ServiceTitan vs FieldEdge: two quote-only platforms for trades shops, compared on terms and fit

Which one fits your shop?

ServiceTitan and FieldEdge chase the same buyer: an HVAC, plumbing or electrical company with office staff, someone running a dispatch board, and techs who sell repairs and maintenance agreements in the customer's living room. Both show three plans without prices, both sell through a demo, and both put an onboarding team between the signature and the first live day.

The differences sit at the edges. ServiceTitan reaches further: commercial and construction work, payroll inside the platform, a long menu of add-on Pro products, and accounting connections that include NetSuite and two Viewpoint products. FieldEdge stays closer to the small and mid-sized service shop, with QuickBooks Online and Desktop on every plan and a feature table that reads like a service manager's checklist. On contracts, the two are close. Both publish terms that make an early exit expensive, so the order form deserves as much attention as the demo.

The facts on this page were read in October 2026 on the vendors' own sites: both pricing pages, ServiceTitan's Terms of Use and annual report, and the software terms linked from FieldEdge's footer. None of this is legal advice. The order form you actually sign is what binds you, and a lawyer should read any multi-year agreement before you commit.

How does each one charge?

ServiceTitan sells three packages, Starter, Essentials and The Works, and its pricing page gives no figure for any of them, only Request Pricing buttons below a line calling its pricing per technician. The accounting notes in its annual report for the year ended January 31, 2026 supply the mechanics. Core platform fees are billed per unit, mostly per technician per month, and are generally invoiced in advance on the first day of each monthly period. Professional services, which the filing says include onboarding, implementation, accounting and customer data migration, and training, are generally invoiced separately when the contract begins.

ServiceTitan's Terms of Use (last updated September 16, 2026) add details worth knowing before the sales call. If you agree to a minimum number of subscriptions, you pay for at least that many for the whole term, even if the crew shrinks. Each month is billed on the count at the start of the period, with no reduction for seats removed partway through. Charges that telecom providers put on ServiceTitan for your usage, such as per-message texting fees, can be passed on to you, and paying ServiceTitan by credit card may carry a surcharge.

FieldEdge's pricing page shows Select, Premier and Elite, also with Request Pricing where a number would go. Its FAQ says the price depends on factors such as how many technicians or employees work for you and which add-ons you pick. Proposal Pro, MarketingEdge and the Consumer Management Portal come with Elite and say Call for Pricing on the two lower plans. FieldEdge offers no free trial; its FAQ says new members do better when its team walks them through onboarding.

Neither website lets you compare these two on price. Ask both for a written quote at today's headcount and at the size you expect in two years, with every add-on, setup charge and processing rate itemized. Ask each one exactly who counts toward the bill: field techs only, or office staff as well.

What do the contracts say about refunds, renewals and leaving early?

Both are hard to leave early. Each company's published terms charge the rest of the contract if you cancel without cause, and both companies describe contracts that renew automatically unless someone gives notice in time.

ServiceTitan. Its annual report says the company primarily signs annual or multi-year subscription contracts that set a minimum fee for the term and are noncancelable. For new customers, those terms typically run 12 to 36 months, and in nearly all cases they renew automatically unless cancelled in advance. The Terms of Use state that fees are non-refundable unless agreed otherwise in writing. Ending the agreement before the term runs out means a termination fee equal to all the remaining payments. The main exception is a material breach by ServiceTitan that it fails to fix within 30 days of your written notice. If the Terms of Use are the only agreement you have with ServiceTitan, subscriptions run month to month and renew automatically unless either side gives 30 days' written notice; with an order form, the order form sets the term. Prices can change on at least 30 days' notice unless your order form provides otherwise.

FieldEdge. The Service Agreement link in FieldEdge's footer opens the US software terms of service of Xplor Technologies (version 1.2, October 2023). Your order form fixes the first term. After that, the agreement renews for 12 months at a time unless either party sends written notice at least 60 days before the period ends. Cancelling early without cause brings an early termination fee equal to the monthly fees multiplied by the months remaining. Price increases need at least two months' notice. If an increase is larger than CPI and you reject it, you can leave without penalty, but only by written notice within 10 days. The pricing FAQ adds that a downgrade waits for the end of your current contract period. We found no general refund right in these terms; returning prepaid fees comes up only in narrow situations, such as Xplor ending the agreement over an intellectual property claim.

Do you compete with other shops on either platform?

No. Neither product is a lead marketplace. You don't buy customer requests from ServiceTitan or FieldEdge, so there is no other company bidding on the same homeowner inside the software. Both organize customers you have already won through your phones, website, trucks, referrals or any ad spend you choose. Both vendors also sell tools to measure that spend: ServiceTitan's pricing page promotes campaign statistics that tie ad dollars to revenue, and FieldEdge's homepage talks about connecting marketing spend to revenue. Our guide to tracking where your leads come from covers the same discipline without relying on one vendor.

The ownership question on these platforms is about the records, which live on the vendor's servers. ServiceTitan's Terms of Use say your access to the service and the information stored in it ends when the agreement ends. On request, ServiceTitan will make commercially reasonable efforts to export your customer data, service fees may apply, and it doesn't have to keep the data past 60 days after termination. The export arrives as a Microsoft SQL Server backup file, a Microsoft Tape Format file or another format ServiceTitan chooses, and a database backup usually takes technical help to open. Call summaries and transcripts from its telephony services can't be exported at all. The terms behind FieldEdge end your access to the software when the agreement ends, and say Xplor will, on reasonable request and where reasonably practical, return or delete personal data relating to you and your customers. We found no clause in those terms promising an export of job, invoice or pricebook records.

Ask both vendors for a sample export before you sign, and check whether another system could actually read it. Our guide to changing CRMs without losing records lists what to pull out while you still have access.

How do the features compare plan by plan?

ServiceTitan. Starter covers the basics: call booking, dispatching, scheduling, a pricebook and invoicing. Essentials adds mobile estimates for techs in the field, plus payroll management. At the top, The Works replaces payroll management with configurable payroll and is the only package listing commission tracking, advanced reporting and customizable memberships. Beyond the core packages, ServiceTitan's product menu lists Pro add-ons such as Contact Center Pro, Dispatch Pro, Scheduling Pro, Marketing Pro, Fleet Pro, Field Pro, Pricebook Pro and an AI Virtual Agent. Its accounting integrations page names QuickBooks Online and Desktop, Sage Intacct, NetSuite and two Viewpoint products, among others, and its onboarding page says you get your own customer success manager after going live.

FieldEdge. The base plan already carries a lot: call booking, work orders, scheduling, reporting, tech time tracking, invoices, a pricebook with flat-rate pricing, integrated payments and texting, custom forms, lead tracking and both versions of QuickBooks. The middle plan, Premier, brings advanced dispatching, quotes with several options, advanced service agreements, performance and commission tracking, prospect tracking and ten saved reports. Elite opens up unlimited saved reports, outbound call recording, warehouse inventory (only for QuickBooks Desktop Enterprise users running Advanced Inventory), Proposal Pro, MarketingEdge with two-way texting and the Consumer Management Portal. Included mobile app licenses go 2, 4, 6 as you move up. The Xplor terms say card processing runs under a separate merchant agreement with a third-party processor, and they name Stripe for connected accounts.

Two practical splits stand out. Payroll lives inside ServiceTitan from Essentials up, while FieldEdge's plan table lists tech time tracking but no payroll. FieldEdge puts commission tracking and multi-option quotes on its middle plan, where ServiceTitan holds commission tracking for its top package. If your techs present options at the kitchen table, our guide to good, better, best quoting explains what the software must support.

Who is each one built for?

ServiceTitan is the stronger match when:

• You run residential and commercial divisions, or construction next to service. Its site has separate residential and commercial menus, and its demo form asks which you focus on.
• You want payroll and commissions inside the field software.
• Your books run on NetSuite or Viewpoint Vista or Spectrum, all named on ServiceTitan's integrations page. FieldEdge's pricing FAQ names QuickBooks and Intacct, so ask it directly about anything else.
• You plan to add locations or buy other shops. Its menus include Enterprise, Private Equity and Franchise sections, and the annual report describes customers ranging from family-owned businesses with a few employees to large enterprises with a national footprint. It counts about 10,800 Active Customers (its term for a customer whose annualized billings exceed $10,000) at January 31, 2026.

FieldEdge is the stronger match when:

• You are a small or mid-sized HVAC, plumbing or electrical company, the market its homepage names, or a locksmith or appliance repair shop, both on its industry menu.
• Your bookkeeper works in QuickBooks Desktop and you want that on every plan.
• Flat-rate selling and service agreements carry the business, and you want multi-option quotes and commissions without buying the top tier.
• You want in-person help. Its member training page lists two-day regional workshops, plus onsite sessions priced as a daily rate and the trainer's airfare.

For an owner-operator, either one is a lot of system. Where the person who owns the company also takes the calls and sets each day's schedule, a product with public prices and a shorter commitment may fit better, and our roundup of HVAC software for 2026 covers several. For each product on its own, see our ServiceTitan alternative and FieldEdge alternative pages, and the HVAC page for what a heating and cooling shop's system has to carry.

What about owning the system instead?

For some shops the sticking point is the arrangement more than the features: a bill tied to headcount, a term that costs its full balance to leave, and records you get back on the vendor's terms. A custom CRM changes that arrangement. The code, hosting and database sit in your company's name, the screens follow the way your office already works, and hiring another tech doesn't mean buying another seat.

Our team runs its own service companies on a system like this, written before we offered builds to anyone else, so we know the trade-offs. A build is paid up front, takes weeks, needs hours from you and your office manager, and depends on a maintainer you trust. It suits a company with a settled process that neither product models well, and it is the wrong call for a conventional shop that fits ServiceTitan or FieldEdge cleanly. If that sounds like your company, our custom CRM service page is the place to start.

Frequently asked questions