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FieldAx
What it is
FieldAx is a cloud-based field service management platform powered by Salesforce, aimed at small and medium enterprise organizations. Its tools include dispatching, skill matching, customer records, service plans, estimates, job management, e-signatures, invoicing, service history, inventory, CRM, customization, and dashboards. Lead capture, estimate templates, online booking, and customer messaging are also listed. The iOS and Android mobile app provides work orders, customer details, documentation, status updates, photos, signatures, and reports, with offline operation. Integrations include Twilio, Stripe, PayPal, QuickBooks, Xero, and API connections for external systems. Organizations can use low-code or traditional development for custom applications and integrations. Installation requires a Salesforce Enterprise Edition organization, including a trial organization, plus a current Chrome, Firefox, Safari, or Edge browser. A 14-day trial includes scheduling, reporting, and mobile tools without a credit card. The Unlimited plan is $39 a month, billed quarterly.
For and against
For
- iOS and Android mobile apps
- Offline mobile operation
- Dispatch board and skill matching
- QuickBooks and Xero integrations
- 14-day trial without credit card
Against
- Requires Salesforce Enterprise Edition
- No free plan
- Unlimited plan billed quarterly
- Current supported browser required
The verdict
FieldAx combines Salesforce-based field-service workflows with mobile operations, billing, and integrations. Its trial offers broad access, while ongoing use requires a paid plan and Salesforce organization.
Who it suits
FieldAx suits small and medium enterprise field-service organizations needing dispatch, mobile work, billing, and customer records. It also fits teams already using Salesforce Enterprise Edition.
Plans and prices
Unlimited
unrestricted access to all features · no additional Salesforce platform license
Read 30 Sep 2026 · fieldax.com
On the record
- Accounting integrations
- FieldAx documentation lists QuickBooks, Xero, PayPal and Stripe among supported third-party integrations.fieldax.com · read 30 Sep 2026
- 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.fieldax.com · read 30 Sep 2026
- Customization
- FieldAx supports low-code and traditional development approaches for custom applications and integrations.fieldax.com · read 30 Sep 2026
- Deployment requirement
- Installation requires a Salesforce Enterprise Edition organization, including a trial organization, and a current Chrome, Firefox, Safari or Edge browser.help.fieldax.com · read 30 Sep 2026
- Integrations
- The integration hub documents Twilio, Stripe, PayPal and API connections, with support for external systems that provide API access.fieldax.com · read 30 Sep 2026
- Mobile app
- FieldAx provides a dedicated mobile app compatible with iOS and Android devices.fieldax.com · read 30 Sep 2026
- Mobile capability
- The mobile app provides work orders, customer details, service history, documentation, job-status updates, photos, signatures, reports and offline operation.fieldax.com · read 30 Sep 2026
- Product type
- FieldAx is a cloud-based field service management platform powered by Salesforce.fieldax.com · read 30 Sep 2026
- Security foundation
- FieldAx is described as a cloud-based FSM platform built on Salesforce’s secure Force.com infrastructure.help.fieldax.com · read 30 Sep 2026
- Support
- The pricing page includes unlimited customizable platform support and a free Salesforce platform license.fieldax.com · read 30 Sep 2026
- Target customers
- Merfantz describes FieldAx as field service management software designed for small and medium enterprise organizations.merfantz.com · read 30 Sep 2026
- Trial
- FieldAx offers a 14-day trial with full access to scheduling, reporting and mobile tools, with no credit card required.help.fieldax.com · read 30 Sep 2026
