Introduction to FieldEx
Overview of how FieldEx connects assets, jobs, and teams in one platform.
Getting Started
Basic orientation for new users, covering system overview and navigation.
What is FieldEx?
How to Map My Data & Process
Getting Around FieldEx
Core Modules
Overview of the main functional areas and their purposes.
Assets Management
Job Order Lifecycle
Parts and Inventory
Customers/Sites/Projects
Checklist & Inspection
Work Order End to End
A complete look at how work orders progress from creation to closure.
Completing Work Orders
Technician Quick Start
Personalizing to your process
Adjusting FieldEx settings to match your workflows and requirements.
Create Job Order Types
Create Job Order Statuses
Setup Faults & Resolutions
Asset Lifecycle
Inventory Fundamentals
Data Import