FieldEdge review

FieldEdge is built for HVAC, plumbing and electrical shops that run several trucks. Every plan includes dispatching, call booking, work orders, scheduling, invoices, a pricebook with flat-rate pricing, integrated payments, SMS texting and QuickBooks Online and Desktop sync. Service agreements are basic on Select and advanced on Premier and Elite, and Premier adds advanced dispatching, multi-option quotes, performance and commission tracking and 10 saved reports. Elite adds Proposal Pro for kitchen-table good, better, best presentations, MarketingEdge with two-way texting for upselling agreements, outbound call recording and warehouse inventory. Each plan includes an onboarding specialist and access to the Navigator video knowledge base. The weak points are price transparency and seat counts: all three plans are by request, and they include 2, 4 or 6 mobile app licenses, so larger crews should ask what extra technician licenses cost.

Who it is for

Multi-truck HVAC companies that run their books in QuickBooks and want flat-rate pricing and agreement management.

Price

See vendor pricing (USD check pending); Select, Premier and Elite plans by request.

US price check pending. See the vendor pricing page.

Key features

• Dispatching, call booking, work orders and scheduling on every plan
• Pricebook and flat-rate pricing with QuickBooks Online and Desktop sync
• Basic service agreements on Select, advanced service agreements on Premier and Elite
• Proposal Pro for good, better, best options on Elite
• MarketingEdge with two-way texting to upsell service agreements on Elite

Strengths and weaknesses

• Strength: Built around HVAC, plumbing and electrical service work
• Strength: QuickBooks Online and Desktop sync on all plans
• Strength: Onboarding specialist included with every plan
• Weakness: No published prices
• Weakness: Plans include only 2, 4 or 6 mobile app licenses
• Weakness: Multi-option quotes and advanced agreements need Premier or higher

Key facts

• Plans: Select, Premier, Elite
• Mobile licenses included: 2, 4 or 6 by plan
• Accounting: QuickBooks Online and Desktop
• Users: 40,000+ (vendor figure)

Where it ranks

FieldEdge is No. 3 in our Best HVAC Software verdict.