FieldEdge Training Options

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• Regional Training
• FieldEdge Boost
• FieldEdge Deep Dive
• Virtual Group Training Options
• Virtual "Onsite" Training
• Onsite Training

Our Product Experts are specialized in training you on the ins and outs of all things FieldEdge. We know your business is unique, and we're up for the challenge of helping you maximize your efficiency with the software. FieldEdge offers a number of training options, all designed to help save you time from the office and field, increase your profitability, and accomplish tasks faster.

Regional Training

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FieldEdge is excited to host our next Regional Training event! This in-person event will include two days of training seminars to help your team master day-to-day operations and improve tech efficiency. Network with contractors and meet industry leaders as we dive into maximizing profitability, optimizing workflows, and automating your business. This event is great for owners, managers, and superusers with beginner to intermediate FieldEdge exposure.

• Dates: December 14, 2023- December 15, 2023 (Thursday-Friday)
• Price: $999 for the 1st attendee, $499 for each additional attendee per company
  • Hotel and airfare not included
• Place: Hosted by Demisar Workspace, located at 2701 West Busch Boulevard, Suite 200, Tampa, FL 33618, located 20 minutes from the Tampa airport
• Additional Information: A light continental breakfast and a catered lunch will be provided on both days.
• Agenda: Coming soon! Click to see our agenda from the last event (topics and times will be similar).

FieldEdge Boost

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An all-encompassing virtual training for beginner and intermediate users. We'll review most FE settings, dispatching, the mobile app, and all there is to know about the selling tools powered by FE Premier. We'll also touch on jobs, explain part requests, and help you master your maintenance plans. Refresh on fundamentals and expand your FieldEdge knowledge to boost your team's efficiency throughout your day-to-day operations.

• Date: Multiple Dates Available
• Time: 9AM - 4PM EST
• Place: Hosted online via Zoom
• Price: $499/company
• Agenda: click here to download the agenda!

FieldEdge Deep Dive

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Designed for Advanced users, this one-day virtual training takes a deeper dive into QuickBooks desktop the first half, looking into settings that drive FE, and learning all about inventory management. The second half will be focused on reporting in FE, utilizing Jobs, and learning more about the latest features and functionality.

• Date:  Multiple Dates Available
• Time: 9AM-4PM EST
• Price: $499/Company
• Place: Hosted online via Zoom
• Agenda: click here to download the agenda!

Virtual Group Training Options

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The FieldEdge training team is delighted to offer multiple group training options in order to provide flexible training opportunities for any of our customers who need a refresher or are just getting started, or for any new employees needing to learn the FieldEdge fundamentals.

Click below to see available dates, times, and descriptions for each training topic:

• Customer Setup & Dispatching from Office
• Invoicing & Quoting from Office
• Mobile Training for Techs (Full Users)
• Agreement Setup from Office
• How to Create and Manage "Jobs"

For additional training needs, please contact your Customer Success Manager.

Virtual "Onsite" Training

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For companies who need one-on-one training for specific workflows or ones who just need a little extra attention, we offer customized 1/2-day and full-day virtual training options based on your specific needs.

Our Training Specialist will meet with you and your CSM ahead of time to create an agenda and schedule your virtual event via Zoom. Prefer to have us in-person, working a little more hands-on? Ask your CSM about in-person Onsite Training.

• Price:
  
  • 1/2-day Virtual "Onsite" (2.5 hours): $750
  • Full-day Virtual "Onsite" (7 hours - Can be split into 2 half days): $1250

Wondering which option is best for you and your team?

Schedule a quick discovery call with your CSM to discuss your needs. Please allow 1-2 business days for outreach.

Onsite Training

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Partner with a FieldEdge Product Expert to deep dive into your unique workflows in a 1:1 setting. We'll build a personalized agenda together beforehand, and tailor the training just for you - whether you need help to streamline processes, implement features, or train your team. Our trainer will come onsite and work with your office staff as a group, by department, and/or individually. Our Trainer will also schedule time to train your technicians on the mobile app (usually 1-3 hours) based on your specific needs.

• Dates: Typically scheduled Tuesdays-Thursdays (2-day minimum)
• Price: Daily rate plus airfare. Ask your CSM about our current specials!

Schedule a quick discovery call with your CSM to discuss your needs. Please allow 1-2 business days for outreach.