These are the key building blocks of FieldEx. Each module is configurable and works together to help you track jobs, assets, inventory, and customers more efficiently.
Tip: You don’t need to set up everything at once. Start with the basics your team needs most and scale from there. |
Asset Management
What It Is
The Asset Management module in FieldEx is the foundation for tracking equipment across its lifecycle.
What Can Be Configured
Asset ID configuration – Standardised numbering format
Enable Asset Tagging – Use QR codes or barcodes for fast identification and mobile scanning
Manage Asset Statuses – Track lifecycle stages like New, In Use, Under Repair, Disposed
Custom Asset Types – Define your own categories (e.g., Vehicle, Machine, Equipment)
Define Service Zone – Group your assets by pre-fixed areas
[Coming Soon] Asset Categories & Sub-Categories – Organize assets into structured groups for easier monitoring
Work-Order Lifecycle (Job Orders)
What It Is
Job Orders represent structured tasks like installation, repairs, PMs, inspections that are assigned to field teams, with clear workflows and checklists.
What Can Be Configured
Job Order ID configuration – Standardised numbering format
Job Types – Installation, Repair, Breakdown, Inspection, PM, etc.
Job Statuses – Define your workflow statuses
Group job workflow by type of jobs – e.g., Installation jobs with multiple stages: New, Assigned, In Progress, Completed, Revisit Needed, Cancelled
Role-based Status Control – Limit status changes by user roles (tech, planner, admin)
System – Functional area of equipment (e.g., Hydraulic, Electrical, Mechanical)
Faults & Resolutions – Configure list of common faults and resolutions
System, Fault and Resolution – Standardize options per system
Job Templates – Pre-fill jobs with tasks, faults, resolutions, and parts required
Parts & Inventory
What It Is
FieldEx offers structured inventory management for both equipment and spare parts, ensuring availability, traceability, and controlled movement.
What Can Be Configured
Hierarchical Storage – Set up Locations → Zones → Bins (User/Location-based)
Transfer Rules & Approvals – Configure who can move assets or parts and where approvals are needed
Spare Part Catalog – Define SKUs, assign images, costs, and QR/barcodes
Bin Assignments – Assign items to field user bins or warehouse bins for accurate stock tracking
Movement History – View all transfers, usage, and consumption logs
Customers, Sites, & Projects
What It Is
The customer ecosystem in FieldEx links client records to operational locations (sites) and larger initiatives (projects), giving full visibility into relationships and activities.
What Can Be Configured
Customer Types – External (clients) vs Internal (departments or divisions)
Contact Hierarchies – Master contacts, sub-contacts, linked contacts
Address & Category – Categorize (e.g., Café, Office), store billing/shipping details
Site Records – Create site-specific locations tied to a customer (e.g., ZUS HQ → MINI ZUS Site A)
Project Tracking – Assign projects to customers and link to jobs and assets
Linking to Jobs & Assets – See all equipment and work history tied to each site
Checklist & Inspection
What It Is
Checklists in FieldEx enforce standard operating procedures during inspections, installations, deliveries, and maintenance. They're powerful, mobile-first, and fully configurable.
What Can Be Configured
Checklist Types – Asset-linked, job-linked, or general (standalone)
Custom Questions – Add sections, reorder questions, attach images
Answer Logic – Trigger job orders, spare part requests, or follow-up tasks based on answers
Asset Status/Meter Updates – Technicians can update operational status and usage during checks
Chained Checklists – One checklist can trigger the next (e.g., Pre-Delivery → Final Handover)
Mobile Access – Launch from jobs or asset scans, complete online/offline
Audit Trail – Every checklist submission logs timestamp, user, and results