Features

Click on one of the links to go to a page that has more information on the FieldFX features or module.

System administrators can access user-friendly screens in Admin Portal to manage various aspects of the FieldFX system. They can access functions such as user access, workflows, price book rules, and FX Logs viewers and Sync Events Viewers.

Core Features

The core features of FieldFX consist of:

Sync Engine
FX Reports
FX Forms

Attachments

The Attachments feature in FieldFX has been deprecated and replaced with the Files API. To upload files to tickets or jobs, make sure the FXL File Viewer Lightning Components is added to the ticket or job record page.

Follow the steps in Set Up Attachments Using the Files API.

Workflows

FieldFX modules:

FX CPQ

An intelligent quoting and ticketing solution that streamlines the quote-to-cash process and reduces revenue leakage.

FX Customer Self-Service

A customer portal solution that empowers your customers with secure access to job and ticket data in FieldFX.

ServiceMax DataGuide

This module provides the objects, fields, Lightning components, and other code used to create, use, and manage Document Templates and DataGuide Forms.

FX E-Ticketing

An electronic field ticketing solution that improves efficiency, reduces days sales outstanding (DSO), and eliminates revenue leakage.

FX EAM

A comprehensive asset management solution that tracks equipment, schedules work orders for preventative maintenance, assists in regulatory compliance, manages inventory for maintenance, and tracks maintenance team assignments.

FX Invoicing

A solution for the quote-to-cash process, ensuring a four-way match between the contract, quote, ticket, and invoice.

FX Lightning Components

FieldFX Lightning (FXL) Components are available through the FieldFX Lightning Managed Package, You can use the FXL Components in FieldFX Back Office when using Lightning Experience.

FX Schedule & Dispatch

An integrated resource management solution that allows you to manage your field operations more efficiently.

FX Timecards

A time management solution that makes it easier to track payable time for field employees. You can also track time off requests and collect Time cards in to a payable timesheet. Field users can enter cards using the FX Timecards app, available for iOS and Android devices.

FX Trucking

FieldFX has deprecated the FX Trucking module as of December 2023. If you have further questions, contact your FieldFX Account Representative.

For more information, see December 2023 FieldFX Deprecated Features - FX Trucking

A FieldFX Back Office module and a separate FX Trucking app for managing the routing of a fleet of delivery trucks. The FX Trucking app is a separate app that will be available soon for mobile devices for drivers to use for marking activity while completing truck routes. Dispatchers plan routes in the FX Trucking FieldFX Back Office Route Dispatch tab. Drivers mark activities for their truck in the FX Trucking app on their mobile device.