FSM and CMMS in one system, with setup and training included

Create and track every work order from start to close. Manage tasks, log faults and fixes, and see status updates in real time.

Create PDF job reports with the work order details, remarks and signature.

Add your own forms to work orders, with picklists, free text and more, to capture the data each job needs.

Build checklists for technicians to complete in the field. Set triggers on answers to create follow-up work orders automatically.

Pre-fill work orders with the tasks, procedures, parts, checklists and team for each kind of job.

Get on-site sign-off with a digital signature, added to your job reports.

Group tasks Pre-fill work orders with the tasks, procedures, parts, checklists and team for each kind of job.into reusable procedures with required steps. Technicians must finish the steps in order before the job can close.

Set up job types such as installation, repair and inspection, each with its own fields, status flow, templates and documents.

Create branded completion certificates at job sign-off, with your logo, the sections you choose and the digital signature.

Turn a finished work order into a branded PDF invoice with the job details and line items. With the Xero or QuickBooks connector, invoice data syncs both ways and the invoice number shows on the job.

Create a branded PDF quote with the customer's approval saved on the record. With the Xero or QuickBooks connector, quotes sync both ways.

Scan QR codes on assets, spare parts and bins to open their records and actions.

Build inspection checklists for each type of asset, with triggers that create follow-up work when a problem is found.

Build checklists for technicians to complete at a site, so every inspection is done the same way.

Put QR codes on equipment so anyone can report a fault without logging in. Each report creates an assigned work order.

See each asset's full service history, parts used, work orders and current status in one place.

Track mean time to repair (MTTR) and mean time between failures (MTBF) for each asset.

Link parts of a machine or installation to the main asset, so you can track them one by one.

Plan maintenance by time, by meter reading, or both. Fixed or floating schedules, several maintenance levels per asset, and automatic rescheduling of overdue jobs.

Schedule routine visits where a technician checks every asset at a site.

Set and track service level agreements (SLAs), the response and fix times in your contracts, at more than one level.

Manage spare parts by location, zone and bin, with stock levels and movement history.

Give each technician a virtual bin for the parts they carry. Transfers from the warehouse need approval, so every move is recorded.

Technicians log parts used in the work order on the app. Stock comes off their bin and is linked to the job.

Track the contracts linked to your assets.

Send consignment and parts requests through one or more approval levels.

Keep customers, sites and assets linked, with every work order, asset history and contact on one record.

Track customer sales orders and the work done against them.

Keep one contact list for all your customers, sites and projects.

Store site details, documents and photos, and see the work orders and assets at each site.

Run projects that cover several sites and customers.

Rename modules to match your business. For example, 'Customer' can become 'Site Host' and 'Asset' can become 'Charge Point'.

Let customers follow their requests, see job history and open completed work records in a branded portal.

Manage tasks with notes, photos and status updates.

Record check-ins, check-outs and location for labor hours and reports.

Manage leave with approvals. People on leave are skipped in round robin assignment.

Log travel time and distance automatically, for accurate mileage claims.

Share work evenly across your team, started manually, by template or by a checklist answer. People on leave are skipped.

Choose which FieldEx alerts each person gets.

Build rules with and/or conditions that send alerts, create work orders or update fields automatically.

Set every dropdown in FieldEx: statuses, types, fault codes, fixes and more. Options can filter by asset or job type.

Choose and order the columns in each list.

Rename fields to match your business and the way your team talks.

Design your own emails with the email builder and set up custom in-app alerts.

Report on work orders, parts used, technician activity, asset history, maintenance completion, checklists and more.

Send FieldEx data to Microsoft Power BI for your own dashboards.

View live Power BI dashboards inside FieldEx, with role-based access.

Use FieldEx in English, Mandarin, Spanish, Bahasa and German.

Connect FieldEx to your ERP, billing or any other system, with OAuth for secure access.

Two-way sync for invoices and quotes. Accounting, tax and payments stay in Xero or QuickBooks.

Technicians can view jobs, update status and capture data with no signal. Everything syncs when they are back online.