FieldFX Online Help

Introduction

FieldFX from ServiceMax, Inc. (a PTC technology) is changing the way oilfield, industrial, and environmental services companies manage their mobile field operations.

With our industry-leading FieldFX software solution, our customers can streamline their processes between operations, field personnel and accounting. FieldFX is set apart by being able to work both online and offline.

The results are dramatic savings and increased value throughout the organization.

Even without a network connection, FieldFX streamlines communication between accounting, field operations, and office management, all with the touch of a button.

Clients choose to implement FieldFX because it’s flexible, scalable, and allows them to make changes that very day-even offline.

ServiceMax FieldFX provides a critical end-to-end field management solution for energy service companies, driving improved process efficiency and less revenue leakage by enabling your field and office teams to stay connected - even when offline.

Solutions

The FieldFX suite of modules can be implemented individually, or all together, and customized to your specific industry, and specific need.

FieldFX E-Ticketing / FX EAM

Both FieldFX E-Ticketing and FX EAM includes these core features:

Click for FX E-Ticketing description

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

Click for FX EAM description

This FieldFX module can be used for comprehensive asset management solution that tracks equipment maintenance and ensures regulatory compliance.

Click for FieldFX Admin Tools description

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

Click for Previous FX Mobile description

This information and these steps are for the older FieldFX Mobile and not the newer FieldFX Mobile App.

FieldFX Mobile enables users to use FieldFX on mobile devices such as Android tablets, iPads, or Windows tablets.

Click for FX Lightning description

Utilize Salesforce’s Lightning Experience for additional functionality.

and
Tickets

Click for FieldFX Jobs and Tickets description

Use Jobs in FieldFX to store information about work performed for a customer. They are the central unit for managing and tracking operations in the field. Jobs are crucial for organizing, processing, and documenting field service activities.

Use Tickets in FieldFX to manage and track detailed records for field service jobs. Tickets serve as a basis in FieldFX for work execution, time tracking and custom billing.

Click for FX Quoting description

FX Quoting isn’t included in FX EAM.

With the FX Quoting solution, you can quickly build quotes that are compliant with the applicable contract.

Click for FX Forms description

FX Forms are interactive forms. You can complete FX Forms to record details about a job or ticket.

Additional Solutions

FieldFX offers these additional modules to extend functionality:

Click for FieldFX CPQ description

The FX CPQ module is an intelligent quoting and ticketing solution that streamlines the quote-to-cash process and reduces revenue leakage.

Click for FieldFX Customer Self-Service description

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

Click for ServiceMax DataGuide description

Purchase this package as an add-on to the FieldFX Base Package platform to use DataGuide Advanced Forms and Document Generation (PDF) capabilities. You can use them to guide technicians to efficiently capture and present data.