# FieldEdge contractors: leads and reports without the copy-and-paste.

## 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.

*Professional construction worker installing drywall with gloves and helmet inside a building*

Photo: [Antoni Shkraba on Pexels](https://www.pexels.com/photo/a-man-fixing-the-wall-4981812/)

- 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 sync](https://pushbuild.com/services/api-integrations.html)

### Agreement tracker

Upcoming renewals and visits listed every week.

[Dashboards and reporting](https://pushbuild.com/services/dashboards.html)

### Customer sync

New and updated customers sent to your email platform.

[n8n, Make and Zapier automation](https://pushbuild.com/services/workflow-automation.html)

### Parts sheet

Inventory items kept in step with a shared parts list.

[Google Sheets and Apps Script automation](https://pushbuild.com/services/google-apps-script.html)

**What we connect it to:** [QuickBooks](https://pushbuild.com/tools/quickbooks.html), [Mailchimp](https://pushbuild.com/tools/mailchimp.html), [Google Sheets](https://pushbuild.com/tools/google-sheets.html), [Google Ads](https://pushbuild.com/tools/google-ads.html), [Gmail](https://pushbuild.com/tools/gmail.html), [Slack](https://pushbuild.com/tools/slack.html).

**Industries that use it:** [HVAC](https://pushbuild.com/for/hvac.html), [Plumbing](https://pushbuild.com/for/plumbing.html), [Electricians](https://pushbuild.com/for/electricians.html).

## 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, FieldEdge

Example project

### Renewal list

Example: an office manager sees next month's agreement renewals every Monday.

FieldEdge, Google Sheets

Example project

### New customer email

Example: new customers join a seasonal tune-up email list.

FieldEdge, Mailchimp

Not sure where to start? [Start with an Automation Audit](https://pushbuild.com/audit.html).

## 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.

## Related

[**ServiceTitan**Connect ServiceTitan to your texting, reporting, accounting and lead tools so calls, jobs and invoices move without retyping..](https://pushbuild.com/tools/servicetitan.html)[**Housecall Pro**Connect Housecall Pro to your texting, lead follow-up, reporting and accounting so jobs, estimates and customers stay in step..](https://pushbuild.com/tools/housecall-pro.html)[**QuickBooks**Sync QuickBooks Online with your CRM, job software, store and spreadsheets, and cut the manual entry and cleanup..](https://pushbuild.com/tools/quickbooks.html)

## 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.

[hello@pushbuild.com](mailto:hello@pushbuild.com?subject=FieldEdge%20project)

[(617) 299-8887](tel:+16172998887)

**Pushbuild** · Automate your business with Pushbuild: [pushbuild.com/contact](https://pushbuild.com/contact)

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As of 2026-11-10. Source: https://pushbuild.com/tools/fieldedge.html
