Service Software Built to Scale Your Business
FieldEdge is the all-in-one field management solution for SMB and mid-market contractors with multiple trucks. Accessible anywhere and updated in real time, FieldEdge gives your entire team operational control and visibility across every business unit and territory.
Scheduling & Dispatching
Smart Multi-Truck Scheduling & Dispatching
Coordinates your fleet from one screen.
- Assign work orders across all trucks with drag-and-drop functionality.
- Match jobs to technicians by skill, location, and availability.
- Monitor real-time status: pending, traveling, working, completed.
- Optimize routes with map-based scheduling.
- Minimize travel time, maximize productivity.
Performance Dashboards
Comprehensive analytics to drive multi-truck operations.
Overview
Complete operational visibility from anywhere.
- Track actual vs potential sales across all trucks and territories.
- Monitor upcoming and expiring service agreements fleet-wide.
- Analyze average ticket value and job profitability across your operation.
- Identify which technicians generate the most revenue and who may need coaching.
Tech & CSR Performance
Track top performers across your team.
- Compare key metrics across all trucks to find best-in-class technicians.
- Use side-by-side comparisons to determine coaching opportunities.
- Monitor CSR performance with call recordings and key service metrics to maintain consistent service quality.
Company Performance
Real-time snapshot of your entire multi-truck business.
- Access all operational information without searching multiple systems.
- See total revenue and identify expansion opportunities across service areas.
- Drill down into detailed analytics to understand what drives profitability at the job level.
Marketing Profitability
Connect marketing spend to real results across all territories.
- Track which marketing channels generate revenue with advanced phone integration.
- Unique phone numbers help office staff identify lead sources by territory.
- Measure ROI to make smarter marketing investments and identify high-converting channels across your fleet.
Customer Management
Deliver exceptional service across every touchpoint.
Overview
Creating lifelong customers through consistent, professional service.
- Instantly review all past and quoted work across your entire operation when a customer calls.
- Access complete equipment details and service agreements across all service territories in seconds.
- Use photos to clearly show problems and how conditions have changed over time.
Customer History
Provide world-class customer experiences at scale.
- Equip your entire team with tools to deliver reliable, professional service across all business units.
- View full work history and quotes for every customer in one place.
- Confirm payment status before scheduling new work across any truck.
- Prioritize service agreement customers for faster, premium service fleet-wide.
Equipment Tracking
Complete equipment history across your entire operation.
- Access up-to-date equipment information without site visits.
- Replace paper spec sheets with digital records on any mobile device.
- Standardize service quality with custom forms for each equipment type.
- Spot aging equipment to maximize replacement opportunities across all business units.
Pictures & Attachments
Visual documentation that builds trust.
- Use images to show customers issues and improvements over time.
- Attach photos to work orders for detailed equipment, maintenance, and installation records fleet-wide.
QuickBooks Integration
Seamless financial integration for multi-truck operations.
Overview
QuickBooks integration built for established service businesses.
- Every transaction from every business unit flows directly into QuickBooks in real-time.
- Eliminate double-entry of customer information and paperwork across your entire operation.
- Save your office staff 20+ hours per week by automating data entry.
Seamless Integration
Simplify financial management across your entire fleet.
- Field and office transactions sync automatically to QuickBooks in real-time.
- Make a correction, and it updates everywhere across all business units.
- Reduce paperwork and remove duplicate data entry across all trucks.
Inventory Management
Control inventory and costs across your entire fleet.
- Track materials from the warehouse all the way to work orders across trucks.
- Manage inventory, whether centralized or spread across multiple locations and business units.
- Keep trucks stocked with the right parts to cut travel time and finish more jobs per day.
Live Integration
Real-time data accuracy that keeps your business moving.
- Invoices appear in QuickBooks instantly—no batch delays.
- Fix mistakes once and updates will sync automatically in FieldEdge and QuickBooks.
- Avoid costly errors and data loss while keeping operations efficient fleet-wide.
Service Agreements
Track and bill every service agreement across your multi-truck operation.
Overview
Maximize recurring revenue across all service territories.
- Monitor upcoming renewals, billing cycles, and scheduled visits in one place.
- Automate reminders and invoices so customers never miss a payment.
- Capture more recurring income and build revenue stability across all business units.
Program Management
Stay organized and on top of every agreement.
- Track renewal, billing, and scheduling dates with ease across all locations.
- Access all customer agreements instantly from a centralized dashboard.
- See expiring agreements at a glance and prioritize follow-ups fleet-wide.
Automation Integration
Never miss another renewal.
- Send automated service reminders by phone, text, or email to any customer segment.
- Boost renewals with automatic renewal and recurring payment options.
- Recognize revenue when work is completed across all trucks, not when the payment is received.
Price Presentation
Transform every technician into a sales professional.
Overview
Equip your entire team with professional sales tools.
- Provide technicians with digital price books to recommend additional equipment and services.
- Boost profits per job while still delivering top-quality service.
- Surface add-on options automatically during customer interactions.
- Sync invoices directly to QuickBooks from any location for seamless processing.
Good-Better-Best
Offer clear choices that drive bigger sales.
- Present Good-Better-Best options with Proposal Pro that fit customer needs and budgets.
- Increase average ticket size by guiding customers toward upgraded solutions.
- Update price book options as you learn what sells best in each territory.
- Allow technicians to adjust quotes and invoices quickly with mobile taps.
Visual Price Presentation
Professional, consistent presentations across your fleet.
- Equip every technician with visual tools that make quoting and upselling easier.
- Customize offerings and markups with a few clicks across your operation.
- Ensure pricing is presented consistently to prevent revenue slippage across your multi-truck operation.
Recommended Add-Ons
Systematize upselling across every customer interaction.
- Suggest bundled or related products that enhance the customer experience and drive profitability.
- Standardize upselling so every technician can confidently boost sales.
- Track which products and services sell together to refine your approach fleet-wide.
Quotes & Invoicing
Accelerate payments while delivering superior 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
Stop revenue from slipping through the cracks.
- Ensure invoices flow directly from the field to the office from all business units.
- Send invoices instantly by email or print on-site for faster turnaround.
- Simplify customer payments with integrated solutions across your entire operation.
- Sync invoices directly to QuickBooks from any truck with no extra steps.
Paperless Invoicing
Capture more revenue with less paperwork.
- Free up office staff and technicians to focus on customers instead of manual entry.
- Allow technicians to create or update invoices on-site without calling the office.
- Email invoices immediately or print on-site from any service location.
Mobile Payments
Accelerate cash flow and give customers flexibility.
- Collect payments in the field with mobile card readers.
- Accept multiple payment types (even split payments) on a single invoice.
- Speed up deposits and reduce collection delays across all service areas.
Mobile CRM
Stay connected across your entire multi-truck operation.
Overview
Keep your multi-truck business running smoothly, no matter where your trucks are.
- Automatically notify customers when technicians from any business unit are en route.
- Create work orders and dispatch technicians from mobile devices across all locations.
- Eliminate manual time tracking with automatic reminders and status updates.
- Give technicians access to notes, customer history, and equipment information across all trucks.
- Enable visual pricebook functionality to streamline presentations and invoicing.
Personalized Service
Deliver consistent, professional service for every customer interaction.
- Track important customer details, from gate codes to preferences.
- Access complete work order history to ensure excellent service every time.
- Update customer information from the office or the field to easily maintain accurate records.
Custom Forms
Standardize service procedures across your fleet.
- Provide step-by-step guidance with custom forms and templates for every technician.
- Document equipment diagnostics and maintenance for a complete record across all business units.
- Use seasonal inspection forms to ensure thorough checks before peak periods.
Complete Equipment History
Comprehensive equipment details accessible fleet-wide.
- Technicians can access full equipment history for every customer without site visits.
- Replace office calls and paper records with digital spec sheets, warranty dates, and work history.
- Enable technicians to make fact-based recommendations based on complete equipment information.
Work Order History
Seamless continuity across your multi-truck operation.
- Update and review customer work history from any mobile device across all business units.
- Quickly identify recurring equipment issues or pain points to improve service quality.
- Reduce office calls and waiting periods to keep your team productive.