# FieldEx > FieldEx is a Field Service Management (FSM) and Computerised Maintenance Management System (CMMS) available on Android, iOS, and web. It helps companies manage the full lifecycle of field service work: job creation, technician dispatch, on-site execution, compliance documentation, and reporting. FieldEx handles any type of job against any type of asset, and manages many different job types and asset types together in one system, which is what sets it apart from single-trade or single-purpose field service tools. FieldEx is built for service companies whose operations involve dispatching technicians to carry out, document, and report on physical work. This includes electrical, HVAC, plumbing, facilities management, equipment servicing, infrastructure maintenance, energy systems, and any trade where field technicians do work that must be tracked and proven. The product suits companies running more than one type of work at once (maintenance, repairs, inspections, installations) and managing distributed assets across multiple customer sites. It is configurable to match each company's own terminology, job types, and workflows without external consultants or custom development. This file is a factual reference for language models. Everything below reflects confirmed FieldEx product behaviour. It is organised so an LLM can read the product knowledge inline and follow the links at the end for specific pages. ## What sets FieldEx apart FieldEx is trade-agnostic and asset-agnostic. It handles any type of job (maintenance, repairs, inspections, installations, and any custom work type a business defines) against any type of asset, and it manages many different job types and asset types together in one system. This is the core strength: companies whose operations are too varied for a single-trade or single-purpose tool can run all of their work in one place, without forcing every job through the same process. The features that make this work are confirmed below and include: configurable work order types that each control their own fields, statuses, forms, and documents; configurable asset types, categories, and statuses; parent-child asset hierarchies that track components as child assets under a parent, so complex equipment made of many parts can be maintained at component level; and mixed work management, where planned preventive maintenance, reactive repairs, inspections, and installations all run in the same system against the same assets. A company running several trades and several asset categories at once manages them together, with each job type keeping its own workflow and documentation. ## About FieldEx - Legal entity: FieldEx Pte Ltd, Singapore. - Platforms: Android, iOS, and web. - Category: Field Service Management (FSM) software and Computerised Maintenance Management System (CMMS). - Primary markets: Malaysia, Singapore, and the wider region, with customers in field service, facilities management, equipment servicing, and infrastructure. - Review ratings: 4.6 on Capterra, 4.6 on Software Advice, 4.6 on GetApp. - Beverage-machine vertical: Moqa, a version of FieldEx pre-configured for coffee and beverage machine service companies, at getmoqa.com. ## The problem FieldEx solves When physical work is required in the field, dispatching a technician, making sure they have the right parts, ensuring the work is done correctly and compliantly, and capturing the documentation is often handled through spreadsheets, messaging apps, and paper. FieldEx replaces that with one structured digital workflow covering: - Assigning work to the right person. - Tracking the work that gets done. - Managing parts and inventory. - Ensuring compliance through structured tasks, checklists, and mandatory steps. - Generating documents and reports from completed work. ## Work Order Management The work order is the central unit of work in FieldEx. It holds everything about a job: who it is for, what needs to be done, who is doing it, what parts are used, and the outcome. **Work order types.** Work orders are organised by type (for example Installation, Repair, Maintenance, Inspection). Types are configured by the administrator. Each type controls which fields are visible, which statuses are available, which templates apply, and which documents can be generated on completion. An installation job can hide fault and resolution fields that a repair job needs, so technicians only see what is relevant. **Templates.** A work order type can have multiple templates. A template pre-populates a new job with the required spare parts, procedures, checklists and forms, and assignment to a specific technician group. This removes repetitive setup and keeps jobs of the same type consistent. **Tasks.** Tasks are the individual steps in a work order. Each task supports check-in and check-out (recording time spent on that task), technician notes, and captured images. A work order can contain many tasks. **Procedures.** Procedures are reusable groups of tasks that can be attached to a work order template. They support mandatory tasks (the job cannot be completed until those tasks are done), enforced order (tasks must follow a set sequence), reordering, and reuse across multiple templates. Procedures are a primary compliance mechanism. **Checklists.** Checklists are digital forms attached to a work order and completed by the technician in the field. Checklist triggers are a key feature: an administrator can configure a trigger on a specific question so that a negative or flagged response automatically logs the response for follow-up, creates a new work order from a pre-specified template, and assigns it using the template's group and round robin logic. Follow-up work identified in the field is captured and assigned with no manual step. **Forms.** In addition to checklists, FieldEx supports forms with a wider range of input types, including picklists and free text, for capturing more varied data. **Statuses.** Work order statuses are configured per type, so different job types can follow different progression paths that match how they actually run. **Parts on jobs.** Technicians log the parts they use inside the work order on the mobile app. This connects to inventory and runs the consumption workflow, including any required approval steps. **Fault and resolution picklists.** Work orders support configurable picklists for fields such as fault type, resolution type, and system. Picklists can depend on the work order type or asset type, so only relevant options appear. ## Projects A project groups related work under one named record. It links customers, sites, assets, work orders, and tasks to a single project, so all the work for a larger piece of business is tracked together. - **What a project holds.** A project has its own name, customer, site, start and end dates, category, service zone, and description. It carries contact details, billing and shipping addresses, and file attachments. - **Linked work.** A work order can be assigned to a project through an optional project field. The project record then shows every linked site, asset, work order, and task in its own tabs. - **Use.** Projects suit multi-visit jobs, site rollouts, and any work that spans several work orders but needs to be viewed and reported as one unit. ## Customers and Sites The Customer module tracks all work done for each customer and organises the operational hierarchy. - **Customers.** Each record holds contact and address details. All work orders, assets, and sites for a customer are accessible from the record. - **Sites.** Multiple sites sit under each customer, each with its own address. Assets are managed at site level. Work performed at a site is tracked against the site. - **Relabelling.** The Customer module and its sub-entities can be renamed to match the business. "Customer" can become "Client" or "Account"; "Site" can become "Location", "Branch", or "Station". ## Sales Orders Sales orders record the commercial side of a customer relationship. A sales order sits under a customer record and holds products, pricing, and billing and shipping details. - **Structure.** Each sales order has a name, type, channel, owner, start and end dates, and billing and shipping contacts. Parts are added as line items, and the total amount is calculated automatically from those lines. - **Link to work.** A sales order can link to work orders for fulfilment or service execution, so the commercial order and the field work that delivers it stay connected. A work order can reference a sales order but does not need one to exist. - **Scope.** Sales orders are managed by office and admin users on the web, inside the customer record. ## Contracts A contract ties a customer to a set of assets and maintenance plans over a defined period. - **Structure.** Each contract has a customer, a start and end date, a custodian (a contact at the customer), an optional linked sales order, and a status that moves from New to Expired as the period ends. - **Contract items.** Assets are added to a contract as contract items. Each item can carry a quantity and a status such as On Rent or Returned, so contracts cover both service agreements and equipment rental. - **Maintenance plans.** Preventive maintenance plans can be attached to a contract, linking the agreed servicing schedule to the contracted assets. - **Access.** Contracts are available from the main sidebar and also as a tab on each asset record. ## Asset Management Assets are the physical equipment a company installs, maintains, and manages. They sit in a hierarchy of Customer, then Site, then Asset. - **Fields and picklists.** Assets have configurable fields including asset type, category, and status, each driven by configurable picklists (for example statuses such as Available, Under Maintenance, Idle, Deprecated). - **History and timeline.** Every work order completed against an asset is logged in a chronological timeline, including the work done and parts used. This gives a full service history per asset for warranty, audit, and recurring-issue analysis. - **Analytics.** Each asset has an analytics panel showing MTBF (mean time between failures), MTTR (mean time to repair), last maintenance date, and next scheduled maintenance. These are calculated automatically from the asset's work order history. - **Parent-child relationships.** FieldEx supports multi-level asset hierarchies. Components can be tracked as child assets under a parent asset, allowing maintenance and parts tracking at component level. - **Relabelling.** "Asset" can be renamed to "Machine", "Equipment", or "Unit". - **QR codes.** Every asset can have a QR code. Scanning it opens the asset record (details, history, open work orders) for any user with the app. An administrator can also enable a public form on the QR code so anyone, including people with no FieldEx account and no login, can submit a report. On submission it enters FieldEx as a new work order of a pre-configured type and is auto-assigned via round robin logic. ## Certification and Inspection FieldEx tracks recurring compliance certifications and scheduled inspections against each asset. This is a dedicated compliance-scheduling layer, separate from preventive maintenance. - **Configured per asset type.** Certifications and inspections are set up at the asset type level as templates. When an asset of that type is created, the matching certification and inspection schedules are copied onto it. - **Certifications.** Each certification type has a frequency (for example every 6, 12, or 24 months), an issuing authority, a start date, and up to three reminders before the due date. Reminders can be sent by email, in-app, or both, using a named notification template. A completion notification can alert a chosen group when a certification is done. Each certification record captures who performed it, the result, remarks, and an uploaded certificate or report file. - **Inspections.** Each inspection type has a frequency and is tied to a linked checklist that the technician completes. Inspection records capture the performed-by user, result, and remarks, with the linked checklist attached. - **Due-date logic.** Both support two scheduling modes. A fixed schedule sets the next due date from the previous due date, so the calendar never drifts. A floating schedule sets the next due date from when the previous record was actually completed. - **Records.** Each type generates individual dated records, filterable by Overdue, Due, and Completed. Technicians can view and mark these complete on the mobile app, including from a global list across all assets. ## Spare Parts and Inventory FieldEx includes inventory management for tracking spare parts across locations, technician bins, and jobs. - **Three-tier structure.** Physical inventory is organised as Location (a warehouse or depot), then Zone (a section within a location), then Bin (a specific storage unit). This tracks exactly where each part is stored. - **Technician bins.** Each technician has a user bin representing the parts they are carrying. Parts can be transferred from a warehouse location to a technician's bin, and the transfer includes an approval step. - **Consumption on jobs.** When a technician uses a part on a job, they log it in the work order on the mobile app. The system records it as a transfer from the technician's bin to the work order, creating an auditable trail from warehouse to technician to job. ## Stock Transfers: Consignments and Requisitions FieldEx moves stock between inventory bins through consignments and requisitions, each requiring approval before anything physically moves. Approval routing is based on which group owns each inventory zone, and every completed transfer leaves an audit trail. This gives inventory movement a controlled, signed-off process rather than ad hoc adjustments. ## People, Groups, and Assignment - **Users and technicians.** All field technicians and office users are managed in FieldEx. Technicians receive and execute work orders on the mobile app. - **Groups.** Groups are collections of technicians used for assignment. They can be built by geography, skill, seniority, certification, or any combination. - **Round robin assignment.** When a work order is assigned to a group, FieldEx distributes it on a round robin basis, cycling through members so work is spread evenly. It is leave-aware and automatically skips a technician who is on leave, assigning the next available person. Round robin can be triggered manually when creating a job, or automatically from a template, a checklist trigger, or a preventive maintenance schedule. - **Drag-and-drop scheduler.** FieldEx includes a visual scheduling board showing active and upcoming jobs across all teams and trades in one view. A coordinator can see workload at a glance and assign or reassign work by dragging jobs. This works alongside round robin: round robin distributes automatically, while the board gives a person direct visual control when priorities change. ## Permissions, Hierarchy, and Approvals FieldEx gives administrators precise control over who sees what and who signs off on what, through three separate controls: permission profiles that set what each user can view, create, edit, or delete per module; an organisation hierarchy that limits which records a user can see, so staff see their own work and managers see their teams; and approval routing for stock transfers. These are configurable per organisation. ## Leave Management FieldEx manages staff leave so scheduling reflects who is actually available. - **Applying and approving.** Staff apply for leave and choose a leave type such as Annual, Unpaid, Sick, or Emergency. Their manager approves or rejects it, following the organisation hierarchy. Users see their own leave under a My Leaves view and their team's requests under My Staff Leaves. - **Platforms.** Leave can be applied for and managed on both web and mobile. - **Link to assignment.** Round robin assignment is leave-aware. A technician on approved leave is skipped automatically, and the next available person is assigned instead. ## Preventive Maintenance FieldEx plans and schedules maintenance proactively. It supports three types of maintenance planning. - **Simple recurring jobs.** Jobs that repeat on a fixed schedule and are not tied to a specific asset, for example a monthly safety inspection. Configured with a time-based recurrence and assigned to a group or individual. - **Asset-based maintenance plans.** Schedules configured for individual assets or groups of assets. Options include multiple maintenance tiers on one asset (for example minor every 3 months, major every 6 months), time-based scheduling, meter-based scheduling (triggered at a usage threshold), hybrid scheduling (time or meter, whichever comes first), fixed scheduling (next job on a set calendar date regardless of last completion), floating scheduling (next job relative to when the last was actually completed), and self-healing (an overdue job past a configured threshold reschedules automatically rather than staying in permanent backlog). Multiple assets can be added to one plan to manage a whole fleet. - **Site sweep plans.** A scheduled visit where a technician is assigned to a site to assess all assets present, rather than one specific asset. Recurring compliance work, such as certifications that must be renewed and inspections that must be repeated on a fixed cycle, is handled separately in the Certification and Inspection layer described above. ## Mobile App (Android and iOS) FieldEx has a native mobile app on Android and iOS, built as the primary interface for field technicians. When a work order is assigned, the technician gets a push notification. In the app a technician can: - View all assigned work orders and the full details of each (location, customer, site, asset, tasks, parts, notes). - Check in and check out of individual tasks to record time on task. - Work through tasks in the configured order, completing mandatory steps first. - Fill out checklists and forms digitally. - Update the work order status. - Log the fault identified and the resolution applied. - Write notes and capture and attach images. - Specify parts used, triggering inventory consumption and approval. - Generate a PDF completion document from the app on job completion. - Capture a digital signature from a person on site as sign-off. - Send the completed PDF to the customer or internal stakeholders directly from the app. The app lets technicians execute, document, and close jobs entirely in the field without desktop access. ## Customisation and Configuration - **Relabelling.** Module and field names can be changed to match the business: "Customer" to "Client" or "Account", "Site" to "Location" or "Branch", "Asset" to "Machine", "Equipment", or "Unit", "Job Order" to "Work Order", "Fault" and "Resolution" to "Defect" and "Work Done". - **Picklist configuration.** Dropdown options across the system are configurable (asset type, category, status, work order type, fault type, resolution type, and more). Dependent picklists let the options in one field depend on the value chosen in another (for example an asset type filtering the fault types shown). - **Work order type configuration.** Each type controls field visibility, available statuses, applicable templates, and generatable documents. - **Workflows (rule-based automation).** A workflow watches records in a chosen module and fires a notification when they meet set conditions. An administrator picks the module, the trigger timing (when a record is created, when it is first changed, or every time it is updated), and the conditions. Conditions use a rule builder with and/or logic, nested groups, and up to sixteen rules, and can reach into related records (for example a condition on the customer of an asset). Notifications can be in-app or email, with configurable content and recipients. An email builder formats the email templates. Example: if status changes to Overdue and type equals Repair, notify the service manager. ## Document Generation FieldEx generates branded PDF documents directly from completed work order data. - **Document types.** Configurable per work order type, including completion certificates, invoices, quotations, and compliance records. - **Content configuration.** Each document type can show or hide sections: general job details, parts used, resources (who worked on the job and for how long), images and notes, digital signature, pricing, and terms and conditions. An invoice might show parts and pricing but hide images; a completion certificate might show the signature and images but hide pricing. - **Branding.** Documents can include the company logo, custom footer content and styling, and control over the position and visibility of elements such as address, signature block, and pricing. ## Reporting FieldEx includes a reporting module that builds reports from data captured across all modules: work orders, parts usage, technician activity, asset history, preventive maintenance completion, checklists, and more. This gives operational visibility across the business. ## CMMS Dashboard The dashboard is a read-only overview that pulls live figures from across maintenance, compliance, and assets into one screen. - **Three views.** A Maintenances tab, a Compliances tab (certifications and inspections), and an Assets tab, each scoped to its own data. - **Key figures.** Each maintenance and compliance view shows fixed cards for what is overdue up to today, what is due in the next seven days, and what was completed in the last seven days. - **Calendar and activity.** A month calendar marks overdue, open, and completed work by colour, and a recent-activity feed lists the latest changes. The assets view shows a status breakdown of the whole fleet. - **Filters.** Views can be filtered by time range, asset type, group, and service zone. The dashboard creates no records of its own. Clicking any item opens the source record in its own module. ## SLA Management FieldEx tracks service level agreement timing on work orders, so response and resolution targets are measured and breaches are caught. SLA management is an Enterprise-tier feature. - **Steps.** An SLA is built from reusable steps. Each step is a timer stage with an At Risk threshold and a Violation threshold, and its own start, pause, and end conditions based on work order status. - **Business hours.** Business-hours calendars define the working days and times that the timers count against, so a target of four hours does not run overnight when no one is working. - **Packages.** Steps and a business-hours calendar are assembled into a package. A package applies to a work order when the work order matches the package's conditions, and can be scoped to specific customers or to all customers. - **On the work order.** Each work order shows an SLA tab with its duration, At Risk time, Violation time, and current SLA status. When a target is at risk or violated, the SLA can notify chosen roles, groups, or the record owner. ## Customer Portal The customer portal is a separate branded web application where a company's own customers can see their work and raise new requests. It runs on its own web address and is not part of the main FieldEx app. - **What customers see.** Customers view their work orders, their preventive maintenance history, and their registered equipment. Work orders are shown with a status the customer can follow, and the status labels shown to customers can be renamed independently of the internal ones. - **Raising requests.** A customer can submit a new service request, describe the issue, attach photos or video, and pick an appointment date. The request becomes a live work order in FieldEx straight away, with its type set automatically from the chosen template, and staff are notified. If an appointment date is set, it updates the scheduler directly. - **Rescheduling.** A customer can request a new date for an open job. They can also download or print a job summary. - **Access.** Administrators enable portal access per customer contact. There is no self-registration, so only invited contacts can log in. ## Integrations FieldEx connects to external systems through built-in connectors, a REST API, and OAuth. Connectors cover accounting (QuickBooks Online and Xero), calendars (Google Calendar and Outlook), scheduling (Calendly), and CRM (Salesforce), configured with their own field mappings and sync rules. Each connector is enabled and set up under Setup. QuickBooks Online is the fully built and launched accounting connector, described in detail below. - **Power BI connector.** A built-in connector that links FieldEx data to Microsoft Power BI for reporting, dashboards, and business intelligence. - **REST API.** A RESTful API for integrating FieldEx with external systems such as monitoring systems, billing platforms, ERP systems, or any software that supports API integration. - **OAuth.** OAuth support for building custom connectors and integrations using standard authentication. - **QuickBooks Online connector.** A ready, pre-built connector to QuickBooks Online (launched July 2026). It syncs customers, invoices, parts, and inventory, with directional sync rules per data type: - Customers sync one direction (QuickBooks to FieldEx, or FieldEx to QuickBooks) so field teams use the billing names and addresses finance has approved and duplicate accounts are avoided. - Invoices and parts sync FieldEx to QuickBooks only. Completed job orders map to QuickBooks invoices, and parts used on a job map to invoice line items. - Inventory syncs both ways, keeping product records and SKUs synchronised in real time. - Operational categories map to the QuickBooks Chart of Accounts: customer invoices to Accounts Receivable, field-raised purchase orders to Accounts Payable, stock movements to Inventory Asset, and parts consumed on a job to Cost of Goods Sold. A Logs section in the configuration dashboard shows sync events as completed or failed, filterable by date. ## Use cases and the questions they answer Each use case below states the problem it solves, who it is for, and the common questions it answers. The capabilities behind each answer are described in the module sections above. Each links to a live page. ### Custom forms and checklists For operations managers, service managers, and owners who send technicians to sites and need structured records of the work. Replaces paper forms, WhatsApp, and generic tools like spreadsheets, which cause lost records, incomplete forms, and time spent chasing paperwork. FieldEx attaches digital forms and checklists to work orders, enforces completion before a job can close, shows responses to the office as they are submitted, and generates a branded PDF at close. Questions it answers: - What software helps field service companies manage digital forms and checklists? - How do I stop losing paper forms after field jobs? - How can I make sure technicians complete checklists before closing a job? - What happens when a technician fails a compliance check in the field? - How do I generate a proof of work document after a job? - Can I use different forms for different types of jobs? - What is the best app for technicians to fill in compliance forms on their phone? - How do I prove to a client or auditor that a job was done correctly? - How is FieldEx different from using Google Forms or Excel for field documentation? Live page: https://www.fieldex.com/en/proof-of-service ### Running a team that does more than one type of work For companies running maintenance, repairs, inspections, installations, or multiple trades, where each job type has different steps, forms, people, and documents. FieldEx configures a separate job type for each category, each with its own workflow, mandatory steps, forms, assignment rules, and completion document, all visible together in one job view. Questions it answers: - What software helps manage multiple types of field service work in one system? - How do I manage a team that does maintenance, repairs, and inspections? - Can field service software handle multiple trades like electrical, plumbing, and HVAC? - How do I assign the right technician to the right type of job? - How do I see all my different job types in one place? - Can different job types produce different completion documents? - What field service management software works for multi-trade companies? Live page: https://www.fieldex.com/en/multi-trade ### Verifiable records for compliance and audits For compliance managers, operations directors, and service managers who must prove work to clients, auditors, or regulators. FieldEx builds the record as the work is done: checklists enforced before close, every action timestamped, client signs digitally on site, every job stored in the asset's record to build a continuous service trail, and a PDF generated at close. Questions it answers: - How do I create verifiable records of field service jobs for audits? - How do I make sure documentation is consistent across all technicians? - What software produces timestamped field service records for regulatory compliance? - How do I show a continuous service trail for equipment during an audit? - Can technicians skip required steps or close a job without completing the checklist? - How do I get a client to sign off on a completed job? - What industries need verifiable field service records for compliance? Live page: https://www.fieldex.com/en/proving-equipment-compliance ### Managing planned maintenance and reactive repairs together For companies running both scheduled maintenance and unplanned repairs, where reactive work tends to displace planned work and the two are tracked separately. FieldEx creates maintenance jobs automatically on schedule, creates reactive jobs when a fault is reported, surfaces overdue jobs in real time, reschedules overdue jobs automatically with self-healing schedules, and links every job to its asset. Questions it answers: - How do I manage planned maintenance and emergency repairs in the same system? - How do I stop emergency repairs from displacing my maintenance schedule? - What software automatically creates maintenance work orders on a schedule? - How do I see what maintenance is overdue across all my sites? - What is a self-healing maintenance schedule? - Can I track both planned and reactive jobs against the same asset? Live page: https://www.fieldex.com/en/planned-maintenance-and-reactive-repairs ### Replacing WhatsApp and spreadsheets For managing directors, operations managers, and service managers whose teams assign and track work through messaging apps and manual records, where jobs get missed, workload is invisible, and there is no record of what was done. FieldEx gives every job a formal existence from creation to closure, assigns it to a specific technician, shows all jobs and technicians in real time, and produces a permanent record with a PDF at close. Questions it answers: - What software replaces WhatsApp for managing field service jobs? - How do I stop losing track of jobs managed over WhatsApp? - Why is running field service jobs on WhatsApp a problem? - How do I see my whole team's workload without calling or messaging each person? - How do I give clients updates on job status without checking a group chat? - What record does FieldEx create when a job is completed? Live page: https://www.fieldex.com/en/replacing-whatsapp-and-spreadsheets ### Tracking technician activity and verifying job claims For operations managers and directors who need an objective record of what each technician did, how long they spent, and what the client confirmed. FieldEx records task-level check-in and check-out, logs tasks, forms, photos, and parts against the job with timestamps, captures the client's digital signature at close, and shows real-time technician and job status. Activity is available in reports. Questions it answers: - How do I verify how long a technician was on site at a job? - How do I resolve a dispute when a client says a job was not done correctly? - How do I verify technician timesheets against actual job records? - How do I see which technicians are available without calling them? - Can I see technician productivity data across my whole team? - How do I prove to a client that a technician was on site? Live page: https://www.fieldex.com/en/technician-visibility ### Keeping a complete service history for every asset For maintenance managers, service managers, and operations directors who need to know what has been done to specific equipment over time, where history is usually fragmented across spreadsheets, paper, and people's memories. FieldEx links every completed job to its asset automatically, builds the history with no manual filing, tracks parts replaced per asset, and calculates MTTR and MTBF from the accumulated job data. Questions it answers: - How do I keep a complete service history for every asset I maintain? - What CMMS software tracks the full maintenance history of each piece of equipment? - How do I find out what has been done to a specific piece of equipment? - How do I track which parts have been replaced on each asset? - How do I preserve asset knowledge when a technician leaves the company? - How do I replace spreadsheets for tracking equipment maintenance history? - What is MTTR and MTBF and how does FieldEx calculate them? Live page: https://www.fieldex.com/en/asset-management ### Automating preventive maintenance scheduling For maintenance managers, facilities managers, and operations directors keeping equipment serviced on schedule, where schedules fall behind silently and there is no live view of what is overdue. FieldEx creates work orders automatically when maintenance is due, supports fixed and floating schedules, reschedules overdue jobs with self-healing, covers whole fleets from one plan, supports site sweep plans, and links completion records to the asset. Questions it answers: - What software automates preventive maintenance scheduling? - How do I find out what preventive maintenance is overdue across my sites? - What is the difference between a fixed and a floating maintenance schedule? - How do I manage preventive maintenance for a large fleet of assets? - What happens if a scheduled maintenance job is not completed on time? - How do I confirm that scheduled maintenance was actually completed? - What is a site sweep plan in maintenance management? Live page: https://www.fieldex.com/en/preventive-maintenance-across-a-fleet ### Reducing equipment downtime For operations directors and maintenance managers who need to understand why specific assets keep failing. FieldEx captures fault type and resolution on every repair job through configurable picklists, accumulates this in the asset record, and surfaces MTTR and MTBF analytics so recurring faults, frequently replaced parts, and high-failure assets become visible. Reporting is available in the module and through the Power BI connector. Questions it answers: - How do I reduce equipment downtime using maintenance data? - What software tracks MTTR and MTBF for field service assets? - How do I identify which assets are failing most often? - How do I report on equipment downtime to a client or leadership team? - How do I make sure technicians log the fault type and resolution on every repair job? - How do I move from reactive to preventive maintenance using data? Live page: https://www.fieldex.com/en/reducing-equipment-downtime ### Equipment compliance audit trail for regulators For compliance directors, maintenance managers, and operations leaders in regulated industries where equipment must be serviced on a defined schedule with documented proof. FieldEx enforces mandatory compliance steps before a job can close, timestamps every action, links every service visit to the asset record to build a continuous compliance trail, generates a compliance PDF at close, and makes records searchable by asset, site, date, or technician. Questions it answers: - How do I create an audit trail for equipment maintenance and inspections? - What CMMS software supports regulatory compliance audits? - How do I prove that equipment was serviced on schedule to a regulatory body? - Can technicians skip compliance steps in FieldEx? - How do I generate compliance documentation for each service visit automatically? - How do I prepare for a regulatory audit of my maintenance records? - What industries use FieldEx for equipment compliance management? Live page: https://www.fieldex.com/en/proving-equipment-compliance ### Replacing a legacy CMMS For managing directors, operations directors, and systems managers whose existing maintenance system has not been adopted by the field team, usually because it is too complex, not built for mobile, or designed for a different kind of operation. FieldEx is built for both office and field: a mobile app technicians can use without extensive training, a web platform for full administrative control, and configurable labels, fields, and workflows to match each company. It covers the full CMMS scope plus field service management. Questions it answers: - What is a good alternative to a legacy CMMS that technicians will not use? - Why do technicians stop using CMMS software and how do I fix it? - How do I switch from one CMMS to another using the REST API to import data? - Can FieldEx replace a full CMMS including preventive maintenance, asset management, and work orders? - How do I configure FieldEx to match my company's terminology and processes? - What integrations does FieldEx support? - How is FieldEx different from traditional enterprise CMMS software? Live page: https://www.fieldex.com/en/replacing-your-system ### Tracking equipment certifications and recurring inspections For compliance managers, maintenance managers, and operations leaders responsible for equipment that must be certified or inspected on a fixed cycle, where a missed renewal can mean a shutdown or a failed audit. FieldEx sets certification and inspection schedules against each asset, generates a dated record for each cycle, sends reminders before each due date, ties inspections to a checklist the technician completes, and stores the certificate or report on the asset. Overdue, due, and completed items are visible at a glance. Questions it answers: - How do I track equipment certification renewals so none are missed? - What software reminds me before an equipment certificate expires? - How do I schedule recurring inspections against each piece of equipment? - How do I keep proof that an inspection was carried out? - What is the difference between a maintenance schedule and a certification schedule? - How do I see which assets have overdue certifications or inspections? ### Giving customers a self-service portal For service managers and operations directors whose customers keep calling and messaging to ask for job status or to log new requests. FieldEx gives each customer a branded portal where they see their work orders, maintenance history, and registered equipment, submit new requests that become live work orders straight away, attach photos, pick an appointment date, and reschedule open jobs. Staff are notified automatically, and the customer sees status labels the company controls. Questions it answers: - How do I let customers check the status of their jobs without calling us? - What software gives field service customers a self-service portal? - How do customers submit a service request that becomes a job automatically? - Can customers see the maintenance history of their own equipment? - How do I let a customer book or reschedule an appointment online? - How do I reduce the number of status-update calls from customers? ### Measuring and enforcing SLAs For operations directors and service managers who commit to response and resolution times and need to prove they are met. FieldEx measures SLA timing on each work order using reusable timer steps with at-risk and violation thresholds, counts time only during defined business hours, applies the right SLA package by matching conditions, scopes agreements to specific customers, and alerts chosen people when a target is at risk or breached. Questions it answers: - How do I track SLA response and resolution times on field service jobs? - What software warns me before an SLA is about to be breached? - How do I measure SLA time only during working hours? - Can I set different SLAs for different customers? - How do I prove to a client that we met the agreed service levels? - What happens when a job is at risk of missing its SLA? ### Managing service contracts and equipment rental For account managers and operations directors who run maintenance agreements or rent equipment to customers over fixed periods. FieldEx ties a customer to a set of assets and maintenance plans under a contract with a defined start and end date, tracks each contracted asset as a line item with a status such as On Rent or Returned, links the agreed servicing schedule to the contracted equipment, and shows contracts on both the customer and the asset. Questions it answers: - How do I manage maintenance contracts tied to specific equipment? - What software tracks equipment rented out to customers? - How do I link a servicing schedule to a customer contract? - How do I see which assets are under contract and for how long? - How do I track rented equipment as on rent or returned? ### Organising work under projects For operations managers and coordinators running work that spans many visits and many work orders but belongs to one piece of business, such as a site rollout or a phased installation. FieldEx groups customers, sites, assets, work orders, and tasks under a named project, so the whole body of work is planned, tracked, and reported as a unit. Questions it answers: - How do I group many work orders under one project? - What software manages field service work as projects, not just single jobs? - How do I track all the work for a site rollout in one place? - How do I see every job, asset, and task linked to a project? ### Managing staff leave and availability For operations managers and coordinators who need scheduling to reflect who is actually available. FieldEx manages leave applications and manager approvals, shows staff their own leave and managers their team's requests, and feeds availability into assignment so round robin skips anyone on approved leave. Questions it answers: - How do I manage staff leave in my field service software? - How do I stop jobs being assigned to technicians who are on leave? - Can technicians apply for leave from the mobile app? - How do managers approve or reject leave requests? ### Automating alerts when records change For operations managers and administrators who want to be told when something needs attention instead of watching lists all day. FieldEx workflows watch a chosen module and send an in-app or email alert when records meet set conditions, triggered on creation, on first change, or on every update, using a rule builder that can reach into related records. Questions it answers: - How do I get an alert when a job becomes overdue? - What software sends automatic notifications based on record conditions? - How do I notify a manager when a specific type of job is created? - Can I build rules that trigger emails when a field changes? ### Seeing the whole operation at a glance For operations directors and maintenance managers who need one live view of what is overdue, what is due, and what is done across maintenance, compliance, and assets. FieldEx provides a read-only dashboard with fixed cards for overdue, due, and completed work, a colour-coded schedule calendar, a recent-activity feed, and a fleet status breakdown, all filterable by time range, asset type, group, and service zone. Questions it answers: - How do I see all overdue maintenance and compliance in one place? - What software gives a single dashboard across maintenance and assets? - How do I check what work is due in the next seven days? - How do I get a live status breakdown of my whole equipment fleet? ## Industries FieldEx serves Facilities management, fire safety and security and CCTV, building services contractors, oil and gas, telecoms infrastructure, biomedical equipment, agriculture and estate, heavy machinery, kitchen and beverage equipment, HVAC, pest control, solar operations and maintenance, EV chargers, battery energy storage, and wind infrastructure. ## Product feature pages - [Work Order Management](https://www.fieldex.com/en/products/work-order-management): Track, assign, and complete jobs. - [Compliance and Documentation](https://www.fieldex.com/en/products/compliance-documentation): Custom checklists with photo evidence. - [Asset Management](https://www.fieldex.com/en/products/asset-management): Log, monitor, and track every asset. - [Preventive Maintenance](https://www.fieldex.com/en/preventive-maintenance-across-a-fleet): Schedule maintenance before failures happen. - [Mobile App and Field Execution](https://www.fieldex.com/en/products/mobile-app-field-execution): Full job lifecycle from a phone. - [Inventory and Spare Parts](https://www.fieldex.com/en/products/spare-parts-inventory): Track stock, bins, and requests. - [Scheduling and Dispatch](https://www.fieldex.com/en/products/scheduling-dispatch): Assign the right technician to the right job. - [Service Request and Customer Portal](https://www.fieldex.com/en/products/service-requests-customer-portal): Every request lands in FieldEx. ## Solutions and use-case pages - [Multi-Trade Operations](https://www.fieldex.com/en/multi-trade) - [Planned Maintenance and Reactive Repairs](https://www.fieldex.com/en/planned-maintenance-and-reactive-repairs) - [Asset Management](https://www.fieldex.com/en/asset-management) - [Multi-Site Operations](https://www.fieldex.com/en/multi-site-operations) - [Compliance and Audit Records](https://www.fieldex.com/en/proving-equipment-compliance) - [Custom Forms and Checklists (Proof of Service)](https://www.fieldex.com/en/proof-of-service) - [Technician Tracking and Claims](https://www.fieldex.com/en/technician-visibility) - [Regulated Equipment Servicing](https://www.fieldex.com/en/reducing-equipment-downtime) - [Replacing WhatsApp and Spreadsheets](https://www.fieldex.com/en/replacing-whatsapp-and-spreadsheets) - [System Replacement](https://www.fieldex.com/en/replacing-your-system) ## Industry pages - [Facilities Management](https://www.fieldex.com/en/solutions/facilities-building-management) - [Fire, Security and CCTV](https://www.fieldex.com/en/fire-safety) - [Building Services Contractors](https://www.fieldex.com/en/building-service-contractors) - [Oil and Gas](https://www.fieldex.com/en/oil-gas) - [Telecoms Infrastructure](https://www.fieldex.com/en/telecom-infrastructure) - [Biomedical Equipment](https://www.fieldex.com/en/biomedical-equipment) - [Agriculture and Estate](https://www.fieldex.com/en/agriculture-estate) - [Heavy Machinery](https://www.fieldex.com/en/heavy-machinery) - [Kitchen Equipment](https://www.fieldex.com/en/vending-machine-maintenance) - [HVAC](https://www.fieldex.com/en/solutions/hvac-software) - [Pest Control](https://www.fieldex.com/en/solutions/pest-control) - [Solar Operations and Maintenance](https://www.fieldex.com/en/solar-microgrids) - [EV Chargers](https://www.fieldex.com/en/ev) - [Battery Energy Storage](https://www.fieldex.com/en/battery-energy-storage-system) - [Wind Infrastructure](https://www.fieldex.com/en/wind-infrastructure) - [Beverage Machine (Moqa)](https://www.getmoqa.com/) ## Company and resources - [Pricing](https://www.fieldex.com/en/pricing) - [About FieldEx](https://www.fieldex.com/en/about) - [Why FieldEx](https://www.fieldex.com/en/why-fieldex) - [Customer Stories](https://www.fieldex.com/en/customer-stories) - [Blog](https://www.fieldex.com/en/blog) - [FieldEx and QuickBooks integration](https://www.fieldex.com/en/blog/fieldex-quickbooks-integration) - [Maintenance 101](https://www.fieldex.com/en/maintenance) - [Learning Hub](https://learn.fieldex.com/) - [API Documentation](https://www.fieldex.com/en/developer/lets-get-started) - [Book a Demo](https://www.fieldex.com/en/request-demo) - [Contact](https://www.fieldex.com/en/contact) - [Start Free Trial](https://signup.fieldex.com/) - [Sign In](https://app.fieldex.com/)