Software Field Service Management

Your field workflow. Your next estimate.

Your field team already has a service workflow. Bring its existing photos, measurements and notes into an estimating review without losing the context the office needs to understand the job.

BUILT AROUND YOUR REVIEW

From your job data to your next estimate.

Explore the handoff between field documentation and estimator review in your existing service workflow.

Bring the documentation

Technician photos and observations. Measurements and job notes. Existing files handed from the field to the office.

The information your team already collects.

Work through the draft

Keep the crew's documentation process familiar. Organize the intake for estimator review. Define who approves and returns the finished scope.

The source material stays in the conversation.

Approve the handoff

A clearer bridge between field documentation and an estimator-reviewed Xactimate handoff.

Your estimator makes the final call.

THE QUESTION THAT MATTERS

What should move with the job when it reaches the estimator?

Start with the files the team already collects, review the resulting draft and keep the approval responsibility explicit. Discuss connection requirements directly; no live field-service integration or automatic synchronization is implied.

Watch the product walkthrough

ONE TEAM. THREE WORKFLOWS.

Choose the starting point your job needs.

Start from job documentation, an existing PDF, or two estimate versions. Your team reviews the result before it moves forward.

Data to estimate

Bring existing photos, notes, measurements and plans into a room-organized draft. Check the sources and refine the scope with Ax.

Explore the drafting workflow

PDF to ESX

Turn an estimate PDF into an editable draft. Review the line items before exporting a native ESX to continue in Xactimate.

Explore PDF to ESX

Comparative estimates

Find differences between estimate versions. Check missing or revised items and quantities before approving the next scope.

Explore estimate comparison

EVALUATE IT ON A JOB YOU KNOW

Bring a job your team already knows.

Review the workflow against an estimate your team has already written. Discuss the documentation, review responsibilities, expected volume and plan fit with Axiom.

Does Axiom replace the estimator?

No. Axiom organizes a draft and supports source, line-item and quantity review with Ax. Your team resolves questions and approves the final scope.

How does the file continue in Xactimate?

After review and approval, the native ESX can be opened in Xactimate. Your estimator continues working with the file and your own price list.

What should we bring to a demo?

A completed job your team knows well, its source documentation and an existing estimate. Use that file to evaluate the workflow against your own process.

SEE WHERE AXIOM FITS

See where Axiom fits your team.

See the sources, the draft and the native Xactimate handoff using a job you already understand.

Book a demo See plans and pricing