FieldEdge

FieldEdge

Xplor
Method:CRM

Method:CRM

Method Integration
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About

FieldEdge is an all-in-one field service management platform designed to help contractors complete more jobs, streamline operations, and increase profitability. It connects owners, technicians, and office staff in one centralized system, making it easy to schedule, dispatch, invoice, and track performance. With real-time business insights, FieldEdge helps owners understand revenue drivers, measure technician productivity, and tie marketing spend directly to sales results. The platform reduces administrative work by automating billing, syncing with QuickBooks, and simplifying service agreement management. FieldEdge Mobile ensures technicians can invoice, process payments, and update work orders from the field without delays. Trusted across HVAC, plumbing, electrical, appliance repair, and locksmith industries, FieldEdge enables teams to save time, boost efficiency, and grow faster.

About

Method:CRM is the #1 rated CRM by QuickBooks Desktop & QuickBooks Online users. Integrations Method:CRM's patented real-time sync with QuickBooks, automatically updates customer information, invoices, payments, and more between Method and QuickBooks. Method:CRM also offers native integrations with Gmail, Outlook, and Mailchimp, or connect hundreds of other apps via Zapier. You can manage all your daily workflows with one simple system and say goodbye to double data entry. Lead management Forget about spending hours on admin work and entering sales leads. Instead, use Method:CRM to let your sales team focus on finding new prospects, nurturing leads, and closing deals. Streamline your sales process by managing your estimates, invoices, and opportunities in one place with Method:CRM. Customization 100% customizable, 100% code-free. Method's drag-and-drop tools allow you to create a custom CRM that mirrors your business processes and evolves with your company's growing needs.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

FieldEdge is built for field service contractors—especially HVAC, plumbing, electrical, locksmith, and appliance repair businesses—seeking to streamline operations, improve efficiency, and grow revenue

Audience

Small businesses, startups, non-profit organizations, accountants, field service, construction, and manufacturing industries

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$25.00/month/user
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Xplor
Founded: 2009
United States
fieldedge.com

Company Information

Method Integration
Founded: 2010
Canada
www.method.me/

Alternatives

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Striven

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Alternatives

ThermoGrid

ThermoGrid

ECI ThermoGrid

Categories

Categories

Electrical Contractor Features

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

Field Service Management Features

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 Features

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 Features

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

Plumbing Features

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 Features

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 Features

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

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Contact Management Features

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Financial CRM Features

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Integrations

QuickBooks Online
QuickBooks Online Advanced
Asset Integrity Hub (AIH)
Chat Agents
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
NationBuilder
Nearby Now
Nexa
Rambox
Sage Intacct
Simplii
SmartVault
Wufoo
Zapier
doForms
pulseM

Integrations

QuickBooks Online
QuickBooks Online Advanced
Asset Integrity Hub (AIH)
Chat Agents
Google Calendar
Google Workspace
Mailchimp
Microsoft Outlook
NationBuilder
Nearby Now
Nexa
Rambox
Sage Intacct
Simplii
SmartVault
Wufoo
Zapier
doForms
pulseM
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