FieldEdge

by FieldEdge (Xplor) · Field Service

Field service management software with real-time QuickBooks sync for HVAC, plumbing and electrical contractors.

Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.

Works with: QuickBooks OnlineQuickBooks DesktopQuickBooks EnterpriseSage Intacct
Deployment: Cloud
Company size: Small business, Mid-market
Pricing: Quote-based

Overview

FieldEdge is field service management (FSM) software built for multi-truck HVAC, plumbing, electrical and other residential/light-commercial service businesses. It connects office staff and field technicians on one platform, covering dispatch, scheduling, mobile work orders, invoicing, flat-rate pricing, service agreements and customer history.

Its core differentiator is a real-time, two-way QuickBooks integration: customers, invoices, payments, pricebook items and inventory sync automatically between FieldEdge and QuickBooks (Online, Desktop and Enterprise), removing the double data entry common with batch-sync competitors. The company positions this as the deepest QuickBooks Desktop integration in the field service category.

FieldEdge is sold in tiered plans (Select, Premier, Elite) with add-on modules for proposals, marketing and a customer portal, and is part of Xplor Technologies' home and field services group (formerly owned by Clearent/dESCO).

Screenshots & demo

Demo video from the vendor's YouTube channel.

Modules & capabilities

FieldEdge covers 19 of 55 capabilities we track in this category (+5 partial)

35%

Drag-and-drop scheduling board
Core strength
AI-driven schedule optimizationRoute and schedule optimization; not documented as AI-driven
Partial
Skill- and certification-based job matching
Not evidenced
Route and travel-time optimization
Supported
Real-time dispatcher consoleDrag-and-drop dispatch board and real-time job status updates
Supported
Dynamic / automatic rescheduling
Not evidenced
SLA-based dispatch prioritization
Not evidenced
Recurring and multi-visit job scheduling
Not evidenced

“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.

Common use cases

Eliminating duplicate data entry between field technicians and office bookkeeping via live QuickBooks sync
Dispatching and tracking a multi-truck HVAC, plumbing or electrical service fleet in real time
Presenting flat-rate 'good, better, best' pricing options to close larger tickets in the field
Managing recurring service agreements and correctly tracking their liability in accounting
Processing payments on-site with mobile card readers tied directly to the job invoice
Giving office staff instant visibility into job status, inventory use and revenue as work is completed
Running marketing and two-way texting campaigns to drive repeat and referral business

Strengths & considerations

Strengths

Real-time, two-way QuickBooks Desktop sync, positioned as the deepest QuickBooks Desktop integration among field service platforms (most competitors offer batch or one-way sync)
Purpose-built for trades (HVAC, plumbing, electrical) rather than generic field service across all industries
Handles service agreement accounting correctly, tracking contract liability in QuickBooks until service is delivered
Backed by Xplor Technologies' payments infrastructure (Xplor Pay) for integrated in-app payment processing

ERP integrations

QuickBooksFieldEdge QuickBooks Sync

Prebuilt connector

Bi-directionalCustomersInvoicesPaymentsPricebookInventory

Real-time two-way sync of customers, invoices, payments and pricebook data; supports QuickBooks Online, Desktop and Enterprise.

Integration docs →

Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-11.

Pricing

Model

Quote-based

Free trial

Sold in three tiers (Select, Premier, Elite) that scale with number of technicians; add-on modules (Proposal Pro, MarketingEdge, Consumer Management Portal) cost extra. No public starting price; pricing requires a sales call. Get an independent shortlist with pricing guidance below.

Technical & security

Hosting: SaaS with native mobile app for field technicians
Mobile app: Yes
Languages: English

Alternatives to FieldEdge in Field Service

BigChangeAll-in-one job management platform for mobile and field service businesses.Housecall ProField service management platform for home service businesses with scheduling, payments and QuickBooks sync.IFS Field Service ManagementAI-powered field service scheduling, mobile execution and contract management from IFS.JobberField service management app for scheduling, quoting, invoicing and payments.Microsoft Dynamics 365 Field ServiceAI-powered field service management for scheduling, work orders, assets and technician mobility.Oracle Field ServiceAI-powered field service scheduling, routing, and mobility built into Oracle's CX suite.

FieldEdge — frequently asked questions

Does FieldEdge integrate with QuickBooks?

Yes. FieldEdge offers a real-time, two-way sync with QuickBooks Online, QuickBooks Desktop and QuickBooks Enterprise, syncing customers, invoices, payments and pricebook/inventory data automatically to eliminate double entry between the field and the office.

How much does FieldEdge cost?

FieldEdge does not publish set pricing. It is sold in three tiers (Select, Premier, Elite) that scale with technician count, plus optional add-ons like Proposal Pro and MarketingEdge; exact pricing requires a sales consultation.

What industries is FieldEdge built for?

FieldEdge targets multi-truck residential and light-commercial trades businesses, primarily HVAC, plumbing and electrical contractors.

Does FieldEdge work with QuickBooks Desktop or only QuickBooks Online?

FieldEdge supports both. It is particularly known for its QuickBooks Desktop integration, which syncs in real time rather than the batch sync many competitors use.

Evaluating Field Service?

Tell us your ERP and requirements and we'll send an independent shortlist — including FieldEdge and the best-fit alternatives — with honest pros and cons.