Enable or disable optional FieldPromax modules to tailor the application to your business needs. Turn on features like expense tracking, equipment management, custom pricing, and payment collection as you need them.
Before you start:
- You must be logged in as an administrator.
How to Access
Navigate to Settings → Company → Application Feature Config.
Core Features
Each feature toggle enables or disables a specific module across the entire application. When a feature is disabled, its menu items, buttons, and related functionality are hidden from all users.
Expense Tracking
When enabled, service providers can track their expenses and submit receipts for reimbursement through the mobile app. Administrators can view and manage expenses from the web application.
Equipment Tracking
When enabled, you can track customer equipment with serial numbers, model information, and maintenance history. Equipment records are linked to customers and can be referenced on work orders. This module also supports rental equipment tracking.
Mileage Tracking
When enabled, service providers can manually enter mileage for each job. You can run reports to monitor total mileage by work order, vehicle, or service provider.
Custom Pricing
When enabled, you can define different prices for the same product for different customers. This allows customer-specific pricing that automatically applies when creating work orders for that customer.
External User
When enabled, you can create external user accounts for your customers. External users can log in to FieldPromax and view work orders that belong to them. Each external user counts toward your user license total.
Tip: Start with the features your business needs today. You can always enable additional modules later as your needs grow. Disabling unused features keeps the interface clean and reduces confusion for your team.
Payment Management
Record Payments
When enabled, you can record payments against invoices directly in FieldPromax. This feature supports two sub-options:
- Receive payments manually — record cash, check, or other manual payment methods.
- Stripe Integration — connect your Stripe account to collect credit card payments online. Customers can pay through a payment link.
You can enable one or both payment methods depending on your business needs.
Saving Your Changes
- Toggle each feature on or off as desired.
- Click Save Changes in the toolbar.
Result: The application immediately reflects your changes. Enabled features appear in the navigation and on relevant pages. Disabled features are hidden.
Next Steps
- External Users — learn how to create and manage customer portal accounts.
- Startup Page — set the default landing page for your team.
- Company Information — review your core company settings.