Getting Started – Field Service Software

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Features
Industries
Why FieldAx?
Pricing
Resources
Events
- Dreamforce Experience Hub
- FieldAx Presence
Talk to us

Getting Started

2

Installing the FieldAx Package
Pre-Installation Requirements

Quick Start Guides

9

Essential Setup

Workforce Management

6

Add Skills to Service Engineers
Workforce Overview
Create Service Engineers
Add Timeoff to Service Engineers
Add Training History to Service Engineers
Best Practices for Workforce Setup

Account Management

11

Customers/Accounts Overview
Create Customer
Add Contacts to Account
Add Account Communication Log
Add Documents to Accounts
Create Installed System/Asset
Create Service Plan
Schedule Job from Service Plans
Account Management Best Practices
Troubleshooting Account Issues
Account Reports and Analytics

Job Management

6

Job Overview
Create/Schedule Job
Dispatch Service Engineer
Troubleshooting Assignments
Job Reports and Analytics
Get Ready for Scheduling with Dispatch Board

Mobile App

11

FieldAx Mobile App
Day Book
My Inventory
Create/Manage Product Requests
Consume Parts
Log Your Time
Get Digital Signature
Send Service Report
Close Job
Mobile App Best Practices
Mobile App Common Issues and Solutions

Inventory Management

12

Inventory Overview
Create Inventory Records
Create Serialized Inventory
Inventory Best Practices
Troubleshooting Inventory Common Issues
Inventory Reports and Analytics
View Stock Details
Raise Product Request
Transfer Parts
Receive Parts
Inventory Best Practices
Inventory Reports and Analytics

Billing

6

Invoice Overview
Create Invoice
Preview and Send Invoice
Invoice Tracking and Management
Invoice Best Practices
Troubleshooting Invoice Issues

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Welcome to FieldAx Help & Training
Getting Started

Getting Started

Installing the FieldAx Package
Pre-Installation Requirements

field service management solution

Experience a comprehensive end-to-end solution for all your business requirements with our Field Service Management Software. Book your demo today.

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