A Service Software Built For Your Industry
FieldEdge is the ultimate field management service software for contractors that connects every part of your business on one simple, yet powerful system. Accessible from anywhere and updated in real-time, FieldEdge gives everyone on your team an extra edge, from the office to the field.
Scheduling & Dispatching
A smart dispatch board that shows you everything
On a single screen, see all your work orders: assigned, unassigned and completed. Never worry about assigning the wrong tech – assign work orders to techs based on skill set and availability.
- To assign a job, just drag the job to the tech
- See status in real-time: pending, traveling, working, completed
- Use map-based scheduling to intelligently route your techs
- Decrease “windshield time”
Performance Dashboards
A Dashboard To Drive Your Business
Overview
Dashboards show you a snapshot of your business, accessible from anywhere.
- Actual vs potential sales
- Upcoming and expiring Service Agreements
- Average ticket value and job profitability
- Which techs are making you the most money and who needs training
Tech & CSR Performance
Track Your Top Performers
- Know which employees are best-in-class by comparing key performance metrics
- Use side-by-side comparisons to determine which technicians are your rockstars and which need coaching
- Coach your CSRs using call recordings and call performance metrics
Company Performance
A Snapshot of Your Entire Business
- Dashboards give you all the information you need without having to search for it
- See how much you made and where you had an opportunity to make even more
- Drill down into the numbers to see the details on what’s driving revenue
Marketing Profitability
Tie Marketing Spend to Actual Sales
- FieldEdge’s powerful phone integration automatically tracks which marketing channels are making you money
- Unique phone numbers help office staff quickly identify how leads are finding your company
Customer Management
Wow your customers every time
Overview
Creating life-long customers begins with providing great, reliable service.
- Quickly review all of the work that you’ve performed and quoted each time a customer calls.
- Know exactly what equipment your current customers are using without ever stepping foot on their property.
- Use images to show homeowners exactly what the problem is and how it’s changed over time.
Customer History
Create a World Class Customer Experience
- Arm your employees with the tools they need to give customers a white glove service
- Quickly review all of the work that you’ve performed and quoted for every single customer
- Tired of chasing down unpaid invoices? Make sure customers are up-to-date on their payments before scheduling another job
- Identify customers with service agreements so you can provide high priority service
Equipment Tracking
Full Equipment History Right From the Office
- Know exactly what equipment your customers are using without ever stepping foot on their property
- Ditch the old paper spec sheets and give techs access to digital copies all on their mobile device
- Create custom forms for each type of equipment you service to make sure the job gets done right
- Identify customers with aging equipment to boost replacement opportunities
Pictures & Attachments
A Picture’s Worth a Thousand Words
- Use images to show homeowners exactly what the problem is and how it’s changed over time
- Pictures attached to work orders give you a detailed view of equipment, maintenance issues and installation
QuickBooks Integration
Automatic QuickBooks integration: fast and flawless
Overview
We’re a QuickBooks Platinum Partner that actually wrote the manual on integrating field service management software with QuickBooks
- Every transaction, whether in the field or in the office, flows right into QuickBooks.
- No more double-entry of customer information or paperwork. No more accounting mistakes.
- Save your office staff at least 20 hours a week on data entry alone.
Seamless Integration
Spend Less Time Pushing Paper
- Every transaction, whether in the field or in the office, flows into QuickBooks in real-time
- Make a mistake? Our live field service management integration means you fix it in one place and you’re done
- No more double-entry of customer information or paperwork
Inventory Management
Control Your Inventory. Control Your Costs.
- Track your inventory all the way from the warehouse to the work order
- Manage your inventory whether your warehouse is 4,000 square feet or has 4-wheels
- Reduce windshield time by keeping trucks stocked with all the essentials for each and every job
Live Integration
Live Integration, Never Batching
- Our live integration means the moment you send an invoice to QuickBooks it’s there for you to see
- Mistakes happen. Unlike the ‘batch integration’ other companies use, if you make a mistake with FieldEdge, simply fix it in one place and it updates inside of FieldEdge and QuickBooks
- Avoid batching which locks your system up, leading to data loss, frustration, and lost productivity
Service Agreements
Track every service agreement. Bill every job
Overview
Never leave money on the table again.
- Know when service agreements are due for renewal, billing, scheduling
- Send reminders and invoices to customers automatically
- Increase recurring income
- Never forget to bill a job. Collect faster
Program Management
Spend Less Time Calling
- Know when service agreements are due for renewal, billing, and scheduling
- Spend less time searching through service agreement files for information and more time signing up new customers
- Dashboards show you how many agreements are set to expire so you know which customers need a follow up
Automate Agreements
Never Forget Another Renewal
- Automatically send scheduled service reminders via phone, text, or email so you spend less time following up
- Increase your renewals by setting your service agreements to automatically renew with recurring payments
- Recognize the revenue when you do the work, not when you take payment
Price Presentation
Turn your techs into sales and service wizards
Overview
Arm your techs with price books that help them sell additional equipment and services. Increase income on each job and provide better service.
- Screens show additional items for techs to suggest
- Good, better and best options
- Tap to select an item to add to job
- Total invoice goes directly into QuickBooks
Good-Better-Best
More Options = More Sales
- A customizable good, better, best price presentation gives your customers the option that fits them best
- Increase ticket size while giving customers the best option for their needs
- Changing up your price book is simple. Easily update your options as you discover what sells and what doesn’t
- Techs can add or remove items and services from a quote or invoice with a simple tap on their mobile device
Visual Price Presentation
Show Them What You’re Selling
- Arm your techs with our visual price tool to improve the sales presentation and quoting process
- Whether you want to purchase a price book or build your own, we’ll help you do it
- Customize your product offerings as well as your markups with just a few clicks
Recommended Add-Ons
Make Upselling Easy
- Suggest the right items to bundle at the right time
- Offer customers related products to improve their experience just like Amazon offers you batteries when you buy a flashlight
- Continue to improve your system by monitoring which products often sell together
Quotes & Invoicing
Get paid faster while providing better service
Blower Motor
Replacement
TOTAL $504.41
Invoice Created
For $504.41
1/17/20 10:38AM
Blower Motor
Replacement
TOTAL $504.41
Invoice Created
For $504.41
1/17/20 10:38AM
Blower Motor
Replacement
TOTAL $504.41
Invoice Created
For $504.41
1/17/20 10:38AM
Overview
Tired of leaving money on the table? FieldEdge gives you the tools to reduce unpaid invoices, get paid faster, and identify your top performers.
- Invoices flow directly from the field to the office so you never lose another one
- Email invoices right to the customer or use a mobile printer to print on the spot
- Make payment easy for your customers through integrated payment solutions
- Total invoice goes directly into QuickBooks
Paperless Invoicing
Never Leave Money on the Table
- Invoices flow directly from the field to the office so you never lose another one
- Office and techs can spend more time serving customers and less on mountains of unnecessary paperwork
- When a job changes techs can update invoices from the customer’s location without having to get in touch with the office
- Email invoices right to the customer or use a mobile printer to print on the spot
Mobile Payments
Get Paid Faster
- Make payment easy for your customers through integrated payment solutions
- Collect any payment type (credit, debit, check, etc) before leaving the driveway
- Stay flexible by allowing customers to use multiple types of payments for a single invoice
Mobile CRM
Stay connected when you’re on the move
Overview
FieldEdge Mobile makes it easy to keep your business running while you’re on-the-go.
- Automatically send a text, email, or voicemail to let customers know your tech is on the way
- Create work orders and dispatch technicians from your mobile device
- No more remembering to clock in and out – FieldEdge Mobile gives friendly reminders and sends status updates to the office dispatch board
- Tech’s work orders show notes, customer and equipment history
- Visual pricebook to improve price presentation, invoicing and quoting process.
Personalized Service
Give White Glove Service
- Keep track of the “little things” that matter to a customer, from gate codes to pet names, all from your mobile device
- See the full customer work order history so you can provide great customer service no matter which technician shows up
- Whether you’re in the office or in the field you can easily add information to the customer notes to make them feel known and appreciated
Custom Forms
Get The Job Done The Right Way
- Give technicians the step-by-step guidance with custom forms that detail how each service should be carried out
- Use custom forms to document the diagnostics and health of equipment so you have a detailed history if problems arise
- Stay flexible by having seasonal diagnostics forms encourage in-depth inspections before equipment usage is ramped up
Equipment History
Full Equipment History at Your Fingertips
- With full equipment history tied to your customers, techs can see all the work they’ve performed before, during, or after a job
- No more calling into the office and searching through old records. Create links for each piece of equipment with crucial information like spec sheets, warranty dates, and previous work performed
- Equipment history enables techs to easily review equipment condition with customers and make recommendations based on facts instead of guesses
Work Order History
Pick Up Where You Left Off
- Easily update and review all the work that you’ve performed for your customers right from your mobile device
- Quickly identify pain points in customer’s equipment
- No more calling into the office and waiting to see what you’ve done and what you should be looking for on the job