FieldEdge Data Export: Get Your Records Out Clean.

FieldEdge exports your core records — customers, contact info, job history, invoices, and payments — as CSV files. You request these through your account manager or via the support portal. Most shops get a response within 2-5 business days.

What exports cleanly: customer list with addresses and phone numbers, invoice history with line items, payment records, and your service agreement (SPP) list. These come through in structured CSVs that most destination software can ingest directly.

What doesn't export cleanly: equipment records tied to specific customers (serial numbers, install dates, model numbers), technician notes attached to jobs, and photos uploaded to work orders. If your techs have been logging equipment history inside FieldEdge, that data lives in a relational table that doesn't flatten into a simple CSV export. You'll need to request a raw data dump from FieldEdge support — not just the standard export — and even then, you may need to reformat it before import.

Timing matters more than most owners expect. Request your data export at least 30 days before your intended last day. FieldEdge's support queue for data requests moves faster when you're still an active paying customer — once you submit a cancellation notice, the priority shifts.

Step one: log in and document everything you can manually. Pull a screenshot of your dispatch board, your pricebook categories, and your top 50 customers by job count. This takes an afternoon but pays off when something doesn't transfer.

Step two: email or call your FieldEdge account manager and specifically ask for: (1) a full customer export with all contact fields, (2) a job history export with technician notes, (3) an equipment history export by customer, and (4) your invoice and payment history. Ask for all of it in CSV or Excel format. If they offer a PDF summary, decline it — PDFs are not importable into any destination software.

Step three: when the files arrive, open every one before you confirm receipt. Count the rows in your customer export against what you know your database holds. A 10-tech shop with five years of history should have thousands of customer records. If the count looks low, push back immediately.

FieldEdge pricing runs on a per-tech model — typically $100-$150 per technician per month depending on your tier and negotiated rate. For a 10-tech shop, that's $1,000-$1,500 per month. Add a dispatcher and an office manager and you're paying for seats that don't turn wrenches.

The per-tech model creates a growth penalty. Every time you hire a new tech, your software bill goes up automatically. Owners running lean shops with 8-12 techs feel this the most — you're adding revenue capacity but the software overhead grows in lockstep.

Housecall Pro pricing runs a similar pattern at the lower end of the market: their base plan starts around $49/month but the features HVAC shops actually need (estimates, pricebook, GPS, reporting) push most shops to the $129-$179/month range, and per-user fees kick in above a small team. Neither model rewards growth the way a flat per-shop price does. For the full pricing breakdown across tools, the HVAC software pricing guide for 2026 compares seven options side by side.

Switching from FieldEdge is primarily a data migration problem. FieldEdge stores more structured data — equipment history, service agreements, multi-location records — so the export and import process is more involved. Plan for 3-5 days of cleanup work on your CSVs before importing to a new system.

Switching from Housecall Pro is primarily a workflow adjustment problem. Housecall Pro's data exports are generally cleaner and more complete, but the app's workflow assumptions (how jobs are created, dispatched, and invoiced) are different enough from most alternatives that your team needs retraining time. Plan for two weeks of parallel running, not three days.

Both switches share one requirement: don't cut off the old system on day one of the new system. Run them in parallel. Dispatch in the new tool, but keep read access to the old one for at least two weeks. Techs will have questions about old jobs, and you'll need to reference historical invoices during the overlap. The Migration & Switching guides on this site cover both paths in detail if you want the full playbook for each.

FieldEdge requires written notice to cancel — check your contract for the notice period, which is typically 30 days. Submit cancellation by email to your account manager and CC support, and ask for written confirmation that your cancellation has been received and the effective date is logged.

FieldEdge does not publicly publish early termination fees the way ServiceTitan does. If you're mid-contract, read your agreement for auto-renewal clauses and termination penalties before you notify them. Some owners have reported that FieldEdge offers a rate reduction or a feature upgrade as a retention play when you submit notice — that's your call to take or leave, but don't let it delay your migration if you've already committed.

One thing owners consistently miss: canceling your FieldEdge account does not automatically cancel any third-party integrations billed through FieldEdge (some GPS or financing add-ons are billed separately). Audit every line on your last three invoices before you cancel to make sure nothing keeps charging after you're gone. The step-by-step process is covered in the FieldEdge cancellation guide.

The right destination depends on your shop's size and what broke with FieldEdge. If FieldEdge's per-tech pricing was the primary problem, look for a per-shop model. If the dispatch board was the problem, prioritize software with drag-and-drop scheduling and a customer-favorite-tech rule that actually works.

Run a Call is built for residential HVAC shops with 5-25 techs: one flat monthly price per shop, every user included, no per-tech fees, no contract, and a free trial with no card required and no demo call needed. The dispatch board uses explainable AI dispatch with thumbs feedback — it explains why a tech was suggested, and your input improves it over time. It also ships a voice agent that answers calls 24/7, books jobs into dispatch, and sends a call summary to your inbox. You can walk through Run a Call in about 20 minutes to see if it fits your shop before you commit.

If you've been looking at ServiceTitan as an alternative to FieldEdge, read the ServiceTitan alternative for HVAC guide first. ServiceTitan's per-tech pricing runs $245-$500 per technician per month per their S-1 filing, setup fees range from $5,000 to $50,000, and their average onboarding runs 6-12 months. For a 10-tech shop that just wants clean dispatch and a working pricebook, that's a significant overhead increase over FieldEdge, not a reduction. For a full side-by-side across all the major options, the HVAC software comparison for 5-25 tech shops is the right starting point.