FieldEdge

FieldEdge is a field service management platform built for home service contractors — particularly HVAC, plumbing and electrical businesses. It connects the office and field technicians in one system to manage scheduling, dispatching, customer history, invoicing and reporting, with a strong emphasis on QuickBooks integration and helping contractors run more profitably.

Scheduling and dispatch

FieldEdge gives dispatchers a clear, real-time view of technicians and jobs, making it easy to schedule work and send the right tech to the right job. A visual dispatch board and drag-and-drop scheduling help busy service businesses coordinate their teams efficiently, reduce drive time and keep the day running smoothly even when priorities shift.

Technician mobile app

Technicians use a mobile app to see their schedule, access complete customer and equipment history on site, present options and pricing, capture work done, and take payment in the field. Having full customer history at their fingertips helps techs work faster and sell more effectively, while on-site invoicing and payment improve cash flow.

QuickBooks integration

A defining strength of FieldEdge is its deep, real-time QuickBooks integration. Financial data flows between the field service system and QuickBooks without double entry, keeping the books accurate and saving the office significant time. For contractors who run their accounting in QuickBooks, this tight sync is a major selling point.

Service agreements and reporting

FieldEdge helps contractors manage service agreements and maintenance plans that drive recurring revenue, and provides reporting and dashboards that show performance — revenue, technician productivity, and more — so owners can make informed decisions. Presenting good-better-best options in the field also helps techs increase average ticket size.

Who it's for

FieldEdge is well-suited to established HVAC, plumbing and electrical contractors that want an all-in-one field service platform connecting office and field, with strong QuickBooks integration and tools to boost sales and manage service agreements.

For a home service contractor that wants to streamline dispatch, empower technicians with customer history, and keep accounting in sync, FieldEdge is a capable, contractor-focused platform.