FieldEdge Review - HVAC & Plumbing CRM Software Analysis 2025
FieldEdge Review - Complete Analysis
Overview
Website: fieldedge.com
Best For: HVAC, plumbing, and electrical contractors
Starting Price: Custom pricing (~$100/office user + $125/technician)
Users: 40,000+ users in field service trades
API Available: ✅ Yes (Developer portal available)
What is FieldEdge?
One of the oldest names in field service management, FieldEdge was originally known as ESC (by dESCO) and is now owned by Xplor Technologies. Founded in 1980, it's especially strong in HVAC, plumbing, and electrical services. FieldEdge connects directly to QuickBooks with a deep two-way sync and offers dispatch boards, mobile tech apps, service agreement management, and sales tracking. It's best suited for small to mid-sized companies upgrading from paper and spreadsheets to an integrated field service management system. The platform is used by thousands of HVAC businesses and has over 40,000 users in the field service trades.
Pricing Structure
⚠️ Custom Pricing Required
FieldEdge uses quote-based pricing. Based on 2022 data:
- Office users: ~$100 per user per month
- Field technicians: ~$125 per user per month
- Implementation fees: $500-$2,000 one-time setup
- Contracts: No long-term contracts required
Pricing varies based on company size and features selected. Contact FieldEdge directly for current quotes.
Key Features
📊 Customer Database & History
Complete customer records with detailed service history and equipment tracking
📅 Dispatch Board & Scheduling
Visual dispatch board with drag-and-drop scheduling and route optimization
📋 Work Order Management
Comprehensive work order system with digital forms and task tracking
💰 Quotes & Flat-Rate Pricing
Professional quoting system with flat-rate pricebook integration
📱 Mobile Technician App
Full-featured mobile app with tasks, timesheets, and job completion tools
🔗 QuickBooks Integration
Robust two-way sync with QuickBooks for seamless accounting integration
🌟 QuickBooks Integration Excellence
FieldEdge is renowned for having one of the best QuickBooks integrations in the industry. The two-way sync automatically transfers customers, invoices, payments, and financial data between systems, eliminating double data entry and ensuring accurate bookkeeping.
💼 Customer Sync
Automatic customer data synchronization
💳 Payment Processing
Seamless payment and invoice integration
📈 Financial Reporting
Real-time financial data across both platforms
✅ Pros
- Excellent QuickBooks integration (best-in-class)
- Long-standing reputation and stability
- Strong focus on mechanical trades (HVAC/plumbing)
- No long-term contracts required
- Comprehensive service agreement management
- Good for companies upgrading from paper systems
- Robust flat-rate pricing tools
❌ Cons
- Older interface design compared to newer competitors
- Custom pricing makes cost comparison difficult
- Implementation can be complex
- Limited marketing automation features
- Mobile app could be more modern
- Reporting functionality is basic
Who Should Use FieldEdge?
Perfect for: Small-to-mid size trade contractors, especially HVAC and plumbing companies that heavily use QuickBooks. Ideal for businesses upgrading from paper/spreadsheet systems to integrated field service management and need reliable, proven software.
Not suitable for: Companies wanting modern, sleek interfaces, businesses needing extensive marketing automation, or companies that prioritize transparent, published pricing.
Industry Specialization
🔥 HVAC
Specialized features for heating, ventilation, and air conditioning contractors
🚿 Plumbing
Tools designed specifically for plumbing service and installation businesses
⚡ Electrical
Features tailored for electrical contractors and service companies
Interested in FieldEdge?
Contact FieldEdge for a demo and custom pricing quote for your mechanical contracting business.
Visit FieldEdge →