FieldEdge

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.

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

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

• Field service management
• HVAC contractor software
• Plumbing dispatch software
• Electrical service software
• Contractor scheduling software

Headquarters

HQ city

Fort Myers

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure

Revenue model

1. 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.
2. 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

Go-to-market motion3 records

Distribution channels4 records

Marketing channels8 records

Core 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

Named customers7 records

Segments6 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature8 records

Partnerships

Nine partnerships are on record, tiered core, strategic and minor.

• CarriercoreChannel Partner/ Reseller/ Distributor · 16 November 2023FieldEdge 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 EnterprisesstrategicStrategic or Co-development Partner · 30 May 2023Grant 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 AutopilotstrategicStrategic or Co-development Partner · 9 March 2023Joint 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 SolutionsminorStrategic or Co-development Partner · 4 August 2022Xplor Technologies acquired Enterprise Selling Solutions, reinforcing commitment to the field services sector. Integration of enterprise selling capabilities into Field Services division.
• Mingledorff'scoreChannel Partner/ Reseller/ Distributor · 24 May 2021Partnership 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.
• CoolfrontcoreStrategic or Co-development Partner · 1 January 2019Clearent 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.
• PodiumminorGTM or Marketing Partner · 18 April 2018Partnership with Podium for building brand trust for contractors. Integration for reputation management and customer communication.
• QuickBooks (Intuit)coreTechnology or IntegrationFirst 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)strategicStrategic or Co-development PartnerCorporate 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

Direct 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

• YouTubeyoutube.com/embed/MU_4FbW1bzI
• Xx.com/desco_fieldedge
• Facebookfacebook.com/descofieldedge
• LinkedInlinkedin.com/company/desco-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FieldEdge