FieldEdge
by FieldEdge (Xplor) · Field Service
Field service management software with real-time QuickBooks sync for HVAC, plumbing and electrical contractors.
- Works with
- QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, Sage Intacct
- Deployment
- Cloud
- Company size
- Small business, Mid-market
- Pricing
- Quote-based
Overview
FieldEdge is field service management (FSM) software built for multi-truck HVAC, plumbing, electrical and other residential/light-commercial service businesses. It connects office staff and field technicians on one platform, covering dispatch, scheduling, mobile work orders, invoicing, flat-rate pricing, service agreements and customer history.
Its core differentiator is a real-time, two-way QuickBooks integration: customers, invoices, payments, pricebook items and inventory sync automatically between FieldEdge and QuickBooks (Online, Desktop and Enterprise), removing the double data entry common with batch-sync competitors. The company positions this as the deepest QuickBooks Desktop integration in the field service category.
FieldEdge is sold in tiered plans (Select, Premier, Elite) with add-on modules for proposals, marketing and a customer portal, and is part of Xplor Technologies' home and field services group (formerly owned by Clearent/dESCO).
Screenshots & demo
Demo video from the vendor's YouTube channel.
Features & capabilities
Dispatch & Scheduling
Coordinating technicians and jobs across a service fleet.
- Drag-and-drop dispatch board
- GPS technician tracking
- Real-time job status updates
- Route and schedule optimization
- Customer service history lookup at dispatch
Mobile Field App
Tools for technicians working on-site.
- Mobile work order creation and updates
- Access to full customer and equipment history
- Mobile invoicing and estimates
- Flat-rate 'good, better, best' pricing/proposal tools
- Signature capture and job completion in the field
Billing & Payments
Invoicing and payment collection tied to completed jobs.
- Mobile and office invoicing
- Integrated payment processing with mobile card readers
- Service agreement / maintenance contract billing
- Financing options at point of sale
QuickBooks & Accounting Sync
Automated bi-directional sync with accounting systems to remove double entry.
- Real-time two-way sync of customers, invoices and payments
- Pricebook and inventory sync
- Service agreement liability tracking in QuickBooks
- Support for QuickBooks Online, Desktop and Enterprise
Customer & Marketing Tools
Retaining customers and generating repeat/referral business.
- Customer communication via email and two-way texting
- Customer portal for self-service (add-on)
- Automated marketing campaigns (MarketingEdge add-on)
- Service agreement / membership management
Reporting & Business Insights
Visibility into technician and business performance.
- Technician and job performance reporting
- Revenue and sold-hours tracking
- Inventory usage reporting
Common use cases
- Eliminating duplicate data entry between field technicians and office bookkeeping via live QuickBooks sync
- Dispatching and tracking a multi-truck HVAC, plumbing or electrical service fleet in real time
- Presenting flat-rate 'good, better, best' pricing options to close larger tickets in the field
- Managing recurring service agreements and correctly tracking their liability in accounting
- Processing payments on-site with mobile card readers tied directly to the job invoice
- Giving office staff instant visibility into job status, inventory use and revenue as work is completed
- Running marketing and two-way texting campaigns to drive repeat and referral business
Strengths & considerations
Strengths
- Real-time, two-way QuickBooks Desktop sync, positioned as the deepest QuickBooks Desktop integration among field service platforms (most competitors offer batch or one-way sync)
- Purpose-built for trades (HVAC, plumbing, electrical) rather than generic field service across all industries
- Handles service agreement accounting correctly, tracking contract liability in QuickBooks until service is delivered
- Backed by Xplor Technologies' payments infrastructure (Xplor Pay) for integrated in-app payment processing
ERP integrations
Real-time sync of customers, invoices, payments and pricebook data
Marketed as the category's deepest real-time two-way Desktop sync
Listed as an integration on third-party software marketplaces (GetApp); not documented on FieldEdge's own site
Pricing
Sold in three tiers (Select, Premier, Elite) that scale with number of technicians; add-on modules (Proposal Pro, MarketingEdge, Consumer Management Portal) cost extra. No public starting price; pricing requires a sales call. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- SaaS with native mobile app for field technicians
- Mobile app
- Yes
- Languages
- English
Alternatives to FieldEdge in Field Service
FieldEdge — frequently asked questions
Does FieldEdge integrate with QuickBooks?
Yes. FieldEdge offers a real-time, two-way sync with QuickBooks Online, QuickBooks Desktop and QuickBooks Enterprise, syncing customers, invoices, payments and pricebook/inventory data automatically to eliminate double entry between the field and the office.
How much does FieldEdge cost?
FieldEdge does not publish set pricing. It is sold in three tiers (Select, Premier, Elite) that scale with technician count, plus optional add-ons like Proposal Pro and MarketingEdge; exact pricing requires a sales consultation.
What industries is FieldEdge built for?
FieldEdge targets multi-truck residential and light-commercial trades businesses, primarily HVAC, plumbing and electrical contractors.
Does FieldEdge work with QuickBooks Desktop or only QuickBooks Online?
FieldEdge supports both. It is particularly known for its QuickBooks Desktop integration, which syncs in real time rather than the batch sync many competitors use.
Evaluating Field Service?
Tell us your ERP and requirements and we'll send an independent shortlist — including FieldEdge and the best-fit alternatives — with honest pros and cons.