Fieldplx

FieldPlx brings your field service operation into one connected workspace. Keep the office and field team aligned from the first customer request to the final invoice. MANAGE WORK FROM START TO FINISH • Keep customer details, properties, service history, and related work together • Build professional quotes and follow their status • Create jobs, organize visits, and keep important job details close at hand • See schedules clearly and coordinate the right work at the right time • Create invoices and monitor outstanding balances STAY ORGANIZED IN THE FIELD • Review assigned work and customer information from your phone • Add notes, photos, documents, expenses, and time entries to the work they belong to • Open phone and map actions when you need to contact a customer or get directions • Keep job updates connected so office staff can follow progress KNOW HOW THE BUSINESS IS DOING • Review jobs, revenue, receivables, and conversion activity • See operational alerts and work that needs attention • Track expenses and reimbursement status • Use role-based access so each team member sees the tools appropriate to their work BUILT FOR FIELD SERVICE BUSINESSES FieldPlx is designed for small and midsize service businesses that need a practical way to manage customers, work, teams, and cash flow without disconnected spreadsheets and paperwork. A FieldPlx account is required. Available features and records depend on your organization’s plan, permissions, and configuration.