AutoRev AI
Integrations/FieldEdge
FFieldEdge connector

AI Receptionist for FieldEdge

Every call becomes a work order.

AutoRev runs dispatch, technician scheduling, work orders, flat-rate pricing, estimating, invoicing, and 24/7 voice and text. Connect FieldEdge and it looks the customer up, creates the work order, books on real availability, and routes emergencies by your on-call rules. Service agreements and open estimates get worked on a schedule. Your QuickBooks flow stays exactly as it is.

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Two-way sync LIVE
AUTOREV
FieldEdge
Customer and equipment lookup during the live call
Creates FieldEdge work orders with full intake
Books on real technician availability
Built for

Established HVAC and plumbing shops, often ten to seventy techs, running FieldEdge because the QuickBooks side already works and rebuilding it holds no appeal.

Full two-way sync

What moves between AutoRev and FieldEdge

AutoRev runs against the full FieldEdge API in both directions, live while the call is happening. These are the records it touches on a booking.

Customers and equipment

Both ways

A known number pulls up the customer, the equipment on file, and the service history, so the AI asks diagnostic questions from a running start.

Work orders

AutoRev writes

Booked calls become FieldEdge work orders carrying the service type, urgency, location, and what the customer actually said.

Dispatch and availability

AutoRev reads, then writes

Offered times come from live technician availability, so what the caller was promised matches what dispatch sees.

Estimates

Both ways

Open estimates get pulled for follow-up. Approvals and objections write back with a dated note.

Service agreements

AutoRev reads

Upcoming renewals and due maintenance visits become outbound calls and texts while the agreement is still live.

The whole revenue chain, running inside FieldEdge

Answering the phone is the first of eight stages. Every one of them is work that a person in your office is doing today, or quietly not doing.

  1. 01

    Intake

    Every call answered, day or night. The caller is matched to their FieldEdge history by phone number, so a repeat customer is never treated like a stranger.

  2. 02

    Capacity-aware booking

    Slots come from live technician availability and your capacity rules, so the booking still holds when dispatch looks at it in FieldEdge.

  3. 03

    Dispatch

    Emergencies are triaged on the call, escalated by your on-call rules, and filed with the urgency set before the caller hangs up.

  4. 04

    Missed-lead recovery

    Abandoned calls, form fills and after-hours voicemails get worked automatically. The lead you already paid for stops leaking.

  5. 05

    Estimate recovery

    Open FieldEdge estimates are chased over voice and text on your schedule. Big-ticket quotes that went quiet are where most shops find money they already earned.

  6. 06

    Memberships

    Lapsed service agreements get renewed, and every completed job is a chance to sell one. Recurring revenue stops depending on whoever remembers to ask.

  7. 07

    Outbound

    Reactivation, seasonal tune-ups and review requests run against your own FieldEdge list. Bookings write back the way a CSR booking would.

  8. 08

    Human escalation

    Anything outside the rules goes to a person, with the full intake already captured, so the callback starts from a complete record.

Connected

What changes when you connect FieldEdge

After-hours coverage that files real work orders

The work order exists in FieldEdge with the urgency set before the caller hangs up. Your morning starts with jobs on the board.

Service agreement renewals worked on time

Agreements lapse because nobody has time to call. AutoRev works the renewal list on a schedule and books the maintenance visit.

Estimate follow-up

Open FieldEdge estimates get called and texted until the customer decides, and the reason gets written down either way.

Maintenance visits pulled forward

Due and overdue maintenance becomes booked work in the shoulder months when the board is thin.

Missed-call text back

Calls that ring out get a text in seconds, which opens a thread with the customer who was already dialing someone else.

The whole operation

What AutoRev runs

AutoRev runs the operating surface of a trades business, with the AI working inside it rather than bolted onto the side.

Your call

Two ways to run it

Connected to FieldEdge

AutoRev reads your customers, equipment, and dispatch availability, then writes work orders and estimates into FieldEdge. Your QuickBooks sync is not touched.

AutoRev as your system of record

Run dispatch, scheduling, flat-rate pricing, service agreements, estimates, invoicing, and payments in AutoRev, with its own QuickBooks connection. Shops on an ageing install sometimes move here one trade at a time.

Same AI, same capability, either way. The only question is where your records live.

In practice

What this looks like on a real week

First cold night in October

No-heat calls stack up after 9pm. AutoRev triages each one, escalates the genuine emergencies to the on-call tech, and books the rest into the morning with work orders already filed.

Agreements about to lapse

Forty maintenance agreements expire this quarter. AutoRev calls each customer, books the tune-up, and flags anyone who wants to talk about the renewal price.

A quiet March board

AutoRev works the overdue maintenance list and puts visits on the calendar during the weeks that were sitting empty.

Setup

Live the same day

  1. 01

    Connect FieldEdge from AutoRev settings. Customers, equipment, dispatch availability, and estimates sync in.

  2. 02

    Forward your after-hours line, your overflow, or the main number.

  3. 03

    Set your service types, your on-call rotation, and what counts as an emergency.

  4. 04

    Place a test call, confirm the work order on the FieldEdge board, then turn on estimate follow-up and renewals.

Why FieldEdge shops turn it on

  • Take the 11pm no-heat call without a night CSR
  • Skip the retype from message pad into FieldEdge
  • Hold on to service agreements through renewal season
  • Fill the shoulder months with maintenance you already sold
  • Leave your QuickBooks setup completely alone
FAQ

AutoRev and FieldEdge

Yes. AutoRev connects to FieldEdge for customer and equipment lookup, work order creation, dispatch-aware booking, and estimate follow-up. Calls turn into real FieldEdge records with no manual entry.

Yes. Every booked call becomes a FieldEdge work order with the service type, location, urgency, and the customer's own description already on it.

No. AutoRev leaves your accounting flow alone. FieldEdge keeps talking to QuickBooks exactly as it does now. AutoRev works the phone and follow-up side.

Yes. When a known customer calls, AutoRev has their equipment and service history, so it can ask the right diagnostic questions straight away.

Yes. It works your renewal and due-maintenance list on a schedule, calls and texts the customer, and books the visit. Renewals that need a pricing conversation get flagged for a person.

You define what qualifies as an emergency and who is on call each night. AutoRev triages on the call, pages that technician, and files the work order with the urgency set.

No. AutoRev runs dispatch, scheduling, flat-rate pricing, work orders, service agreements, estimating, invoicing, and payments itself, with its own QuickBooks connection. Connect FieldEdge when you want your equipment history and accounting flow to stay put.

AutoRev covers the operating surface you are shopping for: dispatch, scheduling, routing, flat-rate pricebook, work orders, service agreements, estimates, invoicing, and payments. What is different is the staffing math. Answering the phone, chasing estimates, and booking maintenance are done by AI inside the system, so growth does not mean another office hire. You can also connect FieldEdge and run both while you decide.

Connect FieldEdge from AutoRev settings, agree on the script and on-call rules, and place a test call. Most shops go live the same day. The FieldEdge connection is included at every tier, so there is no integration add-on.

Other connectors

AutoRev + ServiceTitan

From the first ring to the recovered estimate, inside ServiceTitan.

Read more

AutoRev + Service Fusion

Unlimited users still does not answer the phone.

Read more

AutoRev + Housecall Pro

The office help you cannot hire yet.

Read more

AutoRev + PestPac

Every rebook caught, every wasp call triaged, on your PestPac routes.

Read more

Not on this list? See every connector, or read how the AI receptionist handles calls before it writes them anywhere.

Put AutoRev on your FieldEdge line

Connect it, place a test call, watch the job land on your board. Most shops do that in an afternoon.

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