Get started fast with FieldEx Mobile. Here’s your field-ready checklist to complete jobs with speed, structure, and proof.
Mobile Tip: Everything a technician does from check-in to customer signature is tracked, synced, and converted into a full job record with no paperwork needed. |
Accept or Decline Jobs
Technicians receive instant notifications when jobs are assigned.
All assigned jobs appear clearly in the mobile dashboard.
Jobs can be accepted or declined with a reason based on availability or condition (e.g. unavailable, already on-site).
Start Journey
Start the journey to the job site from within the app.
Travel time and distance are automatically recorded in the background.
Useful for performance tracking, mileage reporting, and visibility.
Scan Assets On-Site
Use the mobile app’s built-in scanner to scan the QR or barcode on the asset.
Instantly view the asset’s details, job history, and related checklists.
This ensures work is always done on the correct equipment.
Check-In to Start the Job
Tap “Check In” to confirm arrival at the job site.
This logs the timestamp and opens up assigned tasks and checklists.
Planners can track technician activity in real time.
Complete Work Steps
Follow the checklist steps provided in the job order.
Upload photos, add notes, and complete dynamic forms as needed for readings or safety confirmations.
All inputs are saved in real time with timestamps for every action.
Customer Sign-Off
Capture the customer’s signature directly from the mobile app.
Signature is embedded into the job record along with checklist results and photos.
This confirms the job was completed with client acknowledgment.
Submit and Generate PDF
Once signed, the technician marks the job as completed.
FieldEx generates a branded PDF with all job details, checklist results, images, and signatures.
included.The PDF can be emailed to the customer or downloaded from the app or web portal.