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What is FieldEx and How Store Managers Fit In

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Written by Iman Zulhisham
Updated over a week ago

FieldEx is a powerful, cloud-based field operations platform that merges CMMS (Computerized Maintenance Management System) and FSM (Field Service Management). It is designed to help organizations:

  • Track and manage assets across their full lifecycle

  • Schedule and execute jobs such as installations, preventive maintenance (PM), repairs, and inspections

  • Assign and manage spare parts and tools through a structured inventory system

  • Enable technicians to perform tasks via a mobile app, with checklists, QR/barcode scanning, digital sign-offs, and real-time updates

  • Monitor operations through dashboards, analytics, and activity logs

For asset-intensive industries such as equipment rental, facilities management, manufacturing, or utilities, FieldEx ensures efficiency, traceability, and accountability across both field and office teams.

Who Is an Asset Store Manager in FieldEx?


An Asset Store Manager is responsible for overseeing the storage, movement, and readiness of assets. Their role is essential in ensuring that tools, equipment, and spare parts are:

  • Properly stocked and stored

  • Easily traceable using a structured bin and zone hierarchy

  • Available when required for dispatch or scheduled work

  • Returned, relocated, or retired correctly after use

In FieldEx, Store Managers primarily work within the Inventory and Asset modules.

They utilize a Location → Zone → Bin hierarchy to manage the physical placement and tracking of assets across warehouses, job sites, or technician vans.

Key Responsibilities of an Asset Store Manager


1. Manage Physical Asset Bins and Locations

Store Managers configure and supervise storage areas using a structured three-level hierarchy:

  • Location: A warehouse, depot, or van (e.g., "HQ Warehouse", "Van A")

  • Zone: A section within that location (e.g., "Electrical Tools", "Repair Area")

  • Bin: A specific container or shelf (e.g., "A1 – Drills", "CRANE-KIT-1")

This ensures accurate tracking and organized dispatch of parts and equipment.

2. Oversee Transfers Between Bins or Sites

Store Managers review and approve all transfers of items between:

  • Warehouses

  • Technician user bins

  • Job-specific storage locations

Transfer approval rights are automatically granted based on store manager assignment to the location or zone.

3. Maintain Stock Readiness

Store Managers ensure technicians have the required inventory:

  • Prepare technician bins for upcoming jobs

  • Adjust stock levels after audits, returns, or usage

  • Monitor understock alerts and reorder thresholds

  • Return unused items to central inventory

4. Support Field Operations with QR and Barcode Tools

FieldEx links all items to scannable QR/barcode labels. Store Managers can:

  • Check availability instantly via the mobile app

  • Scan items for accurate identification

  • Perform transfers directly from mobile devices

5. Audit and Track Movement History

Every item in FieldEx has a traceable record including:

  • Status changes (e.g., Available, Under Maintenance)

  • Transfers and location updates

  • Timestamped logs and responsible users

These logs are used during audits, inventory reconciliation, and performance checks.

Example Scenarios


Scenario

Store Manager Action

Technician requests a filter for a job

Approves a transfer from warehouse bin to technician's user bin

New air compressors arrive

Registers each unit in FieldEx and assigns it to an appropriate bin

Quarterly audit shows inventory mismatch

Uses "Adjust Inventory" to update bin quantities and logs a reason

Faulty equipment returned from site

Updates asset status to "Under Maintenance" and moves it to the "Repair Area" zone

Planner needs 10 spare hoses for PM jobs

Reserves quantity and verifies bin availability for upcoming dispatch

Why Store Managers Are Essential to FieldEx Success


Store Managers are the bridge between inventory control and field readiness. By ensuring proper stock, organized storage, and transfer oversight, they help FieldEx users:

  • Avoid job delays caused by missing or misplaced items

  • Maintain traceability of asset usage and movement

  • Equip technicians with the right tools and parts at the right time

  • Reduce waste and cost through accurate inventory management

Description
Store Managers in FieldEx aren’t just gatekeepers they are logistical enablers. Their ability to manage movement, track inventory, and respond to operational needs ensures jobs get done faster and smarter.

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