FieldEdge compatibility.
Field-services platform for HVAC and plumbing shops with dispatch depth.
what it is
Field-services platform for HVAC and plumbing shops with dispatch depth.
Who FieldEdge is generally built for
HVAC, plumbing, and electrical shops that need dispatch, technician scheduling, and tight bookkeeping between the field and the office.
Where it sits in the booking-to-review loop
It covers scheduling, dispatch, and invoicing. Web request intake, deposits on booked work, review requests, and maintenance recall are the stages most often handled by hand.
What RAWTech can assess, connect, or configure here
- Read the current path from web form or phone call to a scheduled visit and name where it breaks
- Document the confirmations and reminders already in place before adding anything
- Connect a website request form into your intake path where the account's available integration surface allows it
- Configure a review request after a completed job and a recall nudge on your own maintenance cycle
Limitations and plan-dependent considerations
Read this before you assume a step is possible. Compatibility is not the same as official support, and features differ between accounts.
- Available integration and data-access options vary by FieldEdge plan and by how the account was originally set up. They are verified with your account, not assumed.
- Some connections need an intermediate automation tool, which is an added subscription in your name.
- Accounting-side behavior stays with your bookkeeper. RAWTech does not change how books are kept.
related platform
next step
Have the current flow read before anything is changed.
A Loop Audit is $495 and takes about five business days. It reads booking, deposits, reminders, reviews, and rebooking on FieldEdge as you run it today, then says whether a system qualifies or none does.
what has to be in place to qualify
- Owner login to FieldEdge
- A Loop Audit confirms technical fit on this stack
where to go next
Two kinds of uncertainty.
technical
If the question is what your booking flow actually does today, the Loop Audit reads it end to end and says whether a flagship system qualifies.
Read about the Loop Auditoperating
If the question is ownership, policy, adoption, or how the business runs, that belongs with Ray Williams Consulting before any system goes in.
Ray Williams Consultingrelated tools in the reference
further reading
- Choose booking software by business model · the criteria that decide the tool for your operating model.
- What booking software should handle · which stages sit outside any booking tool.