FieldEdge automation at a glance
| Does FieldEdge have an API? | Yes. FieldEdge documents an API for leads, customers, inventory and webhooks. Access is requested through FieldEdge, so we check yours first. |
|---|---|
| Connects with | QuickBooks, Mailchimp, Google Sheets, Google Ads, Gmail, Slack |
| Used by | HVAC, Plumbing, Electricians |
| What we build | Lead intake; Agreement tracker; Customer sync; Parts sheet |
Sound familiar?
What HVAC and plumbing teams on FieldEdge tell us before a project starts.

- Web leads are retyped into FieldEdge.
- Service agreement renewals are tracked in a spreadsheet.
- Customer lists drift between FieldEdge and marketing tools.
- Revenue by technician is worked out by hand.
- Parts lists are kept in two places.
What we build
Each one is a working piece you can open and check when it's done.
Lead intake
Website and ad leads created in FieldEdge with the service details.
API integrations and data syncParts sheet
Inventory items kept in step with a shared parts list.
Google Sheets and Apps Script automationWhat we connect it to: QuickBooks, Mailchimp, Google Sheets, Google Ads, Gmail, Slack.
Industries that use it: HVAC, Plumbing, Electricians.
Example projects
Illustrations of the shape of the work, not past clients. Yours gets its own written scope.
Example project
Website lead to FieldEdge
Example: an HVAC company gets booking-form leads into FieldEdge with the requested time.
Website form, FieldEdgeExample project
Renewal list
Example: an office manager sees next month's agreement renewals every Monday.
FieldEdge, Google SheetsExample project
New customer email
Example: new customers join a seasonal tune-up email list.
FieldEdge, MailchimpNot sure where to start? Start with an Automation Audit.
Questions people ask first
Does FieldEdge have an API?
Yes. FieldEdge documents an API for leads, customers, inventory and webhooks. Access is requested through FieldEdge, so we check yours first.
Will this replace FieldEdge?
No. Dispatch and invoicing stay in FieldEdge. We build the connections and reports around it.
Is our data safe?
Yes. We use only the access your account grants and keep credentials out of code.
Tell us what you need built.
Email a few lines about what you want and which tools you use, or call. We reply with questions or a written scope.
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