FieldEdge is an essential tool for owners and managers of HVAC companies to grow their businesses. Technicians are equipped to ramp up efficiency, generate bigger tickets, and provide great customer service.
Connect everyone from field techs to the office. Never forget to schedule or bill jobs. Know how your business is doing.
See your financials reflected in real-time with our seamless integration with QuickBooks. No delays, no double entry and no mismatched data!
Give your techs the ability to effectively upsell in the field with our advanced sales enablement tools, to drive more profit.
Efficiently assign, deploy and track techs using our smart dispatch board with GPS functionality.
Our HVAC scheduling and dispatching software makes it quick and easy to assign techs to various jobs. You can always assign the best techs to the right jobs based on their skill set and the job location. Simply drag and drop unassigned work orders to a tech's schedule to assign them to a job and add additional information as necessary. It's really that easy.
See your financials reflected in real-time. The live QuickBooks integration for our HVAC software ensures that everything flows seamlessly between QuickBooks and FieldEdge. Every transaction, whether made in the field or the office, is updated on both systems automatically.
Always have the full rundown on every customer and every job you've performed. With our customer management tools, you can view full work order histories, invoices, quotes, agreements, track equipment and more for each customer in your system. Since the information is all in one place, you can provide high-quality service to your customers every time.
Go paperless so you never lose important paperwork again. Update invoices directly in the field and send them to your customers via email. If customers want to pay on the spot, our integrated payments solution allows you to collect payments as soon as the job is completed so you can reconcile your money faster.
The FieldEdge mobile CRM solution helps HVAC techs keep track of all the "little things" for each customer. All the information is stored in the mobile app, so you know exactly what you’re walking into. Use custom forms, attach files/images, update work orders, add notes and make recommendations so that your techs can provide personalized services to customers and increase customer satisfaction.
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