Smart Service 8.3 Visit FieldAx
fieldax.com
What it is
FieldAx is a cloud-based field service management platform built on Salesforce for small and medium enterprise organizations. It combines lead capture, online booking, dispatching, skill matching, service plans, estimates, job management, e-signatures, invoicing, payments, service history, inventory, CRM, customization and dashboards. A dedicated iOS and Android app gives field staff work orders, customer details, documentation, status updates, photos, signatures and reports, with offline operation. The integration hub documents Twilio, Stripe, PayPal and API connections, while accounting integrations include QuickBooks and Xero. Custom applications and integrations can use low-code or traditional development. Installation requires a Salesforce Enterprise Edition organization, including a trial organization, and a current Chrome, Firefox, Safari or Edge browser. FieldAx offers a 14-day trial with full scheduling, reporting and mobile access without a credit card. The Unlimited plan costs $39 a month, billed quarterly.
Spec sheet
- Trial
- FieldAx offers a 14-day trial with full access to scheduling, reporting and mobile tools, with no credit card required.Read 30 Sep 2026 · help.fieldax.com
- Integrations
- The integration hub documents Twilio, Stripe, PayPal and API connections, with support for external systems that provide API access.Read 30 Sep 2026 · fieldax.com
- Support
- The pricing page includes unlimited customizable platform support and a free Salesforce platform license.Read 30 Sep 2026 · fieldax.com
- Accounting integrations
- FieldAx documentation lists QuickBooks, Xero, PayPal and Stripe among supported third-party integrations.Read 30 Sep 2026 · fieldax.com
- Core features
- The product includes dispatch board, skill matching, Customer 360, service plans, estimations, job management, e-signature, invoicing, service history, inventory management, CRM, customization and dashboards.Read 30 Sep 2026 · fieldax.com
- Customization
- FieldAx supports low-code and traditional development approaches for custom applications and integrations.Read 30 Sep 2026 · fieldax.com
- Deployment requirement
- Installation requires a Salesforce Enterprise Edition organization, including a trial organization, and a current Chrome, Firefox, Safari or Edge browser.Read 30 Sep 2026 · help.fieldax.com
- Mobile app
- FieldAx provides a dedicated mobile app compatible with iOS and Android devices.Read 30 Sep 2026 · fieldax.com
- Mobile capability
- The mobile app provides work orders, customer details, service history, documentation, job-status updates, photos, signatures, reports and offline operation.Read 30 Sep 2026 · fieldax.com
- Product type
- FieldAx is a cloud-based field service management platform powered by Salesforce.Read 30 Sep 2026 · fieldax.com
- Security foundation
- FieldAx is described as a cloud-based FSM platform built on Salesforce’s secure Force.com infrastructure.Read 30 Sep 2026 · help.fieldax.com
- Target customers
- Merfantz describes FieldAx as field service management software designed for small and medium enterprise organizations.Read 30 Sep 2026 · merfantz.com
Plans and prices
Unlimited $39 a month quarterly unrestricted access to all features · no additional Salesforce platform license Read 30 Sep 2026 · fieldax.com
Strong points and limits
Strong points
- iOS, Android and web access
- Offline mobile operation
- Dispatch, booking and invoicing tools
- QuickBooks and Xero integrations
- Low-code customization supported
Limits
- Requires Salesforce Enterprise Edition
- No free plan
- Unlimited plan billed quarterly
- Current supported browser required
Who it suits
It suits small and medium enterprise organizations needing field-service scheduling, mobile work, customer management and billing. Salesforce organizations and teams needing API or accounting connections may find its deployment model relevant.
Verdict
FieldAx brings scheduling, field execution, customer records and payments into a Salesforce-based system. Its mobile app, integrations and customization options are useful, but deployment depends on Salesforce Enterprise Edition and paid access.
Where Specifiction places it
- AMC Software#3 of 118.1
- Handyman Software#11 of 278.2
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