FieldEdge integration

FieldEdge Integration: Wiring an HVAC, Plumbing or Electrical Website to the Dispatch Board

FieldEdge says it invented field service management software in 1980 to help HVAC contractors run their businesses. Plenty of FieldEdge shops still run the website the 1980 way: a form fills an inbox, and a dispatcher types it in again between phone calls.

November 4, 2026 · 10 min read

A black-and-white technician's hand on a thermostat beside a color photo of a service van, chalk clock, map pin and calendar doodles, collage on navy

The short answer

A FieldEdge website integration sends what happens on a contractor's site straight into FieldEdge through its Open API: a service request becomes a lead with the homeowner's preferred date and time, a confirmed booking becomes a work order with a technician assignment on the Dispatch Board, and signed webhooks report back when the job is scheduled or finished.

On this page
  1. A 1980 idea meets a 2026 contact form
  2. Multi-truck shops, three plans and the website they need
  3. FieldEdge's own tools, and the work that happens on your pages
  4. Credentials, a lead call and a signed callback
  5. Start with the sentence your office keeps repeating
  6. Five trade builds that show the method
  7. Prices for a connection, a new site and the care after

A 1980 idea meets a 2026 contact form

Follow one service request through a typical FieldEdge shop. It is 4:40 on a July afternoon and a condenser in a cul-de-sac has quit. The homeowner finds the company's site, fills in the form, and presses Send. The form emails an address the office shares. A customer service rep reads it when the phones allow, opens FieldEdge, searches for the customer, finds two with the same last name, picks one, and types the request into a new record. If the rep is fast and the afternoon is quiet, the homeowner hears back before supper. If not, the homeowner has already called the contractor who answered first.

The retyping costs minutes. The losses that never show up anywhere cost more. The Google click that brought the homeowner arrives nowhere, because email forms do not carry it. The lead source becomes whatever the rep picks from a list at 4:52 p.m. The homeowner who filled in the form and then phoned becomes two customers. When the owner later asks which ads paid for the new truck, the honest answer is a shrug with a spreadsheet attached.

FieldEdge is not the problem. Its home page says it is built for multi-truck operations and "Trusted by SMB and Mid-Market Service Leaders in HVAC, Plumbing, and Electrical," and it publishes an Open API with a lead endpoint made for exactly this handoff. The gap sits between the website and that API. This section is about closing it, written for owners and office managers at HVAC companies, plumbing companies and electrical contractors.

Every lead a dispatcher retypes arrives with exactly as much detail as the dispatcher had time to type.

Multi-truck shops, three plans and the website they need

FieldEdge sells three plans, as of November 2026: Select, Premier and Elite. None has a published price; each says "Request Pricing," and FieldEdge's FAQ says the figure varies with team size and add-ons. Select covers dispatching, booking and scheduling, basic agreements and quotes, customer management and flat rate pricing. Premier adds advanced dispatching, multi-option quotes and advanced service agreements. Elite adds outbound call recording, Proposal Pro, MarketingEdge with two-way texting and a consumer management portal.

Read those plan names and a customer profile appears: shops with several trucks, service agreements to renew and a dispatcher who lives on the board. That is a different reader from the owner-operator running two vans on Housecall Pro or Jobber, and a different budget from the larger operator on ServiceTitan. The website needs differ to match. A FieldEdge shop usually wants three things from its site: fewer retyped requests, a booking path that respects the dispatcher, and proof of which marketing filled the board.

A black-and-white hand holding a wrench beside a color photo of a rooftop AC condenser, chalk arrows looping to a laptop, collage on teal
The condenser, the van and the laptop agree on one thing: nobody should type the same address twice.

FieldEdge's own tools, and the work that happens on your pages

A fair integration plan starts with what you already pay for. The table sets FieldEdge's own features, as its pages describe them in November 2026, beside what a website build adds. Where FieldEdge already does the job, we say keep it.

FieldEdge's built-in features beside the website work, as of November 2026
What FieldEdge's pages describeWhat the website build adds
Taking requests"Call Booking" on every plan; MarketingEdge "forms and landing pages designed for conversions" on Elite or as an add-onForms built into each service page, checked on the server and sent through the Open API as leads
Online bookingOffice-side booking and scheduling. We found no homeowner booking widget on FieldEdge's own pagesA booking step on your site that sends a preferred window, or a confirmed slot when the office allows it
TextingIntegrated SMS on every plan; two-way texting with MarketingEdge. Podium says its FieldEdge connection sends confirmations and remindersA text-back the moment a web request lands, through your own messaging provider
ReviewsMarketingEdge review and NPS requests; Podium and pulseM on FieldEdge's partner pageReview quotes placed on the matching service and town pages
Ads and callsNo Google Ads, call tracking or GA4 integration on FieldEdge's partner pageClick IDs and tracked numbers captured on arrival and stored with each lead

Two rows deserve a note. MarketingEdge's forms may suit a shop that only needs a landing page for a tune-up special; FieldEdge does not say how they embed on your own site, so ask before you buy around them. And if your office is happy taking every booking by phone, that is a legitimate choice. The online booking page covers the cases where it is not.

Credentials, a lead call and a signed callback

The mechanics decide what a website can honestly promise, so here they are in plain words, as of November 2026. FieldEdge's developer portal splits API users into members, meaning "Tenants that actively use FieldEdge to operate their business," and partners who build public apps for members. A member's internal app gets a client ID and secret in the FieldEdge Marketplace; a contractor without a Marketplace account requests access through FieldEdge's onboarding form. The website's server trades those credentials, plus the tenant ID from the FieldEdge web portal, for a token, and sends it with every call.

  • A lead. Create Lead takes the customer, a service request with type, description and urgency, and the homeowner's preferred date, time and time zone. It returns a lead ID.
  • A work order. Create Work Order needs four FieldEdge IDs: customer, business unit, lead source and task. A separate assignment call sets the technician and the time, and FieldEdge says it appears on the Dispatch Board at once.
  • A callback. A registered webhook URL hears about work orders being scheduled or completed, invoices, customers and lead events. Each delivery carries an HMAC signature the server checks before believing it.
  • A budget of calls. FieldEdge publishes 100 requests a minute and 1,000 an hour, both applying at once, so the integration queues its work instead of hammering the API.

The full map of endpoints, scopes and limits is on our FieldEdge API guide, with the questions to put to FieldEdge before a line of code is written.

Start with the sentence your office keeps repeating

This section is short by design: two deep pages and this front door. The table points each complaint to the page that answers it, including pages elsewhere on the site that cover the same job for other platforms.

Where to read next, by the problem you have
If your office saysRead
"Homeowners want to pick a time online, but the dispatcher has to stay in charge"FieldEdge online booking
"Our developer wants to know exactly what the API reads and writes"The FieldEdge Open API
"We cannot tell which campaign filled the board"Conversion tracking setup
"We are weighing a move to a bigger or smaller platform"ServiceTitan vs Housecall Pro vs Jobber
"We also run a roofing or exterior crew"JobNimbus integration and AccuLynx integration
"We need two systems talking, not just FieldEdge"API integrations

Five trade builds that show the method

DataCram designs and codes contractor websites from San Antonio, Texas, on Next.js and our in-house content system, Athena CMS, and handles search, paid ads and local marketing for clients in every corner of the country. The four trade projects below are not FieldEdge integrations, and we make no claim that their owners run FieldEdge. They are here because each solves a problem every FieldEdge site faces: emergencies, pricing questions, page depth and scattered field data.

Bleuwave HVAC

Phoenix cooling and heating, rebuilt around an Instant Estimate: a homeowner gets an honest flat-rate number in seconds instead of a promised callback. Read the case study.

Bleuwave Plumbing

The estimate form works as a triage desk. Unsure homeowners can ask it to help diagnose, and an active leak is flagged to the front of the line. See the build.

Bleuwave Electrical

Migrated from WordPress to Next.js, with upward of 1,400 pages on individual services and 36 on Phoenix-area towns. How it was built.

HomeService WebApp

We redesigned this command center so a contractor sees unsold estimates, customers and late follow-ups together, the view a FieldEdge owner wants from a dashboard. The case study.

LeadBolt

Our own speed-to-lead software for contractors, which "answers every Yelp, Google, Meta, Angi, website and phone lead in under a minute." Proof of fast response, not a FieldEdge connection.

On a FieldEdge project the habits are the ones our API integrations work uses everywhere: the field map is agreed in writing before code, every lead is validated on the server, writes are idempotent so a retry never files a second customer, failed sends wait in a queue, and the office gets a log written in sentences. After launch, the Athena agent Argus watches the live site and flags a form that stops submitting before a homeowner notices. More builds are in our work.

Prices for a connection, a new site and the care after

Keep your current site and add FieldEdge to it: that work begins at $575, scaled to complexity, with a written number once we have reviewed the site for free. Joining two systems usually goes live the same day. If the site itself is the bottleneck, rebuilds are fixed-price by size, as our web design pricing lays out: $1,500 covers up to 10 pages, $2,250 covers 11 to 20, $3,750 covers 21 to 50, and $5,750 covers 51 to 70. We steer most trade shops to that last tier, because deeper sites rank better from the start. Each tier already contains design, copy, SEO, Athena CMS, forms, booking, a year of support and one custom API connection, and for a FieldEdge shop that connection is FieldEdge.

Website financing splits a build into 25% down and up to 12 months at 0%; on the $5,750 tier that means $1,437.50 at signing and twelve payments of $359.38. Ongoing care runs through hosting and maintenance, from $55 monthly. Whatever FieldEdge charges for your plan is between you and FieldEdge. For the trade side, see HVAC website design, plumbing website design and electrical website design; for the call side, the Google Ads guide for plumbers.

Looking costs nothing. We will design a free mockup of your home page, or put the site you have through a free audit. You can also call (210) 346-0848 and walk us through what happens after a homeowner presses Send. Very few owners have followed a request all the way into FieldEdge, and the trip tends to surprise them.

Questions contractors ask about FieldEdge integration

Yes. As of November 2026, FieldEdge documents an Open API for members, meaning contractors who use FieldEdge, and for partners who build public apps. Members get app credentials in the FieldEdge Marketplace or request access through FieldEdge's onboarding form. The API can create leads, customers and work orders and register a webhook. FieldEdge publishes no price for API access.

No. We are not a FieldEdge partner, we have no app in the FieldEdge Marketplace, and FieldEdge has not certified or endorsed us. We build the website and connect it through FieldEdge's documented Open API, using credentials that belong to your company and live on the server, never in the browser.

It can, with care. The API creates a work order from four FieldEdge IDs, then a separate call assigns a technician with a start and estimated finish, and FieldEdge says that assignment appears on the Dispatch Board immediately. Most shops start with leads carrying a preferred time instead. Our online booking page compares both.

We did not find one on FieldEdge's own pages as of November 2026. Its plans list booking and scheduling for the office and "Call Booking." Ask your FieldEdge representative what is available on your account; if nothing fits, a booking step on your own site can send requests through the Open API.

FieldEdge's pages do not tie API access to a plan or publish a price for it. The developer portal routes members through the FieldEdge Marketplace and an onboarding form. Ask FieldEdge to confirm access on your account before you budget, then see our API guide for what to request.

Two prices matter. Adding FieldEdge to the site you have begins at $575 and is quoted in writing after a free review, because complexity varies. Replacing the site costs $1,500 to $5,750 depending on page count, and every tier already includes booking and one API connection; 0% financing is offered. FieldEdge's subscription is billed by FieldEdge.

Kairos · AI chat and booking

Book the job while the visitor is still on the page

Kairos answers questions from your own services, hours and published prices, offers real open times and books the appointment in the chat, at 2 p.m. or 2 a.m. Today it books into a Google or Microsoft 365 calendar; booking straight into FieldEdge is rolling out. Clio, its dashboard, shows which pages and ads turned into bookings.

Try Kairos on a live demo
Free · No obligation

Find out what your site could be handing FieldEdge

Tell us how a web request reaches FieldEdge today. We trace it end to end, mark what FieldEdge already handles, and send a written price for the rest.

Which of these sounds like you? (pick any)

Rather talk now? Call (210) 346-0848.

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