Field service software with accounting built in
Find the missed revenue in every job.
FieldCX runs your calls, dispatch, technicians, closeout and accounting in one system. With every step in one place, the option nobody offered, the part nobody billed and the payment nobody collected all surface before the job closes.
- Accounting built in, so there is no second system to sync
- Desktop for the office, iOS and Android for technicians and helpers
- Your history migrated, closed invoices and payments included
- Simple pricing: US$129 per technician and US$99 per office user, per month
Built for HVAC, electrical, plumbing, landscaping and marine contractors in the United States, Australia, the United Kingdom and the UAE.
Where revenue leaks
Five places a job loses money
Money rarely disappears in one big mistake. It leaks at the hand-offs between the call, the board, the truck, the closeout and the books. FieldCX puts a check at each one.
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1 · Call
LeakA web lead waits an hour for a call back and books with someone else.
FieldCX checkCalls, texts and web leads land in one CSR queue, with first-response time tracked by source.
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2 · Dispatch
LeakThe board looks full, yet a technician has two open hours.
FieldCX checkCapacity shows on the board as you assign, and the CSR sees open slots for the week on the call.
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3 · On site
LeakThe technician quotes one fix and never shows the better option.
FieldCX checkEvery estimate carries Good, Better and Best, and "decide later" sets a follow-up date.
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4 · Closeout
LeakParts come off the truck and never reach the invoice.
FieldCX checkMaterials used are reconciled to the plan, and the job can't be submitted until photos, signature and payment are done.
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5 · Books
LeakCash collected on site sits in a truck for a week.
FieldCX checkEvery payment is tracked to the technician holding it until it is handed in and deposited.
One system
The job and the books on the same records
Most service companies run the job in one tool, the books in another and inventory in a third. Each hand-off between them is a place where a part, a payment or an hour of labor goes missing, and where someone spends the first week of the month making the numbers agree.
FieldCX is field service software built on LogsNX ERP, so call intake, dispatch, the technician app, payments, inventory, job costing and the general ledger share one set of records. When a technician closes a job, the job cost, the commission and the stock movement are already in the books.
What FieldCX brings into one system
- Scheduling and dispatchIn FieldCX
- Accounting and job costingIn FieldCX
- Inventory and truck stockIn FieldCX
- Calls, texts and lead intakeIn FieldCX
- Technician cash and depositsIn FieldCX
In daily production at an electrical contractor in north Georgia.
From the first call to the bank deposit
One job, followed all the way through
Each stage hands a complete record to the next, so nothing is retyped and nothing is lost between the office, the truck and the ledger.
Call intake and CSR
Calls, texts and web leads in one queue, with the week's open slots in view while the customer is on the line.
CSR and lead intake STAGE 2Dispatch and capacity
A timeline board with technicians as lanes, capacity per day and callbacks linked to the original job.
Dispatch STAGE 3Technician app
Good, Better and Best estimates, job timers, photos, truck stock and signatures on iOS and Android.
Technician app STAGE 4Closeout and job costing
A staged closeout that works out job cost and gross profit from what was actually used, then the commission.
Closeout STAGE 5Accounting and inventory
A full ledger, technician cash through to bank deposit, purchasing, stores and contractor tax support.
Accounting THROUGHOUTBuilt-in AI
Summaries of customers, jobs and visits, and commentary on the technician's job photos.
Built-in AIFor your trade
A closeout checklist for every kind of job
Set the checks for each job type. The technician can't submit the job to dispatch until every one is done, so nothing is left for the office to chase.
Switching from Aptora TOM
Bring every year of your history with you
Our first Total Office Manager migration moved a 14-year electrical contractor in full, with fourteen years of books reconciled to TOM's own reports. Packages are priced by the years you bring, and you can work out your price yourself.
- 14 years
- of books reconciled to TOM's own reports
- 40,000
- invoices moved, with the payments that paid them
- 90,000
- work orders brought across as FieldCX visits
- 31,000
- pieces of customer equipment on the customer record
Pricing
Simple pricing, per user, per month
Every user gets every feature: the desktop, web, iOS and Android apps, accounting, inventory and built-in AI. Implementation is quoted separately, based on your setup and the history you bring.
Bring one job. We'll show you what it should have earned.
Leave your number and a FieldCX specialist will call to set up your free revenue-leak review. Or reach the sales team directly.