Modern Trades CRMStart Setup

Comparison

Modern Trades CRM vs FieldEdge

Direct answer

FieldEdge is established field-service management software, long associated with HVAC, plumbing, and electrical contractors, and known particularly for deep QuickBooks integration and service-agreement management. Modern Trades CRM is an earlier-stage lead-response and customer-growth layer with no dispatch, invoicing, or accounting side. If your pain is office-to-field-to-accounting flow, FieldEdge addresses a problem we do not.

Disclosure: Modern Trades CRM is operated by SubZeroMetrix LLC, which also publishes this page. This comparison is not independent. We've sourced every FieldEdge claim to their own current public documentation and marked anything we could not verify as UNKNOWN rather than guessing.

Who Each Product Is Built For

FieldEdge: Established HVAC, plumbing, and electrical contractors that need dispatch, service agreements, technician mobile workflows, and tight accounting integration -- typically with an office team already in place.

Modern Trades CRM: Small contractor teams whose gap is lead response, estimate follow-up, and customer reactivation -- either as a first CRM, or alongside an existing operational platform.

Capability Comparison

CapabilityModern Trades CRMFieldEdge
Published pricing$99 / $199 / $299 per month baseNot published -- quote-based. UNKNOWN until you request a quote; we will not repeat third-party estimates
QuickBooks integrationNot part of this productA primary, long-standing selling point of the product
Dispatch and technician managementNot part of this productCore capability
Service agreements / maintenance contractsPlanned -- not builtEstablished capability for the trades it serves
Invoicing and paymentsNot part of this productCore capability
Technician mobile appMobile access via the underlying platform; no field-technician workflowCore capability
Contact / customer recordsAvailable -- verified workingIncluded
Sales pipeline for estimatesAvailable -- 9-stage pipeline exists and is usableIncluded; depth not itemized in a citable public source -- UNKNOWN
Missed-call recovery / text-backPlanned -- not builtUNKNOWN from public sources
Estimate follow-up automationPrepared -- won/lost field exists, no automation triggers yetUNKNOWN from public sources
Customer reactivation campaignsPlanned -- records exist, no automated outreach yetUNKNOWN from public sources
AI capabilitiesPlanned -- no live AI feature exists for this productUNKNOWN from public sources

When FieldEdge Is the Better Choice

  • You need tight QuickBooks integration -- this is FieldEdge's best-known strength and we have nothing comparable.
  • You manage service agreements and maintenance contracts as a core part of the business.
  • You need technicians working jobs in a mobile field app.
  • You have an office team and want established, mature software.

When Modern Trades CRM Is a Useful Layer

  • Your field and accounting workflow is already handled and the leak is in lead follow-up.
  • You want published pricing rather than a sales-call quote.
  • You are a small team where full field-service software is more than you need.

Pricing

FieldEdge does not publish plan pricing; it is quote-based. Recorded as UNKNOWN rather than estimated. Our published base pricing is $99/$199/$299 per month, but note that a lower price is not a like-for-like comparison -- FieldEdge includes dispatch, invoicing, and accounting integration that we do not offer at all.

Modern Trades CRM base pricing: Contractor CRM $99/mo, Revenue Recovery $199/mo, AI Front Desk $299/mo. Phone numbers, calls, SMS/MMS, email, and premium AI usage may carry separate usage charges, disclosed before activation.

Limitations of This Comparison

FieldEdge does not publish pricing or a public feature-by-tier matrix, so most competitor rows are honestly marked UNKNOWN rather than guessed. We have not tested FieldEdge. Characterizations of its strengths reflect its established market positioning rather than hands-on verification, and should be confirmed with the vendor directly.

Sources

Plans start at $99/month. See exactly what's verified working before deciding.

Last reviewed 2026-08-25.