Fieldix

Coming soon · free to download at launch

Your Business Works Well.
Now Make It Smart.

Fieldix brings your customers, sales, quotations, jobs, inventory, team and finances into one powerful app⁠—free and simple to start when it launches.

Coming soonApp StoreComing soonGoogle Play
Explore the Features

Built for independent professionals and growing field-service teams.

Everything your field business needs. Finally connected.

  • CRM
  • Sales
  • Quotations
  • Jobs
  • Inventory
  • WhatsApp
  • Finance
  • Teams

How it works

One Continuous Workflow. No Duplicate Work.

Information entered during a sale flows automatically into the customer, quotation, job, inventory and financial records. Enter it once⁠—Fieldix carries it all the way to profit.

  1. Lead
  2. Quotation
  3. Approval
  4. Job
  5. Inventory
  6. Payment
  7. Profit

Sales & CRM

Turn Every Lead Into a Sales Process

No more forgotten leads, lost WhatsApp conversations or quotations without follow-up.

Fieldix — coming soon
  • Lead management
  • Customer records
  • Sales pipeline
  • Follow-up reminders
  • Professional quotations
  • Quotation status tracking
  • Convert a quotation into a job
  • Expected revenue
  • Conversion-rate reporting
  • Customer activity history

Send the quotation on WhatsApp

Turn the quotation into a PDF and send it from the app — to the customer on WhatsApp, by email or to print.

Capabilities

A Complete Operating System for Field Work

Six connected modules that cover the whole business⁠—from the first lead to the final profit.

  • Sales & CRM

    Capture every opportunity and move it forward with a clear, repeatable process.

    • Leads
    • Customers
    • Follow-ups
    • Pipelines
    • Quotations
    • Sales performance
    • Customer history

  • Customer Communication

    Reach customers where they already are, and keep a history of every conversation.

    • WhatsApp messages
    • Quotations via WhatsApp
    • Appointment reminders
    • Customer updates
    • Quick calling
    • Communication history

  • Field Operations

    Plan the day, dispatch the right technician, and keep a full record of every visit.

    • Jobs
    • Appointments
    • Technician assignments
    • Job statuses
    • Notes
    • Photos
    • Attachments
    • Service history
    • Navigation

  • Smart Inventory

    Track every part across the warehouse, vehicles and technicians⁠—down to the last unit.

    • Main warehouse
    • Technician stock
    • Vehicle stock
    • Stock transfers
    • Movement history
    • Low-stock alerts
    • Item suggestions
    • Item autocomplete
    • Actual item cost
    • Customer selling price

  • Team Management

    Give everyone the right access, assign the work, and see who did what.

    • Employees
    • Roles
    • Permissions
    • Assignments
    • Technician performance
    • Activity tracking
    • Accountability

  • Financial Control

    See the real numbers behind the work⁠—revenue, cost and profit, job by job.

    • Revenue
    • Expenses
    • Gross profit
    • Profit per job
    • Monthly targets
    • Expected revenue
    • Collected revenue
    • Technician costs
    • Revenue by location
    • Business performance

Inside the app

See It in the App

The screens your team works in every day, shown here with sample data.

  • Dashboard

    Your monthly target, revenue and partners at a glance.

    The Fieldix dashboard showing this month's and today's target rings, shortcuts to money, customers and promotion, and the business's partners, with sample data

  • Jobs

    Today's schedule, with the status of every job.

    The Fieldix jobs screen showing today's schedule, with job cards marked completed, in progress and pending, with sample data

  • Job details

    The customer, the schedule and the profit on the job.

    A job's details in Fieldix, showing the customer, the schedule and the job's revenue, costs and profit, with sample data

  • Warehouse

    Stock, cost and customer prices in every location.

    The Fieldix warehouse showing items with their quantities, cost prices and customer prices, with sample data

  • Maintenance

    The state of the systems at every customer site, at a glance.

    The Fieldix maintenance overview listing customer sites, each marked healthy or needing attention, with sample data

Swipe or scroll sideways to see every screen.

Financial intelligence

Know the Profit Behind Every Job

Fieldix does not only show what your team completed. It shows what the work was actually worth.

  • Actual item cost
  • Customer price
  • Technician cost
  • Revenue
  • Expenses
  • Gross profit
  • Profit margin
  • Revenue by customer
  • Revenue by technician
  • Revenue by location
  • Monthly target
  • Expected vs collected revenue

Smart inventory

Every Item. Every Vehicle. Every Job. Fully Tracked.

Follow each part through its whole life, from the shelf to the customer.

  1. Main warehouse
  2. Technician or vehicle
  3. Job
  4. Customer
  • Warehouse stock
  • Vehicle inventory
  • Technician inventory
  • Stock transfers
  • Automatic stock deductions
  • Low-stock alerts
  • Global item catalogue
  • Item autocomplete
  • Cost price
  • Customer price
  • Profit calculation
  • Movement history
  • Multiple locations

Create an item once and save it to your business warehouse and shared catalogue⁠—it is then suggested automatically, with case-insensitive autocomplete, the next time anyone adds stock.

Built for every stage

Fieldix Grows With You

  1. Independent Professionals

    Replace notebooks, spreadsheets and scattered WhatsApp conversations.

  2. Small Teams

    Coordinate jobs, customers, inventory and employee activity.

  3. Growing Companies

    Gain control over sales, operations, locations and profitability.

Industries

Made for Field-Service Work of Every Kind

  • Security & CCTV installers
  • Access-control installers
  • Electricians
  • Communications technicians
  • Air-conditioning technicians
  • Solar installers
  • Maintenance companies
  • Cleaning & service companies
  • Independent contractors
  • Installation teams

Your Entire Field Business. One App, Free to Download.

At launch, start with your first customer and let Fieldix grow with your business.

Coming soonApp StoreComing soonGoogle Play

Free to download at launch

Contact

Have a Question About Fieldix?

Contact us for product questions, partnerships, support or business enquiries.