Features – Field Service Software

All Features

FieldAx’s Unparalleled Features

FieldAx Field service management encompasses a wide range of features. With FieldAx, businesses can streamline their daily operations, automate tasks, simplify overall processes, and reduce the need for micromanagement. These improvements can lead to higher customer satisfaction and, ultimately, increased revenue.

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Here’s an overview of some key features:

Estimations

To effectively convert clients, the use of compelling digital quotes is crucial. With FieldAx Quotation/Quotes/Estimation feature, you can engage potential clients. Both your back-office team and field service technicians have the ability to generate quotes and send them to potential prospects.

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Dispatching

FieldAx’s Dispatching Software is not only intuitive but also operates in real-time, offering a host of powerful features that allow you to create a work order and dispatch it to your field workers with just two clicks. When you receive a call from a customer, you can swiftly create a work order and assign it to your field workers, who will receive instant notifications. Dispatching has never been as effortless as it is with Fieldax’s Field Service Software.

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Scheduling

At FieldAx, our commitment is to simplify the lives of Field Service businesses, and we’ve achieved this through our Job Scheduling Software. When a customer or client gets in touch, you won’t have to scramble to find available time slots and field workers. With just three simple clicks, you can create a work order and assign it to the most suitable field worker.

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Service Plan

Simplify all your business Service Plans and processes with Fieldax’s Service Plan Management feature. Whether it is a one-time fixed service plan or is it a Service-based plan, Fieldax provides you the ability to create, update, and keep track of all service plan-related aspects such as plan duration and budget, payment terms, equipment used, service and items involved, and even you can set invoice terms (One time or Recurring) in a very simple and profound manner. If you want to set up your own terms for a service plan, you can create a Custom plan as well.

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Inventory Management

For every successful business, most significant is that we take care of finances, and for Field Service businesses, Inventory Management becomes essential.

As promised quite a few times above, we at FieldAx are committed to bringing ease to all our Field Service businesses and making them efficient to become profitable and increase revenues.

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Invoicing

FieldAx’s Field Service Software provides robust Invoicing tools for both your back office and field force. Featuring the latest inbuilt and customizable Invoice templates, we simplify billing and invoice generation with just a Single Click.

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Activity

Activities serve to monitor and record the interactions that your users engage in with both prospects, existing customers and Jobs. These activities are categorized into two distinct items such as Tasks and Events. Both Tasks and Events function as specific record types, each equipped with its unique set of fields and designed to serve different purposes

Tasks: A user’s “to do” list or “have done” list including a due date and comments.
Events: These track meetings, which are usually synced from off-platform calendars such as Outlook or Google Calendar.

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Time Card

Time is indeed money, and with FieldAx’s mobile app, you can effortlessly keep track of various time-related aspects for your field workers. When will the field worker arrive at the client’s location? How much time is spent on travel versus the actual job start and finish times? All of these critical metrics are calculated automatically.

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Third-Party Integrations

FieldAx offers a plethora of tools that empower you to develop third-party integrations, firmly believing in providing the most potent, adaptable, and user-friendly field service software available.

The integration of third-party tools, such as payment gateways and accounting software, can yield numerous benefits for your business. For instance, payment gateways like Stripe and Paypal simplify online transaction processing, enhancing the ease with which customers can make purchases on a website. Conversely, accounting software options like Xero and Quickbooks enable businesses to efficiently manage their finances and maintain control over their financial data.

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Customer Portal

Have you been searching for a customer portal that allows your clients to easily request work from you? Look no further! FieldAx’s Field Service Management Software is a comprehensive solution that caters to all your needs.

We offer a dedicated Customer portal designed specifically for your clients and customers.

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Dashboard

Take full command of your field service business by gaining real-time insight into job activities, financial performance, overall business operations, and your team’s performance. A field service management dashboard serves as a powerful tool for field service organizations to monitor and oversee their field service operations. It offers an up-to-the-minute snapshot of critical metrics, including the average job completion time and the percentage of jobs completed within deadlines. Furthermore, the dashboard provides valuable insights into customer satisfaction, technician productivity, and the status of equipment and inventory.

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Report

The Report Builder is a robust and user-friendly tool designed for analyzing your FieldAx data. Effortlessly group, filter, and summarize records to address business queries such as “What was the job closing rate in texas last month? ” Enhance the visual representation of your data by incorporating a report chart. Refresh the preview to track progress as you construct your report. Once completed, execute your report to obtain comprehensive results.

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e-Signature

Customer satisfaction is paramount for the success of any business, and it’s essential to have concrete evidence of that satisfaction, especially when monitoring jobs from the back office. FieldAx’s mobile app features an electronic signature capability designed precisely for this purpose.

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Custom Objects & Fields

Develop custom objects to store organization-specific data, enhancing the capabilities of Fieldax.

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Layout Editor.

Customize the layout with access settings tailored to your specific requirements. Page layouts serve as a means to govern the arrangement and structure of buttons, fields, custom links, and related items found on object record pages. They play a vital role in determining the visibility, read-only status, and mandatory fields. Employ page layouts to tailor the content of record pages to the preferences and needs of your users.

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Flow Builder

You have the capability to construct flows and processes that incorporate any objects, automating repetitive business tasks within your organization

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What FieldAx Users Are Saying?

FieldAx is Superb

FieldAx is a superb field service software that I compare very closely with other high level software tools! I’m implemented other field software across organizations and FieldAx is very competitive in the solution it has, a much lower price tag, and the Merfantz team is super responsive, highly knowledgeable, and understand our requests for customizations. I highly recommend and will definitely use FieldAx as my go to software for future needs. Thank you to the entire Merfantz team for being such an awesome team to work with. I enjoyed the entire implementation process.

Eric Rivas Great product for larger Business

It helps us to systemize the field service process from the point of getting appointment, adding the required spares and follow till it get delivered, It is awesome product as everything can be easily recorded

Pavithran A Great for Field Service Technicians

This app works great when managing Field Service Technicians. It covers multi disciplines, with any number of technicians, and allows full control of everything from scheduling to appointment to inventory to worksheets and certificates. The team at Merfantz are very supportive and will respond promptly and ready to assist with specific situations. I haven’t seen a better app for any company with a team of service technicians

Joel Bidmead Great product for larger Business

It helps us to systemize the field service process from the point of getting appointment, adding the required spares and follow till it get delivered, It is awesome product as everything can be easily recorded

Pavithran A FSM Solution to manage Field Engineer’s real-time works

I have installed this package for one of my client. It’s very easy to handle and UI seems to user friendly. Customer support is highly appreciated from this product. They are doing some customization as per our process. That is very helpful, and my client also satisfied with that.

They are given real time and new feature updates which is related to FSM.

Ajeeth Kumar Sasthiri Excellent App for Enterprise

I have researched FSM software for one of our SME clients, and FieldAx would be suitable for them. I have explored the recent release, and it is very easy to operate all the functionality. Since it is running on Salesforce, we do not need to worry about Data Security and Customization, as the platform supports endless customization capabilities. I strongly recommend it for Small and Medium Business customers (SMEs).

Palani Chinnasamy Improved scheduling and dispatch

A field service management software can help businesses more efficiently schedule and dispatch technicians or field service workers to job sites, reducing downtime and improving response times.

Enhanced job tracking and customer management for provide real-time updates on the progress of jobs, allowing businesses to track their technicians’ progress and communicate with customers more effectively.

sanapala prasanth Improved efficiency and productivity

FieldAX helps businesses streamline their field service operations by providing tools for scheduling, dispatching, and tracking technicians and managing inventory, equipment, and customer information.

Recommended app.

Manasa kunareddy Field service management solution that helps organizations to manage Field Engineer’s real-time

This low-cost software is far the foremost in its field, being developed to be exceptionally useful for engineers to access quickly and with desirable

Gokula Krishnan Great product

Easy to use lots of options, bells and whistles. Support is very Knowledgeable and easy to access. With my assistance we set up everything really quickly for a plumbing company.

Glen Hackler Great App and Support Team

We are a rapidly growing HVAC services company that requires enterprise level dispatching capabilities. Also, FieldAx increased our efficiency significantly – they have allowed us to experience tremendous growth over the past several months

Gene Wilson Briggs Fire’s Review about FieldAx

FieldAx is a very powerful tool for remote engineer management. I would highly recommend recommend the team at Merfantz Technologies

Vernon Bristow Great System.

Our company reviewed many programs and in my opinion this is the best system out there for field services. Our Fieldax team worked very hard to meet our company needs and solved difficult problems for us. I would recommend the system and the team highly.

Tracy Vowden Flexible and fully configurable with great development team behind it We bought FieldAx for our marine engineering firm. It is very different to that of normal field service platforms that exist. The great thing about it is that first of all it integrates to Quickbooks, the second great thing is that the team behind it responded fast to our functionality requirements and made changes very quickly. We are now very close to implementing the system for our mobile engineers, administration and boat maintenance teams.

I highly recommend this platform

Total Marine A great system

This is the best app I have found in all my years of research for a reliable service management system. I have worked with Merfantz for over 5 years now, and they really are the most experienced, consistent and professional Salesforce developer on the market.

Sathees and his team have created a great culture for not how, but what. They ask what you want, and then figure out how to do it, and they have never let me down in preforming.

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