What is FieldAx?
FieldAx is a powerful field service management (FSM) software built natively on the Salesforce platform. It provides a unified solution to streamline field operations, from receiving customer inquiries and dispatching technicians to completing jobs, collecting e-signatures, and sending invoices. Designed for growing businesses, FieldAx offers a wide array of features including a dispatch board with skill matching, customer 360 views, service plans, estimations, job management, inventory management, and real-time mobile app capabilities.
The software caters to diverse industries such as HVAC, plumbing, electrical, pest control, roofing, and more. It also offers deep customization, allowing businesses to tailor fields, page layouts, and workflows to their unique needs. With integrated third-party tools like Twilio SMS, Stripe, PayPal, and QuickBooks, FieldAx ensures seamless communication, payment processing, and accounting. All features are available at a flat, affordable price with no hidden costs or feature restrictions.
Features
- Dispatch Board with Skill Matching: Intelligent assignment of jobs to technicians based on skills and availability.
- Customer 360: Comprehensive view of customer details on a single page for holistic insight.
- Mobile App: Field-ready app for technicians to manage jobs, navigate, update statuses, and collect signatures.
- Estimates & Invoicing: Create custom job estimates and simplified invoicing directly from the field.
- Inventory Management: Optimize inventory with real-time tracking and stock replenishment requests.
- E-Signature: Digital authorization for service report approval on mobile devices.
Use Cases
- Scheduling and dispatching field technicians for HVAC repairs and maintenance.
- Managing plumbing service jobs from estimation to invoicing.
- Tracking and servicing equipment for fire safety and security companies.
- Coordinating lawn care routes and recurring services.
- Streamlining pest control operations with real-time job updates.
FAQs
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What makes FieldAx different from other field service software?
FieldAx is built natively on Salesforce, offering unlimited customization, robust data security, and seamless integration with the Salesforce ecosystem. It also provides a flat, affordable pricing model with all features included, no hidden costs. -
Does FieldAx include a mobile app?
Yes, FieldAx includes a Salesforce mobile app for field technicians, enabling them to view jobs, navigate, update statuses, communicate with customers and the office, collect e-signatures, and generate invoices on site. -
Can I integrate FieldAx with accounting software?
Yes, FieldAx integrates with QuickBooks, Xero, Stripe, PayPal, and more for streamlined accounting and payment processing. -
Is there a free trial available?
The website does not explicitly mention a free trial, but you can book a demo to see the software in action and discuss your needs with the team. -
What industries does FieldAx serve?
FieldAx serves a wide range of industries including HVAC, plumbing, electrical, pest control, roofing, lawn care, carpet cleaning, fire safety, CCTV, locksmith, handyman, garage door, and more.
