FieldEdge operators at $8M–$40M have 6–12 months of job, invoice, dispatch, and call data that the standard reports don’t surface. A Spaid FieldEdge consultant connects via API, cross-references your data across all lanes, and finds the $200K–$800K in recoverable revenue your FieldEdge dashboard shows but doesn’t explain.
FieldEdge captures the operational data to find margin drift, callback root causes, and CSR booking gaps. Most operators use a fraction of the analytical capability sitting in their account. The patterns are in the system — they just haven’t been connected and read at the level that surfaces a dollar amount for each one.
The gap isn’t the software. It’s the layer between the data FieldEdge collects and the decisions your ops team needs to make. That layer requires an API connection, a cross-system data join, and a monitoring system that runs continuously — not a monthly report pull.
You can see jobs completed and total revenue by tech. You can’t easily see GM per job by tech × job type, which is where the 8–14 point spread lives. Getting there requires exporting invoice and job cost data and joining them manually — which is what our API connection does automatically on Day 1.
The 8–14 point GM spread between top and bottom techs is in your FieldEdge data — not in your standard dashboardFieldEdge tracks jobs, but callbacks are only accurate if your CSRs are booking them with consistent job type discipline. Most FieldEdge operators find their callback data is understated by 30–40% because of inconsistent job type entry. The pattern analysis reads across address, tech, job type, and time window to infer callbacks from the data regardless of how they were booked.
30–40% callback undercount is typical in FieldEdge shops with inconsistent job type entryFieldEdge tracks jobs booked. Call tracking (CallRail, etc.) tracks calls answered. Getting booking rate by CSR requires connecting both systems. Most FieldEdge operators can’t see this metric without a manual process that nobody runs weekly — which means the 10–18 point booking rate gap between top and bottom CSRs stays invisible.
Booking rate by CSR is invisible in FieldEdge alone — requires a cross-system connection most operators never buildFieldEdge training teaches your team how to use the system. FieldEdge intelligence tells you what the system is showing you — and what it means for your EBITDA.
Shows revenue totals and job counts by tech. Doesn’t surface GM variance by tech and job type, callback root cause, or CSR booking rate as a cross-system metric.
Manages data entry and basic reporting. Rarely has the analytical depth to surface patterns across 12 months of job, call, and invoice data simultaneously.
Answers product questions. Doesn’t tell you that your residential HVAC calls have a callback rate 3× higher than your maintenance jobs, or what that’s costing you annually.
Don’t know FieldEdge’s data model. Can’t pull job-level margin by tech without a custom export and a spreadsheet process that breaks monthly.
Job records, invoices, dispatch history, pricebook, and membership data. All of it, connected and cross-referenced, before Week 1 ends.
Connects CallRail, RingCentral, or built-in telephony to FieldEdge job records. See booking rate by CSR, call-to-job conversion, and follow-up gaps that are invisible inside FieldEdge alone.
GM variance by tech and job type, callback root cause, quote consistency, membership renewal patterns. The exact analysis your standard FieldEdge reports don’t run.
Daily monitoring of GM per job, booking rate, and callback rate from your FieldEdge data. Flags variance before it hits the monthly P&L. Not a dashboard — a system that alerts when something changes.
Full API access in 72 hours. Cross-system analysis before Week 1 ends. Revenue gap map in 30 days.
Reads job, invoice, dispatch, pricebook, and membership data from FieldEdge automatically, without exports. Surfaces GM per job by tech and job type, callback rate by tech, quote variance, and membership renewal patterns. The Spaid consultant has full data access before Week 1 ends — and the analysis starts immediately.
Connects to your call tracking system — CallRail, RingCentral, or built-in telephony — and cross-references call outcomes with FieldEdge job data. Maps booking rate by CSR, identifies where calls go unanswered during peak hours, and surfaces the follow-up gaps between call and job booking that are invisible in FieldEdge alone.
Built from your FieldEdge data plus ride-alongs with your top performers. Codifies how your best techs diagnose, price, and close by job type — deployed as pre-job context for every tech before they arrive. Specific to your equipment mix, your job types, your market. Embedded in the FSM job card, not a training deck.
Monitors GM per job, booking rate, and callback rate from your FieldEdge data daily. Flags variance before it hits the monthly P&L — when a tech stops following the pricing standard, when a job type is trending high on callbacks, when a CSR’s booking rate drops. Weeks before it shows up in a standard FieldEdge report.
Our Full-Operation Audit (Days 1–30) maps every revenue leak in your FieldEdge data — field and back of house. If we don’t identify at least $200,000 in recoverable annual revenue, we refund Phase 1 in full. You keep all audit deliverables.
After kickoff, we ask for about 30 minutes a week of your ops leader’s time.
We’ll start with a recent export or sample data from your FieldEdge account, show you the biggest margin gaps and callback patterns, and scope the engagement. Full API access happens only if you proceed to the audit.