FieldEdge review

FieldEdge targets established multi-truck contractors in HVAC, plumbing and electrical work. Its Select plan covers dispatching, booking and scheduling, basic agreements and quotes, customer management and a price book with flat-rate pricing. Premier adds advanced dispatching, multi-option quotes, advanced service agreements, saved reports and extra mobile app licenses. Elite adds unlimited saved reports, outbound call recording, Proposal Pro, MarketingEdge with two-way texting, warehouse inventory management and a consumer management portal. Across the platform, the office gets a single dispatch board and automated QuickBooks syncing, while technicians see full customer history in the mobile app, present good, better, best options and take payments on site with card readers. Prices are only given after a demo, so we could not confirm a starting figure. FieldEdge is close to ServiceTitan in focus but narrower in scope, and it is a stronger fit for QuickBooks-based shops than for solo operators.

Who it is for

Multi-truck HVAC, plumbing and electrical companies that run on QuickBooks and sell service agreements.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Centralized dispatch board for scheduling and tracking technicians
• Price book and flat-rate pricing with good, better, best options
• Payments with paperless invoicing and on-site card readers
• Automated QuickBooks syncing between field and office
• Service agreements, Proposal Pro and MarketingEdge with two-way texting on higher tiers

Strengths and weaknesses

• Strength: Built specifically for HVAC, plumbing and electrical contractors
• Strength: Flat-rate pricing and good, better, best proposals help raise ticket size
• Strength: Training access on all plans
• Weakness: No published prices; every plan requires a demo
• Weakness: Advanced dispatching and multi-option quotes need Premier
• Weakness: Two-way texting and inventory are held for the Elite plan

Key facts

• Plans: Select, Premier, Elite
• Pricing: By request after a demo
• Trades: HVAC, plumbing, electrical, locksmith, appliance repair
• Accounting: QuickBooks sync

Where it ranks

FieldEdge is No. 9 in our Best Field Service Management Software verdict.