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
Customer Reviews
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 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.
