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FieldAx Help Site

  • Features
    • Column
      • FieldAx Help Center
    • Column
      • Text
      • Customer 360
      • Estimates
      • Service Plan
      • Dispatch Board
      • Invoicing
      • Inventory Management
    • Column
      • Text
      • Mobile App
      • Job
      • Equipment History
      • Text
      • Calendar
      • e-Signature
    • Column
      • Text
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      • Twilio SMS
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      • Text
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      • Automation
      • API Integrations
  • Industries
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    • Case Study
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  • Login

Quick Start Guides

11
  • Getting Started
    • Installing the FieldAx Package
    • Pre-Installation Requirements
  • Essential Setup
    • Troubleshooting Common Dispatch Board Issues
    • Set Up Assignment Colors
    • Set Up Dispatch Board Views
    • Set Up Dispatch Board Columns
    • Configure Inventory Locations
    • Configure Job Status and Categories
    • Configure Job Types
    • Set Up Regions
    • Set Up Users

Workforce Management

6
  • Best Practices for Workforce Setup
  • Add Training History to Service Engineers
  • Add Timeoff to Service Engineers
  • Add Skills to Service Engineers
  • Create Service Engineers
  • Workforce Overview

Account Management

11
  • Account Reports and Analytics
  • Troubleshooting Account Issues
  • Account Management Best Practices
  • Schedule Job from Service Plans
  • Create Service Plan
  • Create Installed System/Asset
  • Add Documents to Accounts
  • Add Account Communication Log
  • Add Contacts to Account
  • Create Customer
  • Customers/Accounts Overview

Job Management

6
  • Get Ready for Scheduling with Dispatch Board
  • Job Reports and Analytics
  • Troubleshooting Assignments
  • Dispatch Service Engineer
  • Create/Schedule Job
  • Job Overview

Mobile App

11
  • Mobile App Common Issues and Solutions
  • Mobile App Best Practices
  • Close Job
  • Send Service Report
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  • Log Your Time
  • Consume Parts
  • Create/Manage Product Requests
  • My Inventory
  • Day Book
  • FieldAx Mobile App

Inventory Management

12
  • Inventory Reports and Analytics
  • Inventory Best Practices
  • Receive Parts
  • Transfer Parts
  • Raise Product Request
  • View Stock Details
  • Inventory Reports and Analytics
  • Troubleshooting Inventory Common Issues
  • Inventory Best Practices
  • Create Serialized Inventory
  • Inventory Overview
  • Create Inventory Records

Billing

6
  • Troubleshooting Invoice Issues
  • Invoice Best Practices
  • Invoice Tracking and Management
  • Preview and Send Invoice
  • Create Invoice
  • Invoice Overview
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  • Inventory Reports and Analytics

Inventory Reports and Analytics

Inventory Reports

Stock Level Report

  • Current quantities
  • Location breakdown
  • Low stock alerts
  • Reorder suggestions

Transfer Activity

  • Request volume
  • Transfer times
  • Shipping costs
  • Efficiency metrics

Usage Analysis

  • Consumption patterns
  • Seasonal trends
  • Technician usage
  • Cost analysis

Next Steps

With inventory management mastered:

  1. Optimize Stock Levels – Reduce carrying costs
  2. Improve Transfer Times – Faster parts delivery
  3. Track Metrics – Monitor efficiency
  4. Train Team – Ensure proper usage
  5. Automate Reorders – Streamline purchasing

Effective inventory management ensures technicians have parts when needed, reduces operational delays, and controls costs while maintaining service quality.

Updated on 07/10/2025

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