Best FieldEdge Alternative
for Geothermal HVAC Companies

Yes, for geothermal companies whose business is long, big-ticket installs rather than high-volume repair. QuoteIQ Elite ($299/month, up to 10 users) includes satellite yard measurement (MapMeasure Pro), Good / Better / Best Options Estimates, a weighted deal pipeline, consumer financing at checkout, an AI receptionist, AI estimating, and route optimization with live GPS. FieldEdge’s published feature list doesn’t show satellite yard measurement, photo-based AI estimating, or a native AI receptionist; it does list multi-option proposals, lead tracking, and GPS and dispatch. FieldEdge is stronger on QuickBooks Desktop support, its Coolfront flat-rate pricebook, and advanced service agreements.

FieldEdge doesn’t publish its prices — it is quote-only and requires a demo. Third-party reports put seats near $100 per office user and $125 per technician per month, add-on modules at $19–$99 a month each, one-time setup at $500–$2,000, training around $150 an hour, and migration at $150–$400, on an annual agreement. Those are third-party-reported figures, so confirm them with FieldEdge in writing. QuoteIQ’s prices are published: Essentials $29.99, Beginner $74.99, Pro $149.99, Elite $299, and Max $699 per month, month-to-month.

Using the reported rates, 3 office users and 7 technicians come to about $300 + $875 = $1,175 a month on FieldEdge before add-ons, versus $299/month for QuoteIQ Elite, which covers up to 10 users with every feature included. That gap is about $876 a month, or roughly $10,500 a year. A 5-person crew (2 office, 3 field) is about $575 a month on FieldEdge, $276 above QuoteIQ Elite. Confirm your own numbers with a written FieldEdge quote.

Not in its published feature list at any tier — confirm with FieldEdge whether a partner option exists. QuoteIQ’s MapMeasure Pro is built into Beginner plans and above ($74.99/month): enter the address, measure open ground on the satellite image, and screen whether a lot is likely to have room for a horizontal loop field before you book a site survey. It is a first-pass screen. It does not design or size the loop field.

No. QuoteIQ is quoting, scheduling, CRM, and payments software for the business side of a geothermal company — not engineering software. Load calculations follow ACCA standards (Manual J, S, and D), and ground-loop sizing and design belong in your design tools and with your installer or engineer. QuoteIQ handles what surrounds that work: screening the property, building the estimate from your price book, sending Good / Better / Best options, collecting payment, and scheduling the crew.

Its published feature list doesn’t show one — confirm with FieldEdge. QuoteIQ’s Virtual Call Team is available on every plan: it answers calls 24/7, qualifies leads, filters spam, records and transcribes each call, and sends you a summary. It is usage-metered with IQ Credits, so heavier call volume uses more credits.

FieldEdge doesn’t list any of the three as a built-in feature, and any third-party answering service, lender program, or measurement tool would be priced by that vendor — there is no verified FieldEdge-specific figure to quote, so ask FieldEdge which partners it supports and get each price in writing. On QuoteIQ, MapMeasure Pro is included from Beginner and above, while Virtual Call Team (usage-metered with IQ Credits) and consumer financing are included on every plan, with no separate monthly module.

Yes, consumer financing is available on every QuoteIQ plan. Homeowners can pay through Affirm (up to $30,000 per job), Klarna, or Afterpay at checkout, subject to buyer approval, so you can show a monthly payment alongside your Good / Better / Best options. For jobs above the Affirm limit, the amount over it would be paid another way, such as a deposit and standard invoice payment.

Not the homeowner credit. The Section 25D residential clean energy credit is not available for property placed in service after December 31, 2025, per the IRS. Businesses and third-party-owned systems may qualify for other federal incentives, and some states and utilities offer their own geothermal programs that vary by location. QuoteIQ doesn’t calculate incentives, and this is not tax advice — homeowners should confirm eligibility with a tax professional.

QuoteIQ’s Pipelines & Deals (Elite and above) gives you a Kanban board with probability-weighted deal values — up to 5 pipelines on Elite, unlimited on Max. Stages such as New Lead, Appt Set, Quote Sent, and Won show what is sitting where and what your weighted forecast is. Pair it with Email & Text Automation (Pro and above) for follow-up. FieldEdge tracks leads and prospects, but its published features don’t list a weighted pipeline.

Partly, and FieldEdge is stronger on advanced service agreements. QuoteIQ supports recurring service plans through invoice subscriptions and recurring jobs on every plan, with Email & Text Automation (Pro and above) for reminders — enough for annual loop-and-heat-pump tune-ups for many companies. If you run a large book of complex multi-visit agreements, evaluate FieldEdge’s agreement tools closely before switching.

No. QuoteIQ syncs with QuickBooks Online on Pro and above, not QuickBooks Desktop. FieldEdge supports both Online and Desktop, so if your accountant requires QuickBooks Desktop, that is a legitimate reason to stay on FieldEdge.

Check your FieldEdge agreement’s renewal date first, then export your customer list as a CSV and upload it to QuoteIQ’s AI Smart Import, which maps the columns automatically. Then build your geothermal price book. Done-For-You setup ($299.99 or $999.99, one-time) includes contact import, price book setup, and a 1-on-1 onboarding session. You can test everything on the 14-day free trial while FieldEdge keeps running.

Yes. If your accountant requires QuickBooks Desktop, that is FieldEdge’s clearest advantage. If your business is mostly high-volume repair and complex service agreements rather than geothermal installs, FieldEdge’s Coolfront pricebook, dispatch board, and agreement tools matter more. And if you are mid-agreement, switching now may mean paying for both for a while. For a geothermal company selling large installs, QuoteIQ Elite covers more of the sales side for about $876 a month less at the reported rates.