WORK ORDER MANAGEMENT
An installation job looks nothing like a repair. So why should they share the same form? Work order types in FieldEx control which fields appear, which statuses are available, and which documents get generated at the end. Each job type is configured to match the actual workflow, instead of a generic template.
Build a template once with the required parts, task sequences, checklists, and assigned team. No one forgets to add the checklist and no one skips the pre-work.
Mark tasks as mandatory, set the order they have to be completed in, and the job simply can't be closed until they're done. Compliance stops being something you audit after the fact and starts being something the system enforces on the day.
If a technician flags a faulty cable mid-job (answers "No" to a checklist question) FieldEx automatically raises a new work order, from the right template, assigned to the right person. No phone call back to the office and nothing goes missing.
Connect FieldEx to Xero and billing stops being a separate task. When a work order reaches the status you choose, FieldEx creates the invoice in Xero automatically. Your customers, spare parts, and stock levels stay in sync across both systems, so the numbers match without anyone re-keying them.
Connect FieldEx to QuickBooks and raise the invoice for a completed job with one click, no re-typing. Your customers, spare parts, and stock levels stay in sync across both systems, so your records match without double entry.
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