Build each job from a template, keep the required steps in order, and send the customer a signed completion report the moment the work is done.
FieldEx is field service management and a computerised maintenance management system (CMMS) in one system. As work order management software, it builds each job from a template, keeps required tasks in order, records photos, parts and times on site, and closes the job with the customer's signature and a completion PDF.
Every job type set up the way that work actually runs.
Required tasks finished before a job can close.
A signed completion PDF, with the full history kept on the job.
FieldEx runs each work order from the first request to the signed report, and every job stays linked to its asset, site and customer.
That link is what turns a pile of finished jobs into a service history you can use.
An installation, a repair and an inspection need different information, so each job type in FieldEx shows only what that work needs.
A generic form makes technicians scroll past fields that don't apply and leaves the office guessing which ones matter. In FieldEx you create a job type for each kind of work: installation, corrective repair, survey, inspection, planned maintenance or anything else your business runs.
For each type you choose which sections appear, such as location and contact, faults and resolutions, tasks and procedures, spare parts and notes. You also choose whether the job is tied to an asset, a customer, a site or a project, so the form asks only for what applies.
Each job type has its own list of statuses, in your words. You decide which roles can set each status, so a technician can mark work done while only a supervisor can close it. Labels can be renamed across the system, so if your team calls a work order a "service ticket", FieldEx does too.
A template brings the tasks, procedures, parts and timing into a new work order, so the same job is set up identically.
Most missed steps start when someone builds a job from memory. In FieldEx you build a template once for each recurring piece of work: a pump overhaul, a quarterly fire panel test, a new unit installation. The template carries the procedures, the tasks and a start time set relative to the day the job is created.
Parts come with the tasks. Each task template holds its own parts list, so adding the task adds the parts the technician will need. The office sees the parts for the job before anyone leaves the depot.
Templates work on the phone as well as the web. A technician who finds extra work on site can raise a new work order from the right template there and then, instead of calling the office to have it typed up.
Procedures keep tasks in the order you set, and required tasks must be finished before the work order can close.
In FieldEx, tasks are grouped into procedures and can be set to follow an order, each finished before the next starts. Mark a task as required and the work order can't be closed until it is done. The rule is applied on the job itself, not checked in an audit weeks later.
Each task records who did it, when they checked in and out, and any notes or attachments they added. When someone asks whether isolation was confirmed before work started, the answer is on the work order, with a name and a time.
For some work the order of steps is a legal duty, not a preference. In the US, OSHA's lockout rule, 29 CFR 1910.147, says procedures for controlling hazardous energy must be developed, documented and used whenever employees service or maintain machines the standard covers. A written procedure only helps if people follow it on the day.
Technicians attach marked-up, time-stamped photos to the job, the customer signs on the phone, and FieldEx produces the completion PDF.
On the FieldEx app, technicians take photos or video and attach them to the job. Photos can be marked up before saving and are stamped with the location and time they were taken. Check-in and check-out on each task record how long the work took.
At the end the customer signs on the phone. The completion PDF then holds the job and equipment details, the fault and resolution, parts used with quantities and prices, technician check-in and check-out times, the work carried out, attachments and the signature. It can be emailed straight from the job.
Some customers are owed a copy of the record by law. Under regulation 36 of Great Britain's Gas Safety (Installation and Use) Regulations 1998, a landlord must give an existing tenant a copy of the gas safety record within 28 days of the check. A late or lost report becomes the customer's compliance problem.
When a checklist answer shows a problem, FieldEx can raise the follow-up work order on the spot, so a defect found is a defect booked.
Finding a fault is only half the duty. US OSHA's rule for forklifts, 29 CFR 1910.178, requires trucks to be examined at least daily, says "defects when found shall be immediately reported and corrected", and requires an unsafe truck to be taken out of service until it is restored. The gap between finding and fixing is where risk sits.
In FieldEx, each answer on an inspection checklist can be set to raise a work order from the right template, with its tasks already in place. A condition grade can also update the asset's status, so the asset record shows the problem before anyone opens a report.
Because the follow-up job is linked to the inspection that found the problem, the history reads in order: what was found, when, by whom, and the work that fixed it.
FieldEx can warn you when a new work order repeats recent work of the same type on the same asset, so callbacks get noticed.
A unit that needs the same repair twice in a week usually means the first fix didn't hold. In a busy office that pattern is easy to miss, because each call looks like a new job.
Switch the warning on for the job types where repeats matter and set how many days count as recent. When a new work order repeats recent work on the same asset, FieldEx shows the earlier job straight away, and a chosen group can be emailed too.
The warning doesn't block the job. It puts the earlier visit in front of the dispatcher, who can send a senior technician, bring the right part, or ask the first technician what they found.
Parts are taken from a list or the technician's own stock, and every job records its fault and resolution from your own lists.
When parts are noted on paper, stock and job records drift apart. In FieldEx the technician adds parts to the work order from the parts list, by scanning a barcode, or from the stock they carry. Parts taken from a storage location are deducted from it, so stock stays accurate.
Each job also records what was wrong and what was done, picked from your own fault and resolution lists. Faults can be linked to the resolutions that fit them, so the technician chooses from a short, relevant list rather than typing free text.
Over time those records answer useful questions: which faults recur on which equipment, which fixes hold, and which parts are used most. See spare parts and inventory for how stock is managed.
Every change to a work order is logged with the old value, the new value, who made it and when, and completed jobs can lock.
FieldEx keeps a full change history on every job: the field, the old value, the new value, who changed it and when. For any job type you can lock work orders once they are completed, so only the roles you choose can still edit them. Delete rights are set per role.
The completion PDF can wait until a supervisor marks the job reviewed, and every regenerated PDF is kept. If a customer queries a report months later, you can show exactly what was sent and when.
Work order records only help managers if they can be trusted. The US Department of Energy's Federal Energy Management Program says tracking work orders generated and closed out over time "allows the manager to better understand workloads and better schedule staff". That only works when the records are complete and unchanged.
Planners build jobs faster, technicians know exactly what to do, and managers get records they can stand behind.
Service coordinator
Jobs built from templates, with tasks, parts and timing already in place.
Technician
The job, the procedure and the parts on the phone, plus photos and sign-off in one place.
Supervisor
Required steps applied on every job, and a review step before the report goes out.
Maintenance manager
Fault, resolution and parts history on every asset, with repeat jobs flagged.
Finance team
Parts and work recorded on the job, ready for invoicing.
Customer
A signed completion PDF in their inbox when the work is done.
FieldEx is field service management and a CMMS in one system, so every work order adds to its asset's history.
Field service tools often treat a work order as a visit to a customer. Maintenance tools treat it as work on a machine. FieldEx treats it as both: each job is linked to the customer, the site and the asset, so the same record serves the service manager and the maintenance planner.
Planned maintenance plans create work orders when they fall due, and inspection findings create follow-up jobs. Everything technicians record on site, from parts to faults to meter readings, flows back to the asset for the next plan.
See how work orders connect to the mobile app, scheduling and dispatch, preventive maintenance, asset management and compliance and documentation, or read what makes a good CMMS.
A facilities and property management firm (real estate, Singapore) had more than 100 technicians and contractors whose paper reports and checklists left gaps in the audit trail.
With FieldEx, its technicians use the mobile app to check in on jobs, complete required inspection forms, track supplies and generate a finished PDF report the moment a job is done.
Agri Sumber Prestari (ASP), an agricultural manpower and training company under SD Guthrie Agri Bio, relied on manual log books, spreadsheets and paper-based SOPs and checklists. FieldEx now generates its work orders, inspection checklists and SOPs, with 92 agricultural estates up and running.
"With FieldEx, it's much easier for me to perform my daily tasks. Updating progress in the app is simple, fast and it's user-friendly."
Putera Muhd Aziq, Machine Specialist
Yes. FieldEx builds each work order from a template, keeps required tasks in order and closes the job with photos, the customer's signature and a completion PDF. Because it is also a CMMS, every job is linked to its asset, so the work builds a maintenance history you can use for planning.
Yes. Technicians can create a work order on the phone, from a template if they like, and scan an asset's QR code to fill in the asset. They can then check in, work through the tasks, add parts and photos, and collect the customer's signature.
Yes. Tasks can be set to follow an order, each finished before the next starts, and any task can be marked as required. The work order can't be closed until every required task is done.
The standard completion PDF shows job and equipment details, addresses, fault and resolution details, spare parts used with quantities and prices, technician check-in and check-out times, the work carried out, attachments and the customer's signature. Admins can also build custom PDF layouts.
Yes. Each job type has its own sections and its own statuses, and you choose whether it is tied to an asset, a customer, a site or a project. Templates under each type bring in the right tasks and parts.
Yes. Each checklist answer can be set to raise a work order from a template, with its tasks in place, when the checklist is completed. Condition grades can also update the asset's status.
Yes. For the job types you choose, FieldEx warns when a new work order repeats a job of the same type on the same asset within the number of days you set. It shows a link to the earlier job and can email a chosen group.
Yes. For any job type, completed work orders can lock so only the roles you choose can still change them. Every change is logged with the old and new value, who made it and when, and delete rights are set per role.
Yes. Photos and videos are attached to the job from the phone. Photos can be marked up before saving and are stamped with the location and time they were taken.
Yes. Jobs and tasks can be downloaded and worked offline, with check-in, check-out and travel synced later.
Yes. Technicians add parts from the parts list, by scanning a barcode or from the stock they carry, and parts taken from a storage location are deducted from it. Parts used appear on the completion PDF with quantities and prices.
FieldEx can connect to any open system through REST APIs and has connectors for QuickBooks and Xero.
Yes. Any field or label can be renamed to the words your team uses, for example calling a work order a "service ticket".
Customers, sites, equipment and past jobs can be uploaded. FieldEx helps with setup, and training is included.
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.
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.
