FieldAx empowers organizations to deliver exceptional service while maximizing productivity and profitability. Here are the benefits of using FieldAx:

Efficient Appointment Management

FieldAx provides a dispatch board that allows users to visualize team workloads, assign tasks based on various parameters, and schedule appointments effortlessly. This optimizes operational efficiency and reduces response times to customer requests by ensuring that the right field employees are assigned to the right jobs at the right times.

By using FieldAx, field service companies can use the dispatch board to quickly assign emergency repair tasks to the nearest available technician based on their skills and location. This will ensure prompt service delivery to the customer.

360-Degree Customer View

With FieldAx, users get a comprehensive view of customer information, including site details, service history, estimates, invoices, and more, all from a single page. This enables better decision-making, improves customer service, and fosters stronger customer relationships.

Say you are an HVAC technician arriving at a customer’s location. By using FieldAx, you can quickly access information about the customer’s service history, equipment installed, and any ongoing service plans. This way, you can provide personalized and efficient service.

Automated Parts Recognition

FieldAx automatically identifies job requirements and provides the necessary parts for technicians to complete work orders efficiently. This platform reduces delays, minimizes errors, and ensures that field employees have the resources they need to complete tasks on time and within budget.

Through FieldAx, an electrician with a repair job receives automatic notifications about the required parts and their location. This will allow him to complete the job without having to spend time searching for materials.

Streamlined Reporting

FieldAx generates detailed service reports in PDF format and sends them online via email. This eliminates manual paperwork and streamlines the reporting process to save time, reduce administrative burden, and ensure accurate and consistent documentation of field activities.

When a maintenance company uses FieldAx, it can easily generate service reports for each job and document the work performed, parts used, and any additional notes or recommendations for the customer.

E-Signature Capabilities

FieldAx eliminates the need for paper-based signatures and streamlining the documentation process. This platform allows field technicians to collect customer signatures directly on their mobile devices for work orders. This way, a business can improve efficiency, reduce paperwork, and provide a digital record of customer approvals.

Real-Time Communication

FieldAx facilitates seamless coordination and collaboration between field employees, dispatchers, and office staff through real-time communication. For instance, it can be used to communicate schedule changes, job updates, or equipment requests to field workers on the fly. This helps everyone stay informed and connected, enabling faster response times, improved decision-making, and better overall efficiency.

Customizable Workflow

FieldAx is built on the Salesforce platform, which enables extensive customization of workflows, approvals, layouts, and fields. This flexibility allows users to tailor the application to their specific needs, adapt to changing requirements, and optimize business processes for maximum efficiency and productivity.

Integration Capabilities

FieldAx enhances its functionality and interoperability with existing systems with its integration with SMS, accounting software, payment gateways, and other third-party applications. This way, users can leverage existing investments, streamline data exchange, and improve overall system efficiency.

Mobile Accessibility

FieldAx enables field service employees to access job assignments, track time and expenses, update job status, and collect customer signatures in real-time from their mobile devices. This improves field worker productivity, enhances communication, and enables faster response times to customer requests. By using FieldAx’s mobile app, a field service technician can receive notifications about new assignments, view job details and customer information, update job status, and collect electronic signatures—all from their smartphone or tablet, while on the go.