FieldEdge
FieldEdge is a cloud-based field service management software platform serving SMB and mid-market HVAC, plumbing, electrical, locksmith, and appliance repair contractors in the United States. Operating under Xplor Technologies with Advent International backing, FieldEdge combines dispatch, mobile work orders, QuickBooks integration, payments, and marketing automation on a tiered annual subscription.
- Company typePrivate
- Founded1980
- HeadquartersFort Myers, United States
- Headcount251–500
- GTM typeB2B
- OfferingSoftware
What FieldEdge does
FieldEdge is a cloud-based field service management (FSM) software platform serving small-to-mid-market and mid-market contractors in HVAC, plumbing, electrical, locksmith, and appliance repair across the United States. The product suite centers on FieldEdge Software (scheduling, dispatching, invoicing, customer management, reporting), FieldEdge Mobile (technician app for in-field work orders and payment collection), and modular add-ons including FieldEdge Payments (embedded credit card processing), FieldEdge Flat Rate (standardized equipment/repair pricing), Proposal Pro (good-better-best quoting), and MarketingEdge (email and two-way texting automation). Native real-time sync to QuickBooks Online and Desktop is positioned as a historical differentiator — the company claims the first such full integration in 1999 — alongside integrations to Intacct, FleetSharp, Trane Technologies, and Podium. The platform is SOC 2 Type 2 certified.
The company operates a multi-channel go-to-market: enterprise field sales for multi-truck operators, inside sales for inbound demo requests, and channel partnerships with HVAC OEMs and distributors (notably Carrier preferred-vendor status as of 2023 and a distribution partnership with Mingledorff's since 2021). Pricing is annual subscription across three tiers (Select, Premier, Elite) with optional add-ons; specific pricing is quote-based and not publicly disclosed. Supplemental revenue streams include paid virtual and in-person training through the Field Services Academy.
FieldEdge is a wholly-owned subsidiary of Xplor Technologies, formed in 2021 from the merger of Clearent and TSG, with Advent International as the institutional sponsor. The company's lineage traces back to 1980 (Coastal Computer Corporation, originally Theos software), passing through dESCO before rebranding to FieldEdge in 2017 and establishing an Atlanta office alongside its Fort Myers, Florida headquarters. Coolfront (flat-rate pricing) was acquired and merged into the platform in 2019; sibling Service Autopilot and the 2022 acquisition of Enterprise Selling Solutions extend the Field Services division within Xplor.
FieldEdge firmographics
Firmographics- Name
- FieldEdge
- Legal name
- FieldEdge by Xplor
- Website
- https://fieldedge.com
- Company type
- Private
- Founded year
- 1980
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- FieldEdge is a cloud-based field service management software platform serving SMB and mid-market HVAC, plumbing, electrical, locksmith, and appliance repair contractors in the United States. Operating under Xplor Technologies with Advent International backing, FieldEdge combines dispatch, mobile work orders, QuickBooks integration, payments, and marketing automation on a tiered annual subscription.
- Ownership category
- akta.pro rank
FieldEdge industry classification
Industry- Product category
- Field Service Management Software
- NAICS
- Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (51821), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518210), Custom Computer Programming Services (541511)
- SIC
- Services-Computer Programming, Data Processing, Etc. (7370), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Field Services & Onsite Support (Dispatch/Break-Fix) (BPAEAJAE)
- akta.pro secondary industry
- Field Service Dispatch & Remote Troubleshooting (BPAAACAG)
Keywords
Where FieldEdge is headquartered
LocationHeadquarters
- HQ city
- Fort Myers
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
FieldEdge business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- SaaS Subscription: Annual or multi-year subscription-based pricing for field service management software with three tiers (Select, Premier, Elite) and optional add-ons like Proposal Pro, MarketingEdge, and Consumer Management Portal.
- Professional Training: Virtual and in-person training sessions including Basic Virtual Training ($399 per company) and Advanced Training ($299 per company), regional workshops, and onsite training.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Essential tools for basic service business operations including dispatching, booking, scheduling, basic agreements, customer management, and pricebook. |
| Subscription | Annual | Advanced features for established multi-truck operations with multi-option quotes, advanced dispatching, advanced service agreements, and 10 saved reports. |
| Subscription | Annual | Comprehensive solution for large-scale multi-truck companies with unlimited saved reports, outbound call recording, Proposal Pro, MarketingEdge with 2-way texting, warehouse inventory management, and consumer management portal. |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels8 records
FieldEdge product offering
Product offeringCore offering
FieldEdge provides cloud-based field service management software for multi-truck HVAC, plumbing, electrical, locksmith, and appliance repair contractors. Its core subscription product delivers scheduling, dispatching, invoicing, customer management, service agreement management, and reporting, complemented by a native mobile app for technicians and add-on modules for payments, flat-rate pricing, proposals, and marketing automation. The platform is differentiated by the first full integration with QuickBooks accounting in the industry and serves over 40,000 users.
Product overview
FieldEdge is a unified field service management software platform with a modular architecture. The core product is FieldEdge Software, a comprehensive platform for multi-truck operations that provides scheduling, dispatching, invoicing, customer management, and reporting. FieldEdge Mobile extends the platform to technicians in the field. The product suite includes add-on modules: FieldEdge Payments (integrated credit card processing), FieldEdge Flat Rate (standardized pricing), Proposal Pro (professional quoting with tiered options), and MarketingEdge (email/text marketing automation). Legacy ESC Software continues to be supported for existing customers. Supporting services include Navigator (video knowledge base) and Field Services Academy (online training community). All plans include QuickBooks integration with additional integrations to Intacct, FleetSharp, and Trane Technologies. The platform targets HVAC, plumbing, electrical, locksmith, and appliance repair contractors.
Differentiator
Problem solved
Functional benefit
Brands
- FieldEdge Software: Core field service management software platform for multi-truck operations
- FieldEdge Mobile
- FieldEdge Payments
- FieldEdge Flat Rate
- FieldEdge Proposal Pro
- FieldEdge MarketingEdge
- ESC Software
Products and services
- FieldEdge Software Complete cloud-based field service management platform for multi-truck HVAC, plumbing, electrical, locksmith, and appliance repair contractors, providing centralized scheduling, dispatching, invoicing, customer management, service agreement management, and reporting. Sold as tiered annual subscriptions (Select, Premier, Elite).
- FieldEdge Mobile Native mobile application that empowers technicians to access full customer histories, create work orders, dispatch teams, collect payments, and send invoices directly from the field; includes per-tier mobile app license allotments.
- FieldEdge Payments
Quantifiable outcome
- 138% ROI in First Year for owners
- +6 more outcomes
Companies that use FieldEdge
Customer profileNamed customers7 records
Segments6 records
Ideal customer profiles2 records
FieldEdge technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature8 records
FieldEdge partnerships and signals
Strategic signalPartnerships
Nine partnerships are on record, tiered core, strategic and minor.
- CarriercoreFieldEdge became an official preferred vendor for Carrier, offering field service management solutions to Carrier dealers. Extends FieldEdge's reach through Carrier's extensive dealer network in the HVAC industry.
- Grant Cardone EnterprisesstrategicGrant Cardone Enterprises joined the Field Services Academy to offer exclusive growth programs for field service businesses. Strategic partnership to provide business growth education and resources.
- Service AutopilotstrategicJoint podcast launch 'Profit Roadmap' with Service Autopilot by Xplor - a podcast for leveling up field service businesses. Co-branded content and event collaboration.
- Enterprise Selling SolutionsminorXplor Technologies acquired Enterprise Selling Solutions, reinforcing commitment to the field services sector. Integration of enterprise selling capabilities into Field Services division.
- Mingledorff'scorePartnership with Mingledorff's, the Southeast's leading HVAC distributor (largest independent Carrier distributor in the US with 35 distribution centers in 5 states), to provide mutual customers with best-in-class technology. Companies provide integrated solutions including live pricing, parts requests, replenishing, and group training. FieldEdge offers enhanced dealer onboarding experience to Mingledorff's customers.
- CoolfrontcoreClearent acquired and merged Coolfront (leading flat-rate pricing app for HVAC, Plumbing & Electrical contractors) with FieldEdge. Added flat rate pricing capabilities to FieldEdge product suite.
- PodiumminorPartnership with Podium for building brand trust for contractors. Integration for reputation management and customer communication.
- QuickBooks (Intuit)coreFirst company to fully integrate QuickBooks accounting software with field service management. Live integration with QuickBooks Online and Desktop. Automated syncing eliminates double entry between field and office.
- ACCA (Air Conditioning Contractors of America)strategicCorporate partnership with ACCA through their partner program. Joint events including the 2021 State of the Industry Report webinar. ACCA is the nation's premier trade association for HVACR contractors.
Scale indicators10 records
Recent moves8 records
Expansion highlights6 records
FieldEdge competitors and assessment
Company assessmentDirect peers
- ServiceTitan: Leading cloud-based field service management platform for residential contractors (HVAC, plumbing, electrical). Directly competes with FieldEdge across the same verticals and SMB/mid-market customer base, with a larger product surface and significantly more capital.
- Housecall Pro: Field service management app for home service professionals including HVAC, plumbing, electrical, and cleaning. Targets the same SMB contractor segment as FieldEdge with a more modern mobile UX and self-serve pricing.
- Jobber: Field service software for home service businesses including HVAC, plumbing, and electrical contractors. Closely comparable in customer profile and workflow features, with transparent self-serve pricing that competes for FieldEdge's inbound traffic.
- Service Autopilot: Sibling product within Xplor Technologies' Field Services division, targeting lawn, cleaning, and home service businesses with similar scheduling, dispatch, and invoicing functionality. Sits in the same parent portfolio as FieldEdge.
- Service Fusion: Field service management software purpose-built for HVAC, plumbing, electrical, and other mechanical contractors. Directly competes with FieldEdge in the same vertical with comparable dispatching, invoicing, and QuickBooks integration features.
- FieldAware: Cloud-based field service management software serving similar SMB-to-mid-market field service operations including HVAC and plumbing. Provides comparable scheduling, dispatch, and mobile workflows with broader vertical coverage.
Emerging players
- Workiz: Field service management platform targeting locksmiths, HVAC, plumbing, and appliance repair businesses. Smaller and earlier-stage than FieldEdge but competes for the same SMB trade contractor market with a modern mobile-first interface.
- Connecteam: Workforce management and operations app with growing field service capabilities for deskless workers. Competes at the lower end of FieldEdge's market with a broader employee-app positioning that includes scheduling and dispatch features.
Broad incumbents
- Salesforce Field Service: Enterprise-grade field service management solution from Salesforce with deep CRM and AI integration. Competes indirectly with FieldEdge by serving larger enterprise accounts and mid-market customers who outgrow SMB platforms.
- ServiceMax: Asset-centric field service management platform owned by PTC, serving industrial and asset-intensive service operations. Adjacent competitor for FieldEdge if mid-market contractor customers expand into asset-heavy service work.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
FieldEdge social profiles
Digital presenceFieldEdge compliance and trust
Trust signalCompliance1 record
FieldEdge financial estimates
Financial estimateRevenue estimate
Valuation estimate
FieldEdge leadership team
Management profileNumber of profiles
Profiles5 records
FieldEdge subsidiaries and ownership
Company hierarchySubsidiaries1 record
FieldEdge funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FieldEdge M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FieldEdge
What does FieldEdge do?
FieldEdge provides cloud-based field service management software for multi-truck HVAC, plumbing, electrical, locksmith, and appliance repair contractors. Its core subscription product delivers scheduling, dispatching, invoicing, customer management, service agreement management, and reporting, complemented by a native mobile app for technicians and add-on modules for payments, flat-rate pricing, proposals, and marketing automation. The platform is differentiated by the first full integration with QuickBooks accounting in the industry and serves over 40,000 users.
Is FieldEdge a public or private company?
FieldEdge is a private company. It is classified as private equity controlled and is currently operating.
When was FieldEdge founded?
FieldEdge was founded in 1980. It employs 251 to 500 people.
Where is FieldEdge based?
FieldEdge is headquartered in Fort Myers, United States, in the North America region.
How does FieldEdge make money?
Two revenue lines are on record. SaaS Subscription is the primary driver. The others are professional Training.
Who are FieldEdge's main competitors?
Direct peers on record are ServiceTitan, Housecall Pro, Jobber, Service Autopilot, Service Fusion and FieldAware. Emerging players are Workiz and Connecteam. Broad incumbents are Salesforce Field Service and ServiceMax.
Does FieldEdge have an API?
No public API is recorded for FieldEdge.
What industry is FieldEdge in?
FieldEdge's product category is Field Service Management Software. Its primary akta.pro industry code is BPAEAJAE, Field Services & Onsite Support (Dispatch/Break-Fix), with a secondary code of BPAAACAG, Field Service Dispatch & Remote Troubleshooting. Its NAICS code is 51821 and its SIC code is 7370.