Account Management
Account Reports and Analytics
Last Updated: 07/10/2025Customer Reports Account Management Customer list by value Service history summary Contact update needed Anniversary reports Growth opportunities Asset Reports Equipment Management Assets by age Warranty expirations Service due Efficiency trends Replacement candidates Service Plan Reports Contract Management Active contracts Renewal pipeline Revenue by plan Completion rates Profitability analysis Next Steps With customers configured: Create...
Troubleshooting Account Issues
Last Updated: 07/10/2025Account Issues Duplicate Customers Search before creating Merge duplicates Update references Maintain history Missing Information Required field validation Regular data audits Update campaigns User training Asset Issues Incorrect Locations Verify with customer Photo documentation Missing History Import historical data Link old job records Document in notes Service Plan Issues Jobs Not Generating Check plan status...
Account Management Best Practices
Last Updated: 07/10/2025Customer Management Best Practices Data Quality Complete all required fields Verify contact information quarterly Update preferences regularly Document special requirements Maintain communication logs Relationship Building Regular business reviews Proactive communication Address concerns quickly Provide value-added services Seek referrals Asset Management Best Practices Documentation Photo documentation of equipment Complete nameplate data Accurate location details Service history...
Schedule Job from Service Plans
Last Updated: 07/10/2025Understanding Job Creation Service plans automatically generate jobs based on configured frequency: Automatic Generation Process System checks active service plans daily Identifies plans needing jobs Creates jobs based on schedule Assigns to designated engineer Notifies dispatcher Schedule Job Function The Schedule Job button enables: Manual Job Creation Generate next scheduled job Override automatic scheduling Create...
Create Service Plan
Last Updated: 07/10/2025Understanding Service Plans Service plans in FieldAx define recurring maintenance schedules and contract terms for customer equipment, ensuring proactive service delivery and predictable revenue streams. Based on the FieldAx interface, service plans include comprehensive scheduling, pricing, and job management features. Service Plan Types Preventive Maintenance Plans Scheduled inspections Routine maintenance Filter replacements Performance optimization Comprehensive...
Create Installed System/Asset
Last Updated: 07/10/2025Understanding Installed Systems Installed systems represent equipment at customer locations that require service, maintenance, or monitoring. Asset Types HVAC Equipment Air conditioners Furnaces Heat pumps Boilers Air handlers Thermostats Commercial Systems Rooftop units (RTUs) Chillers Cooling towers Building automation VRF systems Components Compressors Motors Controls Filters Belts Refrigerant Creating Installed Systems Step 1: Access Installed...
Add Documents to Accounts
Last Updated: 07/10/2025Store important files: Document Types Signed contracts Insurance certificates Site maps/floor plans Equipment manuals Special procedures Historical invoices Document Management In Files related list Click Upload Files Categorize documents Set sharing permissions Version control enabled
Add Account Communication Log
Last Updated: 07/10/2025Track all interactions: Communication Tracking Phone calls Emails Service visits Complaints Compliments Special requests Creating Log Entries From customer record Click Log a Call Enter details: Subject: Annual contract renewal discussion Type: Phone Call Duration: 30 minutes Notes: Customer interested in adding locations Follow-up: Schedule meeting next week
Add Contacts to Account
Last Updated: 07/10/2025Add various contact roles: Facility Contacts Primary Contact: – Name: John Smith – Role: Facility Manager – Authority: Approve all work Maintenance Supervisor: – Name: Mike Johnson – Role: Day-to-day operations – Authority: Approve up to $1,000 Accounts Payable: – Name: Sarah Williams – Role: Invoice processing – Email: ap@abcmfg.com Emergency Contact: – Name: Security...
Create Customer
Last Updated: 07/10/2025Understanding Customer Types FieldAx supports various customer types, each with specific requirements and service approaches. Customer Categories Residential Customers Single-family homes Apartments/condos Landlords with multiple properties Property management companies Commercial Customers Office buildings Retail stores Restaurants Hotels and hospitality Healthcare facilities Industrial Customers Manufacturing plants Warehouses Distribution centers Processing facilities Government/Institutional Schools and universities Government...
Customers/Accounts Overview
Last Updated: 07/10/2025Customer management is the foundation of successful field service operations. This section covers creating customer accounts with complete information, documenting installed systems and assets for service history tracking, and establishing service plans for recurring maintenance. Proper customer management ensures personalized service delivery, accurate billing, proactive maintenance, and long-term customer relationships. Understanding Customer Management in FieldAx...