Field service
MODX is a management software for field service and repair businesses in Portugal and Brazil that brings work orders, technician dispatch and client-approved quotes into one place.
Open a work order, assign it to a technician and follow it until it closes. Technicians see their day on their phone and collect the client’s signature at the end. Clients approve quotes through a link, with no paper.
The problem
When every job lives in a notebook or a shared sheet, it is hard to know what is open, who is on it and what is still pending.
Without a list of the day on their phone, technicians rely on calls and messages to know their next job.
The quote goes out by email, the client does not reply and nobody knows whether it was approved. The job stalls.
A late job is discovered when the client complains. It is better to see the risk before the deadline passes.
Features
See the pricing page for what each plan includes. Product labels are available on any plan for field service businesses.
Each order has a client, description, priority, planned dates and service, parts and labour lines. Statuses follow the job: draft, open, dispatched, in progress, in review, closed or cancelled.
A board with work orders grouped by status. Drag a technician onto an order to assign it and update the status as the job moves on.
Assign an order to one or more of your technicians or to an external partner.
Each technician sees today’s orders, starts the job and marks it as done from the phone.
At the end of the job, the client signs on the phone or tablet screen. The signature is stored with the date on the work order.
Each order shows whether it is on time, at risk (less than 24 hours to its planned end) or late.
Prepare the quote, approve it internally and send the client a link. The client approves, rejects or requests changes online, and the decision is recorded. Quotes can also be downloaded as PDF.
The dashboard shows quotes awaiting approval and the team’s workload, so you know where to act first.
Design and print labels with SKU, price, barcode or QR code. Included on any plan for field service businesses.
Ready-made roles for technician, dispatcher, manager and administrator. Technicians see and update their orders; dispatchers assign and follow up; managers see everything.
How it works
MODX sets up the field service version: work orders, dispatch, quotes and team roles.
Add the services you provide, your technicians and external partners, and import or create your clients.
Create the work order, assign it on the dispatch board and it appears in the technician’s agenda.
The technician closes the job with the client’s signature. On the dashboard, follow deadlines, pending quotes and team workload.
Pricing
The price depends on the plan and the country (Portugal in euros, Brazil in reais). Current prices are in the table below and on the pricing page.
€9.99/month
or €99.90 per year
Start with StandardIncludes
€15.99/month
or €159.90 per year
Start with ProfessionalEverything in Standard, plus:
€49/month
or €490 per year
Start with EnterpriseEverything in Professional, plus:
It depends on your business. Look for work orders with statuses, technician dispatch, a daily view on the technician’s phone, client signature, online quote approval and deadline alerts. MODX covers these. It does not do GPS tracking or route optimisation, does not issue certified invoices and has no app-store app: it is a web app you can install on your device.
Yes. MODX runs in the phone’s browser and can be installed as an app. Technicians see today’s orders, start the job and close it with the client’s signature.
Yes. You send the client a link to the quote and they approve, reject or request changes. The decision is recorded in MODX.
Yes. A work order can be assigned to your own technicians or to an external partner.
Yes. There is a label designer with SKU, price, barcode and QR code, included on any plan for field service businesses.
No. MODX records payments but does not issue certified invoices. Keep using your certified invoicing software and check with your accountant.
It depends on the plan and the country. See the pricing page.
Create an account, choose "services and field service" and open your first work order the same day.
