image::btn_setup.png[image] Setup

Use these links for FieldFX setup information:

Module or Area Summary Description

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

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

module is an integrated resource management solution that allows you to manage your field operations more efficiently.

module completes the quote-to-cash process, ensuring a four-way match between the contract, quote, ticket, and invoice.

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.

module is a customer portal solution that empowers your customers with secure access to job and ticket data in FieldFX.

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.


Use this link to set up master data such as:

  • Accounts

  • Business Segments

  • Catalog Items

  • Classifications

  • Contracts

  • Equipment

  • Job Types

  • Preventative Maintenance Schedules

  • Price Book Items

  • Price Books

  • Qualifications

  • Quote Item Record Types

  • Quote Types

  • Ticket Item Record Types

  • Ticket Types

  • Warehouse Items

  • Warehouses

  • Wells

  • Work Order Templates

The Warehouse Item record has been deprecated and is no longer supported or updated. Use the Stock Item record instead which requires a FX EAM license.

Once FX EAM is installed, follow the steps in to add stock items.

Use this link to set up FieldFX features.

Use this link to set up the following FieldFX settings:

  • FX Settings

  • Login Settings

  • Personal Settings

  • Sharing Settings