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Sage Field Operations

by Sage Group

Last updated Mar 29, 2026 · 1 revision

Cloud-based field service management for HVAC, plumbing, electrical, and specialty contractors with Sage ERP integration

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About This Product

Sage Field Operations is a purpose-built FSM solution for specialty contractors with service technicians, including HVAC, MEP, refrigeration, fire protection, and electrical companies. It connects field technicians and office staff with real-time job data, integrates natively with Sage 300 CRE, Sage Intacct, and Sage 100, and supports service agreement management, inventory, and compliance. Strong Canadian presence.

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.

Trains AI models on your data

"this use of information might involve the use of statistical analysis, benchmarking and forecasting services, predictive analysis and artificial intelligence/machine learning."
Confidence: high Source

Shares data with third parties

"third parties for marketing purposes, e.g. our partners and other third parties with whom we work and whose products or services we think will interest you in the operation of your business activities."
Confidence: high Source

Data export available on request

"the right to have any information you provided to us on an automated basis returned to you in a structured, commonly used and machine-readable format, or sent directly to another company, when technically feasible (“data portability”)"
Confidence: high Source

Data deletion honored on request

"the right to have your information rectified or erased or place restrictions on processing your information"
Confidence: high Source

Primary policy document: https://www.sage.com/en-us/legal/privacy/

FSH Score Breakdown

Ease of Use
6.5
Features
6.1
Support
5.0
Value
4.0
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

54 features confirmed across 14categories· Showing confirmed capabilities only

Scheduling & Dispatch11features

SchedulingschedulingWork Orderswork order managementAssignment ManagementCreate and Schedule Work OrdersCustom Work Order ManagementDaily Schedule VisibilityJob History AccessJob Travel and Service Time Tracking
Show 3 more
Real Time Job Tracking with Maps and PhotosReal-Time Synchronization of Work OrdersRFI And Submittal Management

Platform & Customization8features

Back Office Data SyncReal-time data synchronizationNear Real-Time Access to Critical InformationRead And Edit Form SeparationRead and Edit form separationReal-Time Sync of Field Data and Financial DataScheduling, Dispatch, And Project Management IntegrationService managementTeam CollaborationCustom FieldsCustomizable forms and checklistsAutomatic Routing of Field Content to Office Workflows

Mobile & Field Tools7features

Field CollaborationField Data SynchronizationImage Capture And TaggingLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentAI Photo Analysison-site photo captureAuto Data EntryGeo-Located Photo Capture of Installed Equipment

Reporting & Analytics6features

AnalyticsBusiness intelligence and forecastingReporting360-degree job visibilityDaily Field ReportsDaily field reportsRevenue and Backlog ForecastingReporting Forecastinglabor resource forecastingHistorical Data Access

Technician Management6features

Internal Employee Communicationfield-to-office communicationTime Trackingtime trackingChecklists, Photos, and Forms for Job CompletionIn-App Clock In/OutTeam ManagementChecklistsDigital forms and checklists

Inventory Management3features

Inventory ManagementInventory managementParts And Materials PurchasingReal Time Product Availability and Specs Lookup

CRM & Sales3features

CRMMaintenance Agreement ManagerService agreement managementLead Management

Invoicing & Payments2features

InvoicingInvoicingPayment ProcessingMobile invoicing and payment processing

Estimating & Quoting2features

Quoting & EstimatesEstimatingLabor and Material Cost Calculation

Customer Communication2features

Community ForumIn-App Messaging and Photo Sharing

Fleet & GPS Management1feature

GPS TrackingGPS Tracking

Equipment & Asset Management1feature

Equipment Maintenance Tracking

Accounting Integration1feature

Job Costing

Compliance & Safety1feature

QC and Safety Issue Tracking

Integrations 4 across 2 categories

Accounting 3
Sage

Sage 300 CRE

Sage 300 Construction and Real Estate
Sage Intacct

Sage Intacct Construction

Field Service 1
BuildOps

BuildOps

Pricing

Model
Custom
Starting at
Contact for pricing
Notes
Sage Field Operations does not publish pricing. Requires contacting Sage directly or a Sage partner for a custom quote based on business needs. No free trial advertised publicly. Formerly known as Sage Service Operations.
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