FieldAx
FieldAx is a cloud-based field service management platform built on Salesforce, intended for small and medium enterprise organizations.
What FieldAx is
FieldAx is a cloud-based field service management platform built on Salesforce, intended for small and medium enterprise organizations. Its tools cover dispatching, skill matching, job management, service plans, estimates, e-signatures, invoicing, inventory, customer records, service history, CRM, and dashboards. Lead capture and online booking are also supported. The dedicated iOS and Android app gives field staff access to work orders, customer details, documentation, job-status updates, photos, signatures, reports, and offline operation. Web access is available as well. Integrations listed include Twilio, Stripe, PayPal, QuickBooks, Xero, and API connections for external systems that provide API access. Custom applications and integrations can be built using low-code or traditional development. Setup requires a Salesforce Enterprise Edition organization, including a trial organization, and a current Chrome, Firefox, Safari, or Edge browser. A 14-day trial provides access to scheduling, reporting, and mobile tools without a credit card. The Unlimited plan is listed at $39 a month, billed quarterly.
Good
- Mobile app supports offline operation.
- Includes dispatch board and skill matching.
- Supports lead capture and online booking.
- Low-code and traditional customization options.
- 14-day trial requires no credit card.
Watch out
- Requires a Salesforce Enterprise Edition organization.
- No free plan is listed.
- Unlimited plan bills quarterly.
Who it suits
FieldAx suits small and medium enterprise service organizations that need dispatching, job management, billing, and mobile tools. It may fit teams that rely on Salesforce and need configurable integrations.
Verdict
FieldAx combines field-service workflows with Salesforce-based customization and mobile access, including offline operation. Check the Salesforce organization requirement and quarterly billing before choosing it.
Plans and prices
From FieldAx's own pricing page, checked 30 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Unlimited | $39 a month | unrestricted access to all features · no additional Salesforce platform license · quarterly |
The facts
Each one read from FieldAx's own pages, with the date it was checked.
What it does
- Accounting integrations
- FieldAx documentation lists QuickBooks, Xero, PayPal and Stripe among supported third-party integrations.checked 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.checked 30 Sep 2026
- Customization
- FieldAx supports low-code and traditional development approaches for custom applications and integrations.checked 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.checked 30 Sep 2026
- Integrations
- The integration hub documents Twilio, Stripe, PayPal and API connections, with support for external systems that provide API access.checked 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.checked 30 Sep 2026
- Product type
- FieldAx is a cloud-based field service management platform powered by Salesforce.checked 30 Sep 2026
- Security foundation
- FieldAx is described as a cloud-based FSM platform built on Salesforce’s secure Force.com infrastructure.checked 30 Sep 2026
- Support
- The pricing page includes unlimited customizable platform support and a free Salesforce platform license.checked 30 Sep 2026
- Target customers
- Merfantz describes FieldAx as field service management software designed for small and medium enterprise organizations.checked 30 Sep 2026
Where it runs
- Mobile app
- FieldAx provides a dedicated mobile app compatible with iOS and Android devices.checked 30 Sep 2026
Money
- Trial
- FieldAx offers a 14-day trial with full access to scheduling, reporting and mobile tools, with no credit card required.checked 30 Sep 2026
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