FieldEdge is a powerful field service management software built for contractors in HVAC, plumbing, and other service industries. It connects every part of your business on one simple, yet robust system accessible from anywhere. Updated in real-time, FieldEdge gives your team — from office staff to field technicians — the tools to streamline operations, improve customer service, and grow revenue.

Features

• Scheduling & Dispatching: Smart dispatch board shows all work orders—assigned, unassigned, and completed—on one screen. Assign jobs by drag-and-drop, optimize routes with map-based scheduling, and reduce windshield time.
• Performance Dashboards: Real-time dashboards provide snapshots of company performance, tech and CSR productivity, marketing profitability, and job profitability.
• Customer Management: Access complete customer history, equipment details, and attachments instantly to deliver personalized service.
• QuickBooks Integration: Seamless, automatic integration with QuickBooks eliminates double entry and accounting errors, saving up to 20 hours per week.
• Service Agreements: Track, automate, and renew service agreements to increase recurring income and never miss billing opportunities.
• Price Presentation: Equip technicians with visual price books offering good-better-best options and recommended add-ons to boost sales.
• Quotes & Invoicing: Generate paperless invoices, email them to customers, or print on-site. Integrated mobile payments ensure faster collections.
• Mobile CRM: FieldEdge Mobile keeps your business connected on the go—send customer notifications, create work orders, dispatch techs, and access equipment history.
• Inventory Management: Monitor parts and equipment in real-time to prevent delays and stock issues.

Benefits

• Boost Efficiency: Streamlines scheduling, dispatching, and invoicing to reduce administrative workload.
• Increase Revenue: Helps upsell services, manage agreements, and track marketing performance.
• Enhance Customer Experience: Provides quick response times and transparent communication with customers.
• Improve Cash Flow: Integrated payment processing accelerates collections and reduces delays.
• Data Accuracy: Real-time syncing with QuickBooks ensures error-free financial records.
• Scalability: Suitable for small businesses and large service enterprises looking to grow.
• Mobility: Empowers technicians with tools to complete jobs and process payments on-site.
• Compliance & Security: Maintains secure data handling and audit-ready records for peace of mind.