FieldEdge Alternatives for HVAC and Plumbing (2026)

FieldEdge has been around HVAC and plumbing shops for a long time, and it shows. The flat-rate pricebook is solid, dispatch is built the way a service manager thinks, and it talks to both QuickBooks Online and QuickBooks Desktop. For a residential shop that bills by the task, that counts for a lot.

So why do owners go looking for a FieldEdge alternative? Usually it comes down to three things. You can’t see a price without a sales call. You can’t try it before you commit. And the mobile licenses on each plan run out faster than you’d think once you add a second van and an apprentice.

This guide lines up seven options for HVAC and plumbing shops, from the big dispatch platforms down to tools a two-person crew can run on a Tuesday afternoon. We make Clevra, so it’s listed first. Where FieldEdge or someone else is the better buy, we say so.

Every price below was checked on the vendor’s own pricing page on October 15, 2026.

Short version: which FieldEdge alternative fits

• Clevra: HVAC and plumbing crews of 1 to 15 whose jobs end with a report (camera runs, backflow certificates, leak findings, rooftop unit checklists). Free plan, flat price per company.
• ServiceTitan: big residential and commercial shops with a call center, memberships and a dispatch room.
• Successware: established HVAC and plumbing companies that want accounting built into the same system.
• Housecall Pro: home service crews that want polished iOS and Android apps, GPS and customer financing.
• Service Fusion: growing teams that want unlimited users and published prices.
• FieldPulse: contractors who track equipment under maintenance agreements and want AI call answering.
• Jobber: general home service crews that want online booking, Tap to Pay and a big app marketplace.

Why HVAC and plumbing shops look for a FieldEdge alternative

Nobody says FieldEdge is bad. It just stops matching how some shops run.

1. You can’t see the price. FieldEdge’s three plans (Select, Premier and Elite) all say “Request pricing.” The number depends on how many technicians you have and which add-ons you pick. That’s hard to budget against tools that list a price on one page.

2. There’s no free trial. FieldEdge says its onboarding works better than a trial, and for some shops that’s true. For others, it means signing up before a single tech has opened the app on a real service call.

3. Mobile licenses are capped per plan. Select includes 2 mobile licenses, Premier 4 and Elite 6. A plumbing shop with three trucks and a part-time drain guy is already past Select. Adding people can push you into a higher plan for reasons that have nothing to do with features.

4. Some features sit on the upper tiers. Advanced dispatching, multi-option quotes and service agreements come with Premier and Elite. Outbound call recording, warehouse inventory, Proposal Pro and MarketingEdge are Elite only. If you need one of those, you’re buying the whole tier.

5. Your work ends in paperwork, not just a ticket. A sewer camera run, a backflow test or a leak search ends with something the client keeps. If your techs finish the call and then you rebuild the findings in a Word file that night, the system isn’t doing the last mile.

FieldEdge competitors at a glance

Four of these seven don’t publish prices. Here’s what each one lists, in USD, as checked on October 15, 2026.

• FieldEdge (for reference): request pricing, by technician count and add-ons. No free plan. No trial. Mobile licenses: 2, 4 or 6 by plan. Best for residential HVAC, plumbing and electrical on flat-rate pricing.
• Clevra: $0 for 1 user; Pro $39/mo yearly for up to 5 users; Business $79/mo yearly for up to 15. Free plan: yes. 14-day trial, no card. Best for HVAC, plumbing and inspection crews of 1 to 15 who send reports.
• ServiceTitan: request pricing, per technician. Free plan: no. No trial listed. Best for large shops with dispatchers and CSRs.
• Successware: no published prices, demo or phone only. Free plan: no. No trial mentioned. Best for established shops that want integrated accounting.
• Housecall Pro: annual Basic $59 (1 user), Essentials $149 (5), MAX $299 (8). Free plan: no. 14-day trial. Best for home service crews that want mature mobile apps.
• Service Fusion: annual Starter $208/mo, Plus $325, Pro $533, unlimited users. Free plan: no. Demo, no trial mentioned. Best for teams of 15 or more.
• FieldPulse: seat-based, priced through a sales call. Free plan: no. Trial not stated. Best for equipment-heavy service work.
• Jobber: annual Core $29 (1 user), Connect $149 (5). Free plan: no. 14-day trial. Best for lawn care, cleaning and general home service.

Seven FieldEdge alternatives, compared side by side

1. Clevra: for HVAC and plumbing crews that also inspect

Clevra is one web app that takes a job from the first call to the paid invoice, plus a Technician app for the crew (iOS, in beta on TestFlight). It’s built for teams of 1 to 15. You can run plain HVAC service and plumbing calls on it, but where it earns its keep is the work that ends with proof.

Where the report is the job. Think about the calls that don’t end at “system running.” A sewer camera inspection ends with footage notes: where the belly is, where roots come through a joint, at what footage the lateral meets the main. A backflow test ends with readings on each check valve and a certificate the water authority wants. Leak detection ends with a moisture map and a photo of where to open the wall. A quarterly visit on a rooftop unit under a commercial HVAC maintenance contract ends with filter sizes, belt condition and a signature from the building manager.

Clevra’s checklists (Pro and up) cover that. You build a work form once with text, number fields for pressure readings, dropdowns, checkboxes, dates, yes/no, photo upload, signature and required fields. Attach it to the visit, fill it on site, and Clevra turns it into a PDF the client sees in the client portal next to the invoice. One honest note: photo and signature questions are filled from the web app for now, not the Technician app.

Where it started. Clevra’s core trades are concrete scanning and utility locating, like the GPR scan before a plumber cores a slab for a new drain. The same forms handle both.

Early access: inspection reports. Inspection reports take what the crew captured on site and turn it into a client-ready report draft, so the camera write-up isn’t waiting for you after dinner. It’s in Early access. Book a demo to see it with your own format.

Early access: AI Receptionist. The AI Receptionist answers your business line, takes down who’s calling and what they need, and drops the request in your inbox for the office to book. It’s in Early access too, and you can ask about it on the same 30-minute call.

AI that works today. On Pro and up, the AI Business Assistant answers plain questions from your live data, like “Which commercial clients owe us more than 30 days?” or “What did we bill on drain calls last month?” The MCP server connects your account to Claude, ChatGPT or any MCP assistant. It can look up jobs, find open slots, draft an estimate or book a visit, and it asks before every change.

Everything else a service shop needs. Online estimates clients approve and sign, with automatic follow-ups on Pro. A dispatch calendar with day, week and month views, a map and recurring visits for maintenance routes. Invoices generated straight from the job, card payments through Stripe with no Clevra platform fee, and cash, cheque or e-transfer recorded by hand. Job costing, timesheets, 23 reports and QuickBooks Online sync on Pro and up.

Pricing. One flat price per company, never per seat (full plan details):

• Free: $0 for 1 user, no time limit
• Pro: $49 a month, or $39 a month billed yearly, up to 5 users
• Business: $99 a month, or $79 a month billed yearly, up to 15 users
• Custom: unlimited users, pricing on request

Users are capped per plan, with no separate mobile license on top. New accounts can try Pro or Business for 14 days with no card.

Where FieldEdge is stronger. FieldEdge has a real flat-rate pricebook built for HVAC and plumbing, QuickBooks Desktop as well as Online, multi-option quotes, service agreements, outbound call recording and warehouse inventory on Elite. Clevra has none of the Desktop sync, inventory, call recording or a service agreement billing module. If those run your business, FieldEdge or Successware will fit better.

For a line-by-line breakdown, see Clevra vs FieldEdge.

2. ServiceTitan

ServiceTitan is what a lot of FieldEdge shops look at when they grow. It prices per technician, and Starter, Essentials and The Works all say “Request pricing,” with no trial listed. You get call booking and recording, dispatch, a proposal builder, memberships, payroll, purchasing and inventory, progress billing, integrated financing and an AI Virtual Agent.

Great for a 30-truck HVAC company with CSRs. A 4-person plumbing outfit faces a long setup first. See Clevra vs ServiceTitan.

3. Successware

Successware is the closest cousin to FieldEdge in spirit: built for HVAC, plumbing, electrical and related home service trades, with call booking, dispatch, invoicing, inventory and integrated accounting in one system. It also offers group purchasing and online learning.

It doesn’t publish prices and doesn’t mention a trial, so you’ll go through a demo or a phone call either way. If your back office is the pain point, it’s worth that call. See Clevra vs Successware.

4. Housecall Pro

Housecall Pro publishes prices: on annual billing, Basic is $59 a month for 1 user, Essentials $149 for 5 and MAX $299 for 8, then $35 a month per extra user. There’s a 14-day trial with no card.

Its iOS and Android apps run in English and Spanish and work offline, and it adds vehicle GPS tracking, online booking, consumer financing and CSR AI that answers calls and books jobs. Field reports are more photo-and-notes than structured forms. See Clevra vs Housecall Pro.

5. Service Fusion

Service Fusion charges per company with unlimited users. Billed yearly, Starter is $208 a month, Plus $325 and Pro $533 ($245, $382 and $627 month to month). It offers a demo rather than a trial.

For an HVAC shop with 20 techs, never counting licenses again is a real relief, and it has GPS tracking, service agreements, inventory and progress billing. For 3 people, the entry price is steep. See Clevra vs Service Fusion.

6. FieldPulse

FieldPulse is seat-based and you get a price through a sales call. It covers HVAC, electrical, plumbing and commercial equipment with custom forms, asset management, maintenance agreements, a booking portal and fleet tracking.

Its Operator AI, an AI dispatcher that answers calls, is shipping now. If you track every condenser under contract, take a look. See Clevra vs FieldPulse.

7. Jobber

Jobber is the general home service pick. On annual billing, Core is $29 a month for 1 user and Connect for 5 is $149, with $29 a month per extra user. There’s a 14-day trial and no free plan.

It has online self-booking, Tap to Pay, ACH payments and a large app marketplace. It isn’t built around flat-rate HVAC pricing the way FieldEdge is. See Clevra vs Jobber.

Free FieldEdge alternatives

FieldEdge has no trial and no free plan. Most of its rivals offer one or the other, and the difference matters. A trial ends after a set number of days. A free plan keeps going.

Clevra’s Free plan is $0 for one user with no time limit. It covers clients, estimates, jobs, scheduling, invoices, the client portal and online card payments, with Clevra branding on estimates, invoices and the portal. A solo backflow tester or a one-truck drain guy can run real work on it before spending a dollar.

On trials: Housecall Pro and Jobber give you 14 days, and Clevra’s Pro and Business trials run 14 days with no card. ServiceTitan, Successware and Service Fusion go through demos. FieldPulse doesn’t state a trial.

Software like FieldEdge: checking the tech’s side

FieldEdge limits mobile licenses by plan, which tells you how central the phone is. When you compare software like FieldEdge, give your best service tech the app for a full day and ask:

1. Can they see their calls, get directions and tap On My Way without phoning the office?
2. Can they fill the form the customer actually needs, with photos and a signature?
3. Does it keep working in a crawlspace or a mechanical room with no bars?
4. Can they take payment before they leave the driveway?
5. Is there a cap on how many people can log in?

Here’s where Clevra stands. The Technician app shows the day, visit details, directions and Start, On My Way and Complete. It fills checklists, runs a visit timer and timesheets that work offline, creates invoices and records cash, cheque, card or e-transfer payments. It’s an iOS beta on TestFlight. There’s no Android version yet, and photo and signature questions are filled from the web app for now. There’s no separate mobile license on top of your plan’s user count.

If your crew needs Android, full offline mode or GPS tracking today, Housecall Pro, Service Fusion or FieldPulse are ahead on mobile.

Picking the right fit for your shop

Work back from what the customer holds when the truck pulls away.

• A report or certificate (camera run, backflow test, leak findings, PM checklist): pick the tool with structured on-site forms and PDF output. That’s Clevra’s strength.
• A flat-rate invoice from a big pricebook: FieldEdge, ServiceTitan or Successware are built around that.
• 2 to 5 techs on a budget: Clevra Pro is $49 a month month to month for up to 5 users. Housecall Pro Essentials is $149 yearly for 5.
• Memberships with recurring billing: FieldEdge (Premier and up), ServiceTitan or Service Fusion. Clevra handles recurring visits but has no membership billing module.
• Phones ringing all day: Housecall Pro and FieldPulse ship AI call answering now. Clevra’s AI Receptionist is Early access.
• 20+ techs: Service Fusion or ServiceTitan.

Two reads that help: our guide to maintenance agreements and recurring revenue, and a look at add-on services that lift the average ticket.

Moving off FieldEdge step by step

1. Export your customer list and equipment notes. Get them out as a spreadsheet before your renewal date.
2. Import into Clevra. CSV or XLSX, up to 5,000 rows, with multiple properties per client for landlords and property managers.
3. Rebuild your top 30 line items. Don’t move the whole pricebook on day one. Start with the services you sell every week.
4. Build a form per inspection type. Camera run, backflow test, leak search, rooftop PM. Keep each one short.
5. Connect Stripe and QuickBooks Online. See integrations. If you’re on QuickBooks Desktop, plan that move first.
6. Set up recurring visits for your maintenance customers so they land on the calendar automatically.
7. Run both systems for two weeks. Close out open FieldEdge work there, book new calls in Clevra, then stop.

FieldEdge alternatives FAQ

Is FieldEdge worth it?

For residential HVAC and plumbing shops that sell from a flat-rate pricebook and run QuickBooks Desktop, often yes. It’s mature and built for that work. It’s a harder sell for small crews who want a published price, a trial before they commit, or more than two mobile users on the entry plan.

Does FieldEdge have a free trial?

No. FieldEdge doesn’t offer a free trial and says its onboarding works better than one. It also has no free plan. Pricing for Select, Premier and Elite is by request, based on how many technicians you have and which add-ons you choose.

Is there a free alternative to FieldEdge?

Yes. Clevra’s Free plan costs $0 for one user with no time limit. It covers clients, estimates, jobs, scheduling, invoices, a client portal and online card payments. Paid plans start at $49 a month for up to 5 users, and Pro or Business can be tried free for 14 days.

Who are FieldEdge’s main competitors?

The names HVAC and plumbing owners compare most are ServiceTitan, Successware, Housecall Pro, Service Fusion, FieldPulse and Jobber. Clevra competes for crews of 1 to 15, especially those whose jobs end with an inspection report, like sewer camera work, backflow testing and leak detection.

Does Clevra have a flat-rate pricebook like FieldEdge?

Clevra lets you save your services and rates so they fill estimates and invoices, but it isn’t a dedicated flat-rate pricebook with good, better, best options built for HVAC. If your sales process depends on that, FieldEdge, ServiceTitan or Successware fit better.

Does Clevra have an AI receptionist?

Clevra’s AI Receptionist is in Early access. It answers your business line, notes who’s calling and what they need, and sends the request to your inbox for the office to book. You can book a demo to try it. The AI Business Assistant is live today on Pro and Business.

Can Clevra handle backflow test certificates?

Yes. Build a checklist with number fields for each check valve reading, a pass or fail dropdown, the device serial and a signature. The tech fills it on the visit, and Clevra turns it into a PDF the client can open in their portal. Checklists are on Pro and up.

Run your next service call in Clevra

Put one camera run, backflow test or PM visit through Clevra and see how the report comes out. The Free plan doesn’t expire, and Pro or Business come with 14 days free, no card.

Get Started for Free or Book a Demo to see inspection reports and the AI Receptionist in Early access.