Scheduling & Dispatching

A smart dispatch board that shows you everything! On a single screen, see all your work orders: assigned, unassigned and completed. Never worry about assigning the wrong tech – assign work orders to techs based on skill set and availability. To assign a job, just drag the job to the tech. See status in real-time: pending, traveling, working, completed. Use map-based scheduling to intelligently route your techs. Decrease “windshield time”.

Performance Dashboards

A Dashboard To Drive Your Business! Dashboards show you a snapshot of your business, accessible from anywhere. Actual vs potential sales. Upcoming and expiring Service Agreements. Average ticket value and job profitability. Which techs are making you the most money and who needs training and more...

Customer Management

Wow your customers every time! Creating life-long customers begins with providing great, reliable service. Quickly review all of the work that you’ve performed and quoted each time a customer calls. Know exactly what equipment your current customers are using without ever stepping foot on their property. Use images to show homeowners exactly what the problem is and how it’s changed over time.

QuickBooks Integration

Automatic QuickBooks integration: fast and flawless! We’re a QuickBooks Platinum Partner that actually wrote the manual on integrating field service management software with QuickBooks Every transaction, whether in the field or in the office, flows right into QuickBooks. No more double-entry of customer information or paperwork. No more accounting mistakes. Save your office staff at least 20 hours a week on data entry alone.

Service Agreements

Track every service agreement. Bill every job! Never leave money on the table again. Know when service agreements are due for renewal, billing, scheduling Send reminders and invoices to customers automatically Increase recurring income Never forget to bill a job. Collect faster

Price Presentation

Turn your techs into sales and service wizards! Overview Arm your techs with price books that help them sell additional equipment and services. Increase income on each job and provide better service. Screens show additional items for techs to suggest Good, better and best options. Tap to select an item to add to job. Total invoice goes directly into QuickBooks. Visual Price Presentation. Recommended Add-Ons

Quotes & Invoicing

Get paid faster while providing better service! Tired of leaving money on the table? FieldEdge gives you the tools to reduce unpaid invoices, get paid faster, and identify your top performers. Invoices flow directly from the field to the office so you never lose another one Email invoices right to the customer or use a mobile printer to print on the spot Make payment easy for your customers through integrated payment solutions. Total invoice goes directly into QuickBooks. Paperless Invoicing. Mobile Payments

Mobile CRM

Stay connected when you’re on the move! FieldEdge Mobile makes it easy to keep your business running while you’re on-the-go. Automatically send a text, email, or voicemail to let customers know your tech is on the way Create work orders and dispatch technicians from your mobile device No more remembering to clock in and out – FieldEdge Mobile gives friendly reminders and sends status updates to the office dispatch board Tech’s work orders show notes, customer and equipment history Visual pricebook to improve price presentation, invoicing and quoting process. Personalized Service. Custom Forms. Equipment History. Work Order History.