Data export available on request
"the right to request that we provide a copy of your Personal Data in a portable format;"
Confidence: high
Source
FieldEdge
by FieldEdge
Last updated Mar 29, 2026 · 1 revision
The contractor's edge
Highlights
Capabilities
Trust
Media
www.fieldedge.com
About This Product
FieldEdge is a field service management platform designed for HVAC and plumbing contractors that unifies office and field operations through mobile tools for work orders, quotes, and payments. Its primary differentiator is the claimed real-time synchronization with QuickBooks, distinguishing it from competitors that rely on batch or delayed data transfers. The software includes a price book and flat rate pricing database to support on-site invoicing and service ticket management.
AI-generated from research sources
Key Insights
The product is positioned as a mobile-first application for technicians rather than a comprehensive desktop FSM suite, focusing heavily on pricing and invoicing workflows.
FieldEdge claims a unique market position as the only provider offering real-time synchronization between QuickBooks and field service management software.
The pricing model operates on a per-job basis starting at $4.89 per month, with a noted revision to the per-work-order rate effective April 1.
FSH scoring indicates strong feature depth at 6.5 but a low value score of 3.0, suggesting potential cost concerns relative to functionality.
The platform is categorized as an established but aging solution with its strongest capability remaining in QuickBooks Desktop integration.
Capabilities
How this product is delivered and what's included out of the box.
- Mobile app
- Available
- Free trial
- Yes
- Free tier
- No
- Public API
- Yes
- Deployment
- Cloud
AI Approach
AI-Enhanced
AI supplements traditional workflows. AI augments specific tasks within an otherwise traditional product. Useful, but not the primary reason to buy.
Trust & Privacy
Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.
Data deletion honored on request
"the right to request that we delete (e.g., “erase”) your Personal Data;"
Confidence: high
Source
Primary policy document: https://fieldedge.com/privacy-policy
FSH Score Breakdown
Ease of Use 6.0
Features 7.1
Support 5.0
Value 4.0
Integrations 8.0
AI Capabilities 5.0
Customer Reviews
Features
65 features confirmed across
15categories· Showing confirmed capabilities only
CRM & Sales9features
CRMLead ManagementLead TrackingAd Performance And ROAS TrackingMarketing ROI trackingMarketing ToolsSMS and Email MarketingEmail marketing and two-way textingAutomated Customer Touchpoints And SequencesMembership Add-OnsMaintenance Agreement ManagerBasic agreements in Select plan, Advanced service agreements in Premier plan.
Show 1 more
Customer Concern Tracking
Scheduling & Dispatch8features
DispatchingAdvanced Dispatching available in Premier plan.Smart Job Matching by Location, Skill, and AvailabilityGPS tracking and intelligent task assignmentOnline BookingProject ManagementMap Based SchedulingMap-based scheduling and routingCalendar BoardReal-Time Synchronization of Work OrdersAuto Assign Jobs
Technician Management8features
Time TrackingTech Time TrackingTraining CoursesField Services AcademyCall Monitoring & CoachingCall recordingCommission TrackingPerformance & CommissionIn-App Clock In/OutAssociate Availability and Utilization TrackingDispatch board with GPS trackingOnboardingOnboarding SpecialistError Code And SOP LibraryFully managed database of over 30,000 repairs
Estimating & Quoting7features
Quoting & EstimatesMulti-Option Quotes available in Premier plan.Adjustable Pricing FactorsPrice adjustmentBuilt-in Database of Price Estimates for HVAC Components and ServicesFlat rate pricing database with 25,000+ repairsDynamic Presentation BuilderMulti-Tier Proposal GenerationGood, better, best price presentationDynamic Material Cost Updates and Revised PricingManaged pricing database with regular updates60,000+ Item Database Updated WeeklyRegularly updated repair database
Customer Communication5features
NotificationsRemindersClient PortalCustomer PortalCall RecordingOutbound Call RecordingSMS MessagingAI ReceptionistVoice Agent
Platform & Customization5features
Custom FieldsCustom FormsDocument ManagementNavigator Knowledge BaseMulti-LocationThird-Party IntegrationData SyncAI Template Builder
Inventory Management4features
Inventory ManagementInventory managementParts DatabaseFully managed database of over 30,000 repairsParts And Materials PurchasingPurchase OrdersPurchase order management
Reporting & Analytics4features
Reporting10 Saved Reports available in Premier plan.Job Type and Margin Performance TrackingJob-level profitability trackingAutomated Dashboards and System Status ReportsAutomated scheduling, billing, and reportingPdf And Excel Report Generation
Mobile & Field Tools4features
Digital SignaturesDigital SignaturesGated Work SequencesLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentImage And Video Upload For Problem Solving
Invoicing & Payments3features
Payment ProcessingConsumer FinancingIntegrated FinancingPricebook With Images
Equipment & Asset Management3features
Equipment TrackingEquipment history trackingAlertsAutomated AlertsPower ManagementConsumer Management Portal
Accounting Integration2features
Accounts PayableExpense flow to accounting softwareCapEx PlanningAdjustable capacity planning
Fleet & GPS Management1feature
GPS Tracking
Compliance & Safety1feature
Prioritized RecommendationsRecommended add-ons suggestions
AI & Automation1feature
Automation RulesWorkflow management
Integrations 4 across 2 categories
Accounting 3
QuickBooks Desktop Native
QuickBooks Online Native
Sage Intacct
Sage Intacct
Data & Automation 1
Zapier Zapier
Pricing
Quote Only high confidence
| Tier | Monthly | Annual | Unit |
|---|---|---|---|
| Select Dispatching, Booking & Scheduling, Basic Agreements & Quotes, Customer Management, Pricebook & Flat Rate Pricing | -- | -- | None |
| Premier All Select features plus Advanced Dispatching, Multi-Option Quotes, Advanced Service Agreements, 10 Saved Reports | -- | -- | None |
| Elite All Premier features plus Unlimited Saved Reports, Outbound Call Recording, Proposal Pro, MarketingEdge, Inventory | -- | -- | None |
- Minimum contract
- 12 months
Related Products 7 across 2 categories
Alternatives & Competitors
ServiceTitan
Evidence-backed
Good
ServiceTitan Good match
Why these are related — sources 2
- salesforce.com
“Service teams commonly compare ServiceTitan with platforms like Field Service from Salesforce, Jobber, Housecall Pro, FieldEdge, Workiz, mHelpDesk, and ServiceM8, depending on team size, trade focus, and operational needs.”
- servicetitan.com
“Compared to FieldEdge, ServiceTitan offers more robust customer support, community, and training resources that help our users develop greater industry expertise, get maximum usage out of our product, and learn how to implement best practices to grow their businesses and revenue.”
Jobber
Evidence-backed
Good
Jobber Good match
Why these are related — sources 3
- buildops.com
“It also includes tools you won't find in FieldEdge, like a built-in website builder with SEO, a marketing suite with automated review requests and referral programs, and Jobber AI for voice-powered quoting and scheduling.”
- fieldedge.com
“We hear from businesses just like yours that are making the choice between FieldEdge vs Jobber, or who may be looking for a Jobber alternative.”
- fieldpulse.com
“Jobber is an FSM platform designed for small and mid-sized service businesses. It offers scheduling, invoicing, and customer tracking, making it a solid FieldEdge alternative for those who need a simple, easy-to-use system”
FieldPulse
Evidence-backed
Good
FieldPulse Good match
Why these are related — sources 2
- buildops.com
“FieldPulse also includes Engage, a built-in VoIP phone system that keeps personal numbers private and stores all customer voicemails and text messages inside the app, along with a Sales Suite and custom workflow builder that FieldEdge lacks.”
- fieldpulse.com
“See how FieldPulse stacks up against FieldEdge.”
Service Fusion
Evidence-backed
Good
Service Fusion Good match
Why these are related — sources 2
- fieldedge.com
“In this article, you’ll discover how FieldEdge is the best Service Fusion alternative for your field service business.”
- fieldpulse.com
“Service Fusion is an FSM platform that provides basic job tracking, invoicing, and customer management tools at a lower cost than FieldEdge.”
