What is FieldEdge?

"FieldEdge is a cloud-based Field Service Management and Customer Management software."

FieldEdge provides its users with a powerful tool to easily track customers, dispatching, finances, service agreements, and other aspects of field service management. They can also add accounting features through a seamless integration with Quickbooks.

This platform is mainly used by HVAC, plumbing, electrical, and other contractors. It is proven that office staff will save up to 20 hours weekly by automating the assignment of work based on a technicians' skills and job location. FieldEdge efficiently manages complex jobs by grouping multiple technicians and assigning a technician or crew to a work order for multiple days for bigger jobs.

Business owners are also able to build a strong relationship with their clients with excellent customer service and VIP customer experience. Field workers are equipped with a powerful tool to create repeat business and provide a white-glove service.


FieldEdge scored 78/100 in the Field Service Management (FSM) category. This is based on user satisfaction (20/100), press buzz (36/100), and other relevant information on FieldEdge gathered from around the web.

The score for this service has improved over the past month. What is this?

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FieldEdge Review

Editors' Review by the Field Service Management (FSM) Software Review Team

FieldEdge, formerly known as dESCO, is a cloud-based field service management software (FSM) solution designed for field service professionals, specifically home service contractors in areas including electrical services, heating-venting-air condition (HVAC), plumbing, landscaping, and so on.

The FSM solution enables companies and contractors to effectively manage field operations from a single location, especially when it comes to organizing field personnel, completing work orders, and delivering quality service.

The web-based platform is easily accessible from a desktop or laptop in the office or home, or from the field using a mobile device. This means supervisors and operations managers can do managerial duties on the go, while field service personnel can stay in contact with HQ while doing their jobs externally.

FieldEdge products webpage screenshot field service management connect organise scheduling dispatching

FieldEdge Features

FieldEdge FSM is a web-based platform that has a very simple and user-friendly design but is packed with useful features and capabilities specifically geared towards field or home service contractors and businesses. The solution allows you to spend more time improving your business by minimizing paperwork and other time-consuming administrative tasks.

The products and solutions offered by FieldEdge are divided into two key categories—the office-based systems and the mobile solutions. FieldEdge Office provides features such as scheduling and dispatching, customer management, dashboard and performance, service agreements, and QuickBooks integration.

FieldEdge Mobile, on the other hand, is where you find the mobile customer relationship management (CRM), price presentation, quotes and invoicing, and mobile dispatch features. Additionally, FieldEdge also offers the Electronics Service Control (ESC) software solution—a server-based FSM platform.

The dESCO ESC software solution—by FieldEdge—is powerful but easy to use service management solution designed specifically for equipment tracking, scheduling and dispatch, quotes and invoicing, as well as customer management. ESC is the server-based FSM platform while FieldEdge is the cloud-based solution.

FieldEdge products webpage screenshot field service management connect sell smarter service agreements

FieldEdge Benefits

FieldEdge Customer Management

With the customer management feature contractors are able to quickly review all of the previous work, quotes, and invoices they’ve provided every time a repeat customer calls to acquire the company’s services. Building a loyal customer-base starts with providing a quality and reliable service, with FieldEdge having been clearly designed to provide you the tools you need to do just that.

You will know exactly the history of each of your customers in terms of the equipment they’re using, the issues they’ve had in the past that prompted them to acquire your services, and other crucial historical data you need in order to provide good, consistent service.

You also have the ability to provide customers with a reliable medium through clear images, which allows them to get a better understanding of the current issues they might be facing and what you can do to properly resolve the problem.

Smart Dispatch and Scheduling Board

FieldEdge comes with a dispatch board that shows users everything they need in one clear layout on the screen. From the FieldEdge dashboard, you get to see all work orders—from the assigned and unassigned orders to the completed ones. You are able to assign the right personnel on a specific work order based on skill set and availability without ever having to worry about sending the wrong field tech to a job-site.

Assigning work orders, as well as other key functions, are all done using a simple straightforward drag-and-drop system. The real-time status view is also available. You get to see who’s currently traveling to a job-site, who are currently working, and which personnel have completed their assigned job. Assign routes to job-sites more efficiently by using map-based scheduling so you can get the right tech in time for a better customer experience.

Easily Accessible Business Process Dashboard

The FieldEdge main business process dashboard allows you to manage your business more effectively by using just a single, easily accessible dashboard. It shows you a complete snapshot of your business which you can access from anywhere with your laptop computer, tablet, or smartphone.

With the FieldEdge dashboard, you have the ability to quickly compare actual vs. potential sales, view upcoming and expiring service agreements, see which individuals in your current workforce are making you the most profit, and which ones need more training. You are also able to get average calculations of ticket value and job profitability.

Quotes and Invoicing Capabilities through FieldEdge Mobile

The product lets you leverage the power of smartphones—which everyone, including your workforce, generally has—to help you get paid quicker while providing the best quality service possible. FieldEdge Mobile solution provides users with the right tools to help them provide accurate and more up-to-date quotes to customers, deliver invoicing much faster, minimize unpaid invoices, as well as identify the top performers in the workforce.

As the invoicing process is done via mobile and online, you never have to worry about losing hard-copy invoices. You also have the ability to send invoices to the customer through email or print out a hard-copy on the spot by simply using a mobile printer. Integration with QuickBooks and various payment solutions allow you to send invoice information directly to QuickBooks and make payments easier for your clients, respectively.

Mobile Customer Relationship Management

Empower your field service personnel by giving them the tools they need to identify clients faster and get the crucial information, like full customer history, in order to do their jobs more efficiently. This is made possible by FieldEdge’s Mobile CRM solution. Your field techs will know who the customer is before they even reach the job location, figure out what they’re supposed to do, and how to do it.

The complete customer profile lets your personnel know the full history of the client, including the age and model of the equipment they’re dealing with, the troublesome components of that particular equipment (through detailed job notes), as well as what the previous technician did to resolve the issue.

Mobile Dispatch for Added Workforce Efficiency

When you’re a company that provides a specific type of service on the field, whether you’re in the HVAC repair, landscaping, heavy equipment repair and maintenance, plumbing, IT services, and so on, managing workers is not as straightforward as having them clock in and out around normal business hours.

FieldEdge Mobile allows you to keep your business up and running, manage your field employees more effectively, and dispatch them to the right location even when you’re offsite. Using the platform’s mobile features, you are able to automatically send an email, text, or voicemail to both field personnel and the customer to let them know your techs are on their way.

FieldEdge products webpage screenshot field service management connect turbocharge techs mobile crm

FieldEdge Pricing

Enterprise pricing for both FieldEdge Office and FieldEdge Mobile is available only upon request. You may visit the vendor’s official website and contact their sales team directly for more accurate and up-to-date pricing information. FieldEdge also offers a free demo for interested contractors and companies.

Conclusion

FieldEdge is a fairly decent field service management solution. It has both cloud and server-based capabilities through dESCO ESC by FieldEdge. The platform is designed for businesses in the field service industries and comes with a variety of features and capabilities to make day-to-day operations more efficient for contractors.

FieldEdge FSM offers both office and mobile solutions, which is important when you’re managing employees who are constantly on the field completing work orders. The platform is also fully integrated with QuickBooks and a wide variety of payment solutions, making the accounting process, as well as the payment process, for your customers a lot more convenient. Certainly, a product worth considering.

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Field Service Management (FSM) Market Radar

FieldEdge Product Overview

  • Quotes & Invoicing

  • Call Center Management

  • Contract Management

  • Customer Database

  • Track Unlimited Inventory Items

  • Field Service Job Dispatching

  • Job Tracking

  • Mobile Access

  • Scheduling

  • Service History Tracking


Languages: English
THE ULTIMATE Software Buyer Guide 2018

The Ultimate Field Service Management (FSM) Software Buyer Guide 2018

Product recommendations, vendor rankings, market overview and tips on how to select Field Service Management (FSM) software for business. Published in October 2018.

Supporting sales agents, field workers and fleet managers, field service management software is all about optimizing routing and effective fleet use. With features such as automatic territory management, map visualization, calendar management and appointmen...

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FieldEdge Features

  • API
  • Calendar Management
  • Chat
  • Contact Management
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Supplier Management
  • Travel Management
  • Click-to-Dial
  • SAP Integration
  • Route Optimization
  • Net Promoter Score

FieldEdge FAQs

Does FieldEdge integrate with any other apps?

Integrations: Sage Intacct, Twilio, QuickBooks, Fleetmatics, Goldmine.

Who are the main user groups of FieldEdge?

Users of FieldEdge are contractors in the field service industries including HVAC, plumbing, electrical, and similar.

What platforms does FieldEdge support?

This is a cloud-based software, with iOS and Android mobile apps.

Does FieldEdge offer guides, tutorials and or customer support?

Support: FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials.

What are some applications FieldEdge is commonly used in tandem with?

It is most frequently used in tandem with Quickbooks.

What is FieldEdge generally used for?

This service is used for field service management.

Does FieldEdge offer multi-user capability (e.g. teams)?

Yes, there is multi-user capablity offered.

Does FieldEdge offer an API?

No.

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