If you’ve ever wished you could sit down with a FieldEdge expert, walk through your specific workflows, and walk away with a clearer, more confident plan for your business, now’s your chance.
On April 16–17 in Atlanta, Georgia, FieldEdge is hosting Regional Training 2.0. And this is not just another training session.
It’s a completely redesigned, two-day immersive experience built to help you get more out of your software, your team, and your bottom line.
I recently sat down with Alex Menendez, Training Team Lead and Subject Matter Expert at FieldEdge, to talk about what attendees can expect. With 11 years at FieldEdge and more than 3,000 hours of training experience, Alex has seen firsthand what makes these events transformational for contractors.
Here’s what he shared.
This Isn’t Your Average Training Event
If you’re picturing a live version of a webinar, think again.
“We’ve been trying to identify what makes a regional a successful experience,” Alex explained. “Us regurgitating the same thing you would have in a webinar — that doesn’t equal success. We wanted to make sure we offer unique, bespoke experiences.”
That commitment shows up immediately in the format:
- Breakout labs where you choose the sessions that matter most to your business
- Dedicated one-on-one training time with FieldEdge experts
- Interactive learning exercises woven throughout the event
“You normally don’t associate fun with regional training events,” Alex said. “But we really tried to embrace that. It should be an experience and a joy to be at one of these things.”
This isn’t passive learning. It’s hands-on, practical, and built around how contractors actually operate day to day.
The Wind-Up and the Pitch
One of the most exciting aspects of the redesigned format is how each day intentionally builds toward something powerful.
The morning kicks off with group sessions. From there, you move into focused breakout labs. The day finishes with dedicated one-on-one time with a trainer.
Alex described it as “the wind-up and the pitch.”
“You spend all day moving toward this point, thinking about your questions, thinking about what this means for your company. And then we finally get to have that one-on-one and it’s like, okay, let’s hit it.”
By the time you sit down for your personalized session, you’re not starting from scratch. You’ve already:
- Identified friction points
- Seen how other contractors approach similar challenges
- Asked clarifying questions
- Connected the dots between features and workflows
That context makes your one-on-one session significantly more valuable.
Real Results That Change How You Run Your Business
When I asked Alex about standout moments from past regionals, he immediately shared one of his favorite exercises: running a simple report that reveals how many invoices are sitting in FieldEdge but never made it into QuickBooks.
“People run that report in their database and they see maybe one, maybe two commas,” Alex said with a knowing grin. “Almost every time, they’re thankful — relieved, even — to know that it exists and it’s not scary, because now they know how to work through it.”
That kind of discovery doesn’t usually happen in a webinar.
It happens when:
- You’re hands-on in your system
- An expert is right beside you
- You can ask follow-up questions in real time
- You leave with a clear action plan
Sometimes the biggest ROI from an event isn’t inspiration. It’s clarity.
Be the First to See What’s New
This regional is special for another reason: attendees will get a first look at brand-new FieldEdge features, including:
Two-Way SMS Messaging
Your customers will be able to respond directly to the automated text messages you’re already sending. During the training, you’ll learn how to structure these conversations so they feel personal and professional, not robotic.
Online Schedule Requests
Customers will be able to book directly from your website, with requests flowing straight into FieldEdge for your team to manage.
“This is going to be the first time we have the opportunity to train on brand-new features and see engaged reactions in real time,” Alex shared. “That’s not something that has happened at any of the regionals I’ve been a part of.”
And according to Alex, there may be a few hidden surprises built into the training database that haven’t been announced yet.
“If you show up, you’ll be able to see some of them,” he teased.
Something for Everyone, No Matter Your Experience Level
When I asked Alex who would benefit most from attending, his answer was simple:
“Everyone.”
Whether you’re a:
- Business owner
- Office manager
- Dispatcher
- Technician
Whether you’re brand-new to FieldEdge or you’ve been using it for years, the breakout lab structure ensures there’s a session aligned with your experience level.
Alex even encourages companies to bring multiple team members so owners, dispatchers, and office staff can align on workflows and leave with shared clarity.
And for self-proclaimed power users, Alex had a challenge:
“You probably do know everything that we provide you. But there’s an element that comes from pure exposure — being in a one-on-one where someone throws you a curveball. Do you want to be the office wizard when it comes to FieldEdge? That’s what you can get from this.”
The Learning Doesn’t Stop When You Leave
One of the most thoughtful parts of Regional Training 2.0 is what happens after the event.
Attendees receive:
- A discount on additional paid training services, including on-site visits
- Ongoing access to free one-on-one sessions with the FieldEdge training team
“As long as you want to continue learning and growing, my team and I will be here to assist you,” Alex said. “You’ll have a link to book time directly with us. No hoops to jump through.”
This isn’t a one-time event. It’s an on-ramp to deeper operational improvement.
Watch the Full Interview
Want to hear directly from Alex?
Watch the full interview above, where he dives deeper into what makes Regional Training 2.0 unlike anything FieldEdge has done before. We’ve also posted shorter clips covering specific topics, so whether you have two minutes or twelve, you can get value quickly.
Ready to Level Up Your Business?
FieldEdge Regional Training 2.0 is happening April 16–17 in Atlanta, Georgia.
Seats are limited due to the hands-on format and personalized training time, so early registration is encouraged.
Register now at fieldedge.com/regional-training
We’ll see you in Atlanta.
