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.


Feature Description

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.

Multi-language support for reports

With FieldFX you can now create reports in various supported languages.

FieldFX by ServiceMax supports the following languages in both FieldFX Back Office and in FieldFX Mobile:

  • Chinese Simplified*

  • Chinese Traditional*

  • Dutch

  • Finnish

  • French

  • German

  • Hindi*

  • Italian

  • Japanese

  • Korean*

  • Portuguese (Brazilian)

  • Russian

  • Spanish

  • Swedish

  • Thai*

(*) FieldFX doesn’t support character sets for these languages in FieldFX Mobile.


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:

FieldFX Module Description

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.

ServiceMax DataGuide for FieldFX

You can purchase this package as an add-on on the ServiceMax FieldFX Base Package platform combining Advanced Forms and Document Generation (PDF) capabilities that guide technicians to efficiently capture and present data. It can be used both in FieldFX Back Office and FieldFX Mobile.


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.


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.