Setup
Use these links for FieldFX setup information:
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module is an electronic field ticketing solution that improves efficiency, reduces days sales outstanding (DSO), and eliminates revenue leakage. |
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module is an intelligent quoting and ticketing solution that streamlines the quote-to-cash process and reduces revenue leakage. |
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module is an integrated resource management solution that allows you to manage your field operations more efficiently. |
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module completes the quote-to-cash process, ensuring a four-way match between the contract, quote, ticket, and invoice. |
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The FX EAM (Enterprise Asset Management) module is 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. |
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module is a customer portal solution that empowers your customers with secure access to job and ticket data in FieldFX. |
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module is 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. |
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Use this link to set up master data such as:
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Use this link to set up FieldFX features. |
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Use this link to set up the following FieldFX settings:
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Use this link to complete the user setup for these aspects:
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