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Learning materials, intuitive tools, and full support to help you start, run, and grow your HVAC business.
Whether you’re running a team of 5 or 500, FieldEx gives your office and field teams real-time visibility into job progress, technician status, and customer history. With automated scheduling, mobile access, digital signatures, and smart notifications, your techs stay on-task and your customers stay informed.
If you’re managing hundreds of rooftop units across multiple sites or tracking tools across job crews, FieldEx keeps your operations tight and accountable. Technicians can scan equipment on-site, view maintenance logs, and update status all from their mobile app. Office teams can set reminders for inspections, flag replacements, and generate reports in seconds.
FieldEx automates technician assignments using proximity, skill sets, SLA rules, or availability to ensure the right tech gets the right job instantly. Dispatchers stay efficient with drag‑and‑drop rescheduling and get real‑time updates as technicians progress through jobs. Every step is transparent from the office to the field.
FieldEx’s mobile-first design enables techs to access job details, asset and preventive maintenance history, attachments, checklists, and inventory usage. Every update, photo, digital signature, time-log is synced to the office in real time.
Never hunt for parts again. FieldEx centralizes inventory across trucks and warehouses, enabling barcode or QR scanning for checkout. Low-stock alerts and linked reorder workflows help prevent downtime and keep jobs moving forward.
FieldEx delivers built-in analytics dashboards that track key KPIs job throughput, technician productivity, first-time fix, preventive maintenance compliance, and asset uptime. Exportable reporting enables data-driven planning, SLA compliance, and ROI analysis.
Create custom digital inspection checklists with photos, ratings, and notes. Field techs complete audits on-site, flag issues, and automatically generate follow-up job orders when needed. Branded inspection reports are available instantly.
FieldEx simplifies preventive maintenance with smart scheduling, mobile checklists, and asset-based service tracking. Whether you’re managing recurring tune-ups or complex SLA-driven PMs, FieldEx keeps every task on time and every asset running longer with full visibility across your team.
FieldEx consolidates customer profiles including equipment, contracts, work history, invoices, and communications into a single view. The system supports SLA monitoring, contract renewals, upsell reminders, and complete interaction history.
Get started on the pro plan with a free 14-day trial to get the full experience.