FieldAx

What FieldAx is

FieldAx is a cloud-based field service management platform powered by Salesforce, with tools for dispatch, job management, customer records and service operations. Its features include a dispatch board, skill matching, Customer 360, service plans, estimations, e-signature, invoicing, service history, inventory management, CRM, customization and dashboards. Lead capture and online booking are also supported. The dedicated mobile app for iOS and Android gives staff access to work orders, customer details, service history, documentation, job-status updates, photos, signatures and reports, and can operate offline.

FieldAx documents integrations with Twilio, Stripe, PayPal and API connections, and lists QuickBooks, Xero, PayPal and Stripe among supported third-party integrations. External systems with API access can connect, and custom applications or integrations can be developed with low-code or traditional approaches. The platform is described as built on Salesforce’s secure Force.com infrastructure. Installation requires a Salesforce Enterprise Edition organization, including a trial organization, and a current Chrome, Firefox, Safari or Edge browser. The Unlimited plan costs $39 a month, billed quarterly, and includes unrestricted access to all features without an additional Salesforce platform license. Trial details describe 14 days of full access without a credit card; the pricing note gives a 15-day trial.

Who it suits

FieldAx is aimed at small and medium enterprise organizations that need field service scheduling, job management and mobile access for staff. It may suit teams that use Salesforce Enterprise Edition or want to customize applications and integrations through low-code or traditional development.

Limits

Unlimited is billed quarterly at $39 a month. Trial details describe 14 days of full access without a credit card, while the pricing note describes a 15-day trial.

Getting started

1. Visit the FieldAx website.
2. Set up a Salesforce Enterprise Edition organization, including a trial organization if needed.
3. Use a current Chrome, Firefox, Safari or Edge browser.
4. Start the trial; trial details say it provides 14 days of full access without a credit card.
5. Install or access the dedicated iOS or Android mobile app.
6. Review the Unlimited plan at $39 a month, billed quarterly.

Verdict

Consider FieldAx if your field service operation needs dispatch, mobile job records, integrations and customization, and you can meet the Salesforce Enterprise Edition requirement. Unlimited is listed at $39 a month, billed quarterly. Check the trial duration with FieldAx, since the pricing note says 15 days while trial details describe 14 days.