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Field Edge Training

Field Edge Training

Field Edge is a job management software platform for HVAC providers. In this article, we’ll go through what you need when getting started with Field Edge. Let’s go through the basics.

Field Edge Demo

You’ve dived in and signed up to Field Edge, what next? The video below will give you a good demo of Field Edge so you can see what it does. Want a demo from a Field Edge trainer? Join the waitlist below.

Field Edge Set Up

Whether you’re a solo Field Edge user or the Field Edge Admin for your whole company, you’ll need to know how to get Field Edge set up properly.
Key steps for starting with Field Edge are:

  1. Signing up to a free or paid plan
  2. Following the basics to getting started with Field Edge
  3. Set up your general company, invoice, quote and email settings in Field Edge
  4. Connect Field Edge to your accounting software
  5. Set up your customer settings and import customers
  6. Set up your team
  7. Set up jobs & dispatching

Field Edge Tutorials

Let’s get started with Field Edge desktop.

Then we’ll look at using Field Edge on your mobile.

We’ll then look at the customer portal in Field Edge.

Lastly, we’ll look at the instructions for Field Edge installers.


Field Edge Courses

There currently aren’t any Field Edge courses available but we do have one in our development queue. Use the form below to join the waitlist.

Field Edge Templates

Field Edge offer the following templates:


Field Edge Trainers, Developers and Consultants

If you’d like a paid online Field Edge demo with a trainer or would like an expert to help with Field Edge implementation, join our waitlist below.

If you’ve got a tight budget and needed training yesterday, definitely jump on the Field Edge YouTube channel or visit their support knowledge base to get quick, basic training. If you’re looking for more comprehensive training, the main benefits you’ll get from one-on-one training are:

  • Structured training that is in-context with your skill level
  • Question time! You’ve done the training and are wondering how it would best apply to your team? Getting to ask specific questions and get instant answers is gold
  • Team engagement as you’re all learning at the same time and you know what everyone knows about the software
  • Better user adoption. You’ll have resistance to the training because people hate change but having an engaged trainer to answer objections leads to better user adoption
  • Customised training. You’re running a unique business in a specific industry. Get training with your terminology to faster track the learning journey
  • Suits your workflow. You run your business in a specific way and the software you use needs to work in a specific way. Get workflow automation training as a bonus!

Training sessions are structured to best suit your skill level, industry, class size and learning outcome requirements.
You’ll get a booking link so you can attend the video session and the session will follow a format similar to:

  • Quick introductions
  • Putting your Field Edge use in the context of your organisation
  • Field Edge learning content i.e. basics, advanced features, specific workflows
  • Field Edge questions from your team
  • Clarification of any follow-up research for your trainer
  • End of session (with option to be sent additional Field Edge information, notes and video afterwards)

You’ve booked the session but we know that you might want extras. Request these extras with your training booking:

  • Customised videos for your knowledge base. Super useful for new hires and for people to refresh their knowledge
  • New hire quick start videos. Get onboarding training that is specific to the needs of your business
  • Extra sessions. Everyone busy? Split out the training into short, punchy mini-sessions to better suit training and information retention to your fast-paced workplace
  • Edited recording. Trainers are happy to record sessions but you might want an edited video for your team’s use. Request this when you make your booking


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