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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.

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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.

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 export available on request

"the right to request that we provide a copy of your Personal Data in a portable format;"
Confidence: high Source

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
9.0
Support
5.0
Value
4.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

37 features confirmed across 13categories· Showing confirmed capabilities only

Scheduling & Dispatch8features

DispatchingDispatchingSchedulingBooking & SchedulingWork OrdersWork Orders & JobsOnline BookingCall BookingCalendar BoardMap Based SchedulingReal-Time Synchronization of Work OrdersSmart Job Matching by Location, Skill, and Availability

Estimating & Quoting6features

Quoting & EstimatesQuotesAdjustable Pricing FactorsBuilt-in Database of Price Estimates for HVAC Components and ServicesGood Better Best Option GenerationHVAC Menu Pricing ToolMulti-Tier Proposal GenerationGood, better, best options

CRM & Sales5features

CRMCustomer ManagementLead ManagementLead TrackingMaintenance Agreement ManagerService AgreementsMarketing ToolsSMS and Email Marketing

Invoicing & Payments4features

Payment ProcessingIntegrated PaymentsPrice BookPricebook & Flat Rate PricingCustomizable Flat Rate Price Books CreationPricebook With ImagesVisual Pricebook

Customer Communication4features

Call RecordingOutbound Call RecordingSMS MessagingIntegrated SMS TextingOn My Way Text MessagesClient PortalConsumer Management Portal

Inventory Management2features

Inventory ManagementReplenishmentParts DatabaseFully managed database of over 30,000 repairs

Technician Management2features

Commission TrackingPerformance & CommissionTime TrackingTech Time Tracking

Fleet & GPS Management1feature

GPS Tracking

Reporting & Analytics1feature

ReportingSaved reports specifically mentioned as a Premier tier feature.

Mobile & Field Tools1feature

Mobile Worker Access from One Device

Equipment & Asset Management1feature

AlertsAutomated Alerts

Accounting Integration1feature

Accounting Integration

Platform & Customization1feature

Custom FieldsCustom Forms

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)”