FieldAx vs Workly

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.

Workly is a mobile and web app for service businesses to estimate jobs, schedule work, manage invoices, and organize operations. Its AI suggests estimate line items and pricing based on a job, and approved estimates can be converted into invoices. Users can add work to a calendar, assign a crew, manage appointments in a mobile view, and use a dispatch board. The site describes taking payment with iPhone Tap to Pay and shows an instant deposit. Workly says it serves solo operators and growing teams in trades including plumbing, HVAC, electrical, roofing, and landscaping. It lists Android, iOS, and web availability, while its App Store listing says the app is for iPhone and requires iOS 13.0 or later. Annual Premium costs $119.99 a year, billed annually as an in-app purchase. The App Store listing advertises a 3-day free trial for creating invoices and 24/7 in-app chat support. Workly, LLC is headquartered in Cheyenne, Wyoming.