Leads into FieldEdge in minutes
Web forms, ads and missed calls become customer and job records, with a reply sent while the lead is still warm.
FieldEdge integration consulting
Connect FieldEdge to the rest of your business.
FieldEdge runs dispatch, work orders, service agreements and invoicing for many HVAC, plumbing and electrical contractors. We build the tools and connections around it, so leads, paperwork and reports stop being copied by hand.
Keep it, then extend it
What FieldEdge does well, and where teams outgrow it.
Where FieldEdge shines
- Built for residential tradesDispatch, work orders, price books and service agreements are set up around how HVAC, plumbing and electrical shops run.
- Technicians work from a phoneTechs see the job, history and pricing in the field, and take payment before they leave.
- An official developer portalFieldEdge publishes an Open API, with access for its own customers and a separate track for software partners.
Where teams hit the limits
- Leads arrive from everywhereCalls, web forms, ads and texts come in through different tools, and the office types them into FieldEdge.
- Reporting outside the boxNumbers that mix FieldEdge with marketing spend, payroll or budgets end up in spreadsheets.
- Paperwork from vendors and customersSupplier invoices, warranty claims and permits arrive as PDFs and get handled by hand.
What we build around it
Connecting FieldEdge to the rest of your work.
Agreement renewals that go out on time
Service agreements nearing renewal flagged with the customer's history and a ready-to-send offer.
Supplier invoices matched to jobs
Parts invoices read and matched to the job and purchase, with differences flagged before payment.
Follow-up on open estimates
Estimates that haven't closed get a timely nudge and land on a list for the comfort advisor.
Owner reports on schedule
Revenue, technician performance and marketing results combined in one weekly report.
Data copied for analysis
FieldEdge data copied on a schedule into your reporting tools, so nobody exports it by hand.
Before we start
How access works.
FieldEdge decides who can use its Open API. As a FieldEdge customer, you request API access through FieldEdge's developer portal, and FieldEdge sets up an integration environment for the connection we build for your company (see FieldEdge's developer portal). Software companies that want to offer an app to every FieldEdge customer apply as partners, build in FieldEdge's sandbox and go through FieldEdge's review before release. What the API covers is shared once access is granted, so we confirm with you and FieldEdge which records we can read and update before quoting a build. Running ServiceTitan instead? See our ServiceTitan page.
Industries
Where this comes up most.
Related problems
Common places to start.
Slow replies to new inquiries
A good inquiry lands at 4:40 on a Friday. It sits in a shared inbox until Monday. By then the buyer has talked to two competitors, and one of them called back first.
Read moreInvoices processed by hand
Invoices arrive by email, PDF and sometimes paper. Someone opens each one, types it into accounting, hunts for the purchase order and chases an approval. Month-end is a crunch every time.
Read moreReports built by hand
Every month, someone exports from four systems, pastes it all into a spreadsheet and fixes what looks wrong. By the time it's ready, the numbers are old.
Read more
FAQ
Common questions.
Do we have to replace FieldEdge?
No. FieldEdge stays your system for jobs and dispatch. We build around it and connect what it doesn't reach.
Doesn't FieldEdge already connect to QuickBooks?
It does, and you should keep using it. Custom work makes sense for the steps around it: leads, supplier paperwork, renewals and reports that pull from more than one system.
What do we need to do to get started?
Request API access from FieldEdge for your company. We help with the request and agree with you what the connection should read and change.
Can you help without a direct connection?
Yes. Reading supplier invoices, following up on leads and building reports from exports can start while API access is being set up.
Are you a certified FieldEdge partner?
No. We're an independent integration consultant and development team. We build with FieldEdge's official developer tools and approved access, using the access your team grants, and we work alongside your FieldEdge admin or implementation partner rather than replacing them.
Sources
- FieldEdge Developer Portal: Getting started
- FieldEdge Developer Portal: Welcome (members and partners)
- FieldEdge Developer Portal: Partner authentication guide
Facts checked against the vendor's own documentation, November 2026. Names are trademarks of their owners. Inkwell is independent and not affiliated with these companies.
Partner with Inkwell
Tell us how you use FieldEdge today.
A few sentences is plenty. We'll tell you what we'd connect first, and whether a ready-made app already does the job.