Field operations software
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.
- One price per technician, with office users included
- Desktop for the office, iOS and Android for technicians and helpers
- Your history migrated, closed invoices and payments included
- Accounting built in, so there is no second system to sync
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.
-
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.
-
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.
-
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.
-
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.
-
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.
For 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.
1Call
Every call and every lead in one column
CSRs work calls, texts and web leads from one queue on the desktop CSR screen, connected to your RingCentral line. Nothing waits in a separate inbox.
A CSR queue that doesn't let a caller slip
- Queue, Caller, My calls and Leads tabs in one panel
- The Caller tab opens on the call that just ended
- Every unlogged call needs a disposition before the CSR moves on
- A text counts as answered once your team replies
- Call recordings play back for CSRs and managers
- Booking rate for each CSR, and for the whole team for managers
- Business hours set per weekday, so after-hours calls are counted fairly
- Open slots for the next seven days, so the CSR books on the call
Web leads arrive within a minute with their source, channel and campaign. Calls to your tracked numbers are tagged to their marketing source, so you see cost per booked job by channel.
2Dispatch
A board that shows where there's room to sell
Dispatchers assign visits on a timeline with technicians as lanes. Capacity sits on the board itself, so a full day looks full before anyone books into it.
Assign, re-plan and catch callbacks in one place
- Issues, sales orders and field visits in one work queue
- Assign technicians, helpers and equipment, like ladders, to each visit
- Visits colored by status: scheduled, en route, on site, done
- Capacity per technician and per day, marked as room, tight or full
- Callback chips show the original job, warranty coverage, the likely cause and who did the work
- Leave and time off shown on the board, so nobody books a technician who is out
- Original job
- FCX-FVS-2026-00512 · Kitchen GFCI
- Warranty
- Parts covered for 54 more months
- Likely cause
- Loose line connection at the device
- Original tech
- Devon K.
3On site
The technician app that quotes, tracks and closes
FieldCX on iOS and Android gives every technician their day as job cards, with everything needed to quote, work and close the job without calling the office.
Quote
- Good, Better and Best on every estimate, with item drill-down and guide prices
- Present on the device, then sign on screen, by email, or pick a follow-up date that sets a reminder
- An approved quote becomes the sales order, work orders and job cards automatically
Work
- Check-in shows drive time, leave-by and parts missing from the truck
- Job timer, before and after photos, and pause with percent complete
- Partial invoices at pause, paid by cash, card or tap to pay
Materials
- Planned against used materials for each work order, with gross profit and commission updated as you go
- Truck stock and material requests tracked from submitted to delivered
- Helpers check in and out per activity and scan barcodes as parts leave the truck
Close
- A closeout checklist that locks submit until every check is done
- Property damage reports with photos and signature
- Colleague assist: two technicians agree a commission split in the app
4Closeout
Commission paid on the profit the job really made
Dispatch reviews every submitted job in a nine-stage closeout before anything is paid or stamped. What the job earned is worked out from what was actually used.
- Commission on true gross profit: revenue, less materials actually used, less helper labor
- Commission held until payment is confirmed
- Warranty terms stamped when the job is authorized, resolved from the line, the item, the item group, then the company default
- Callbacks tied back to the original job and its warranty
- Checklist, photos, signature and payment verified by dispatch before the next job is released
| RevenueBetter tier, invoiced | $2,640.00 |
| Materials usedFrom the job card, not the estimate | −$612.40 |
| Helper labor3.5 hours logged | −$98.00 |
| Gross profit | $1,929.60 |
| Commission at 12% | $231.55 |
5Books
Accounting built in, so the books match the field
FieldCX carries a full ledger. Invoices, payments, purchases and job costs post as the work happens, so there is no separate accounting package to keep in sync.
Ledger
- General ledger, receivables, payables and journal entries
- Financial reports and receivables aging
- Bank reconciliation
- Job costing that posts to the ledger
Technician cash
- One cash account for every technician, with each payment tracked to whoever holds it
- Cash handover to the office, with shorts and overs posted
- Bank deposits, and undeposited against deposited funds at a glance
- Returned payments, check details and aging reminders
Contractor tax
- Tax charged when materials are used, classified per contract
- County and city jurisdictions, covering all 159 Georgia counties
- Lock dates that keep closed periods closed
Stores
- Stores workboard for material requests, picking and transfers
- Split and convert requests as stock arrives
- Truck stock with low and out-of-stock alerts
| Technician | Cash | Checks | Oldest |
|---|---|---|---|
| Marcus T. | $412.00 | $1,180.00 | 2 days |
| Priya R. | $0.00 | $640.00 | Today |
| Devon K. | $96.50 | $0.00 | 6 days |
| Office safe | $1,305.00 | $2,215.40 | Ready to deposit |
| Total undeposited | $1,813.50 | $4,035.40 |
A desktop app for the whole office
FieldCX Desktop covers the office's daily work without opening a browser, for every office role: CSR, dispatch, stores and accounts.
- Jobs workspace with every sales order and its visits
- Payment entries, receivables aging and bank reconciliation
- Forms that behave exactly as they do on the web, your rules included
- Light and dark themes that follow your computer
| Customer | 0–30 | 31–60 | 61–90 | 90+ |
|---|---|---|---|---|
| Harbor Point HOA | $4,820.00 | $0.00 | $0.00 | $0.00 |
| Dana Whitfield | $412.00 | $0.00 | $0.00 | $0.00 |
| Ridgeview Dental | $0.00 | $2,310.00 | $0.00 | $0.00 |
| Oak Street Lofts | $0.00 | $0.00 | $0.00 | $1,140.00 |
| Total | $5,232.00 | $2,310.00 | $0.00 | $1,140.00 |
Axon AI by LogsNX
Axon AI reads the job so your team doesn't have to
Axon AI by LogsNX works inside the desktop and mobile apps. It turns a job's history into a short summary, and turns a technician's photo into notes on the job.
Summaries in the desktop and mobile apps
Open a customer, a job or a visit and get the story in a few lines: what was done, what was quoted, and what is still open.
Customer since 2023. Three visits this year: a panel inspection, an EV charger quote (Better tier, not yet signed) and a GFCI callback covered by warranty. Open balance $412.00, due in 9 days.
Image identification and commentary
A technician takes a photo. Axon AI identifies the equipment and writes a short commentary on what it sees, which goes onto the job.
Main breaker panel, 200A, with 4 open spaces. Two breakers show discoloration near the bus bar. Worth an inspection before the EV circuit is added.
ExampleAdd-ons from LogsNX
More of the job on one screen
Recall · Customer History
Every visit, invoice, warranty and callback for a customer on one read-only screen, for the CSR on the phone or the technician at the door.
Beam by LogsNX
A live operations wall for the office TV. Today's board, revenue and open items stay on screen all day, with no one at the keyboard.
Pricing
One price per technician. Office users included.
Your CSRs, dispatchers, stores and accounts staff use FieldCX at no extra cost. You pay for the people who earn in the field.
Every office user included.
One-time implementation, scoped to your migration and setup.
- Desktop, web, iOS and Android apps
- CSR calls, texts and lead intake
- Dispatch board and capacity
- Good, Better, Best estimates
- Closeout, commission and warranty
- Accounting, banking and contractor tax
- Stores and truck stock
- Support and updates
What you can switch off
- Your field service appReplaced
- Your separate accounting packageReplaced
- Inventory spreadsheetsReplaced
- Lead inboxes and call notesReplaced
We move your history across: customers, price book, invoices, payments, supplier bills and journal entries. Closed months are matched, so only real open items show as outstanding.
In daily production at an electrical contractor in north Georgia.
Works with
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.