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features
design
support

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Description

Address customer concerns effectively on the first attempt, consistently. Dynamics 365 for Field Service enhances the experience by offering clear communication throughout the entire support process whenever a customer reaches out for assistance. It begins with acknowledging the service request, then smoothly transitions to sharing details about the technician assigned, including their expected time of arrival, followed by post-service updates, and a confirmation once the issue is resolved. By proactively predicting, identifying, and addressing service challenges before customers are even aware of them, businesses can maintain reliable and efficient operations. Foster customer trust and loyalty by equipping technicians and service managers with essential tools and information, enabling them to solve issues promptly. Additionally, optimize both resources and costs while delivering outstanding onsite customer interactions by deploying technicians precisely when and where they are needed most, ensuring a seamless service experience. This holistic approach not only enhances customer satisfaction but also drives operational excellence across the board.

Description

FieldEdge gives service contractors a complete operational command center that unifies field and office workflows into a single streamlined platform. Business owners gain instant visibility into technician performance, marketing ROI, financial health, and key operational metrics—all in real time. The dynamic dispatch board simplifies technician scheduling, while automated workflows reduce manual billing, cut paperwork, and accelerate cash flow. Technicians benefit from FieldEdge Mobile, which allows them to create invoices, accept payments, update work orders, and book follow-up jobs before leaving the customer’s driveway. FieldEdge integrates deeply with QuickBooks, minimizing data entry and eliminating accounting inconsistencies. Its built-in marketing tools help contractors optimize spend and convert more leads into paying customers. With measurable improvements like reduced admin hours, lower costs, and higher productivity, companies quickly see an ROI. Whether you handle one truck or dozens, FieldEdge delivers the structure, automation, and insight contractors need to scale with confidence.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AXtension Content Gate Yes 
Asset Integrity Hub (AIH) No 
Atfinity Yes 
BUILDFitters Yes 
Dynamics 365 Remote Assist Yes 
EasyTerritory Yes 
Ema Yes 
NationBuilder No 
Nearby Now No 
Nexa No 
Obzervr Yes 
QuickBooks Online No 
QuickBooks Online Advanced No 
Rayven Yes 
Sage Intacct No 
SensePass Yes 
The Asset Guardian EAM (TAG) Yes 
Twilio No 
mainsim Yes 
pulseM No 

Integrations

AXtension Content Gate No 
Asset Integrity Hub (AIH) Yes 
Atfinity No 
BUILDFitters No 
Dynamics 365 Remote Assist No 
EasyTerritory No 
Ema No 
NationBuilder Yes 
Nearby Now Yes 
Nexa Yes 
Obzervr No 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Rayven No 
Sage Intacct Yes 
SensePass No 
The Asset Guardian EAM (TAG) No 
Twilio Yes 
mainsim No 
pulseM Yes 

Pricing Details

$95 per user per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Microsoft

Founded

1975

Country

United States

Website

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

Vendor Details

Company Name

Xplor

Founded

2009

Country

United States

Website

fieldedge.com

Product Features

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Field Service Management

Billing & Invoicing No 
Contact Database No 
Contract Management No 
Customer Database No 
Dispatch Management No 
Electronic Signature No 
Inventory Management No 
Mobile Access No 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock No 
Work Order Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Electrical Contractor

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

Field Service Management

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

HVAC

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

Locksmith

Billing & Invoicing Yes 
CRM No 
Dispatch Management Yes 
GPS Tracking Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Processing Yes 
Scheduling Yes 
Work Order Management Yes 

Plumbing

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

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal No 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
For Builders No 
For Electricians Yes 
For Field Service Businesses Yes 
For HVAC Yes 
For Plumbers Yes 
For Roofers No 
Invoicing Yes 
Job Tracking Yes 
Payments Yes 
Quoting Yes 
Reporting Yes 
Scheduling Yes 
Time Tracking Yes 

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