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What is FieldEdge?

FieldEdge empowers field service companies with a comprehensive software suite built to simplify operations, increase job completion rates, and improve profitability from day one. The platform brings office teams and technicians together through streamlined scheduling, dispatching, invoicing, and communication tools. Owners can monitor job performance, revenue trends, technician efficiency, and marketing effectiveness through a real-time dashboard. FieldEdge Mobile ensures technicians stay productive in the field by enabling onsite invoicing, payment collection, equipment tracking, and appointment booking. Automated billing, QuickBooks syncing, and flat-rate pricing tools reduce administrative burden while improving financial accuracy. Service agreement management becomes easier and more cost-efficient with automated reminders and simplified renewals. The platform also supports better customer experiences with fast communication, detailed job histories, and instant document access. With reporting tools that show ROI, profit margins, and lead conversion performance, business owners can make smarter decisions faster. FieldEdge’s marketing and sales tools ensure contractors can grow without relying on guesswork or manual outreach. Designed for HVAC technicians, electricians, plumbers, locksmiths, and appliance repair companies, FieldEdge helps service businesses operate like high-performing teams instead of juggling disconnected tools.

What is Dynamics 365 Field Service?

Effectively addressing customer concerns on the initial interaction is crucial for maintaining satisfaction. Dynamics 365 for Field Service significantly improves this experience by ensuring transparent communication throughout the entire support journey whenever assistance is requested. The process begins with acknowledging the customer's service request and smoothly moves to providing details about the assigned technician, including their estimated arrival time, followed by updates after the service is completed, and a final confirmation once the issue has been resolved. By actively anticipating, recognizing, and tackling service-related challenges before they come to the customers' attention, businesses can ensure their operations are both reliable and efficient. Building customer trust and loyalty is achieved by equipping service managers and technicians with vital tools and information, allowing them to resolve issues swiftly. Furthermore, optimizing resource allocation and minimizing costs while facilitating excellent onsite interactions is accomplished by strategically deploying technicians exactly where and when they are needed, which guarantees a smooth service experience. This comprehensive strategy not only boosts customer satisfaction but also fosters operational excellence across various facets of the business, creating a win-win situation for both customers and service providers. Ultimately, a commitment to outstanding service helps in fostering a long-lasting relationship with customers.

Media

Media

Integrations Supported

AXtension Content Gate
AgriERP
Asset Integrity Hub (AIH)
Atfinity
Azumuta
BUILDFitters
EasyTerritory
Ema
My DSO Manager
NationBuilder
Nearby Now
Obzervr
QuickBooks Online
QuickBooks Online Advanced
Rayven
Resco Inspections+
The Asset Guardian EAM (TAG)
Twilio
mainsim
pulseM

Integrations Supported

AXtension Content Gate
AgriERP
Asset Integrity Hub (AIH)
Atfinity
Azumuta
BUILDFitters
EasyTerritory
Ema
My DSO Manager
NationBuilder
Nearby Now
Obzervr
QuickBooks Online
QuickBooks Online Advanced
Rayven
Resco Inspections+
The Asset Guardian EAM (TAG)
Twilio
mainsim
pulseM

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$95 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Xplor

Date Founded

2009

Company Location

United States

Company Website

fieldedge.com

Company Facts

Organization Name

Microsoft

Date Founded

1975

Company Location

United States

Company Website

dynamics.microsoft.com/en-us/field-service/overview/

Categories and Features

Electrical Contractor

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Locksmith

Billing & Invoicing
CRM
Dispatch Management
GPS Tracking
Inventory Management
Mobile Access
Payment Processing
Scheduling
Work Order Management

Plumbing

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Categories and Features

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

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