Become a Connected Contractor

Connect and organize

Turbocharge your techs

Win at marketing

Integrate QuickBooks

Connect and organize. We give you the edge.

FieldEdge is the ultimate 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.

CONNECT AND ORGANIZE

A dashboard to drive your business

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

CONNECT AND ORGANIZE

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: traveling, working, done
  • Use map based scheduling to intelligently route your techs
  • Decrease “windshield time”

CONNECT AND ORGANIZE

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: traveling, working, done
  • Use map based scheduling to intelligently route your techs
  • Decrease “windshield time”

CONNECT AND ORGANIZE

Track every service agreement. Bill every job

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

Turbocharge your techs. Rev up sales and service.

On each tech’s mobile phone is an arsenal of FieldEdge tools that save time, impress customers and boost income on every work order. With one tap, the invoice goes straight to QuickBooks.

TURBOCHARGE YOUR TECHS

Who the customer is, what to do and how to do it

Your tech sees the customer’s full history with make, model and age of equipment, detailed job notes, as well as what needs to get done. Sell more add-ons and service agreements.

  • Custom forms give techs the steps to complete the job
  • Tech’s work orders show notes, customer and equipment history
  • Show discounted price with purchase of service agreement
  • Visual pricebook to improve price presentation, invoicing and quoting process

TURBOCHARGE YOUR TECHS

Who the customer is, what to do and how to do it

Your tech sees the customer’s full history with make, model and age of equipment, detailed job notes, as well as what needs to get done. Sell more add-ons and service agreements.

  • Custom forms give techs the steps to complete the job
  • Tech’s work orders show notes, customer and equipment history
  • Show discounted price with purchase of service agreement
  • Visual pricebook to improve price presentation, invoicing and quoting process

TURBOCHARGE YOUR TECHS

Forms you can customize to do things your way

Our software conforms to YOUR business, not the other way around. Create custom forms for techs to use in the field, with task lists for every step of handling a job.

  • Servicing the equipment
  • Serving the customer
  • Suggesting upgrade items

TURBOCHARGE YOUR TECHS

Forms you can customize to do things your way

Our software conforms to YOUR business, not the other way around. Create custom forms for techs to use in the field, with task lists for every step of handling a job.

  • Servicing the equipment
  • Serving the customer
  • Suggesting upgrade items

Win at marketing. See your results and how to improve.

Know how much money you’re making and where it’s coming from. From CSR’s to techs, know who your stars are. Equip your techs with sales tools. Boost service agreement income. Track profitability of your marketing: know what’s working and what isn’t.

WIN AT MARKETING

Turn your techs into sales and service wizards

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

WIN AT MARKETING

Turn your techs into sales and service wizards

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

WIN AT MARKETING

Tie marketing spending to actual sales

Advertising is a big expense. Know where your marketing dollars are giving you the most bang for your buck.

  • FieldEdge ties into your phone system
  • See where all your leads are coming from
  • Track actual sales conversion for each lead and source
    (Angie’s list, yp.com, etc.)

QuickBooks integration. No more errors, no more double-entry.

Every transaction, whether it’s in the field or in the office, flows right into QuickBooks. QuickBooks integration is a challenge for other systems, but we’ve perfected it.

QUICKBOOKS INTEGRATION

Automatic QuickBooks integration: fast and flawless

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.