FieldAx vs Fieldpoint

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.

Fieldpoint is field service management software for companies managing high call volumes. It covers work orders, contracts, subcontractors, parts, and scheduling, with cloud or on-premise deployment. A drag-and-drop calendar routes calls using technician availability, severity, skills, and territory. Native Android and iOS apps let technicians manage jobs, parts, labor, expenses, photos, checklists, signatures, and payments online or offline. The quoting system can turn approved quotes into work orders, contracts, or projects. Project tools support job costing, inventory tracking, and invoicing for complex installations and service work. Listed integrations include Microsoft Business Central, Microsoft Dynamics GP, Dynamics 365, NetSuite, QuickBooks, and CMiC; an open API and Data Transfer Service support connections to other systems. Fieldpoint says its security includes role-based permissions, SSL encryption, and optional multi-factor authentication. The company offers onboarding training, a Fieldpoint Academy with instructions and videos, and ongoing support from its professional services team. Platforms listed are Android, iOS, web, API, and self-hosted. Pricing is on request.