ServFlo vs FieldEdge

A FieldEdge alternative with published prices and AI

FieldEdge prices by quote and counts mobile app licenses by plan. ServFlo publishes its plans and never counts technicians.

The short version

FieldEdge is software for HVAC, plumbing and electrical contractors, with flat-rate pricing, service agreements and QuickBooks Online and Desktop on every plan. ServFlo covers the same core work (dispatch, pricebook, good / better / best quotes, memberships) at a published price, and adds an AI assistant, an AI-drafted website and online booking.

The short answer

Is ServFlo a good FieldEdge alternative?

Yes, for trade businesses that want published prices and unlimited technicians. ServFlo costs $49–$449 a month; FieldEdge does not publish its prices and includes 2, 4 or 6 mobile app licenses by plan. Both have a pricebook, options on quotes and service agreements (memberships in ServFlo). FieldEdge supports QuickBooks Desktop; ServFlo connects to QuickBooks Online and Xero.

ServFlo vs FieldEdge: side by side

What you get with each, and what it costs.

ServFlo compared with FieldEdge
FeatureFieldEdge
Pricing
10 technicians + 3 office usersServFlo: technicians are never counted. Connect includes 2 office users and Grow includes 3; extra office users are $35/mo each on any plan. Monthly billing; yearly billing is two months free. FieldEdge does not publish its prices; its plans include 2, 4 or 6 mobile app licenses.$164/mo on Connect (with 1 extra office user), $249/mo on GrowNot published
Published prices$49–$449 a monthRequest pricing
TechniciansUnlimited on every plan2, 4 or 6 mobile app licenses by plan
Free trial14 days of Grow, no card needed to exploreDemo on request
Run the work
Scheduling and dispatchYesYes
Pricebook and flat ratePricebook on every planAll plans
Quotes with optionsEvery plan, good / better / bestMulti-option quotes on Premier and Elite
Online bookingFieldEdge lists call booking on every plan.Connect and upNot listed
InventoryPro planWarehouse inventory on Elite, with QuickBooks Desktop Enterprise
Get paid
Card paymentsYesIntegrated payments, all plans
AccountingQuickBooks Online or Xero, Connect and upQuickBooks Online and Desktop, all plans
Grow
Memberships / service agreementsGrow and up, with autopayBasic on Select; advanced on Premier and Elite
MarketingCampaigns on Grow and upMarketingEdge add-on
Customer portalEvery planConsumer Management Portal add-on
Website builderServFlo drafts the site with AI from your business details, with templates for 27 trades.Grow and up, with custom domainNot listed
AI
AI assistantFlo, Grow and up, takes actions you approveNot listed
AI phone receptionistServFlo: the AI receptionist needs the phone system (any plan, first number included). Call and AI receptionist minutes are billed monthly at cost + 20%, and its AI use draws on your plan's AI credits.$99/mo add-on, with the $49/mo phone systemNot listed
Use from ChatGPT or ClaudePro plan: connect your own ChatGPT or Claude, with approvals before it spends, sends or deletesNot listed

FieldEdge details from its public website, checked November 2026. See sources below.

Why teams switch

Why choose ServFlo over FieldEdge

Prices on the page

ServFlo costs $49–$449 a month. FieldEdge asks you to request pricing, and its add-ons are call for pricing.

No license count for technicians

FieldEdge plans include 2, 4 or 6 mobile app licenses. ServFlo never counts technicians, so every tech gets the app on every plan.

AI built in

Flo answers questions about your business and makes changes you approve, and the AI receptionist can book calls from your online booking rules.

Website and online booking

Customers book arrival windows online on Connect and up, and Grow adds a website drafted for your trade.

When FieldEdge may be the better fit

FieldEdge is a good fit for HVAC, plumbing and electrical contractors who run QuickBooks Desktop, want flat-rate pricing from a long-standing vendor, or need warehouse inventory tied to QuickBooks Desktop Enterprise.

Pricing

FieldEdge's published plans

FieldEdge does not publish prices. Each plan has a Request Pricing button and add-ons are marked Call for Pricing. Plans list the number of mobile app licenses included (2, 4 or 6).

Select

Not published; quote from sales

2 mobile app licenses. Basic service agreements, single-option quotes, QuickBooks Online and Desktop, pricebook and flat rate.

Premier

Not published; quote from sales

4 mobile app licenses. Advanced service agreements, multi-option quotes, 10 saved reports, performance and commission.

Elite

Not published; quote from sales

6 mobile app licenses. Unlimited saved reports, outbound call recording, warehouse inventory (with QuickBooks Desktop Enterprise Advanced Inventory).

Add-ons

Call for pricing

Proposal Pro, MarketingEdge and the Consumer Management Portal, included on Elite.

Switching

Moving from FieldEdge

  1. 1

    Import your FieldEdge data

    Export your customers, jobs and invoices from FieldEdge as spreadsheets (CSV or Excel), then upload the files to ServFlo. Choose "Other spreadsheet", and ServFlo recognizes what each file holds, AI maps the columns, and you check a preview before anything is imported. Undo is there for 7 days, and a re-run on switch-over day updates records instead of duplicating them.

  2. 2

    Import your pricebook

    Bring your services and materials in from a spreadsheet. The CSV import checks every row first and shows what it will change before anything is saved.

  3. 3

    Set up your schedule and team

    Add your technicians (free on every plan), set your booking arrival windows and enter the upcoming jobs and recurring visits on the dispatch board.

  4. 4

    Go live

    Your technicians install the ServFlo app on iPhone or Android, your customers start getting reminders and pay links from ServFlo, and you cancel the old subscription when you are ready.

ServFlo vs FieldEdge questions

Something else on your mind? Ask us and a person will answer.

How much does FieldEdge cost?

FieldEdge does not publish its prices. Its pricing page lists Select, Premier and Elite with a Request Pricing button, and its add-ons are call for pricing. The plans include 2, 4 or 6 mobile app licenses.

Is FieldEdge cheaper than ServFlo?

We can't say, because FieldEdge does not publish prices. On ServFlo, 10 technicians and 3 office staff cost $164 on Connect (with 1 extra office user) or $249 on Grow a month.

Is there a FieldEdge alternative with AI?

ServFlo has Flo, an AI assistant, from Grow, and an AI receptionist add-on ($99/mo with the $49/mo phone system). On Pro you can also run ServFlo from your own ChatGPT or Claude. FieldEdge's public pages do not list AI features.

Does ServFlo work with QuickBooks Desktop?

No. ServFlo sends invoices and payments to QuickBooks Online or Xero, from Connect and up. If you need QuickBooks Desktop, FieldEdge supports it on every plan.

Does ServFlo have service agreements like FieldEdge?

Yes. ServFlo calls them memberships: included visits that land as jobs, member pricing, renewals and autopay, on Grow and up.

Sources

Checked November 2026. Prices and features change; check FieldEdge's site for the latest. FieldEdge is a trademark of its owner. ServFlo is not affiliated with or endorsed by FieldEdge.

More comparisons

Try ServFlo next to FieldEdge

Run both side by side for two weeks. No card needed to explore, and technicians are free on every plan.

  • 14 days free
  • No card needed to explore
  • Unlimited technicians