FieldEdge review: dispatching, scheduling, mobile invoicing, and QuickBooks integration for HVAC, plumbing, and electrical service businesses. Plans and…
FieldEdge is a field service management platform aimed at residential and light commercial trade businesses, including HVAC, plumbing, electrical, locksmith, and appliance repair companies. It centralizes dispatching, scheduling, customer records, and invoicing into a single system so office staff and field technicians can work off the same information in real time.
The product is owned by Xplor Technologies, a workforce and vertical software group that also owns several other trade and services platforms. FieldEdge positions itself as one of the more established names in home service software, with an emphasis on deep QuickBooks integration and structured onboarding rather than a self-serve free trial.
At its core, FieldEdge gives dispatchers a visual board to assign jobs to technicians based on location, skill, and availability, while field staff use a mobile app to view job details, capture signatures, take payments, and update job status from the truck. Customer and equipment history is tied to each account so technicians can see past visits, installed equipment, and service agreements before arriving on site.
Higher tiers add capabilities like grouping technicians into crews, multi-option proposal and quote building, marketing automation tools branded as MarketingEdge, warehouse and van inventory tracking, and expanded reporting. The two-way QuickBooks integration is a recurring theme across FieldEdge's marketing, since many of its target customers already run their books through QuickBooks Desktop or Online.
FieldEdge does not publish per-seat pricing on its website. Instead, it sells through three named tiers - Select, Premier, and Elite - that scale in feature depth from basic dispatch and customer management up to advanced proposal tools, unlimited custom reporting, and marketing automation. Add-on modules such as Proposal Pro, MarketingEdge, and the Consumer Management Portal can be layered onto the lower tiers.
Getting an actual quote requires booking a demo with FieldEdge's sales team, and third-party buyer guides report setup fees and a multi-week mandatory onboarding process on top of the subscription. This makes FieldEdge more of a considered purchase than a low-commitment monthly tool, which is common in this category of trade-focused SaaS.
No. FieldEdge uses a sales-demo and onboarding process instead of a self-serve free trial, so pricing and access require talking with its sales team.
It targets home service trades, primarily HVAC, plumbing, electrical, locksmith, and appliance repair businesses that dispatch technicians to customer sites.
Yes, two-way integration with QuickBooks Desktop and Online is one of its core selling points, syncing invoices and payments automatically.
Pricing is not published; it varies by plan tier (Select, Premier, Elite), number of users, and add-ons, and requires a custom quote from FieldEdge sales.
FieldEdge operates under Xplor Technologies, a software group that owns several vertical field service and workforce management platforms.