FieldEx provides a structured flow for technicians to follow from the moment a job is assigned until it is completed. Each step is supported by dedicated features in the mobile app to ensure nothing gets missed. This helps maintain service consistency, real-time updates, and traceable job records.
Useful Pre-requisites
You must be assigned to the job in FieldEx.
Ensure checklists, spare parts, and assets are properly linked to the job before starting.
Keep your mobile app updated to access all the latest features.
Step-by-step Execution Flow
Path: Home > Open Assigned Task
Start Journey (if travel is required): Tap Start Journey before leaving for the job site to begin mileage and travel time tracking.
Travel to destination: Tap Map Icon in Job Order Detail page and click on task icon to view directions to destination.
End Journey (if travel is required): Tap End Journey after arriving for the job site to end mileage and travel time tracking.
Check In: Once you arrive at the job location, tap Check-In to confirm your arrival. GPS may be captured.
Review Work Order Details: Open the Job Order and verify customer, asset, checklist, and part requirements.
Update Job Status: Change the job status to In Progress as you begin work.
Execute Work:
Use Checklists to guide your inspection or service steps.
Utilize assigned Spare Parts and update quantities used.
Capture Meter Readings or update Asset Condition if applicable.
Upload Photos of before/after work or site issues.
Record Notes for any observations or recommendations.
Check Out: After completing all tasks, tap Check-Out to log your site departure.
Capture Signature: Use Sign & Complete to get digital sign-off from the customer.
Generate Completion PDF: Review the summary and optionally email the job PDF.
Tip: Always follow the execution flow in order to avoid missing required steps. Use the checklist as your guide and complete all required fields before checking out or completing the job. |
Why This Matters
Ensures consistent service delivery across all jobs.
Supports real-time progress tracking and operational visibility.
Improves field data accuracy and accountability.
Captures every required detail for audit, reporting, or customer service.
Key Field Summary
Step / Field | Description |
Start Journey | Begins travel log and tracks mileage/time before reaching site. |
Check In / Check Out | Logs technician’s arrival and departure time at the job site. |
Checklists | Guides technicians through step-by-step job requirements. |
Spare Parts | Tracks parts used during the job for inventory and billing. |
Photos | Visual documentation of job site, before/after conditions. |
Customer Signature | Digital sign-off confirming job completion and customer approval. |
Completion PDF | Auto-generated summary of job activities and sign-off, ready to share. |