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 Service Agreements
by FieldEdge
Last updated Mar 29, 2026 · 2 revisions
HVAC maintenance agreement management with automated scheduling, invoicing, renewal reminders, and upsell tracking.
Highlights
Capabilities
Trust
Media
fieldedge.com
About This Product
FieldEdge provides dedicated maintenance agreement modules for HVAC contractors with automated scheduling, contract tracking, renewal reminders, and billing. Service Agreements show when contracts are due for renewal, track billing and scheduling, and send reminders and invoices automatically. Integrates with dispatching and customer management.
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
- Yes
- Deployment
- Cloud
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 5.0
Features 7.9
Support 5.0
Value 4.0
Integrations 8.0
AI Capabilities 1.5
Features
44 features confirmed across
13categories· Showing confirmed capabilities only
Scheduling & Dispatch6features
DispatchingBasic dispatching in Select tier; Advanced Dispatching in Premier tier.Smart Job Matching by Location, Skill, and AvailabilityGPS tracking and intelligent task assignmentOnline BookingMap Based SchedulingMap-based scheduling and routingCalendar BoardReal-Time Synchronization of Work Orders
Estimating & Quoting6features
Quoting & EstimatesBasic quotes in Select tier; Multi-Option Quotes in Premier tier.Good Better Best Option GenerationProposal creation with Good-Better-Best optionsBuilt-in Database of Price Estimates for HVAC Components and ServicesHVAC Menu Pricing ToolMulti-Tier Proposal GenerationGood, better, best optionsAdjustable Pricing FactorsPrice adjustment capabilities
CRM & Sales6features
CRMLead ManagementLead TrackingMarketing ToolsSMS and Email MarketingEmail marketing and two-way textingMaintenance Agreement ManagerBasic agreements available in Select tier; Advanced Service Agreements available in Premier tier.Ad Performance And ROAS TrackingMarketing ROI Tracking (MarketingEdge)
Customer Communication5features
NotificationsAutomated customer notificationsCall RecordingOutbound Call RecordingClient PortalConsumer Management PortalSMS MessagingOn My Way Text Messages
Equipment & Asset Management4features
Equipment TrackingEquipment history trackingAsset ManagementEquipment HistoryAlertsAutomated AlertsRefrigerant Charge And Service History TrackingMobile access to customer history and service records
Invoicing & Payments3features
Customizable Flat Rate Pricing Columns and Task GroupsFlat rate pricing managementCustomizable Flat Rate Price Books CreationPricebook With ImagesVisual Pricebook
Technician Management3features
Commission TrackingPerformance & CommissionTime TrackingTech Time TrackingTraining CoursesField Services Academy
Platform & Customization3features
Custom FieldsCustom repair creationDocument ManagementNavigator Knowledge BaseThird-Party IntegrationThird-party integrations
Inventory Management2features
Inventory ManagementInventory managementParts DatabaseFully managed database of over 30,000 repairs
Reporting & Analytics2features
ReportingSaved reports specifically mentioned as a Premier tier feature.Job Type and Margin Performance TrackingJob-Level Profitability Tracking
Mobile & Field Tools2features
Mobile Worker Access from One DeviceLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentMobile technician app with customer history access
Fleet & GPS Management1feature
GPS Tracking
Accounting Integration1feature
Accounting Integration
Integrations 12 across 6 categories
Payment Processing 4
PayPal Native
Square Native
Stripe Native
Wisetack Native
Accounting 3
QuickBooks Desktop Native
QuickBooks Online Native
Sage Intacct Native
Field Service 2
CompanyCam Native
FieldEdge
FieldEdge
CRM 1
Podium Native
Marketing 1
Mailchimp Native
Data & Automation 1
Zapier Zapier
Pricing
- Model
- Quote Only
- Starting at
- Contact for pricing
- Notes
- Service Agreements are a feature within FieldEdge plans (Basic in Select, Advanced in Premier/Elite), not a standalone product.
Related Products 2 across 1 category
Alternatives & Competitors
Housecall Pro Service Plans
Evidence-backed
Good
Housecall Pro Strong match
Why these are related — sources 4
- fieldedge.com
“In this article, you’ll discover how FieldEdge is the best Housecall Pro alternative for your field service business.”
- contractorsoftwarehub.com
“FieldEdge makes more sense when maintenance agreements, customer equipment history, and deeper service workflow are already part of the business model.”
- fieldservicesoftware.io
“FieldEdge's agreement module treats service agreements as first-class entities; Housecall Pro handles recurring jobs but does not treat agreements as separate entities with their own lifecycle.”
- ranksvs.com
“No maintenance agreement module. Recurring service plans have to be hacked together with workarounds (Housecall Pro) vs Maintenance agreement tracking and automated renewal billing (FieldEdge)”
ServiceTitan Memberships
Evidence-backed
Good
ServiceTitan Strong match
Why these are related — sources 5
- reddit
“FieldEdge- relatively decent, not built for growing businesses though Service Titan- very good, but built for enterprise companies so if you're willing to shell out the $$ its a great product”
- fieldpulse.com
“In this article, we’ll compare FieldEdge vs. ServiceTitan. We’ll review their key features, pricing, and user reviews to help you make the right choice.”
- 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.”
- workiz.com
“Compared to the enterprise-level complexity of ServiceTitan, FieldEdge offers a more straightforward approach that is popular among small to mid-sized businesses looking for reliability without over-complication.”
- contractorsoftwarehub.com
“FieldEdge: advanced service agreements (Premier plan); ServiceTitan: customizable memberships (The Works package)”