What's new in Fieldclix for July 2026 - Budgets, Service Items & Felix
Posted
2 days ago
by Dina Petrova
Pinned Topic
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Dina PetrovaAdmin
Hi Fieldclix Customer,
A few things landed in the portal lately — budgets you can actually work with in the browser, a clearer read on service lines in P&L, and a new face (well, whiskers) ready to answer your questions.
If you haven't opened FCX in a while, here's what's worth a look.
Budget Management — now in the web portal
Budgets tend to live in one tool and day-to-day work in another — and somewhere in between, the plan stops feeling real.
Budget management has moved to the FCX Web Portal. Setup, creation, and monitoring now sit alongside your Build Plans and financial views, in one place.
Set up your building blocks
Budget Items are your cost vocabulary — labor, materials, subcontractors, and the rest. Create and manage them in the portal.
Budget Templates turn those items into reusable recipes: define the structure once for a project type or line of business, and every new Build Plan starts from a sensible baseline instead of a blank grid.
Create Budgets where the work happens
Build Plan Budgets are created and edited in the web portal — from the Build Plan card → Budget tab.
Open a budget
Fill in hours for labor items and amount for non-labor
And send it through your approval workflow.
On the Budget tab you see the full picture at a glance — planned revenue, expenses broken down by budget item, totals, profit margins, and labor hours — with pending, initial, current, committed, actual, and remaining columns.
When Service Item and Vendor context is enabled, dashboard lines are grouped by Service Item and Vendor, so you can see spend not just by budget item, but by who supplies it and which service line it belongs to.
Open Budget takes you into the Budget card: budget lines, P&L summary at the top, and tabs for documents and approval when you're ready to send it forward.
More context on every budget line
Service Item and Vendor context are available on the budget table — so the same budget item can reflect how it actually shows up in the field.
Different vendors can carry different service items on the same line type. For example, Materials from vendor Talley might map to Civil Work or Underground Work — depending on who you're buying from and what you're buying for. That context will travel with the budget instead of living only in someone's head (or a side spreadsheet).
How Service Items appear on Budgets and Budget templates is configurable — and may look different from client to client, depending on how your instance is set up. Contact your Implementation Manager to turn this on.
Service Items — a sharper lens in P&L
A P&L by Build Plan tells you whether a job made money. It doesn't always tell you which line of business carried the weight — or which one quietly bled margin.
In P&L today you can:
group by Service Item alongside Region, Project, and BP
expand account rows on the Statement tab into [SI] sub-rows when your Financial Statement has Include Service Items enabled
and click any sub-row to drill into filtered Details.
Data flows from your source records through Financial Distributions — fix it there, recalculate if needed, and P&L picks it up.
Service Item detailing in P&L is also configurable. If you'd like it turned on for your company, reach out to your Implementation Manager.
Payroll Details Report — payroll, line by line
Payroll questions rarely arrive as "show me the period total." They arrive as "why is this line on this Build Plan?" or "who reviewed this Time Card?"
The Payroll Details Report dashboard in the web portal answers those questions. It shows payroll allocation at line level — Employee, date, Payroll Period, Payroll Check, hours, rates, amounts, Build Plan, Work Order, Service Item, Financial Account, Prevailing Wage flag, and more — for the periods or date range you select.
Why it's useful:
One place to investigate payroll before export or period close — filter, sort, and group without bouncing between cards
Drill into the source — click a date to open the Time Card, or a payroll period to open the Payroll Period card
Export and custom views — save column layouts and export to Excel when finance or payroll needs a shareable breakdown
Available to users with the TK Managers role from the portal home.
Cards & Accounts — one card, several people
Company cards don't always belong to one person. A crew truck card, a shared site card, or a regional expense account often gets used by whoever's on the job that week.
A Card or Account can now be linked to multiple employees — so more than one person can submit COD requests against the same card.
Example: you have one site credit card for the Midwest crew. Instead of creating a separate Card record for every tech, you link that single card to Alex, Jordan, and Sam. Each of them can submit COD receipts from the mobile app against that card — purchases stay under one account in accounting, and you don't juggle duplicate card records just because a crew rotates.
Meet Felix — your FCX guide in the portal
There's a special kind of question that only comes up at 4:47 PM on a Friday: "Wait, how does this actually work?" Not a bug. Not a feature request. Just you, a screen full of fields, and the quiet suspicion that someone, somewhere, already documented the answer.
Felix is FieldClix's cat assistant — an AI agent built into the web portal for exactly those moments.
Click Ask AI from the portal home and Felix is there. Ask how a workflow runs, what a field means, where to find a setting — anything about how the system works. No ticket queue, no digging through menus hoping you guessed the right keyword.
Think of Felix as the colleague who's read every help article and doesn't mind repeat questions. (Cats are like that.)
More in the knowledge base soon. Until then — open a Build Plan, say hi to Felix, and take a look.
Hi Fieldclix Customer,
A few things landed in the portal lately — budgets you can actually work with in the browser, a clearer read on service lines in P&L, and a new face (well, whiskers) ready to answer your questions.
If you haven't opened FCX in a while, here's what's worth a look.
Budget Management — now in the web portal
Budgets tend to live in one tool and day-to-day work in another — and somewhere in between, the plan stops feeling real.
Budget management has moved to the FCX Web Portal. Setup, creation, and monitoring now sit alongside your Build Plans and financial views, in one place.
Set up your building blocks
Budget Templates turn those items into reusable recipes: define the structure once for a project type or line of business, and every new Build Plan starts from a sensible baseline instead of a blank grid.
Create Budgets where the work happens
Open a budget
Fill in hours for labor items and amount for non-labor
And send it through your approval workflow.
On the Budget tab you see the full picture at a glance — planned revenue, expenses broken down by budget item, totals, profit margins, and labor hours — with pending, initial, current, committed, actual, and remaining columns.
When Service Item and Vendor context is enabled, dashboard lines are grouped by Service Item and Vendor, so you can see spend not just by budget item, but by who supplies it and which service line it belongs to.
Open Budget takes you into the Budget card: budget lines, P&L summary at the top, and tabs for documents and approval when you're ready to send it forward.
More context on every budget line
Different vendors can carry different service items on the same line type. For example, Materials from vendor Talley might map to Civil Work or Underground Work — depending on who you're buying from and what you're buying for. That context will travel with the budget instead of living only in someone's head (or a side spreadsheet).
How Service Items appear on Budgets and Budget templates is configurable — and may look different from client to client, depending on how your instance is set up. Contact your Implementation Manager to turn this on.
Service Items — a sharper lens in P&L
In P&L today you can:
group by Service Item alongside Region, Project, and BP
expand account rows on the Statement tab into [SI] sub-rows when your Financial Statement has Include Service Items enabled
and click any sub-row to drill into filtered Details.
Data flows from your source records through Financial Distributions — fix it there, recalculate if needed, and P&L picks it up.
Service Item detailing in P&L is also configurable. If you'd like it turned on for your company, reach out to your Implementation Manager.
Payroll Details Report — payroll, line by line
The Payroll Details Report dashboard in the web portal answers those questions. It shows payroll allocation at line level — Employee, date, Payroll Period, Payroll Check, hours, rates, amounts, Build Plan, Work Order, Service Item, Financial Account, Prevailing Wage flag, and more — for the periods or date range you select.
Why it's useful:
One place to investigate payroll before export or period close — filter, sort, and group without bouncing between cards
Drill into the source — click a date to open the Time Card, or a payroll period to open the Payroll Period card
Export and custom views — save column layouts and export to Excel when finance or payroll needs a shareable breakdown
Available to users with the TK Managers role from the portal home.
Cards & Accounts — one card, several people
A Card or Account can now be linked to multiple employees — so more than one person can submit COD requests against the same card.
Example: you have one site credit card for the Midwest crew. Instead of creating a separate Card record for every tech, you link that single card to Alex, Jordan, and Sam. Each of them can submit COD receipts from the mobile app against that card — purchases stay under one account in accounting, and you don't juggle duplicate card records just because a crew rotates.
Meet Felix — your FCX guide in the portal
Felix is FieldClix's cat assistant — an AI agent built into the web portal for exactly those moments.
Click Ask AI from the portal home and Felix is there. Ask how a workflow runs, what a field means, where to find a setting — anything about how the system works. No ticket queue, no digging through menus hoping you guessed the right keyword.
Think of Felix as the colleague who's read every help article and doesn't mind repeat questions. (Cats are like that.)
More in the knowledge base soon. Until then — open a Build Plan, say hi to Felix, and take a look.
— The FieldClix Team
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