Frequently Asked Questions

Fieldmobi is a revolutionary mobile-first ERP platform that can deploy customized business applications in minutes rather than months. Unlike traditional ERP systems, Fieldmobi leverages over 40 years of ERP experience and the latest technologies such as AI, no code and mobile to create tailored solutions quickly and efficiently, without the need for lengthy implementation processes or expensive consultants.

Fieldmobi.ai is an intelligent copilot that guides businesses through the process of implementing and customizing ERP solutions. It uses artificial intelligence to understand your business needs and automatically generates appropriate applications, eliminating the need for expensive ERP consultants. This makes enterprise-grade ERP solutions accessible to businesses of all sizes.

Fieldmobi can roll out customized ERP applications in minutes. This dramatic reduction in implementation time means businesses can start benefiting from their ERP solution almost immediately, significantly reducing both costs and operational disruption.

Fieldmobi offers a comprehensive suite of mobile-first ERP solutions. For managing: a. Supply Chain 📦: Material Management: - Stock Capture b. Sales & Customer Management 🎯: Lead & Enquiry Tracking: - Lead Management c. Field Operations 👩‍🔧: Asset Management: - Fixed Assets - Moveable Assets d. Accounting 💰: - Financial Document Capture e. HR & Admin 🧑‍💼: HRMS: - Attendance Reporting - Field Workforce Status & Timesheets Our platform can generate very specific, customized applications tailored to your business needs, all accessible through a single, unified mobile platform.

Fieldmobi takes a mobile-first approach to ERP, making it easier to include people working directly in the field into enterprise workflows. With our mobile-first system, you can collect data right from the source—where the work is actually happening. The data comes with geo-tags, image proof, timestamps, and even OCR capabilities for added accuracy. Once the field data is collected, supervisors can review and approve it on the dashboard, ensuring the information is 100% accurate before integrating it into your workflows. It’s real, reliable, and seamlessly connected!

Fieldmobi provides comprehensive support through our AI copilot, which assists with implementation, customization, and ongoing optimization of your ERP solution. The platform is designed to be self-service, but our team of experts is always available to provide additional support when needed.

Fieldmobi takes security seriously and implements industry-standard security measures to protect your business data. You can read about Fieldmobi's terms of service and privacy policy here.

Fieldmo the Bee, our friendly AI co-pilot that helps you customize and deploy ERP modules to fit your needs - all within minutes!

Fieldmobi is a mobile-first, modular ERP platform designed for small and growing businesses to manage operations efficiently, from workforce and sales to inventory and assets.

Yes, Fieldmobi is designed to be simple and intuitive, even for users with limited tech experience. Field users only use the mobile app where they see just the modules assigned to them—no clutter, no complex navigation. Managers and CXOs can access detailed reports and insights via the dashboard, making it simple for everyone based on their role.

It’s a curated set of essential ERP modules to help small businesses quickly get started with digitizing operations like workforce management, sales, and customer tracking, material and asset management, bookkeeping etc. You can just choose to start with the application you need the most.

Yes, the Starter Pack is fully scalable. You can add more modules anytime based on your business needs.

ERP stands for Enterprise Resource Planning. It’s a system that helps businesses manage day-to-day activities like accounting, procurement, project management, and operations.

An ERP system centralizes data and automates processes, helping even small businesses save time, reduce errors, and scale efficiently.

Yes! You’ll have the option to upload your organisation’s logo during setup.

Use the email address of the person who will manage the Fieldmobi account, typically the business owner or admin. This could be your own email or a company email, as long as it's actively monitored. This address will be used for login, verification, and communication.

In Fieldmobi, Levels represent your organisation’s digital maturity stages as you implement different modules step-by-step. Each level includes a set of setup actions that build on the previous one, guiding you from basic setup to complete ERP Starter pack setup.

The Implementation Guide includes configuration and setup instructions that impact the entire organisation, which is why it is visible only to Admin users. These are typically the people responsible for managing the system rollout and high-level setup.

Yes, Fieldmobi allows easy customization of fields and forms with Fieldmo so the system fits your processes, not the other way around.

Yes. Fieldmobi uses Fieldmo, the AI consultant to help you customize your applications. Fieldmo gives recommendations based on industry best practices.

Each user is assigned a role, which defines what data and modules they can access. This ensures users only see what they need.

Absolutely. Fieldmobi logs user actions—like stock entries, packing confirmations, or image uploads - so you always have a clear audit trail tied to individual users.

You can download the template from the Workforce Master module, fill in the details and save as CSV file. Upload using the Upload feature on the Workforce Master module.

Ideally, yes. If location tracking or geofencing is enabled, you are expected to be within the assigned work location when you mark your End Day through the mobile app. This ensures accurate attendance records and location logs. However, if you forget to mark your attendance or cannot be at the location at that time, Your manager or admin can manually update or approve your attendance later. If geofencing is not enforced in your organization settings, you may still be able to mark your attendance remotely.

You can send a Beeline update at any time during the day irrespective of if you have started or ended your day.

If you don’t enter a customer code while creating a customer, the system auto-generates one in sequence based on the format set by Fieldmobi.

Yes. Reminders are based on the Reminder Date. If no action is taken by that date, the customer is marked as Overdue automatically.

Yes, you can create a Sales Order directly without an Enquiry. However, using an Enquiry helps track the full sales journey and follow-ups.

Use Milestones when the order needs to be delivered, billed, or tracked in stages — like phased deliveries, partial billing, or long-term projects.

Yes, you can create a Purchase Order even if pricing isn’t final. The amount can be edited later before approval or billing.

The location refers to the delivery address where the goods or services should be sent, not the vendor's registered address. You can mark the delivery location coordinates on the map.

If your service type isn’t available, you can choose the Other option and fill in the service description for the same.

Yes. If an estimated timeline is set and the task isn't completed in time, the system can flag it as Overdue.

Yes, if your stock is stored across multiple locations, it's best to create separate activities for each location. This helps ensure clarity in tracking, reporting, and accountability at each site.

For the 'Storage' field, since it's a free-text field, you can manually enter the name or code of the specific Storage location

You can assign each asset to a location or storage in Fieldmobi. Activities like transfers, installations, and usage logs are recorded, helping you track asset movement and lifecycle in real-time.

You can register a new asset by selecting the create option in Asset List module, then entering details like asset name, category, purchase date, cost, and assigned user or location. You can also upload a photo or document for reference.

Absolutely. Users can log daily expenses with categories (like fuel, transport, materials), attach receipts, and tag them to specific jobs or activities. This keeps your financial records up to date and field-verified.

Smart Bookkeeping in Fieldmobi automatically pulls in expense claims submitted by the workforce and tracks them through the approval process. It also links to AR/AP modules - so once a claim is approved or a vendor invoice is received, it’s recorded for payment tracking, reconciliation, and reporting. This ensures all financial activity from field to finance stays aligned and up to date.

You can view reports on Monthly Customer Summaries, Financial Balances, Asset Balances, Stock Balances, Activity Summaries and Vendor Summaries.

Yes. In the MIS dashboard, simply click the Download to Excel button to download reports in excel format or use the generate report option to get a HTML listing report. You can share or analyze them offline.

You can reach our support team directly via email or Raise a ticket or use the chat option for quick assistance. You’ll also find how-to articles and videos in the same section.

Yes, we offer comprehensive onboarding support for new users. In addition, we provide videos, tutorials, and guides to help you get started. If you need further assistance, you can always reach out to our support team via chat or email.