FieldEdge

Gain valuable insight on how your business is doing with key performance indicators

Track the performance of all techs and office staff to identify top contributors

Generate and view reports on business performance

Save and reuse custom reports (10 reports in Premier, unlimited in Elite)

Set up automated alerts for important business events

Automated reminders for scheduling, billing, and service follow-ups

Simplify payments with a built-in payment processing system and easily connect a mobile card reader

Built-in payment processing system to simplify payments and accept mobile card reader payments

Invoice in the field and collect payments from customers once a job is completed

Invoice customers before or after their appointment with paperless invoicing

Send integrated SMS text messages to customers

Record outbound calls for training and quality assurance purposes

Seamless integration with QuickBooks Online & Desktop that automatically syncs between the field and the office with real-time financial reflection

Manage and track purchases within the system

Manage inventory replenishment for field service operations

Manage warehouse inventory with QuickBooks Desktop Enterprise advanced inventory integration

Create custom forms for job-specific data collection

Track technician time and hours worked

Create and manage work orders for jobs

Powerful mobile solution to take operations on the go with access to customer information, work orders, and dispatching

Included mobile app licenses (2 in Select, 4 in Premier, 6 in Elite)

Create work orders and dispatch technicians right from the mobile app

Track and manage leads through your sales pipeline

Marketing tools to optimize marketing spend and track conversion from leads to sales

Automate marketing and reach prospects and customers with email, two-way text messaging, forms, and more

Track and manage prospects for business growth

Present prices upfront with confidence to build trust between your techs and customers, price right and turn a profit on every repair

Advanced multi-option quotes capability for more effective upselling

Fully customizable price book with good, better, best options to help techs upsell effectively

Enhanced proposal technology to increase upsells and create good, better, best and budget options for customers

Single or multi-option quotes for customer proposals

Advanced tools for efficient technician assignment, deployment and tracking with smart dispatch capabilities

Ability to book and schedule calls from customers

Dispatch your technicians and keep track of their progress through the dynamic dispatch board with GPS functionality

Organize your scheduling and billing to reconcile payments faster

Online community dedicated to your business's growth with training and resources

Video knowledge base for self-service learning and support

Dedicated onboarding specialist to help you learn FieldEdge and transfer business data