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
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
Highlights
Capabilities
Trust
Media
www.sage.com
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.
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 6.0
Features 6.5
Support 5.0
Value 4.0
Integrations 8.0
AI Capabilities 1.5
Features
65 features confirmed across
15categories· Showing confirmed capabilities only
Platform & Customization15features
Approval ManagementWorkflow transaction approvalsCustom FieldsCustomizable formsDocument ManagementDocument attachmentsRole-Based Access ControlRead and Edit form separationScheduling, Dispatch, And Project Management IntegrationService managementNear Real-Time Access to Critical InformationReal-time access to job detailsBack Office Data SyncReal-time data synchronizationRead And Edit Form SeparationRead and Edit form separation
Show 7 more
Real-Time Sync of Field Data and Financial DataTeam CollaborationTeam communication and collaborationAutomatic Routing of Field Content to Office WorkflowsCustom TemplatesRFI and document messaging templatesDispatch Or FSM Software IntegrationSynchronize work order information with Sage IntacctData ExportFinancial data delivery to fieldAudit TrailEdit assignment activity
Scheduling & Dispatch9features
Assignment ManagementEdit assignment activityCreate and Schedule Work OrdersView work orders and assignmentsCustom Work Order ManagementEnter new work order assignmentsRFI And Submittal ManagementRequests for information (RFI) handlingDaily Schedule VisibilityJob Travel and Service Time TrackingReal Time Job Tracking with Maps and PhotosReal-Time Synchronization of Work Orders
Show 1 more
Job History AccessTrack site history
Mobile & Field Tools9features
Offline ModeOffline SupportDigital SignaturesDigital signature captureAuto Data EntryMobile data entryImage Capture And TaggingSite photo captureLink Notes And Photos To Customers, Sites, Work Orders, Or EquipmentField CollaborationTechnician communication and collaborationField Data SynchronizationField-to-office data flowAI Photo Analysison-site photo capture
Show 1 more
Geo-Located Photo Capture of Installed Equipment
Technician Management8features
Face RecognitionBiometric login (fingerprint scanning and facial recognition)Internal Employee Communicationfield-to-office communicationTime Trackingtime trackingChecklistsTeam ManagementCrew managementChecklists, Photos, and Forms for Job CompletionIn-App Clock In/OutGPS Check-insTime clock with geotagging
Reporting & Analytics5features
Daily Field ReportsDaily field reportsPdf And Excel Report GenerationField report generationReporting ForecastingRevenue and Backlog ForecastingBusiness intelligence for revenue and labor forecastingHistorical Data Access
Inventory Management3features
Parts And Materials PurchasingEnter and delete parts and miscellaneous itemsPurchase OrdersPurchase order managementReal Time Product Availability and Specs Lookup
Equipment & Asset Management3features
Equipment TrackingEquipment history trackingAsset ManagementManage equipmentEquipment Maintenance Tracking
Estimating & Quoting2features
Change OrdersChange order managementLabor and Material Cost CalculationLabor Cost Controls
CRM & Sales2features
CRMLead Management
Accounting Integration2features
Job CostingAutomated PayrollPayroll review and approval workflows
Compliance & Safety2features
QC and Safety Issue TrackingQuality ControlQuality control and safety issue tracking
AI & Automation2features
AI Automation for SchedulingScheduling toolAutomation RulesDispatch automation
Fleet & GPS Management1feature
GPS Tracking
Customer Communication1feature
In-App Messaging and Photo SharingSketch sharing
Training & Education1feature
Mobile-Friendly LearningMobile field access
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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