FieldEdge
All-in-one field service management for contractors
Mobile Field Service Tools, Scheduling & Appointments, Invoicing & Billing
FieldEdge centralizes office and field operations so contractors can schedule, dispatch, invoice and collect payments from a single platform. It’s designed to give owners business insight while enabling technicians with mobile access to customer history and job tools.
Verdict
Pricing
FieldEdge lists three paid tiers (Select, Premier, Elite) but does not publish prices on the page—customers must contact sales for personalized pricing.
| Plan | Price |
|---|---|
| Select | Contact for pricing |
| Premier | Contact for pricing |
| Elite | Contact for pricing |
Key features
- Native Mobile App
- Dispatch Board / Map View
- Real-time GPS Tracking
- Route Optimization
- Custom Job Forms
- Photo Proof / Image Attachments
- Inventory Tracking
- QuickBooks Sync
- On-site / Paperless Invoicing
- Mobile Payment Collection (card reader)
- Scheduling / Calendar
- Mobile Estimates / Quotes
- Recurring Service / Service Agreements
- Crew / Technician Management
- Time Tracking (with GPS presence)
- Accounting Integrations
- Attach Files & Images
Integrations
- QuickBooks
- FieldEdge Payments
- FieldEdge Flat Rate (Coolfront)
How to do tasks with FieldEdge
Set up recurring cleaning appointments and client records in service management software
Paid required
- Click Scheduling / Calendar
Open the FieldEdge desktop web app and click Scheduling / Calendar to open the main dispatch calendar view used for booking jobs.
- Drag and drop jobs on Scheduling / Calendar
Create a new appointment by dragging an existing job or a customer entry onto the desired date/time slot on the calendar to place the first visit.
- Click Service agreement feature
From the customer or job screen, open the Service agreement feature (service agreement) to begin creating a recurring contract for the cleaning client.
- Select schedule visits and renewals in Service agreement feature
In the Service agreement feature, set the recurring frequency (for example weekly, biweekly, or monthly), add scheduled visit dates, and enable tracking of upcoming renewals.
- Enable automatic reminders in Service agreement feature
Within the same Service agreement settings, toggle or enable customer reminders so FieldEdge will automatically remind customers before contract renewal or upcoming visits.
- Create custom checklists
Open the custom checklists area from the job template or forms section and create the cleaning checklist items you want technicians to follow on each recurring visit.
- Use Auto assign
When the recurring jobs are scheduled, enable or use the auto assign option so FieldEdge assigns visits based on technician location and skills, or manually drag assignments on the calendar if preferred.
- Link invoice in Field Edge
If you accept payments, create the invoice in your payment flow (noted workflow: Clarant) and then link that invoice record in FieldEdge so payments and invoicing show on the customer's record.
- Open technician mobile app
Have the assigned technician open the FieldEdge mobile/technician app to confirm the recurring appointment appears in their job list and to access job history, photos, and the custom checklist on site.
FAQ
Which industries is FieldEdge designed for?
FieldEdge targets field service industries including HVAC, plumbing, electricians, locksmiths and appliance repair businesses.
Does FieldEdge offer a mobile app?
Yes. FieldEdge provides a mobile app so technicians can access customer history, create work orders, and invoice from the field.
Does FieldEdge integrate with QuickBooks?
Yes. FieldEdge syncs with QuickBooks to reflect financials in real time and reduce manual data entry.
Can I accept payments with FieldEdge?
Yes. FieldEdge includes FieldEdge Payments for paperless invoicing and mobile card reader support to collect payments in the field.
How do I request a demo or get pricing?
You can request a demo or view pricing via the FieldEdge website's demo and pricing pages, or contact their sales team by phone.