FieldFX - Optimizing Field Service

Electronic Job Management & Ticketing for Field Service Companies 

Operations Managers are tasked with organizing, scheduling, and dispatching crews, equipment, and materials for jobs. Typically, this involves paper job forms & tickets, spreadsheets for price lists, and a whiteboard to track crews and equipment.

Centralize Job Management

FieldFX is a web based software service "SaaS", which organizes all of your operational data such as price books, staff, labor rates, equipment, materials, and job related documentation in a centralized database. By organizing your job data, you reduce mistakes in job quotes and invoicing, you can enter multiple price lists, and correctly match prices by job type or customer.

Another benefit of centralized data management is the ability to track all of your resources: crews, equipment, and materials. You can avoid dispatching duplicate jobs or unavailable equipment, because FieldFX's Enterprise Data Manager keeps you informed of all job related data.

Dispatch and Deliver Job Tickets

FieldFX supports single and multi-day tickets and job orders. Managers setup the job and tickets, then dispatch the job information to the field crews via the internet. Crews simply download the job tickets onto their laptop or tablet PC. If your field crews generate the job tickets in the field, when the job is complete, they upload them to the FieldFX server, and you simply log-in to FieldFX to view the latest jobs. Learn more about best practices..

Working in Remote Locations

There are many areas without reliable internet service. FieldFX was designed for remote, off-line data collection in mind. FieldFX's PC application installs on any Windows based Laptop or Tablet, so your field workers can perform the jobs, track any changes to the job order, add job related photos or documents, and record any relevant site data. When the worker returns to an area with internet access, they simply synchronize their PC with the FieldFX Enterprise Data Manager.

Signature Capture

Getting your customer's signature for a job approval is easy with FieldFX.  Many Tablet PCs support hand writing on the screens, so we configure your electronic field tickets to match your paper tickets, complete with signature blocks. We can even help you setup your Laptops with USB signature devices.  Learn more about Mobile workflow 

Back Office Integration

Delayed delivery of job tickets is a thing of the past with FieldFX. You know the status of completed jobs as soon as your workers upload the job information.  This means you can quickly review job tickets for any changes or modifications before invoicing. Remember, much of this information was automatically loaded into the job, so your quality control process will be fast and easy.

Faster Invoicing

We leverage your existing accounting systems. FieldFX's database allows for data integration into a variety of accounting systems such as QuickBooks, Great Plains, Sage, Mas90, Oracle, and SAP. We work with you to plan and integrate FieldFX into your invoicing process.

Reduce Days Sales Outstanding "DSO"

Many service companies suffer with high DSO amounts due to the slow, inefficient clerical process of paper based systems. FieldFX significantly reduces the amount of time required for your job to invoice process, which means your DSO rate will drop significantly. A 20-40% reduction in DSO is very typical with FieldFX.  Learn more about DSO...

Improve Customer Service

FieldFX provides "Portal" functionality, so you can communicate job progress, AFE & PO status, and other job information with your Customers and Management via authorized access to your FieldFX account. Customers are kept "up to date" and fewer interruptions means everyone is more productive.  Learn more about Customer Satisfaction..

FieldFX can support these processes: