FieldFX Online Help
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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.
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FieldFX doesn’t use the Apache log4j library and isn’t exposed to the vulnerability. However, Salesforce does use the library and is working to patch their systems. You can follow their work at Salesforce Help: Apache Log4j2 vulnerability and also get updates from Salesforce Trust and their General Message. |
Solutions
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Beginning February 1, 2022, Salesforce will require the use of a Multi-Factor Authenticator (MFA) application. This change impacts users of FieldFX, as users will need to authenticate via MFA when logging into Salesforce to access FieldFX functionality. The Salesforce Authenticator app is recommended for MFA logins. You can find more information on setting up MFA for your users in these articles:
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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:
This is an electronic field ticketing solution that improves efficiency, reduces days sales outstanding (DSO), and eliminates revenue leakage. |
This FieldFX module can be used for comprehensive asset management solution that tracks equipment maintenance and ensures regulatory compliance. |
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Click for descriptionUsing 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 descriptionFieldFX Mobile enables users to use FieldFX on mobile devices such as Android tablets, iPads, or Windows tablets. |
Click for descriptionUtilize Salesforce’s Lightning Experience for additional functionality. |
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Click for descriptionUse 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 descriptionWith the FX Quoting solution, you can quickly build quotes that are compliant with the applicable contract. |
Click for descriptionFX Forms are interactive forms. You can complete FX Forms to record details about a job or ticket. |
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Additional Solutions
FieldFX offers these additional modules to extend functionality:
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Click for descriptionThe FX CPQ module is an intelligent quoting and ticketing solution that streamlines the quote-to-cash process and reduces revenue leakage. |
Click for descriptionUse this customer portal solution that empowers your customers with secure access to job and ticket data in FieldFX. |
Click for descriptionPurchase 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. |
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Click for descriptionWith the FX Invoicing module, you can complete the quote-to-cash process, ensuring a four-way match between the contract, quote, ticket, and invoice. |
Click for descriptionThe FX Schedule & Dispatch module is an integrated resource management solution that allows you to manage your field operations more efficiently. |
Click for descriptionThis time management solution makes it easier to track payable time for field employees. |
Explore the Documentation
FieldFX documentation has been grouped into these categories so you can find the information you need quickly.
