FieldFX Overview


FieldFX is a cloud-based field operations management solution built on the industry-leading Salesforce platform. FieldFX improves efficiency, reduces days sales outstanding (DSO), and eliminates revenue leakage.


  • Improved efficiency – operations, field, and accounting personnel can all use FieldFX to process jobs more efficiently.

  • Flexible job administration – dispatch managers can add jobs in the office and dispatch them to field personnel, or field personnel can add jobs at the work site.

  • Guided job completion – set up workflows to help personnel to follow the correct procedure when completing a job.

  • Work online or offline – enter job information offline and sync data back to the office when you get online.

  • Fast data sync – sync job information with the office in seconds.

  • Greater control over pricing – set up price books for specific customers, date ranges, offices, or business segments to control the pricing of billable items.

  • Reduced days sales outstanding (DSO) – eliminate paper-based invoicing and reduce the time required to bill customers.

  • Lost revenue prevention – add items to tickets automatically and avoid lost revenue due to missing billable items.

  • Easy document attachment – attach safety forms, photos, and drawings to job documents for future reference.

  • Digital signature capture – get customers to sign job documents digitally to approve work completed.


FieldFX features two apps:

  • FieldFX Back Office – Web app you can use to manage field operations from the office.

  • FieldFX Mobile – HTML5 app you can use to manage field operations from the work site.


FieldFX also features configurable modules to meet the unique needs of your business:

  • FX E-Ticketing – electronic field ticketing solution that improves efficiency, reduces days sales outstanding (DSO), and eliminates revenue leakage.

  • FX Quoting - solution to quickly build quotes that are compliant with the applicable contract.

  • FX DataGuide - highly customizable, electronic forms solution available online and offline

  • FX CPQ – advanced quoting and ticketing solution that reduces revenue leakage and increases invoice accuracy.

  • FX Schedule & Dispatch – resource management solution that allows you to manage jobs, personnel, and equipment more efficiently.

  • FX Invoicing – invoicing solution that streamlines the quote-to-cash process, ensuring a four-way match between the contract, quote, ticket, and invoice.

  • FX EAM – comprehensive asset management solution that tracks equipment maintenance and ensures regulatory compliance.

  • FX Customer Self-Service – customer portal solution that empowers your customers with secure access to job and ticket data in FieldFX.

  • FX Timecards – time management solution that makes it easier to track payable time for field employees.

  • FX Analytics – reporting engine that provides detailed analysis of revenue and operations to improve decision-making.