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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.

6.6 - Good
Quote Only · $100/mo Mobile App 22 Features 11 Integrations
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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.

FSH Score Breakdown

Ease of Use
7.5
Features
7.5
Support
7.5
Value
7.0
Integrations
7.0
AI Capabilities
3.0

Customer Reviews

Features

22 features confirmed across 12categories· Showing confirmed capabilities only

Scheduling & Dispatch4features

DispatchingDispatchingSchedulingBooking & SchedulingWork OrdersWork Orders & JobsOnline BookingCall Booking

CRM & Sales4features

CRMCustomer ManagementLead ManagementLead TrackingMaintenance Agreement ManagerService AgreementsMarketing Tools

Customer Communication3features

Call RecordingOutbound Call RecordingSMS MessagingIntegrated SMS TextingClient PortalConsumer Management Portal

Invoicing & Payments2features

Payment ProcessingIntegrated PaymentsPrice BookPricebook & Flat Rate Pricing

Technician Management2features

Commission TrackingPerformance & CommissionTime TrackingTech Time Tracking

Estimating & Quoting1feature

Quoting & EstimatesQuotes

Fleet & GPS Management1feature

GPS Tracking

Inventory Management1feature

Inventory ManagementReplenishment

Reporting & Analytics1feature

ReportingSaved reports specifically mentioned as a Premier tier feature.

Equipment & Asset Management1feature

AlertsAutomated Alerts

Accounting Integration1feature

Accounting Integration

Platform & Customization1feature

Custom FieldsCustom Forms

Integrations 11 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
CRM 1
Podium Native
Field Service 1
CompanyCam Native
Marketing 1
Mailchimp Native
Data & Automation 1
Zapier Zapier

Pricing

Model
Quote Only
Starting at
$100/mo
Notes
No public per-tier pricing listed on fieldedge.com/pricing/ -- all tiers say 'Request Pricing'. Third-party sources (ToricentLabs, ITQlick, Capterra) report $100/user/mo for office users and $125/user/mo for field technicians. Setup fee $500-$2,000 with mandatory 5-week onboarding. No free trial. Annual contracts available but no early cancellation refund. Payment processing (FieldEdge Payments via Clearent) charges 2.7%-3.4% per credit card transaction. A 7-person team estimated at $13,000-$16,000+ in year one. Additional add-ons (Proposal Pro, MarketingEdge, Academy, Consumer Management Portal) are 'Call for Pricing' on Select/Premier tiers but included in Elite.
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