The Platform

The full lifecycle of every asset you deploy — on one record.

FieldEZ runs the entire lifecycle of the equipment you sell, install, and service — from the first sale, through every service call, to ongoing support — across every asset, in the office and in the field. One operational system of record instead of a stack of disconnected tools.

FieldEZ unified data model — customers, assets, contracts, work orders, spare parts, technicians, service tickets, invoices, and an AI copilot connected as a single source of truth

The difference isn't any single module. It's that they all run on the same data.

Pillar 01 · Sales
Win the work, and keep it

Commercial operations for asset-centric businesses — not a CRM. The motion generic sales tools can't follow: quotes, contracts, AMCs, and renewals attached to the equipment itself, from first lead to signed renewal.

Who it's for: equipment service businesses, OEMs, and distributors selling and renewing equipment, AMCs, and service contracts.

Lead & opportunity management

Capture, qualify, and track demand through to close.

Quotation & CPQ

Configure, price, and quote complex equipment and service bundles.

Order management

Turn accepted quotes into orders without re-keying.

Pricing & catalog

Central price books, discounting rules, and product catalogs.

Contracts & AMC

Manage service contracts, warranties, and annual maintenance.

Renewals & upsell

Proactive renewal tracking so recurring revenue never slips.

FieldEZ Sales Overview dashboard — forecasted revenue, total pipeline, win rate, renewal rate, a revenue forecast chart, lead sources, pipeline by stage, top products ordered, renewal health, contract value by month, and recent leads
Sales Overview — pipeline, forecast, renewals, and lead activity in one view.
Pillar 02 · Service
Deliver in the field

Field service management (FSM) at enterprise depth — the operational heart of the platform. Get the right technician to the right job with the right parts, and prove it was done. This is the depth fifteen years of field operations is built on.

Who it's for: any enterprise running field service across its equipment — manufacturers, telecom and infrastructure operators, healthcare and device firms, IT services firms, and managed service providers.

Work order management

The full job lifecycle, from creation to closure and billing.

Scheduling & dispatch

Match jobs to skills, location, and availability.

Capacity & roster planning

Plan workforce capacity, shifts, and rosters ahead of demand.

Multi-day project scheduling

Coordinate complex, multi-visit installations and rollouts.

Mobile field app

Offline-capable execution, checklists, and proof of service.

SLA management

Track, escalate, and protect every service-level commitment.

Parts & inventory

Right part, right van, right time — across the supply chain.

Asset & warranty tracking

Full service history tied to every individual asset.

FieldEZ field service operations — work orders, a live job map, intelligent scheduling, technician dispatch, route optimization, SLA tracking, spare parts inventory, and the technician mobile app
The operational heart — live dispatch, routes, SLAs, and the technician app.
Pillar 03 · Support
Resolve across the estate

IT service management (ITSM), ITIL-aligned across the estate — so the issues that can be solved without a truck roll never become one. Incidents, problems, and change, on the same record as the field work.

Who it's for: enterprises supporting large IT estates and service desks that need ITSM and field service in one place.

Incident management

Log, triage, and resolve across multiple channels.

Problem management

Find root cause and stop recurring issues at the source.

Change management

Controlled, auditable change across the IT estate.

Self-service portal

Let users raise and track requests without a phone call.

Knowledge base

Resolve faster with searchable, reusable knowledge.

CMDB & configuration

A live map of assets and their relationships.

FieldEZ IT Service Management dashboard — total tickets, incidents, problems, changes, SLA met percentage, ticket queues, SLA overview, incident prioritization, root cause analysis, CMDB overview, knowledge base, changes, service requests, and connected field service showing an ITSM incident flowing into an on-site FSM work order
IT Service Management — incidents, SLAs, CMDB, and the live handoff into field service.
What makes it one platform

The connective tissue

Modules are easy to list. What's hard — and what fifteen years buys — is making them genuinely act as one system.

01

The unified asset record

Every quote, work order, part, and ticket ties back to the same asset. One history, one truth — across office and field.

02

Analytics & dashboards

Operational visibility across the full lifecycle, from pipeline to SLA performance to fleet health.

03

Open APIs & integrations

Connect to the ERP, ITSM, and finance systems already in your stack.

04

Configurable workflows

Adapt the platform to how you actually operate — without rebuilding it.

05

Enterprise security

ISO 27001 and SOC 2 certified, with role-based access and multi-geography deployment.

06

AI woven throughout

Intelligent automation across Sales, Service, and Support — built on the data all three share. Seven AI intelligence suites are live across the platform today — service desk to computer vision — and the library expands with every release.

A Dell PowerEdge server on FieldEZ's unified asset record — sales, quotation, contracts, an ITSM incident, a field work order, and workforce all attached to one asset, with AI insight on failure risk, capacity, warranty, and cost
One asset, one record — commercial, service, IT, and AI intelligence attached to the equipment itself.
Adopt at your pace

Buy only what you need

The pillars are one platform — but you don't have to buy them as one. Start where the pressure is, and expand on the same record when you're ready.

01

Start with one pillar

Most customers begin with Service — the operational core — or wherever the pain is greatest today.

02

Expand on the same record

Add Sales or Support when you're ready. No re-implementation, no migration — the asset record is already there.

03

Scale without switching

From a single team to a multi-country operation on the same platform — the ceiling is already enterprise-proven.

Fitted to your business

The same platform, shaped to your operations

Two companies can sell and service the very same equipment and still run nothing alike. That's normal — and it's why every FieldEZ deployment is configured, and where it matters tailored, to the customer's own workflows. Not to a template.

01

Deeply configurable by design

Workflows, forms, approval chains, SLAs, pricing rules, and integrations are configuration, not code — the platform bends to your process instead of the other way around.

02

Configured with you, not handed to you

Our team — or a certified partner — shapes the platform to your business through a scoped implementation engagement, drawing on fifteen years of deployments across the most demanding equipment operators.

03

Without forking the product

Your configuration runs on the same hardened core as every other customer's, on the same upgrade path — your specifics, without a stranded custom build.

Implementation services — configuration, data migration, third-party integrations, and custom reporting — are scoped and quoted alongside your license, so you know exactly what getting live involves.

Everything needed to run equipment operations

Service management · Field operations · Asset lifecycle · Contracts & renewals · Scheduling & workforce · Parts & inventory · Analytics · AI

175+

Capabilities behind those words — built and hardened over fifteen years. This isn't a young product with a long roadmap; it's a deep platform global enterprises already run, and every job — across 50 million-plus managed assets — makes it smarter.

See it on your operations

The fastest way to understand the platform is to see it on your work

A focused walkthrough mapped to your equipment, your estate, and your workflows.