FieldFX Features Set

Customer Master

  • Track customer master list
  • Flat or hierarchical customer structure
  • Track customer facilities, units and equipment
  • Geofence customer facilities and units via integrated Google maps
  • Geocode customer equipment via integrated Google maps
  • Customer document attachments
  • Custom field support

 


Equipment Tracking

  • Track equipment master list
  • Taxonomy-based equipment classification
  • Custom field support by equipment classification
  • Track equipment maintenance events
  • Track equipment usage with user-defined usage metrics
  • Track equipment performance with user-defined performance metrics
  • Support for sub-equipment based on parent equipment
  • Auto-track equipment location
  • Equipment job history
  • Equipment movement history
  • Equipment transfer suppor
  • Equipment document attachments
  • Custom field support


Catalog Master

  • Track master list of service items, equipment rental items, 
  • labor items  and consumable items
  • Taxonomy-based item classification
  • Custom field support by item classification
  • Track vendors that supply item
  • Define vendor specific item codes and item descriptions


Price Book/Contract Management

  • Define price books by customer, office, business segment
  • Support multiple price books for individual customers, offices, units
  • Define effective and expiration dates for price books
  • Define standard price books
  • Multi-currency support at the price book level
  • Support price book level overrides for item name and description fields
  • Line item level discounting support
  • Line item level minimum quantity definition
  • Line item level default quality definition
  • Line item level standby rates
  • Setup sub-items for parent-child item relationships.
  • Define item kits
  • Define contracted versus non-contracted items within a price book
  • Support for serialized and non-serialized price book items
  • Support for labor overtime rules at the price book level
  • Rule engine support for job driven item applicability and availability
  • Support for cost-plus items
  • Provide access to price books to only specific user groups
  • Audit changes to price book


Rig Master

  • Track rig listing
  • Specific rig at job level
  • Quick create rigs during job setup
  • Custom field support


Well Master

  • Track well master
  • Geo-code well location with integrated Google Maps
  • Calculate well directions with closest known road via integrated Google Maps
  • Custom field support


Employee Master

  • Track employees and contractors
  • Employee Document attachments
  • Provide user logins to only specific employees
    (employees without logins do not require a user license)


Job/Work Order Management

  • Job quoting
  • Track crew, roles and schedule
  • Track equipment planned for use and schedule
  • Track customer contacts and their role on the  job
  • Create job directions with integrated Google Maps
  • Customer purchase order progress tracking (budget analysis)
  • Support for job creation in the office with a network connection
  • Support for job creation in the field without a network connection
  • Define job work zones for use at ticket-level
  • Rich support for historical job search
  • InfoPath custom form support
  • Custom field support
  • Job document attachments
  • Audit trail
  • User-defined workflow by job type


Field Ticket/Service Order Mgmt

  • Create one or more tickets per job
  • Support multi-day or single day tickets
  • Override item description, price and discount (with appropriate permissions).
  • Customer presentation of ticket supports for multiple ticket layout and branding
  • Track serialized equipment rented on ticket
  • Track labor on a daily or hourly basis
  • Optionally require Job Safety Assessment (JSA) completion prior to ticket creation
  • For cost-plus items, enter cost at time of service delivery
  • Create tickets based on job quote items and/or price book items
  • Place specific or all individual lines item on standby
  • User-defined workflow by ticket type
  • Job log activities by the minute
  • Physical, electronic signature support via tablet PC
  • Physical, electronic signature support via USB signing devices
  • Signature support via mouse for laptops and desktops
  • Enable office to review and adjust ticket prior to customer signature
  • Track customer-specific reference fields for company stamp data
  • InfoPath custom form support
  • Custom field support
  • Ticket document attachments
  • Audit trail


Customer Portal

  • Customer access to job data
  • Customer access to job level custom InfoPath forms
  • Support for customer signatures via USB signing devices for InfoPath forms
  • Support for customer approval of field ticket/service orders via web portals


Safety

  • Track user-defined Job Safety Assessment forms
  • Behavioral-based safety observation module
  • Safety checklists


Mobile Support

  • Full support for offline operation
  • Create and modify jobs offline with no network connection
  • Create and modify tickets and ticket data with no network connection
  • Create and modify InfoPath custom forms with no network connection
  • Automatically recognize network availability
  • Secure 128-bit data communication and transmission between field and office
  • Secure access to mobile application instance via 128-bit encrypted user credentials
  • Synchronize data between field and office when network connection is available.
  • Support for auto-sync or manual-sync modes when network connectivity is detected


InfoPath Form Support

  • User-designed custom InfoPath forms using InfoPath designer
  • InfoPath custom forms can be defined as stand-alone or at the job-level and/or ticket-level.
  • Use data from the job or ticket level on the InfoPath custom form
  • Users fill out InfoPath designed custom forms with no InfoPath form license
  • Fill out InfoPath custom forms in the office with a network connection
  • Fill out InfoPath custom forms in the field without a network connection
  • Signature support via tablet PC
  • Signature support via USB signing device on laptop or desktop
  • Signature support via mouse


Web Services Integration Layer

  • Full integration support via SOAP web services API
  • Integrate existing on-premise systems with the LiquidFrameworks cloud
  • Integrate other cloud-based system  with the LiquidFrameworks system
  • Secure 128-bit encrypted data communication to web service layer
  • Secure access to web services layer via username account


Data Import

  • Import data from CSV files
  • Support for update only, insert only and update/insert of imported row-level data
  • Rich user feedback on rows that failed the import due to validation issues


QuickBooks Integration Support

  • Tight integration between LiquidFrameworks and QuickBooks
  • Support for multiple versions of QuickBooks Pro and QuickBooks Enterprise Edition.
  • Highly configurable QuickBooks connector
  • Automatically push/pull customers to/from QB
  • Automatically push/pull jobs to/from QB
  • Automatically push/pull employees to/from QB
  • Automatically push/pull catalog items to/from QB
  • Automatically push/pull price book items to/from QB
  • Automatically create invoices in QB from field tickets


Security

  • Roles-based security model
  • User-defined roles
  • User group support
  • User-defined groups
  • Secure 128-bit encrypted data transmission between field and office
  • Locally protected data storage