licenses, and skips staff on approved leave. It also creates PPM jobs from each unit's plan, so your coordinator isn't rebuilding the week by hand.
Yes. FieldEx can assign new jobs automatically to a suitable technician, using their skills and availability and skipping anyone on approved leave. The technician is notified. If no suitable technician is found, a supervisor can be told. You can still assign or move any job by hand on the scheduling board.
Yes. Create a skill for any license or qualification, such as an electrical grade or confined-space training, and give each technician the skills they hold. Skills can carry an expiry date, and FieldEx uses them to match the right technician to each job.
Yes, once their manager approves the leave. Automatic assignment then passes the job to the next suitable person. A supervisor can be alerted if nobody suitable is free.
Yes. The scheduling board shows a day or week view with one row per technician, and the waiting jobs beside it. FieldEx colors jobs by job type, and you can filter by service zone, customer, status or asset type.
Open the job on the board and assign it to whoever is best placed, then re-schedule or move other jobs back to the waiting list. Changes can apply to every task on a job at once. The technicians affected are notified straight away, and they can accept or decline new work from the phone.
Yes, as described under Keep planned maintenance on the same schedule as breakdowns. The dispatcher's job then shifts from booking routine visits to protecting them when breakdowns pile up.
Yes. The customer portal lets clients see their jobs and upcoming maintenance, raise requests and reschedule visits, and a rescheduled visit updates the plan.
Yes. The FieldEx app shows assigned work orders and today's tasks in one feed, and any other day's jobs too. Technicians can accept or decline a new assignment, get directions to site, log the journey and check in on each task.
Yes. From the board, FieldEx produces a daily job sheet for each technician that lists the day's jobs and the spare parts needed for them. Sheets for several technicians can be produced as one PDF, then downloaded or emailed.
Yes. SLA timers run on each job, against business-hours calendars, so time is only counted when it should be. Each job shows its SLA status, and FieldEx alerts chosen people when a job is at risk or a target is missed. Different customers can have different service levels.
Yes. A job can hold several tasks, and each task can have its own time and technician. Tasks can be scheduled and moved one at a time, or all together.
Yes. When jobs are assigned automatically, a technician's current location can help choose who is nearest, and check-ins show when each person reached site. Technicians can switch location tracking off at any time by setting their app status to unavailable.
Yes. Every FieldEx license includes the mobile app, and every license is priced the same, whether it is for a technician or an office user.
Customers, sites, units and past jobs can be uploaded. FieldEx helps with setup, and training is included. See Setup and Training.
Once we know your requirements and your data is ready, FieldEx can be implemented in as little as a week with standard features for small businesses. Larger setups and custom work take longer.
There's no setup fee. Customers, sites, assets and past jobs can be uploaded. FieldEx helps with setup, and training is included. See Setup and Training.
You can also set FieldEx up yourself with guides, videos and the in-app AI assistant, which answers questions as you go.
Once we know your requirements and your data is ready, FieldEx can be implemented in as little as a week with standard features for small businesses. Larger setups and custom work take longer.
