Learn how FieldEx gave a leading facilities and property management firm real-time visibility over hundreds of technicians, eliminating manual dispatch and billing woes.
￭ No Real-Time Visibility: Service requests came in through an external system but had to be manually emailed to field teams. This meant managers couldn't see what was happening on the ground as it happened.
￭ Juggling Various Types of Work: The team had to track two very different kinds of jobs simultaneously: mechanical and electrical maintenance (such as grouping air-conditioning units by floor or brand), along with daily, weekly and monthly cleaning schedules.
￭ Manual Reporting: With 100+ technicians and contractors working across various trades, turning their paper reports and checklists into digital records was not only time-consuming, but also left gaps in the audit trail.
￭ Billing Headaches: Matching completed job records with the company's financial systems (Workday and Yardi) required manually cross-referencing codes just to produce final billing reports.
FieldEx gave the client one unified central system to manage its field teams. The platform helped connect incoming job requests to ground staff, simplifying subcontractor approvals and automating reporting.
￭ One System for All Job Types: FieldEx automates maintenance scheduling for equipment (grouped by type and location) while also managing a complex roster of cleaning routines; from daily tasks like mopping, clearing rubbish, wiping tables and sanitizing high-touch surfaces, to weekly carpet vacuuming, mirror cleaning, and monthly deep-cleaning of lavatories. Each task is assigned to specific team members, scheduled at set times, and tracked floor-by-floor across multi-storey buildings. This level of scheduling complexity would be nearly impossible to coordinate manually, but runs automatically within FieldEx.
￭ Digital Checklists on Mobile: Technicians now use a 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. Given the nature of the work, the FieldEx mobile app needed to stay simple and easy to use while still capturing the right level of detail for each technician's specific roster.
￭ Easier Billing: FieldEx standardizes how job data is tracked and matched to reference codes, so information is easily extracted prior to processing on Workday and Yardi. This eliminates billing delays between departments.
The next phase of implementation with the client includes:
￭ One Central Hub for Field Work: Job requests from the external system will flow directly into FieldEx, removing the need for manual re-entry so office teams can see, in real time, where technicians are, what task they're assigned to, and the status of every job.
￭ Integration to Yardi and Workday: As the customer completes the necessary internal milestone, they are looking to integrate FieldEx with their internal system to reduce and ease data flow.
With FieldEx now running across its maintenance and cleaning teams, the client removed a lot of manual work that took up valuable time. They have gained a clearer view of daily operations, and built a system that’s audit-ready.
￭ See Everything, Instantly: A real-time dashboard replaced manual email updates, giving managers a live view of over 100 field reps working across different trades with access controls to manage the level of visibility by team and seniority.
￭ Consistent, Audit-Ready Records: Paper reports replaced by digital checklists and photo proof of completed work, making it easy to provide evidence of work whenever needed.
￭ Smoother Customer Reporting: With the digitization of the current physical forms tied to the jobs done, this eases the reporting compliance with their customers who come from a highly regulated industry.
￭ Room to Grow: The new digital system is built to scale with the client, ready to take on other specialized trades down the line.
FieldEx is reviewed by real users on Capterra, an independent software review platform. Read what other field service and maintenance teams have to say on Capterra.
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