FieldEdge HVAC Field Service API
FieldEdge REST API for HVAC and plumbing field service management software. Enables AI agents to manage customer accounts and service history, schedule and dispatch HVAC technicians, handle service agreements and preventive maintenance contracts, process estimates and invoices, track technician location and job status, access equipment and warranty data, integrate with QuickBooks for accounting, and connect field service data with parts suppliers and manufacturer systems.
Score Breakdown
⚙ Agent Friendliness
🔒 Security
Customer home service and financial data. PCI-DSS, SOC2. OAuth2 + API key. US data residency. Dual auth for QuickBooks integration.
⚡ Reliability
Best When
An HVAC or plumbing contractor using FieldEdge wants AI agents to automate scheduling, dispatching, service agreement management, and QuickBooks billing integration.
Avoid When
PRIVACY: Customer service history and home access records are sensitive. Employee location tracking requires proper disclosure. Service agreement data may include sensitive equipment and property details.
Use Cases
- • Scheduling and dispatching HVAC technicians from field service automation agents
- • Managing service agreements and preventive maintenance from contract management agents
- • Processing estimates and invoices from billing automation agents
- • Tracking technician performance and job profitability from analytics agents
Not For
- • General field service without HVAC or plumbing specialty focus
- • Large commercial construction without residential service workflow
- • Landscaping or tree care without mechanical systems service
Interface
Authentication
FieldEdge uses API key and OAuth 2.0 for API access. Account-level credentials. QuickBooks integration has separate OAuth flow. Partner program for technology integrations. Scopes control customer, dispatch, and billing data.
Pricing
Clearwater, Florida. IFS company (acquired 2019). One of the oldest HVAC software providers. Strong QuickBooks integration. Competes with ServiceTitan, Jobber, and Housecall Pro. Focus on residential and light commercial HVAC and plumbing contractors.
Agent Metadata
Known Gotchas
- ⚠ PRIVACY: Customer home access records and service history are sensitive
- ⚠ No public MCP server — REST API with OAuth2 and API key
- ⚠ QuickBooks integration uses separate OAuth flow — dual auth management required
- ⚠ Employee technician location data requires proper worker disclosure
- ⚠ Service agreement automation must handle renewal billing carefully
- ⚠ IFS acquisition — API roadmap follows IFS enterprise FSM strategy
Alternatives
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Scores are editorial opinions as of 2026-03-07.