FieldEdge Training Options

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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.

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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 and Locations:
    • April 25-26, 2024 (Thursday-Friday) Chicago, IL
    • September 19-20, 2024 (Thursday-Friday) Las Vegas, NV
  • Price: $999 for the 1st attendee, $599 for each additional attendee per company
    • Hotel and airfare not included
  • Additional Information: A light continental breakfast and a catered lunch will be provided on both days.
  • Agenda: Click to download the agenda

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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.

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FieldEdge Deep Dive

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Designed for Advanced users, this one-day virtual training takes a deeper dive into the accounting integration in the first half as it relates to FE. We'll cover settings, payments, refunds, job costing, and inventory management capabilities. For the FieldEdge portion, we will dive deep into item setup, custom reporting, utilizing Jobs for lengthier projects, and more about the latest features and functionality.

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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:

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

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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" (3.5 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.

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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.

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