FieldEx

Faith Maldoner

Overview of how FieldEx connects assets, jobs, and teams in one platform.

Introduction to FieldEx

What is FieldEx?

How to Map My Data & Process

Getting Around FieldEx

Basic orientation for new users, covering system overview and navigation.

Getting Started

Assets Management

Job Order Lifecycle

Parts and Inventory

Customers/Sites/Projects

Checklist & Inspection

Overview of the main functional areas and their purposes.

Core Modules

Completing Work Orders

Technician Quick Start

A complete look at how work orders progress from creation to closure.

Work Order End to End

Create Job Order Types

Create Job Order Statuses

Setup Faults & Resolutions

Asset Lifecycle

Inventory Fundamentals

Data Import

Adjusting FieldEx settings to match your workflows and requirements.

Personalizing to your process

Create a custom design with text, images, and links

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Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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