FieldEdge Review
Service management built for HVAC, plumbing, and electrical
Fit Score
Fit Score
โธ How we scored FieldEdge: 7.1/10
| Factor | Weight | Sub-score |
|---|---|---|
| Vertical fit (best trade) | 60% | 9.0/10 |
| Pricing transparency | 20% | 5.0/10 |
| Integration coverage | 20% | 3.3/10 |
Weighted composite, applied identically to every vendor; no vendor pays to change it. Full Fit Score methodology โ
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Quick verdict
FieldEdge is best for HVAC, plumbing and electrical contractors who run QuickBooks and want service agreements and flat-rate pricing. Pricing is quote-only (no published price). Trade fit of 8/10 or higher: HVAC, Plumbing, Electrical.
Reviews on review sites
We do not copy third-party review scores onto this page: they change often and we could not verify them. Read FieldEdge's current reviews at the source.
About FieldEdge
FieldEdge is a field service management platform built specifically for HVAC, plumbing, and electrical contractors, known above all for its QuickBooks integration. Tracing its history to Coastal Computer Corporation, founded in Fort Myers in 1980 (renamed dESCO in 2006 and FieldEdge in 2017, and part of Xplor since Clearent and TSG merged to create it in 2021), the platform has long been sold to contractors who keep QuickBooks as their accounting system.
The QuickBooks integration is the central differentiator. FieldEdge markets it as real-time and two-way, and calls it the only real-time sync between QuickBooks and a field service platform (that is FieldEdge's claim, not an independent test). Field and office transactions post to QuickBooks as they happen, which matters for shops whose accountants live in QuickBooks, including Desktop users.
FieldEdge publishes no prices: its three plans (Select, Premier, and Elite) are quoted after a demo, and FieldEdge says the price depends on team size and add-ons. The platform covers scheduling and dispatching, invoicing, service agreements with renewal and billing automation, a pricebook with flat-rate pricing, lead-source tracking for incoming calls, consumer financing through GreenSky and the Optimus marketplace, and mobile field workflows.
The trade-off: FieldEdge is built for HVAC, plumbing and electrical, not for multi-trade shops that also do landscaping or cleaning.
Pricing
| Tier | Price | Notes |
|---|---|---|
| Select | Custom quote | |
| Premier | Custom quote | |
| Elite | Custom quote |
No public pricing: all three plans (Select, Premier, Elite) say "Request Pricing", and FieldEdge says price depends on how many technicians or employees you have and which add-ons you choose. The plans include 2, 4 and 6 mobile app licenses. FieldEdge does not offer a free trial. Verified against fieldedge.com/pricing 2026-09-26.
FieldEdge does not publish a price, so you need a quote before you can compare it (49 of the 127 tools we list are quote-only). A missing price is not evidence of a high one. Get the quote in writing and confirm what it includes (number of users, integrations, onboarding, support) before you sign.
Pricing verified 2026-09-26. Prices can change, so confirm them with FieldEdge before purchasing.
What the quote depends on
Number of technicians or employees, and the add-ons chosen.
Source: fieldedge.com/pricing, read 2026-10-08.
FieldEdge has no published monthly price we can model at your team size, so we do not estimate one: any figure here would be a guess. Ask FieldEdge for a quote.
Key features
Integrations
Pros
- + Real-time QuickBooks integration
FieldEdge markets a real-time, two-way QuickBooks integration and calls it the only one of its kind among field service platforms (a vendor claim). Transactions sync as they happen rather than in batches, which suits shops whose accountants run QuickBooks, including Desktop.
- + Built specifically for HVAC, plumbing, and electrical
Trade-specific workflows: a pricebook with flat-rate pricing, service agreement management, and service history, aimed at the three core residential trades.
- + Lead-source tracking on calls
Unique phone numbers identify the lead source of every incoming call, so you can connect marketing spend to the revenue each channel produces.
- + Consumer financing through GreenSky and Optimus
FieldEdge partners with GreenSky and the Optimus financing marketplace, so techs can offer monthly payment options on high-ticket jobs such as system replacements.
- + Long track record
FieldEdge traces its history to Coastal Computer Corporation, founded in Fort Myers in 1980 (dESCO from 2006, FieldEdge from 2017), and has been part of Xplor since 2021.
- + Onboarding and support in every plan
Every plan includes an onboarding specialist. Support is chat on Select, email or phone on Premier, and a dedicated customer success representative on Elite. The plans include 2, 4, and 6 mobile app licenses, so larger crews should ask how additional licenses are priced.
Cons
- โ HVAC/plumbing/electrical only, not multi-vertical
Not designed for landscaping, cleaning, pest control, or other trades outside the core three. Multi-vertical shops need to look at Jobber, Housecall Pro, or specialty platforms for the other trades.
- โ Custom-quoted pricing with no public floor
FieldEdge publishes no prices; every plan says "Request Pricing", and the price depends on team size and add-ons. You need a demo call to get a number, which makes initial budgeting harder than with published-price competitors.
- โ No free trial
FieldEdge does not offer a free trial, so evaluation runs through a demo rather than your own jobs.
- โ Few mobile licenses per plan
Select, Premier and Elite include 2, 4 and 6 mobile app licenses. Larger crews should get the price of additional licenses in writing.
Implementation
Every FieldEdge plan includes an onboarding specialist. Get the QuickBooks integration right first: agree the setup with your accountant before going live with anything else. Then import customers and equipment history, configure the pricebook and service agreements, train office staff on dispatching and invoicing, and roll the mobile app out to technicians in waves, most comfortable first. Plan a few weeks of parallel running with your old system before cutting over; shops moving from QuickBooks-only operations face the bigger change, because techs are adopting new workflows.
Best for / Watch out for
Best for
HVAC, plumbing and electrical contractors who run QuickBooks and want service agreements and flat-rate pricing
Watch out for
HVAC, plumbing and electrical focus only; no published pricing and no free trial; plans include a small number of mobile licenses
Available for these trades
WrenchStack Awards
Editorial recognitions FieldEdge received in our 2026 awards. See full methodology โ
Alternatives to FieldEdge
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User reviews
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Frequently asked questions
Is FieldEdge worth it for a QuickBooks Desktop shop?
It is one of the strongest candidates. FieldEdge markets a real-time, two-way QuickBooks integration, and it supports Desktop as well as Online, so an HVAC, plumbing or electrical shop can keep its accountant's setup. Confirm the Desktop setup and any server requirements in the demo.
How does FieldEdge compare to ServiceTitan?
ServiceTitan offers more depth in marketing attribution, pricebook tools and reporting for larger shops. FieldEdge centers on its QuickBooks integration and HVAC, plumbing and electrical workflows. Neither publishes prices, so get written quotes from both and compare them against the features you will actually use.
Does FieldEdge handle commercial HVAC work?
FieldEdge is built mainly for residential HVAC, plumbing and electrical. If most of your work is commercial mechanical, look at platforms built for commercial contractors, such as BuildOps.
What's the difference between FieldEdge and Sera Systems?
Both target HVAC, plumbing and electrical shops. FieldEdge has a long track record (history back to 1980) and centers on its QuickBooks integration; Sera is newer (out of beta in early 2022), publishes its pricing, and builds in marketing attribution. Pick on QuickBooks needs and on a side-by-side demo.
Can FieldEdge handle membership and maintenance plans?
Yes. FieldEdge's service agreement tools track renewals, billing cycles and scheduled visits in one place, and automate reminders and invoices.
Ready to try FieldEdge?
No published price: ask FieldEdge for a quote.
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