FieldEdge — Project Management

What is FieldEdge?

FieldEdge is a field service management software built for SMB and mid-market service leaders in HVAC, plumbing, and electrical industries. It connects the office and field in one platform, enabling companies to dispatch technicians, manage work orders, schedule jobs, and process payments from a single dashboard. FieldEdge helps multi-truck operations create consistency, gain real-time visibility, and boost profitability.

Problems it solves

Without a centralized system, contractors often struggle with manual scheduling, double data entry, inconsistent pricing, and lack of financial visibility. FieldEdge streamlines operations by providing a unified dispatch board, automated QuickBooks syncing, and integrated payments. It eliminates administrative bottlenecks and gives technicians full customer history and mobile access to improve service speed and accuracy.

Who is it for?

FieldEdge is ideal for owners, technicians, and office teams in HVAC, plumbing, electrical, and other service trades that operate multiple trucks. It is designed for SMB and mid-market companies—from small growing businesses to established multi-truck operations. It may not be the best fit for solo operators or industries outside trade services.

Real use cases

FieldEdge is used to schedule and dispatch teams, track job progress, manage service agreements, and streamline billing. For example, an HVAC company can use the mobile app to access customer history, create work orders, collect payments on-site, and sync everything with the back office in real time. Office teams can monitor performance across business units and connect marketing spend to revenue.

• Dispatching & Scheduling — Centralized dispatch board to coordinate technicians and track jobs in real time.
• Mobile App — Access customer histories, create work orders, and accept payments from the field.
• Integrated Payments — Built-in credit card processing with paperless invoicing and mobile-friendly readers.
• QuickBooks Sync — Automated syncing between field and office to eliminate double entry.
• Pricebook & Flat Rate Pricing — Customizable pricing packages to increase sales and consistency.
• Service Agreements — Manage basic or advanced agreements with renewals and customer portals.
• Reporting & Analytics — Track performance, gross margin, and ROI with saved reports (up to unlimited on Elite).

FieldEdge pricing: Request pricing (custom quote).

Select

Essentials for running your business. Includes dispatching, booking & scheduling, basic agreements & quotes, customer management, pricebook & flat rate pricing.

Premier

Advanced tools for established multi-truck operations. All Select features, plus advanced dispatching, multi-option quotes, advanced service agreements, 10 saved reports, and additional mobile app licenses (4 included).

Elite

Comprehensive solution for large-scale multi-truck companies. All Premier features, plus unlimited saved reports, outbound call recording, Proposal Pro, MarketingEdge with 2-way texting, warehouse inventory management, and a consumer management portal. Most popular.

All plans include an onboarding specialist, Navigator video knowledge base, and access to Field Services Academy. Request a demo for personalized pricing; no public starting price.

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