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 6.0
Integrations 7.0
AI Capabilities 1.5
Features
39 features confirmed across
14categories· Showing confirmed capabilities only
Platform & Customization7features
Custom FieldsCustom formsDocument ManagementDocument and media uploadsThird-Party IntegrationERP IntegrationBack Office Data SyncAutomatic File SyncOffline mode with automatic syncApproval ManagementAccurate pricing & approval workflowsScheduling And Dispatch Integration
Scheduling & Dispatch4features
DispatchingDispatch Portal with unlimited office usersWork OrdersWork order managementSchedulingSchedulingProject ManagementLabor and project time tracking
Customer Communication4features
Client PortalCustomer PortalSMS MessagingIn-app messagingOne-Click Service RequestService requestNotificationsAlerts/Notifications
Mobile & Field Tools4features
Offline ModeOffline accessDigital SignaturesCustomer signaturesDigital FormsForms managementImage And Video Upload For Problem Solving
Technician Management3features
Time TrackingSupervisor time reviewAssociate Availability and Utilization TrackingTechnician availability trackingTeam ManagementCrew management
Equipment & Asset Management3features
Asset ManagementEquipment & site historyDataplate AnalysisData plate scanning for serviceable itemsOver The Air Software UpdatesAutomatic software updates
Invoicing & Payments2features
Payment ProcessingPayments in the fieldMobile Payment Terminal Integration
Inventory Management2features
Inventory ManagementInventory managementPurchase OrdersPurchase orders
Reporting & Analytics2features
ReportingAdvanced reportingAnalyticsReal-time analytics
CRM & Sales2features
Bulk Media UploadsDocument and media uploadsLead ManagementJob management
Accounting Integration2features
Job CostingLabor and materials entryAccounting IntegrationAccounting integration
Training & Education2features
Mobile-Friendly LearningMobile accessIn-Field Video Training Creation
Estimating & Quoting1feature
Quoting & EstimatesReal-time job quotes
Fleet & GPS Management1feature
GPS TrackingGPS tracking and route mapping
Integrations 10 across 3 categories
Accounting 8
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Microsoft Dynamics SL
QuickBooks Online
QuickBooks
Sage Native
Sage Intacct Native
Viewpoint Spectrum Native
Viewpoint Vista Native
CRM 1
Microsoft Dynamics 365
Microsoft Dynamics
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.
