Who Uses This Software?

Fluix is best for companies with a mobile workforce who are looking to streamline the document flow and business processes between the field teams, customers and office managers.


Average Ratings

14 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 5 / 5
    Customer Service

Product Details

  • Starting Price
    $20.00/month/user
    See pricing details
  • Pricing Details
    10 users min
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Fluix
  • fluix.io
  • Founded 2007
  • United States

About Fluix

With Fluix mobile platform your field team can fill out checklists and submit work orders, sign contracts and capture customer signatures, approve purchase orders and perform audits. With automated workflow rules, your back office can collect field data and analyze it in real time. Fluix can be accessed through its native app for iOS, or any web browser. Help you team become more productive and make your business more efficient.


Fluix Features

  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Audit Trail
  • Authentication
  • Auto Reminders
  • Customizable Templates
  • Document Analytics
  • Mobile Signature
  • Multi-Party Signing
  • Task Progress Tracking
  • Billing & Invoicing
  • Contact Database
  • Contract Management
  • Dispatching
  • Electronic Signature
  • Inventory Management
  • Mobile Access
  • Payment Collection in the Field
  • Quotes/Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Time Clock
  • Work Order Management
  • Approval Process Control
  • Archiving & Retention
  • Collaboration
  • Document Indexing
  • Drag & Drop
  • Full Text Search
  • Predictive Modeling
  • Rules-Based Workflow
  • Text Editing
  • Version Control
  • Appointment Management
  • Customer Database
  • Dispatch Management
  • Equipment Tracking
  • Photos In Reports
  • Print on Site
  • Report Templates
  • Speech Recognition
  • Subcontractor Management
  • Access Controls/Permissions
  • Business Process Automation
  • Calendar Management
  • Compliance Tracking
  • Customizable Dashboard
  • Document Management
  • Forms Management
  • Graphical Workflow Editor
  • Mobile Access
  • Task Management
  • Third Party Integrations
  • Workflow Configuration

Fluix Reviews Recently Reviewed!


Substatial Efficiency and Quality gains

May 28, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: Fluix offers a very simple to use platform which all team members can quickly embrace. In addition to its ease of use Fluix provides the ability to automate and control all of the workflow requirements on large scale projects, especially when relating to quality documents associated to inspection and testing activities.

Because of the streamlined workflow and ubiquitous staff acceptance two of my recent major projects had no lost paperwork or payment delays attributed to Quality Documentation.

Cons: The only challenge I currently face with Fluix is its vulnerability to the file structure in the cloud storage. Once the workflows are set, should a team member change a file/folder name in the cloud then the workflow is broken and unavailable to field staff.

Overall: Fluix has been a tremendous benefit to our business. Utilising Fluix has seen a significant reduction in effort of our site management team in completing and collating all site Quality documentation. We have processed over 8,000 documents through the Fluix system in the last 18 months without any major issues, no lost documents, all documentation remains legible and traceable. Our business is a field based business working outdoors on sites which regularly experience high wind and in some cases high rainfall. Shifting from paper based quality to Fluix has eliminated the issues associated with paper in the environments as well as improving overall efficiency and quality.

Overall

May 17, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: From the beginning i have received exceptional customer support. They are quick to respond, highly knowledgeable and willing to help with any question. As a admin, i have access to many controls which i use to remotely modify accounts or reset password for those employees who are unable to confidently navigate their settings. The dashboard displays user activity and device information, which helps find inactive users and the least used forms, all in a very easy to user interface. The work flows i have created have saved countless hours of emails, phone calls, and file management. In return it helps make our field more productive and gives them the confidence to easily fill forms and just press submit. The work flows do all the work!

Cons: There is not much to be said here. Fluix serves its purpose without limiting you on the amount of control you have.

Overall: Exceptional, the software it's self and the people working behind it have done a phenomenal job.

Thank you Fluix Team!

Safety and Construction

May 21, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of use on phones and iPads for the field and the ability to see and make changes instantly. Our clients love the neat reports and our safety and quality programs run like a dream because of Fluix. The learning curve could be steep and Fluix will call you and walk you through everything you need to know. The reporting capabilities that I'm currently learning about are outstanding! For service and construction companies you can't beat this - your clients will be thrilled!

Cons: Getting used to creating forms in Adobe Pro. Once I learned the system though, I wouldn't have it any other way.

Overall: One of the best companies I've ever worked with. They're excited about their product and are continually improving it. They really listen to what you need and find ways to make it work. They ask for your input and are constantly seeking to ensure their product is upgraded and working the way it should be. When they put out a communication it's always something that's improved the system to make it even better!

Making paperwork a breeze in the fast growing world of technology

Feb 28, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: We have transferred over from paper documentation to 100% paperless throughout our company, with the help of Fluix. It's user friendly, and helps keep all documentation organized and in one place. It allows us to create templates to be used by different users for easy access, and copies to be send to our clientele with a touch of a button. Fluix has definitely improved our quality of work and ease of getting the job done.

Cons: The only downside is it is not storage comparable, so you have to download the documents to be stored on a different problem, as they on save for a short period of time, and it is not a long term storage solution.

Brilliant Product

Apr 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: Ability to push back to Fluix for a change in system. The system has grown with our business and grown with our business demands. Continuous progression of development of the system is very pleasing to see also! Our process workflows are very defined and fluid. The system has also provided us with an emergency contingency system at some large corporate events! Swift replies from the account manager and development/support teams too!

Cons: Very little cons. Slightly complicated workflow groups. Difficult to grasp to a new administrative user.

Awesome app for field technicians

Jan 18, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: We use Fluix to fill out safe reports and inspection forms. Very happy with its capabilities, especially about data capture and analysis. The app is very easy to use, and I had positive feedback from many techs who previous couldn't even think about using any kind of software. Their customer support is stunning, and we managed to transfer all of our processes into electronic form within a month.

Cons: Fluix is currently available on iOS. There is a web app, but it's more for office use rather than for Android tablets which we initially leaning towards. The app has off-line mode, so techs can fill out all the forms in remote locations, but syncing all of them to the system still needs Internet, especially if many pictures are attached.

Great product for field teams!

Dec 21, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Comments: We have been using Fluix for over a year now. Mostly with catalogs, contracts, time cards and work orders. Previously done everything via e-mail with about 4 forms going back and forth. Now our field teams submit about 15 docs per day in total, and the aim is to reach 200 next year. Sales team uses it for presentation, price lists and sales agreement, there are also pdf forms for quotations. Techs handle time cards and work orders. Digital signatures are really important for us, and document status provides tracking. Fluix does everything we need it too!

Pros: Clean and easy-to-use interface Powerful form submission and distribution Cloud back-up and built-in storage Support is very responsive (of course we have 50 users on Fluix, but still)

Cons: iOS only (there is also web app, but fully mobile one is only on iOS) only works with PDF forms (you can work with other formats but in view-only mode)

Recommendations to other buyers: If you have more than 10 techs like we do, totally advise you to give it a try.

Limited functionality use

May 21, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: simple and does not require frequent log in - we use it to update a document over a long period of time and then save it

Cons: some ipad- related full-screen hide away menus :) features

Overall: no necessity to print documents

easy to search in documents, easy to add comments

Fluix used at the site level

May 21, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
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Pros: The user friendly app is the easy to navigate and also like the way it uploads to all the forms straight to our site specific page.

Cons: There is nothing bad. Then system has worked well for us at the site level.

Overall: Its been great over all.

Makes it easy to get a client to sign on the run

May 21, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: that the4 client can open on most mobile devices and sign the agreements with in a few minutes, no special software needed to open and sign.

Cons: I wish I could copy other agreements and not have to start over e very time

Overall: very pleased it has made it extremely easy for my team and myself to move forward with client who are ready to begin their journey with us.

Workflow management software for streamlined processes

Apr 22, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We like how easy it is to set up automated documents flows in the system. The support team is always there for you starting with your onboarding. Fluix enables collaboration within teams and a document audit trail.

Cons: Fluix does not provide integration with the CRM used in our company, so some processes still need to be done manually.

Overall: We have been considering digitalizing our operational processes for quite some time, and Fluix made this move to being paperless more robust and efficient. We have also improved our communication between the office and the field team.

User Friendly

May 31, 2019
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: This has been the best software we have used so far for sending documents for signature to our customers. It's very user friendly and also integrates with Zapier so we can track data easily.

Cons: It's not available on Google play for android devices. The app is only available for Apple right now.

Overall: It's been very good. The customer support has been extremely helpful. We've had several screen share training sessions and being that they are in a different country and the time zone is completely different they will even work late on their end to meet with us early in the morning our time.

Professional

Jun 04, 2019
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is simple to use and navigate and also works well in cooperation with our customized tools.

Cons: Not 'smart' enough, still requires a degree of manual setup for the purposes we require it for.

Overall: Good. Large benefit to customer satisfaction.

Capterra loader

I would recommend this app who is trying to increase their business productivity.

Dec 15, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Fluix is a game changer. You and your employees can considerably increase your efficiency by basically walking around with a tool that helps you record sales, data, make presentations on the go, etc.

Cons: It's only available on iOS I believe which can affect the customer base but overall I would the software as excellent.