QuoteIQ

FieldEdge vs QuoteIQ · Updated September 2026

The Best FieldEdge Alternative for Heat Pump Installation Businesses

FieldEdge publishes no pricing, has no built-in AI photo estimating, and offers only one consumer financing partner for big-ticket heat pump installs. Contractors report a true monthly cost of $998–$1,318/month once the gaps are filled — QuoteIQ Elite does it all for a flat $299/month.

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What Happens When Your Heat Pump Installation Business Outgrows FieldEdge’s Per-Tech Pricing

Most heat pump installers sign up for FieldEdge because it was built with HVAC contractors in mind — dispatch boards, flat-rate price books, and QuickBooks sync all feel purpose-made for the trade. But FieldEdge publishes no pricing anywhere, and industry-reported figures put the software at roughly $100 per office user plus $125 per field technician, per month. Add a second install crew for the fall heat pump rush, and the bill quietly climbs. There’s no published number to plan around, and no free trial to test it against your actual ducted system installs, ductless mini-split changeouts, or dual-fuel conversions before you sign.

The bigger problem shows up once you try to close bigger jobs. FieldEdge has no built-in AI — no photo-to-estimate quoting for a full heat pump replacement, no AI-generated before-and-after visuals to help a homeowner picture the new outdoor unit, and no AI call answering to catch the “I want a quote on a heat pump install” calls that either convert to a $8,000+ ticket or go straight to a competitor. Financing is single-provider only — FieldEdge integrates with GreenSky, and there’s no built-in way to offer a second option if a homeowner doesn’t qualify. Contractors end up stitching together GoodCall for phone coverage and Birdeye for review requests — real monthly bills on top of a base price that was already unpublished. For a growing HVAC and heat pump installation software stack, that adds up fast.

QuoteIQ was built for exactly this kind of trade — ducted heat pump installs, ductless mini-split systems, dual-fuel conversions, cold-climate heat pump upgrades, Manual J load calculations, and the rebate and tax-credit paperwork that comes with every install — with AI Estimator, Virtual Call Team, Before & After AI photos, and three built-in financing providers on every plan from day one. No marketplace, no per-integration invoice, one flat price.

The True Monthly Cost: FieldEdge vs QuoteIQ Elite

FieldEdge doesn’t publish pricing. These are the industry-reported, user-reported figures for a 5-person heat pump install team — 1 office admin plus 4 field technicians — once the integrations needed to match QuoteIQ Elite are added.

FieldEdge Elite (reported) Unpublished Pricing
Base plan — 1 office user + 4 techs~$100/office user + ~$125/tech, per month [user-reported] $600/mo
GoodCall — AI call answeringThird-party integration [user-reported] $79–$249/mo
Birdeye — reputation & review managementThird-party integration [user-reported] $299–$449/mo
Generic AI before/after photo toolExternal app — no native FieldEdge equivalent ~$20/mo
Reported Monthly Range $998–$1,318
+ $500–$2,000 one-time setup/onboarding fee [user-reported]. No published free trial.
QuoteIQ Elite Flat Monthly Rate
Up to 10 users — office + install techs Included
Virtual Call Team — AI phone answering Included
3 built-in financing providers — Affirm, Klarna, Afterpay Included
Before & After AI Image Generator + AI Estimator Included
Flat Monthly Price $299
No setup fee. No add-ons. One login. Cancel anytime.
⚠️
What FieldEdge cannot add at any price
AI-powered photo-to-estimate quoting with built-in upsell recommendations does not exist inside FieldEdge, and there is no verified third-party integration that adds it. A technician still has to build every heat pump installation estimate line by line.
The Short Version
Matching QuoteIQ Elite’s feature set on FieldEdge costs an estimated $998–$1,318 per month, plus a one-time $500–$2,000 setup fee. QuoteIQ Elite includes all of it for a flat $299/month — a savings of roughly $700–$1,020 every month, or about 70–77% less.

Feature-by-Feature: FieldEdge vs QuoteIQ for Heat Pump Installers

⚠️ means the feature is available on FieldEdge only through a paid third-party integration. ❌ means it is not available at any price.

FeatureFieldEdgeQuoteIQ
AI photo-to-estimate quoting❌ Not availableNo verified integration existsIncluded — Essentials and above
AI virtual call answering⚠️ Via GoodCall$79–$249/moIncluded — Elite and above
Before & after AI photo generator❌ Not nativeGeneric external tool ~$20/moIncluded — Pro and above
Consumer financing (BNPL / pay-over-time)⚠️ Via GreenSky — single provider, dealer application requiredIncluded — 3 providers (Affirm, Klarna, Afterpay), same-day setup, no dealer application
Two-way business texting (dedicated CRM inbox)⚠️ Contact log built in; dedicated 2-way texting usually needs a separate appIncluded — all plans (ClientHub)
Flat-rate HVAC/heat pump price book✅ Built in — a genuine strengthIncluded — Pro and above
QuickBooks Online + Desktop sync✅ Both supported — a genuine advantageQuickBooks Online only
Real-time technician GPS & dispatch board✅ Built inIncluded — Beginner and above
Customer self-scheduling / online booking⚠️ Recently added, limited rolloutIncluded — Elite and above (InstaSchedule)
Reputation & review-request automation⚠️ Via Birdeye$299–$449/moIncluded — Pro and above
Mass email & text marketing campaigns⚠️ Limited; typically needs a separate marketing toolIncluded — Elite and above
Job costing & profitability tracking✅ Available on top tierIncluded — Pro and above
Inventory & equipment tracking✅ AvailableIncluded — Elite and above
AI website builder❌ Not includedIncluded — Elite and above
Published, transparent pricing❌ Quote-based, not published✅ Published — $299/mo flat
Setup / onboarding fee⚠️ $500–$2,000 one-time [user-reported]None — self-serve signup

Honest note: FieldEdge’s flat-rate HVAC price book and dual QuickBooks Online + Desktop support are genuine advantages for install shops with bookkeeping workflows still built around QuickBooks Desktop.

Where FieldEdge “Wins”

Fair is fair — here’s where FieldEdge has a real edge, and where its advantage is really just brand recognition.

🏢
Brand recognition in HVAC, plumbing & electrical
FieldEdge is backed by ServiceTitan’s enterprise field-service network and has been marketed to HVAC contractors for years. That’s a marketing advantage, not a product difference.
📊
QuickBooks Desktop support
FieldEdge syncs with both QuickBooks Online and QuickBooks Desktop. That’s a genuine, if narrow, advantage for install shops whose bookkeeping is still built around the Desktop version.
The Feature FieldEdge Can’t Add

AI Estimator — Photo In, Heat Pump Install Estimate Out

FieldEdge has no built-in AI and no verified marketplace integration that adds photo-based estimating. A tech still has to type every line of a heat pump replacement estimate by hand. QuoteIQ generates it from a photo in seconds — included on every plan.

AI-POWERED QUOTING

AI Estimator

Upload a photo of the existing outdoor unit or air handler. AI identifies the equipment, condition, and capacity, then generates a market-accurate heat pump installation estimate — built-in upsell recommendations included. FieldEdge has no equivalent, and no verified integration adds one.

Explore AI Estimator →
🤖 AI Estimator
AI POWERED
📷
Upload equipment photo…
Heat pump outdoor unit photo
Ducted Split System
24 Yrs Old
3-Ton Capacity
Savannah, GA
AI-Generated Estimate Generated in 4.4s
Heat Pump System — 3-Ton, 16 SEER2 $6,850.00
Line Set & Refrigerant Charge $650.00
Extended Labor WarrantyUPSELL +$300.00
Estimated Total $7,800.00
⚡
26 minutes saved on this estimate
Manual quoting avg: 30 min • AI Estimator: 4.4 min
Not Available Natively on FieldEdge

Before & After AI Image Generator — Visual Proof Closes Full-System Installs

FieldEdge has no built-in AI photo tools. A generic external app can approximate this for roughly $20/month, but it won’t attach automatically to a FieldEdge estimate. QuoteIQ generates and attaches the visual in one flow — included on Pro and above.

AI-POWERED

Before & After AI Image Generator

Snap a photo of the old condenser or a failing furnace. AI generates a realistic preview of the new heat pump system installed — in 15 seconds. Attach it to the estimate for visual selling that closes more full-system replacements.

Explore AI Image Generator →
✨
AI Image Generator
AI POWERED
Analyzing equipment & condition…
Generating AI preview…
0.0s
Generating 0%
New Heat Pump — After Preview
Generated in 14.8 seconds
✨ Generated
Attached to Estimate #1187
Before & after images added
📎 Attached
Sent to Customer
SMS + Email with visual preview
📤 Sent
📈
Estimates with AI previews see higher acceptance rates — visual proof of value closes more full-system installs.
Know Your Margin On Every Install

Job Costing — Real Profit on Every Heat Pump Install

Heat pump installs carry heavy equipment and material costs — a few hundred dollars of margin error is easy to miss without real numbers. FieldEdge offers job costing only on its top tier. QuoteIQ includes it starting on Pro, calculated automatically from time tracking and expense logs.

REAL-TIME PROFITABILITY

Job Costing

Know your actual profit on every heat pump install. Total price minus labor minus equipment and material costs equals profit — calculated automatically from time tracking and expense logs. No spreadsheets. No guessing on a job with thousands of dollars of equipment on the line.

Explore Job Costing →
📊 Job Profit Report
✓ Completed
Hendricks — Ducted Heat Pump Install • Sep 18, 2026
Profit Margin 0%
$8,800
Total Price
−
$2,100
Labor
−
$4,700
Equipment
=
$2,000
Profit
Labor −$2,100.00
Marcus Reed — Lead Installer
24 hrs × $50/hr
$1,200.00
Jake Torres — Installer
15 hrs × $60/hr
$900.00
Equipment & Materials −$4,700.00
Heat pump condenser + air handler
$3,900.00
Line set, mounting pad, refrigerant
$600.00
Permit fee
$200.00
📈
Net Profit
Auto-calculated from time tracking
$2,000
$79–$249/mo Extra on FieldEdge

Virtual Call Team — Never Miss a Heat Pump Install Lead

FieldEdge has no native AI call answering. Contractors add GoodCall as a separate integration to catch install-quote calls, at $79–$249/month on top of FieldEdge’s base price. QuoteIQ’s Virtual Call Team is built in on Elite and above.

AI PHONE TEAM

Virtual Call Team

AI answers your calls 24/7 — qualifying heat pump install leads, filtering spam, booking site visits, and sending you instant summaries. Every call recorded and transcribed. Never miss a customer again, even during the fall install rush.

Explore Virtual Call Team →
🤖
AI Receptionist
(912) 555-0173 — Incoming
Ringing
🤖
AI Receptionist
Thanks for calling Coastal Heat Pump Solutions! How can I help you today?
👤
Caller
Hi, my old furnace is on its last leg and I keep hearing about heat pumps. Can I get a quote on a full install?
🤖
AI Receptionist
Happy to help! Can I get your address so we can schedule a free in-home assessment for sizing and rebate eligibility?
👤
Caller
Sure — 142 Whitaker Street, Savannah.
🤖
AI Receptionist
Got it! I’ve flagged this as a heat pump install consult. We have an opening this Thursday — want me to book that now?
Call Summary — AI Generated
Caller
(912) 555-0173
Duration
1:48
Service
Heat Pump Install Consult
Address
142 Whitaker St
✓ Lead Qualified 📅 Thursday Hold 🎙 Recorded
See It In Action

Watch QuoteIQ Run a Heat Pump Install From First Call to Signed Job

A short walkthrough of the AI Estimator, Job Costing, and Virtual Call Team features shown above, running on a real heat pump installation job from lead to signed contract.

Watch Video →
Migration

How to Switch From FieldEdge to QuoteIQ in 5 Steps

No downtime, no lost jobs. Most heat pump installation businesses are fully migrated and quoting on QuoteIQ within a week.

1
Export your customer and job history from FieldEdge

Pull a CSV export of customers, properties, equipment records, and job history from FieldEdge’s Reports section. QuoteIQ’s onboarding team can also request this directly from FieldEdge on your behalf.

2
Import everything into QuoteIQ

QuoteIQ’s onboarding team maps your customers, install addresses, equipment records, and open jobs into your new account — no manual re-entry required.

3
Connect your calendar, techs, and financing

Add your install crews, set service areas, and turn on Affirm, Klarna, and Afterpay for consumer financing — all three are built in, so there is no separate GreenSky-style dealer application to file.

4
Build your price book

Enter your real line items: ducted heat pump install packages, ductless mini-split systems, dual-fuel conversions, cold-climate heat pump upgrades, Manual J load calculations, and permit or rebate paperwork fees — so every estimate is one tap, not a blank form.

5
Go live

Run your first heat pump install estimate the same day — snap a photo of the existing system, let the AI Estimator build the quote, and send it for e-signature on the spot.

What FieldEdge Users Actually Say

Verified reviews from Capterra and G2 — not cherry-picked, not fabricated.

★★☆☆☆

“It is VERY expensive per month per user… It cost SIGNIFICANTLY more per month than all of their competitors.”

— Ryan E., Sales & Inventory Management · Capterra · Verified Review
★★★★☆

“It has a lot of other very useful add ons, but the price does add up quickly.”

— Verified User in Construction · G2 · Verified Review
★☆☆☆☆

“Their product may work great, but I wasn’t willing to deal with the people and processes in order to get through the on-boarding.”

— James C., Owner, Facilities Services · Capterra · Verified Review

What QuoteIQ Users Say

4.7 stars · 4,100+ reviews across the App Store, Google Play, and Google.

★★★★★

“I hesitated at the price, but the support team & constant updates made me feel valued and confident in using it.”

— constancewattersi · App Store · Verified Review
★★★★★

“QuoteIQ saved me hours weekly and increased my close rate dramatically.”

— Mcinnis Grubb · App Store · Verified Review
★★★★★

“This app has changed my business, not only because it’s effective but also because it’s so easy to use.”

— OrlandoAlmeida · App Store · Verified Review

Written With Input From

MV
Mike Vidan
Co-Founder, QuoteIQ

Mike works directly with heat pump installation contractors on flat-rate price books for ducted systems, ductless mini-splits, and dual-fuel conversions, and on how they evaluate field service software before switching off per-tech pricing.

Read Mike’s insights →
JR
Justin Rogers
Co-Founder, QuoteIQ

Justin focuses on the AI and automation side of the platform — how tools like AI Estimator and Virtual Call Team turn a heat pump install lead into a signed, financed job without extra software.

Read Justin’s insights →

Who Should Stay on FieldEdge

🏢
You value the ServiceTitan-backed brand name
If brand recognition in the HVAC and heat pump install space matters more to you than monthly cost, FieldEdge has that. It’s a marketing factor, not a product one.
📊
Your books are built entirely around QuickBooks Desktop
FieldEdge’s dual QuickBooks Online + Desktop support is real. If migrating off Desktop isn’t an option for your install business right now, that’s a legitimate reason to stay.

The only reason to stay is QuickBooks Desktop compatibility. That is a bookkeeping constraint, not a product win.

Frequently Asked Questions

What’s the difference between FieldEdge and QuoteIQ for heat pump installation businesses?

FieldEdge is dispatch-and-billing software with unpublished, per-tech pricing and no built-in AI. QuoteIQ is a flat-rate, all-in-one CRM with AI Estimator, Job Costing, Before & After AI photos, and Virtual Call Team included on every plan, purpose-built for heat pump install contractors.

How much does FieldEdge cost per month?

FieldEdge does not publish pricing. Industry-reported figures put a small install crew (1 office user + 4 field techs) at roughly $998–$1,318 per month once the third-party tools needed to match QuoteIQ Elite’s feature set are added in.

Does FieldEdge have a free trial?

No published free trial exists for FieldEdge. QuoteIQ can be started directly at admin-quoteiq.web.app/register.

Does FieldEdge have AI-powered photo estimating for heat pump installs?

No. FieldEdge has no built-in AI functionality, and there is no verified third-party integration that adds photo-to-estimate quoting for a heat pump replacement. QuoteIQ’s AI Estimator is included on every plan.

How much does it cost to add AI call answering to FieldEdge?

Contractors report adding GoodCall as a separate integration for AI call answering, at roughly $79–$249 per month on top of FieldEdge’s base price. QuoteIQ’s Virtual Call Team is included on Elite and above.

How much does it cost to add review management to FieldEdge?

Contractors report using Birdeye for reputation and review-request automation, at roughly $299–$449 per month. QuoteIQ’s Review Multiplier is included on Pro and above.

Does FieldEdge offer consumer financing for heat pump installs?

FieldEdge connects to GreenSky, a single financing provider that requires a separate dealer application and approval process. QuoteIQ has 3 built-in BNPL providers — Affirm, Klarna, and Afterpay — with same-day setup and no dealer application, included on every plan.

Does FieldEdge integrate with QuickBooks Desktop?

Yes — this is a genuine FieldEdge advantage. It supports both QuickBooks Online and QuickBooks Desktop. QuoteIQ currently supports QuickBooks Online only.

Does FieldEdge charge a setup or onboarding fee?

Users report a one-time setup/onboarding fee in the $500–$2,000 range. QuoteIQ has no setup fee — sign up and start quoting the same day.

Can customers self-schedule heat pump install consultations with FieldEdge?

FieldEdge recently added a limited online booking option. QuoteIQ’s InstaSchedule customer self-scheduling is included on Elite and above.

What does QuoteIQ Elite include for heat pump installation businesses?

Up to 10 users, AI Estimator, Job Costing, Before & After AI Image Generator, Virtual Call Team, ClientHub two-way texting, InstaSchedule, Review Multiplier, mass campaigns, inventory tracking, an AI website builder, and 3 built-in financing providers — all for $299/month flat.

Is QuoteIQ built for heat pump and HVAC installation companies?

Yes. QuoteIQ supports flat-rate price books for ducted heat pump installs, ductless mini-splits, dual-fuel conversions, cold-climate upgrades, Manual J load calculations, and rebate or tax-credit paperwork. See the full HVAC software page for details.

How do I switch from FieldEdge to QuoteIQ?

Export your customer and equipment data from FieldEdge, import it into QuoteIQ, connect your calendar, techs, and financing, build your flat-rate heat pump install price book, and go live the same day. See the full five-step guide above.

Stop Paying For Integrations FieldEdge Should Include

AI Estimator, Job Costing, Before & After AI photos, Virtual Call Team, and 3 built-in financing providers — all included, one flat $299/month, no setup fee.