TABLE OF CONTENTS
Welcome to Fieldclix. This guide helps everyday users start working with the system—whether you work in the office, manage projects, handle finance or HR, or record time in the field.
Fieldclix has three ways to work:
| Client | Who typically uses it | Address / how to get it |
|---|---|---|
| FCX Web | Most office users | https://app.fieldclix.com |
| FCX Desktop (Conterra) | Users who open desktop-only cards (references, some finance/setup records) | Installed on Windows; often opened from Web via Integration with Desktop |
| Fieldclix Next (mobile) | Field employees who clock in/out, complete checklists, COD, warehouse tasks | App Store / Google Play — search Fieldclix |
You do not need all three. Start with Web; add Desktop or Mobile only when your job requires them.
Your first week — step by step
- Receive credentials — Your company (usually HR or your administrator) sends your Company Code, Login, and Password (email and/or text).
- Sign in to FCX Web — Open https://app.fieldclix.com and enter the three values. → Sign in to Fieldclix
- Explore Account Settings and dashboards — Change password if needed, see which dashboards you have, learn the home screen. → Your first day in FCX Web
- Decide about Desktop — Turn on Integration with Desktop only if you must open desktop cards or Quick Launch from the browser. → Desktop and Mobile: when and how
- Decide about Mobile — Install Fieldclix Next if you clock time, work on dispatches/checklists, or use warehouse/COD features on a phone. → same article
- Open guides for your role — Jump to HR, finance (P&L / WIP), accounts receivable, accounts payable, time keeping, or field work. → Find guides for your role
Need a term explained?
Use the Glossary: "Fieldclix Speak".
I am…
| Role / focus | Go here |
|---|---|
| New user, any role | Continue with Sign in |
| HR | Find guides for your role → HR |
| Finance — P&L, WIP, budgets | Find guides for your role → Financial Planning & Analysis |
| Accounts receivable (CPO, Sales Orders, CIM invoices) | Find guides for your role → Accounts Receivable |
| Accounts payable (VIM invoices, Vendor PO, COD) | Find guides for your role → Accounts Payable |
Warehouse / Inventory / BOM | Find guides for your role → Warehouse |
| Asset Management | Find guides for your role → Asset Management |
| Project / Build Plan / Dispatch | Find guides for your role → Projects & Dispatch |
| Time Keeping / Payroll office | Find guides for your role → Time Keeping & Payroll |
| Field employee (clock in, checklists) | Find guides for your role → Field & Mobile |
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