We set up your field service software and train your team

FieldEx includes setup, data import, and training in your subscription. No setup fee, and no limit on training.

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4.7
Rating on Capterra for Customer Service
Image of a sample of a checklist digitized and functioning in the FieldEx app

Set it up yourself, or let us do it

Set it up yourself

Your admin can set up FieldEx without us. Import your data from Excel or CSV, and build your own forms and checklists.

  • Templatized workspaces to get started
  • Guides and video tutorials for each step
  • The FieldEx AI assistant in the app, answers questions as you go

We set it up for you

Send us what you use today: paper forms, Excel sheets, report templates, equipment lists. We build it in FieldEx and hand it over ready to use.

  • Forms, checklists and reports built by our team
  • Your existing data imported for you
  • One contact on our side who knows your setup

Both options are included in your subscription. Choose based on how much time your team has.

What our team sets up for you

Your workspace

Job types, job statuses, teams and user accounts.

Forms and checklists

Paper or digital, rebuilt in FieldEx with text fields, answer options and photos.

Completion reports

PDF job reports with your logo, created when a job is done and ready to send to your customers.

Emails and alerts

Who gets told, and at which point in the job.

Your existing data

Equipment, customers, contacts and spare parts, imported from your spreadsheets.

We have set up workspaces with more than ten job types, each with its own form and report.

We agree the setup scope with you before we start, so you know what's covered. Custom workflows and integrations with other systems are quoted separately.

Sample FieldEx inspection report PDF with company logo, job details, a checklist with Yes and No results, photos and technician signature

The same inspection as a PDF report, with your branding.

From demo to go-live

1

Show us how you work

Start with a free demo, online or at your office if you are in Singapore. If FieldEx looks like a fit, we hold a free session to learn how your business runs: the jobs you do, the equipment you look after, your schedules and inspections, how you track spare parts, and the forms and reports you use today. If FieldEx is not the right fit, we will tell you.

2

We set it up

Set it up yourself with our help, or let us build it for you. Larger setups and custom work take longer.

Get started in as little as a week
3

Train your team and go live

Start with one team or one site, then add the rest when they're ready. Or roll out to everyone at once.

What we need from you

Send what you have. We work from your current process.

  • One point person on your side
  • Your current forms, checklists and report templates
  • Your equipment and customer lists
  • Your job types and a list of users
  • Time for the requirements session

Getting technicians to use it

Technicians decide whether a new system works. We plan training around them.

Train the trainer

We train your supervisors or lead technicians, and they train the rest. For larger teams, we run the sessions ourselves.

Made for people who don't like apps

FieldEx is used every day by technicians who are not comfortable with technology. The app is available in mulitple languages including English, Spanish, and Mandarin.

Distance is not a problem

Training runs online wherever you are, and in person if you are in Singapore. We onboarded a company from Chile with operations in Uruguay, all remotely.

Pushback is normal

Any new system can meet resistance in the first weeks. If it happens, you have one contact at FieldEx to raise problems with. We fix what is wrong and retrain where needed.

Support after you go live

Training with no end date

New staff, refresher sessions and new features. Ask whenever you need it.

One rep who knows your setup

Your support and success contact from the start.

FieldEx's in-app AI assistant

Ask it how to do anything in the app. Available 24/7.

Support tickets and email

Raise tickets or email us for assistance. Support available around the clock.

FieldEx AI assistant answering how to add a new job type

Trained on all the latest FieldEx updates

Questions about onboarding

Does FieldEx charge for setup?

No. Setup, data import and training are included in your subscription. Custom workflows and integrations are quoted separately.

How long does FieldEx implementation take?

Once FieldEx knows your requirements, you can get started in as little as a week. Larger setups and custom work take longer. Timing also depends on how quickly your forms and data are ready.

Where is FieldEx based?

FieldEx is headquartered in Singapore, with operations in Malaysia. FieldEx onboards customers online in any country, and in person in Singapore and Malaysia.

Can we set up FieldEx ourselves?

Yes. Your admin can import data and build forms in FieldEx without help. FieldEx is built to be user-friendly, intuitive, and has workspace templates for you to get started, along with guides and video tutorials to help you cover each step.

Is FieldEx suitable for small teams?

Yes. FieldEx has onboarded teams from 2 to 700 users. While onboarding one five-person team, FieldEx added new inventory features to the mobile app.

Can FieldEx onboard teams in other countries?

Yes. FieldEx runs onboarding and training online wherever you are. FieldEx has experience onboarding teams across 6 continents and has onboarded a company from Chile with operations in Uruguay, all remotely.

Does FieldEx offer on-site training in Singapore?

Yes. FieldEx can hold demos, setup sessions and training at your office in Singapore. Online sessions are also available.

Is there a limit on FieldEx training?

No. FieldEx trains new staff, runs refresher sessions and covers new features for as long as you are a customer.

Can we start FieldEx with one team?

Yes. You can start FieldEx with one team or one site and add the rest later.

What if FieldEx is not a fit for us?

FieldEx will tell you after the requirements session, before any setup starts.

What support does FieldEx provide after go-live?

Each FieldEx customer has a dedicated support and success rep, plus the FieldEx AI assistant in the app and support tickets and email requests. FieldEx is rated 4.7 out of 5 for customer service on Capterra.

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Where we fit