FieldFX Overview

Introduction

FieldFX is a cloud-based field operations management solution built on the industry-leading Salesforce platform.
FieldFX improves efficiency, reduces days sales outstanding (DSO), and eliminates revenue leakage.

Improved efficiency – operations, field, and accounting personnel can all use FieldFX to process jobs more efficiently.
Flexible job administration – dispatch managers can add jobs in the office and dispatch them to field personnel, or field personnel can add jobs at the work site.
Guided job completion – set up workflows to help personnel to follow the correct procedure when completing a job.
Work online or offline – enter job information offline and sync data back to the office when you get online.
Fast data sync – sync job information with the office in seconds.
Greater control over pricing – set up price books for specific customers, date ranges, offices, or business segments to control the pricing of billable items.
Reduced days sales outstanding (DSO) – eliminate paper-based invoicing and reduce the time required to bill customers.
Lost revenue prevention – add items to tickets automatically and avoid lost revenue due to missing billable items.
Easy document attachment – attach safety forms, photos, and drawings to job documents for future reference.
Digital signature capture – get customers to sign job documents digitally to approve work completed.

FieldFX features two apps:

FieldFX Back Office – Web app you can use to manage field operations from the office.
FieldFX Mobile – HTML5 app you can use to manage field operations from the work site.

FieldFX also features configurable modules to meet the unique needs of your business:

FX E-Ticketing – electronic field ticketing solution that improves efficiency, reduces days sales outstanding (DSO), and eliminates revenue leakage.
FX Quoting - solution to quickly build quotes that are compliant with the applicable contract.
FX DataGuide - highly customizable, electronic forms solution available online and offline
FX CPQ – advanced quoting and ticketing solution that reduces revenue leakage and increases invoice accuracy.
FX Schedule & Dispatch – resource management solution that allows you to manage jobs, personnel, and equipment more efficiently.
FX Invoicing – invoicing solution that streamlines the quote-to-cash process, ensuring a four-way match between the contract, quote, ticket, and invoice.
FX EAM – comprehensive asset management solution that tracks equipment maintenance and ensures regulatory compliance.
FX Customer Self-Service – customer portal solution that empowers your customers with secure access to job and ticket data in FieldFX.
FX Timecards – time management solution that makes it easier to track payable time for field employees.
FX Analytics – reporting engine that provides detailed analysis of revenue and operations to improve decision-making.