FieldConnect
by FieldConnect
Last updated Mar 29, 2026 · 1 revision
Mobile FSM platform for HVAC contractors extending Sage 300 CRE, Microsoft Dynamics, and Viewpoint to the field
Highlights
Capabilities
Media
www.fieldconnect.com
About This Product
FieldConnect is a mobile field service management solution built specifically for HVAC, plumbing, and specialty contractors running Sage 300 CRE, Sage Intacct, Microsoft Dynamics GP/SL, or Viewpoint Vista/Spectrum. It enables technicians to access real-time inventory pricing, close quotes on-site, and sync with back-office accounting without re-entry. Canadian office active.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- No
- Free tier
- No
- Public API
- No
- Deployment
- Cloud
FSH Score Breakdown
Ease of Use 5.0
Features 6.5
Support 5.0
Value 5.0
Integrations 7.0
AI Capabilities 1.5
Customer Reviews
Features
32 features confirmed across
14categories· Showing confirmed capabilities only
Platform & Customization6features
Custom FieldsCustom formsDocument ManagementDocument and media uploadsThird-Party IntegrationERP IntegrationBack Office Data SyncApproval ManagementAccurate pricing & approval workflowsScheduling And Dispatch Integration
Scheduling & Dispatch4features
DispatchingDispatch Portal with unlimited office usersSchedulingSchedulingWork OrdersWork order & equipment historyProject ManagementProject management planning
Customer Communication3features
Client PortalCustomer PortalSMS MessagingIn-app messagingNotificationsReal-time status updates
Mobile & Field Tools3features
Offline ModeOffline accessDigital SignaturesCustomer signaturesImage And Video Upload For Problem Solving
Invoicing & Payments2features
Payment ProcessingPayments in the fieldMobile Payment Terminal Integration
Inventory Management2features
Inventory ManagementInventory managementPurchase OrdersPurchase orders
Reporting & Analytics2features
ReportingAdvanced reportingAnalyticsReal-time analytics
Equipment & Asset Management2features
Asset ManagementEquipment & site historyDataplate AnalysisData plate scanning for serviceable items
CRM & Sales2features
Bulk Media UploadsDocument and media uploadsLead ManagementLead capture and review
Training & Education2features
Mobile-Friendly LearningMobile accessIn-Field Video Training Creation
Estimating & Quoting1feature
Quoting & EstimatesReal-time job quotes
Fleet & GPS Management1feature
GPS TrackingGPS technician tracking
Technician Management1feature
Time TrackingTimestamp-driven labor
Accounting Integration1feature
Job CostingLabor and materials entry
Integrations 8 across 2 categories
Accounting 7
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Microsoft Dynamics SL
Sage Native
Sage Intacct Native
Viewpoint Spectrum Native
Viewpoint Vista Native
Industry-Specific 1
XOi
Pricing
- Model
- Subscription
- Starting at
- Contact for pricing
- Notes
- 3 tiers: Essential (small, <25 users), Professional (medium, <100 users), Enterprise (100+ users). Custom quotes.
