Field Service

RevSquared + FieldEdge.

Connect RevSquared to FieldEdge through Zapier to route call data from your AI receptionist into the field service management platform built for HVAC, plumbing, and electrical contractors. Every phone call could be a $500 repair or a $15,000 system replacement — make sure you never miss it.

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How RevSquared Works With FieldEdge.

Connect RevSquared to FieldEdge through Zapier to route call data from your AI receptionist into the field service management platform built for HVAC, plumbing, and electrical contractors. When homeowners call about a broken AC unit, a clogged drain, or a flickering circuit, your AI agent captures the service details and sends structured data through Zapier into your FieldEdge dispatch workflow.

FieldEdge contractors know that every phone call could be a $500 repair or a $15,000 system replacement. RevSquared makes sure you never miss that call. Your AI receptionist answers with the professionalism of your best CSR, gathers the homeowner's information and service needs, and routes the structured data through Zapier so your FieldEdge dispatcher has everything needed to schedule the right technician.

Busy seasons mean more calls than your phone room can handle. RevSquared scales instantly — handling 1 call or 50 concurrent calls with the same quality, sending each one's data through Zapier into FieldEdge for efficient dispatching and job tracking.

What This Integration Does.

Every feature built to keep your business running without you on the phone.

Push service call data into FieldEdge job requests

Build a Zap to push service call data from RevSquared into FieldEdge job requests.

Route emergency service calls with priority flags to dispatch

Set up an automation to route emergency service calls with priority flags to dispatch.

Capture equipment type, model info, and symptom descriptions

Build a Zap to capture equipment type, model info, and symptom descriptions from callers.

Log warranty and service agreement inquiries with customer details

Set up an automation to log warranty and service agreement inquiries with customer details.

Forward quote requests with scope details to your service manager

Build a Zap to forward quote requests with scope details to your service manager.

Track call source and marketing attribution for each inbound call

Set up an automation to track call source and marketing attribution for each inbound call.

Getting Started.

You'll be connected in minutes, not days.

Connect RevSquared to Zapier and select call completion events as your trigger

Map homeowner name, phone, address, equipment details, and issue description to your Zap

Configure your Zap to push job data into FieldEdge or notify your dispatch team

Every service call your AI handles sends structured data ready for FieldEdge job creation

Real-World Use Cases.

Businesses like yours are already using this integration.

HVAC Emergency No-Cool Dispatch

A homeowner calls on a 100-degree day because their AC stopped working. Your AI receptionist captures the equipment brand, age, symptoms, and service address. Zapier sends the data with an emergency flag to your FieldEdge dispatch board so a tech can be routed immediately with the right parts on the truck.

Plumbing Service Agreement Renewal

An existing customer calls about renewing their annual plumbing maintenance agreement. The AI captures their account details, current plan, and any additional services they want. Zapier routes this to your FieldEdge customer management workflow so your service coordinator can prepare a renewal offer.

Electrical Panel Upgrade Quote

A homeowner calls after being told their 100-amp panel needs upgrading to 200-amp. Your AI agent captures the current panel details, home size, and any related work needed. That data flows through Zapier into FieldEdge as a quote request, giving your estimator all the preliminary details to prepare an accurate proposal.

Frequently Asked Questions.

Everything you need to know about this integration.

How does RevSquared integrate with FieldEdge dispatch?

RevSquared captures service call details during the phone conversation and sends structured data to Zapier — including homeowner info, address, equipment details, issue description, and urgency level. You build the Zap to create job requests in FieldEdge or send alerts to your dispatch team. This gives dispatchers pre-organized call data instead of handwritten notes.

Can the AI capture HVAC equipment details during the call?

Yes. Your AI agent can be trained to ask about equipment brand, model, approximate age, and current symptoms. This technical information is included in the structured call data sent to Zapier and can be mapped to FieldEdge job fields, helping your techs arrive prepared with the right parts and knowledge.

Does this integration support multi-trade contractors?

Absolutely. If your company offers HVAC, plumbing, and electrical services, your AI agent identifies which trade the caller needs and includes that in the call data. Your Zapier automation can route different trade calls to different dispatch queues within FieldEdge, keeping your multi-trade operation organized.