FieldEx

This core feature enables teams to create, assign, and track jobs with real-time accuracy. Work orders are organized by configurable type (Installation, Repair, Maintenance, Inspection, and more), each controlling its own fields, statuses, templates, and completion documents. Templates pre-populate new jobs with the required parts, procedures, checklists, and technician group, keeping every job of the same type consistent.

FieldEx provides a permanent digital record for every asset, organised in a Customer → Site → Asset hierarchy with parent-child component tracking for complex equipment. Every completed work order is logged against the asset automatically, building a full service history for warranty, audit, and recurring-issue analysis. Each asset also has an analytics panel showing MTBF (mean time between failures) and MTTR (mean time to repair), calculated automatically from job history.

FieldEx schedules preventive maintenance by time, usage, or both, so service happens before equipment fails. Assets can carry multiple tiers, like a minor check every three months and a major service every six. Overdue jobs reschedule automatically instead of sitting open indefinitely. Recurring jobs also cover non-asset work like safety checks, and site sweep plans assess every asset at a location in one visit. Every completed job updates the asset's service history and MTBF automatically.

Every asset can carry a QR code that opens its full record — details, history, and open jobs — for any user with the app. Administrators can also enable a public reporting form on the code, letting anyone report a fault with no FieldEx account or login required. Submissions enter FieldEx as a new work order and are auto-assigned via round robin.

This feature allows for the digitization of complex inspection processes through smart checklists completed by technicians in the field. Checklist triggers are a key capability: a flagged or negative response can automatically log the issue, create a new work order from a pre-set template, and assign it via round robin — with no manual step required.

Beyond checklists, FieldEx supports forms with a wider range of input types, including picklists and free text, for capturing data specific to a job or industry.

Physical inventory is organized in a three-tier structure — Location, Zone, and Bin — tracking exactly where each part is stored. Technicians log parts used directly on the mobile app, which records the movement as a transfer from their bin to the job, creating an auditable trail from warehouse to technician to completed work.

FieldEx combines automatic and manual scheduling. Round robin assignment distributes jobs evenly across a technician group and is leave-aware, automatically skipping anyone on leave. A drag-and-drop scheduling board gives coordinators a visual view of workload across all teams and trades, for direct reassignment when priorities shift.

A built-in reporting module draws on data captured across every part of the platform — work orders, parts usage, technician activity, asset history, and preventive maintenance completion — for full operational visibility. A Power BI connector is available for teams that want to build dashboards and deeper business intelligence on top of FieldEx data.

Module and field names can be relabeled to match how a business already talks — "Customer" to "Client," "Asset" to "Machine" or "Unit," and so on. Dropdown picklists, work order types, and statuses are all configurable, and a rule-based notification builder sends in-app or email alerts based on conditional logic (for example, an overdue repair job).