Getting Started
Introduction
-
FieldFX Overview
FieldFX by ServiceMax 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.FieldFX is comprised of two components: FieldFX Back Office and FieldFX Mobile.
-
System Requirements
Shows what system requirements are needed to use FieldFX Back Office and FieldFX Mobile.
FieldFX Back Office
The FieldFX Back Office web app is built on the Salesforce platform, where you can access it. An constant internet connection is required for FieldFX Back Office to pass data back and forth to and from FieldFX.
Use these links to discover more about FieldFX Back Office:
-
Logging In to FieldFX Back Office
Follow these steps to log into FieldFX Back Office. -
FieldFX Back Office
An overview page that introduces FieldFX Back Office. A tour of the user interface, updates, how the push upgrade schedule works is also covered.
FieldFX Mobile
FieldFX Mobile is a HTML5 app accessible through a web browser or the FieldFX Windows Client. FieldFX Mobile Pro is a mobile device app for accessing FieldFX Mobile mobile devices.
Use these links to discover more about FieldFX Mobile:
Follow these steps to log into the FieldFX Mobile app on either a tablet or an iPad. |
||
This page covers the user interface for FieldFX, configuration, working offline, updates, and FieldFX Mobile Pro. |
||
This page describe the home page for FieldFX Mobile. |
||
Jobs |
From this page, you can add and update jobs in FieldFX Mobile. |
|
Use this page to search for open Jobs in FieldFX Mobile. |
||
Tickets |
Use the Ticket page to add and update tickets in FieldFX Mobile. |
|
Use this page to search for open Tickets in FieldFX Mobile. |
||
Quotes |
Use the Quote page to add and update quotes in FieldFX Mobile. |
|
Use the Quote Search page to locate open quotes. |
||
Work Orders |
Use the Work Order page to add and update work orders in FieldFX Mobile. |
|
FieldFX Mobile allows field workers to access and complete tasks on FX EAM work orders. Field workers can browse their work orders, modify details, access work tasks, and complete work task steps. |
||
Work Tasks |
For details on working with Work Orders, see FX EAM Work Tasks. For customizing the field user’s experience in FieldFX Mobile, see the Configuration Helper. |
|
FieldFX Mobile allows field workers to access and complete tasks on FX EAM work orders. Field workers can browse their work orders, modify details, access work tasks, and complete work task steps. |
||
Use the FX Forms page to add and update FX Forms in FieldFX Mobile. |
||