FieldEx

About FieldEx

Deep Dive with Clara AI

FieldEx is a configurable Field Service Management (FSM) and Computerized Maintenance Management System (CMMS) built for growing service operations and maintenance teams. By combining technician scheduling and mobile field execution with deep asset lifecycle management, FieldEx eliminates disconnected spreadsheets, paper checklists, and fragmented communication apps into one unified platform. Designed for teams running 10 to 500 technicians across multiple locations, FieldEx adapts to your business language without requiring costly custom development.

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Pricing

Free Trial Available
Starts at $10.0.
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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

97%
Reviews

60%
Momentum

60%
Popularity

60%

Platforms Supported

Browser Based (Cloud)
Mobile App (Android, iOS)

Organization Types Supported

All (Small, Medium, Large)

API Support

Available

Modes of Support

Online

FieldEx Features

Show Feature Explanation

Show Missing Features

Field Service Management Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

97%

Offline Reporting

Helps you to save the data offline and synchronize as soon the device connects to the internet

Analytics (Workforce)

Helps you track and analyse the performance of the workforce

Reporting

Sends instant status reports about the task with customer feedback

Real-time Job Tracking

Allows you to view your workforce in real time and improve strategy

Job Scheduling

Helps in allocating jobs to the right person at the right time

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature

A facility to capture digital signature in a secure format

Attendance Management

Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

Claims Management

Helps to organize and keeping track of insurance claims and as such claims made by patients.

Document Management

Ability to store and manage various information and documents in electronic format.

Billing and Invoicing

This feature helps in issuing and handling the invoice and bills.

Route Optimization

Determines the cost efficient route to perform the order

Contract Management Features

Lifecycle Management

Helps in automating and managing all the critical phases of a contract, starting from its initiation until its compliance and renewal.

Government Contracts

Helps taking care of Government contracts that allows you to sell your goods/services to the Government and its different agencies

Digital Signature

A facility to capture digital signature in a secure format

Completion Tracking

Helps in setting certain completion criteria for any activity within a contract management process

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Specialty Contracts

Helps managing specialty or formal contracts that mainly are written agreements, as a deed.

Sell Side (Customers)

Helps in managing the contracts related to the firms that sell investment services to asset management firms/organizations

Full Text Search

Allows and helps in searching for a single or a collection of computer-stored documents in a full-text database.

Contract Templates

Provides ready-made beautiful templates for writing different types of contracts

Contract Drafting

Helps in drafting a reliable and secure contract for understanding properly the terms of the agreement

Buy Side (Suppliers)

Helps managing contracts of firms that buy investment services like securities

Auto Extraction

Helps in conducting auto scanning of data and extract the required piece of information from a contract document

Approval Workflow

Allows to route the documents to one or multiple people for seeking their approval

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

Version Control

It gives the team the ability to recall specific versions of a document, code, content, file, or folder that records changes over time.

Workflow Automation Features

Workflow Configuration

Configures flow of work in a systematic manner

Business Process Automation

Allows automatic handling of business processes

Third-party Integration

Offers synchronization with third-party applications

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Calendar Management

Helps viewing deadlines, upcoming events, handle or add new appointments, etc

Compliance Tracking

Helps in tracking and monitoring and auditing all the regulatory compliance requirements

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Access Control

Defines application access to various users. Includes role-based system that controls options to be displayed to different users based on their role

CMMS Features

Technician Management

Tracks and manages technician performances and past records

Inventory Control

Helps manage and maintain inventory and supplies

Service history tracking

Keeps a record of the history of services performed on assets

Preventive Maintenance

Evaluates assets and ensures they are operating at peak performance

Asset Tracking

Tools a company uses to run its business

Mobile Access

Allows accessing the software and product/service related information from a mobile device

Work Order Management

Helps in managing and organizing work order in a paperless form to streamline workflow

Key and Lock Management

Tracking the location of locks and keys

Purchasing

Acquiring goods or services required for the business at minimal cost

Project Management Features

Custom Workflows

Facility to create workflows with custom stages, process, and status.

Compliance Management

Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Task Management

Task management is the process of managing a task through its life cycle, including planning, testing, tracking, and reporting.

Status Tracking

Status Tracking refers to the management of projects, which includes but is not limited to measuring and reporting the status of milestones, tasks and activities

Document Management

Ability to store and manage various information and documents in electronic format.

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Timeline View

Allows to plan and prioritize and visualize tasks in a GANTT chart like horizontal time-axis.

Project Templates

It holds a bundle of built-in templates that can be customized and used in different projects

Idea Management

Facility to receive insights from internal and external stakeholders

Kanban Board

To visualize the workflow of a project typically representing sticky notes on a white board

Recurring Task Management

Helps in monitoring and tackling the tasks or responsibilities that are needed to be managed on a recurrent basis

Time & Expense Tracking

Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects

Resource Management

Resource management is the process by which businesses manage their various resources effectively. Those resources can be intangible – people and time – and tangible – equipment, materials, and finances.

Requirement Management

Requirements management is the process of collecting, analyzing, refining, and prioritizing product requirements and then planning for their delivery.

Project Planning

Project planning is a discipline for stating how to complete a project within a certain timeframe, usually with defined stages, and with designated resources.

Project Portfolio Management

Strategically manages a collection of projects to align with an organization's overall goals.

Percent-Complete Tracking

Percentage of work done on estimated items.

Milestone Tracking

They act as signposts through the course of your project, as they help to ensure that you're staying on track.

IT Project Management

IT project management is the process of planning, organizing and delineating responsibility for the completion of an organizations' specific information technology (IT) goals.

Issue Management

Issue management is the process of identifying and resolving issues. Problems can be resource constraint, technical failures etc.

Budget Management

Analyzing financial information to ensure all operations are within budget

Asset Tracking Features

Cloud-Based & Scalability

User Roles & Access Control

Multi-Location Management

Audit & Compliance Management

Integration with ERP & IT Systems

Mobile Access & Field Support

Check-In/Check-Out Management

Maintenance & Service Management

Inventory & Stock Management

Real-Time Asset Tracking

Asset Identification & Tagging

Alerts & Notifications

Reporting & Analytics

Asset Lifecycle Management

Helps in overseeing the entire lifecycle of assets, from procurement to disposal

Loss Prevention & Security

Enterprise Asset Management (EAM) Features

Warranty Tracking

Helps to track warranties and claims associated with individual assets

Energy Management

Helps in monitoring realtime meter readings and energy utilization

Customization

Helps to customize the system for use in industry-specific use cases

CMMS

Helps to optimize the utilization and availability of company assets and facilitates the processes of maintenance operations.

License Management

Keep track of all the contracts, software licenses, and service agreements to operate effectively

Preventive Maintenance

Evaluates assets and ensures they are operating at peak performance

Fleet Management

Helps in organizing, monitoring and coordinating work vehicles to improve efficiency

Equipment Management

Helps to access the status and keep track of all the equipment used in the construction processes.

Work Order Management

Helps in managing and organizing work order in a paperless form to streamline workflow

Parts Management

Helps in enhancing the fleet part management process, minimize part cost and facilitates taking a better informed operational decision

Facility Management

Helps in automating and monitoring systematically all aspects of an establishment or the school building management

Inventory Management

Helps in recording inventory to optimize and fulfill the requirement.

MRO System

Maintenance, Repair, and Overhaul management (MRO) system receives the action taken to maintain, repair, and restore assets, plant, or facility within an organization

Interactive Schemantics

Allows accessing interactive visualizations, floor maps, equipment locations, and more.

IT Asset Management

Helps to automate the full IT lifecycle of software and hardware assets on a single platform

FieldEx Pricing

Free Trial

Available

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Pricing Options

Premium Plans ( Subscription )

Growth $10.00 $10.00 per user / month

Price shown is for Annual billing. Monthly billing is also available.

Included Features:

Work order tracking
Asset lifecycle management
Spare parts inventory
Site management
Project management
Dedicated support
Digital signature capture

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Pro $55.00 $55.00 per user / month

Price shown is for Annual billing. Monthly billing is also available.

Included Features (Everything in Growth, plus):

Preventive maintenance scheduling
Work order checklists
Asset analytics & meter logs
Advanced work order configuration
Custom workflows & automations
Configurable dropdowns & lists
QR ticketing
Customer portal
API integration

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Enterprise (Annual billing only) $85.00 $85.00 per user / month

Enterprise is Annual billing only.

Included Features (Everything in Pro, plus):

SLA management
Asset requisition workflows
Customized documentation
Offline mode
Power BI embed
AI Intelligence

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