FieldAx is field service management software for office teams and field service teams. Its feature list centers on customer records, estimates, job planning, dispatch, invoicing, inventory management, mobile use, and reporting.
The product’s office-team features include Customer 360 for accessing comprehensive customer details on a single page, custom job estimates, custom field service or job plans, and a custom job dispatch board. It also lists invoicing, inventory management, equipment history, custom reports and dashboards, and an AppExchange marketplace. For field service teams, FieldAx includes a Salesforce mobile app, customized field job management, a personal calendar for technicians, and e-signature tools for service report approval.
FieldAx also lists third-party integrations for Twilio SMS, Stripe and PayPal payments, and QuickBooks accounting. Under its platform features, it includes a customer portal, custom objects and fields, custom page layouts, a custom flow builder for process automation, and API integrations to connect with external systems.
The site names several industries it serves: healthcare, home appliances, fire safety and security, locksmith, electrical, carpet cleaning, HVAC, pest control, CCTV business, handyman, plumbing, and air duct cleaning. No pricing or licensing details are stated in the provided text.
In the Inventory management space, FieldAx takes a focused approach. It focuses on coordinating and optimizing field service operations, including scheduling, dispatch, and invoicing, for service-based businesses. FieldAx is a B2B product aimed at field service managers and service-based businesses. FieldAx is available on the web, iOS, and Android.
Key capabilities include customer 360, Job Estimates, and Service Plan. It exposes integrations via a public API.
Summary written by a language model from the project’s public pages.
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