Core Features

The core features of FieldFX are Sync Engine, FX Reports, FX Forms, Attachments, and Workflows.

Sync Engine

The Sync Engine is one of the most important features in the FieldFX product suite. The Sync Engine synchronizes data between FieldFX Mobile and FieldFX Back Office.

Use these links to discover more about the Sync Engine.

FX Reports

FX Reports display FieldFX data in report format.

Use these links to discover more:

FX Forms

FX Forms are interactive forms and you can them to record details about a job or ticket.

Use these links to discover more.


Attachments are reports, images, and other files added to a record. The reports always go to Notes and Attachments. Images and other files can be set to sync or not sync to mobile devices. These files can sync over either the Chatter API or the Files API.

Use these links to discover more.

  • Overview

    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.

  • Setup


Workflows shows how a quote, Job, ticket, or invoice flows in FieldFX.

Use these links to discover more.