FieldEdge
Mid-market FSM for HVAC/plumbing/electrical — dispatch, work orders, pricebook, invoices, service agreements, and integrated SMS on Select/Premier/Elite. Quote-based. Proposal Pro and MarketingEdge are add-on or Elite SKUs.
- Best for
- Multi-truck HVAC, plumbing, and electrical shops that live in QuickBooks and a pricebook
- Price
- Contact for pricing
- HQ
- United States
- Profile updated
Worth it for your operation?
Pros
- Dispatch, work orders, pricebook, and flat-rate pricing in the core plans
- Service agreements on every published tier (basic on Select, advanced on Premier/Elite)
- Integrated SMS texting on Select, Premier, and Elite
- QuickBooks Online and Desktop sync called out as a product pillar
Watch-outs
- No public dollar card and no free trial — demo-led onboarding
- Proposal Pro and MarketingEdge are call-for-pricing add-ons except on Elite
- Select dispatch is “basic”; advanced dispatch starts at Premier
- Built for multi-truck trades, not a one-person Jobber substitute
Score by criterion
The dark mark on each bar is the average of the 11 systems in this ranking. Criteria with higher weight pull the overall score more.
A live job and dispatch board — schedule, assign techs, and see today’s work without a parallel spreadsheet.
Quotes, estimates, or a pricebook inside the product — good/better/best or flat-rate — not a PDF from another app.
Maintenance agreements, service plans, or memberships that renew on the customer record — not only a won job or a one-off visit.
Native SMS or messaging inbox on the customer or job card, with team history. WhatsApp Business API also counts. One-way “on my way” blasts and marketplace apps do not.
Public plan in USD, trial, and what sits outside the monthly fee. Mandatory add-ons for day-to-day dispatch work lower the score.
English UI, job and membership vocabulary, and time until a CSR or owner-operator can dispatch without a months-long implementation project.
What ships natively
We only mark “yes” when the feature is part of the product — marketplace integrations or third-party apps do not count.
- Yes
Jobs & dispatch
A live job and dispatch board — schedule, assign techs, and see the day’s work without a spreadsheet
- Yes
Quotes & pricebook
Quotes, estimates, or a pricebook inside the product — not a PDF from another app
- Yes
Memberships
Maintenance agreements, service plans, or memberships that renew on the customer record — not only a one-off job
- Yes
Invoicing & payments
Invoices and payments on the job, in the field or online, in the same product
- No
Financing
Credit simulation or consumer financing in the product — solar, real estate, or home-service jobs, depending on the vertical
- Yes
Native messaging
Native SMS or messaging inbox on the lead/contact/policy card (history preserved). WhatsApp Business API also counts. Marketplace apps, Zapier, browser extensions, website chat buttons, and sibling-SKU modules do not
- Yes
Sales pipeline
Visual sales pipeline
- Yes
Vendor mobile app
App published by the vendor itself
Editorial analysis
FieldEdge in detail
FieldEdge is the QuickBooks-deep HVAC FSM. Dispatch, pricebook, agreements, and SMS are in the plan table. Proposal Pro and MarketingEdge are the sliced stack.
Who it is for
Multi-truck HVAC, plumbing, and electrical operators that already run QuickBooks and want agreements plus a pricebook. Solo crews will bounce off the demo-only price.
What drives the score
Jobs, quotes, and memberships are strong. Messaging is true for integrated SMS. Price is low for opacity. Consumer financing stays false on this reading.
How we read the sources
Based on fieldedge.com and the public Select / Premier / Elite comparison (dispatch, quotes, agreements, integrated SMS, add-on SKUs, quote-only dollars).
Frequently asked questions
Is two-way texting on every plan?
Integrated SMS texting is on Select, Premier, and Elite. MarketingEdge with two-way texting is Elite or an add-on on lower tiers. The messaging flag follows integrated SMS, not the MarketingEdge SKU.
Why is quoting true if Proposal Pro is extra?
Quotes and a pricebook ship on Select. Proposal Pro is the good/better/best presentation layer sold next door. The quote flag is the pricebook, not the kitchen-table SKU.
Sources consulted
Everything on this profile comes from the pages below. We did not lab-test the platform.
Profile updated . Found something outdated? Corrections are welcome.