Whether it’s an installation, repair, or inspection, here’s how a typical job flows through FieldEx:
Create Your First Work Order
Use a Job Template to pre-fill standard details or create one manually.
Assign:
Customer
Site
Linked Asset
Job Type (e.g., Repair, PM, Installation)
Click Submit to save the job.
Tip: A consistent work order process means faster service, better records, and a more confident field team. |
Assign the Work Order
Planners assign the job to an individual technician or team.
Use Smart Assign for automatic selection based on role, zone, or availability.
Once assigned, the job appears instantly in the technician’s FieldEx Mobile App.
Technician Executes in the Field
From the FieldEx mobile app, the technician will:
Accept the Job
Navigate to Site
Check in to the Site
Open Checklist linked to the job type
Upload Photos and attachments
Capture Digital Signature from the customer
All steps are tracked with timestamps, and updates sync in real time.
Update Job Status
Technicians and planners update job statuses like:
In Progress
Waiting for Parts
Completed
Status visibility and control depend on user roles:
Technicians cannot mark jobs as Verified.
Planners oversee full lifecycle transitions.
Generate Completion PDF
After completion and customer sign-off:
FieldEx auto-generates a branded PDF
Includes: Job info, photos, checklist responses, technician notes, and signature
Can be downloaded or emailed to the customer directly from the app or web