How to Build Your Own FieldEdge

Advanced service agreement management and scheduling capabilities

Portal for consumers to manage their service agreements and accounts

Access a customer's full work history so you have all the information to get the job done

See every customer's history and manage customer information in one place

Access customer information and add notes from mobile app to provide top notch customer service

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

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)

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

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

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

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