FieldEdge review
Bottom line
FieldEdge is trade-focused field service software that connects dispatch, mobile invoicing, and QuickBooks sync for multi-truck HVAC, plumbing, and electrical companies. Its clearest strength is the tight link between the field and the office, which cuts re-entry of job and billing data. The main cost to watch is that pricing is not published and no free plan or trial exists, so the final bundle must be quoted before budgeting. It suits growing service companies with several technicians who need flat rate pricing and QuickBooks accuracy.
What is FieldEdge?
FieldEdge is field service management software for HVAC, plumbing, electrical, and other trade contractors that run multiple trucks. It combines office and field work in one system, covering scheduling, dispatch, customer records, estimates, invoicing, and payments. The product traces its roots to 1980, when HVAC contractors George and Glenn Slay founded Coastal Computer Corporation and introduced Theos. FieldEdge now operates under Xplor's Field Services division. It is aimed at businesses where the core problem is keeping several crews, jobs, and billing records in sync.
Day to day, office staff use a centralized dispatch board to schedule and monitor technicians from a single dashboard. GPS tracking and task assignment help match jobs to the right truck. Technicians use the FieldEdge mobile app to view full customer history and service records, create work orders, collect payments, and send invoices from the field. Invoices and financial data sync automatically with QuickBooks, which removes the double entry that usually happens when field tickets are re-keyed in the office. Customizable good-better-best price books and proposal tools let technicians present options to homeowners on the job.
The product is built for small, mid-size, and enterprise service businesses, and the company's messaging centers on SMB and mid-market HVAC, plumbing, and electrical companies. Pricing is not published, so buyers need to request a demo or information to get a quote. No free plan or free trial is offered. Flat rate pricing, payments, proposals, and marketing are presented as separate FieldEdge products, each with its own feature set.
What sets FieldEdge apart is its focus on trade-specific pricing and its long QuickBooks history. It was the first field service software company to fully integrate QuickBooks, and its flat rate product draws on a database of more than 30,000 repairs. A partner marketplace adds GPS, payment processing, and marketing tools. Compared with generic scheduling software, it is built around the pricing, dispatch, and billing workflows of residential and light commercial trade contractors.
Who it's for
- Multi-truck HVAC contractors
- Plumbing and electrical service companies
- Businesses that bill through QuickBooks Online
Who should look elsewhere
- Solo operators seeking a free tool
- Businesses that need a published price list before demoing
Typical uses
- Dispatching several crews from one board
- Invoicing and collecting payment on site
- Standardizing flat rate pricing across technicians
- Selling and tracking service agreements
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FieldEdge alternatives and comparisons
FieldEdge is the only construction management product we list so far. Browse the category as more are added.