Document Management
Still juggling paperwork and endless email attachments?
Managing critical files manually slows you down and creates costly mistakes. Field Promax offers a digital document management system designed for field teams so the right files reach the right hands, every time.
Work Order Linked Documents
Attach any job-related files PDFs, manuals, inspection forms directly to work orders.
With our document management software, technicians can access and update documents from the mobile app while still on-site, keeping your workflow smooth and error-free.
Request DemoWork Order Linked Documents
Attach any job-related files PDFs, manuals, inspection forms directly to work orders.
With our document management software, technicians can access and update documents from the mobile app while still on-site, keeping your workflow smooth and error-free.
Request DemoAuto-Attach Documents by Customer
Stop uploading the same files over and over.
Save key documents (like site plans or customer-specific instructions) to a customer profile. They’ll automatically attach to every future work order, ideal for long-term service contracts and recurring maintenance.
Request DemoAuto-Attach Documents by Customer
Stop uploading the same files over and over.
Save key documents (like site plans or customer-specific instructions) to a customer profile. They’ll automatically attach to every future work order, ideal for long-term service contracts and recurring maintenance.
Request DemoAdvanced Document Management Features
Our system includes tools built for field documentation and field service best practices:
Attach External Drives
Connect Dropbox or Google Drive directly to a work order no more repeated uploads for large files.
Explore moreSupport for Technical Drawings & Schematics
Give technicians instant access to blueprints and layouts in the field to reduce errors and improve accuracy.
Explore moreUpload All Major File Types
Compatible with PDFs, Word, Excel, and PowerPoint so your team can work in any format they need.
Explore moreAnd Boost Productivity
Your team is the driving force behind your success. Support them with the right tools and watch your business thrive.