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FieldEdge

A CRM for HVAC companies, plumbing businesses, and other home service professionals that need to create service agreements on the job

8.2

63 Votes

FieldEdge is a comprehensive field service management software designed for service businesses.

Overview

FieldEdge is a robust field service management solution tailored to meet the needs of service businesses. It streamlines operations and enhances customer service by automating tasks, tracking customer histories, and managing work orders.

Feature-rich Service Management

FieldEdge stands out for its comprehensive set of features that encompass every aspect of field service management. The software allows for efficient dispatching of technicians, tracking their locations in real-time, and managing their schedules. Additionally, the work order management feature enables users to create, assign, and track work orders, ensuring jobs are completed promptly.

Customer Relations Management

The software also includes an impressive customer relations management (CRM) module. It maintains detailed customer histories, including past services, equipment details, and service agreements. This feature makes it easy to provide personalized services and boosts customer satisfaction.

Seamless Integration and Mobile Access

FieldEdge provides seamless integration with QuickBooks, which ensures accurate and quick accounting. The software also features a mobile app, providing technicians with access to critical information in the field. The mobile app is user-friendly and allows technicians to update work orders, view schedules, and record notes on-the-go.

Reporting and Analytics

The reporting and analytics feature in FieldEdge enables businesses to make data-driven decisions. This tool provides insights into various business operations, such as job profitability, technician performance, and service agreement profitability.

Conclusion

In conclusion, FieldEdge is an all-in-one field service management solution that offers a host of features to streamline operations, improve customer service, and increase profitability. Its robust functionalities, seamless integration with QuickBooks, and mobile access make it a top choice for service businesses.

Highest-Rated Features:

  1. Calendar
  2. Dispatch
  3. Location

Lowest-Rated Features:

  1. Behavior Monitoring
  2. Analytics
  3. Reports
Company
FieldEdge
HQ Location
Fort Myers, Florida
Year Founded
1980
LinkedIn® Page
https://www.linkedin.com/company/desco-llc (267 employees)
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Jobber

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Housecall Pro

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Service Fusion

A management platform that tracks employees, helps with payroll, analyzes customers and much more