FieldEx is designed to flexibly mirror your operations. Whether you’re in rental, servicing, construction, or facilities management, here’s how to systematically map your existing data and processes into the FieldEx system.
Step 1: What are the items I need to consider before starting to setup/configure FieldEx for my operation?
Before importing data, document your current workflows:
What are the different Job types you perform? (e.g., installation, preventive maintenance, inspections)
How do you group your assets? What are the asset types and categories, and how do you plan to track them? (e.g., by site, customer, project, inventory bin location)
What are the different maintenance schedules you have? (e.g., monthly checks, quarterly servicing). Do different asset types have unique schedules?
What types of Checklists or forms are used in the field? Do they vary by job type?
If you want to analyse common faults & resolutions, are you ready with a list of the most frequent ones per job or asset type?
This step helps determine which modules you’ll need to configure and where to begin.
Step 2: How do I map my business operation to the modules in FieldEx? What to use?
What I want to manage | What feature can I map to | What I will need to configure |
Machines, vehicles, tools, assets | Asset |
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Maintenance frequency plans | Preventive Maintenance |
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Repairs, installations, site visits | Job Order |
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Repeated issues and resolution actions | Faults & Resolution |
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Inspection & audits | Checklist |
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Spare part consumption | Spare Part Inventory |
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Warehouse inventory or van stock | Inventory Bin |
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Customer records & contracts | Customer & Contract |
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Technicians, Asset Managers, Planners | User & Team Setup |
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Step 3: What is the data that I can import in FieldEx?
You can import the following data sets using CSV tools:
Asset registers — including serial numbers and warranty info
Customer records — names, sites, and contact details
Spare part catalogues — including SKUs, descriptions, and units of measure
Historical jobs — when migrating from a previous system
Use the bulk import tool under each module’s settings to upload and validate your files.
Tip for New Users: You don’t need to do everything at once. Start by mapping your most common job types and the asset types they depend on. Build out the rest gradually as you get familiar. |
Conclusion
Mapping your data and processes to FieldEx is more than just importing records. It’s about aligning your operations with a digital backbone that tracks, triggers, and improves how you work. If you're unsure how to structure anything, start with your most common job type and build from there.