EDSA CORE FieldTrack
Customers, work orders, technician jobs, invoices, PDF invoice email, payments, estimates, inventory, recurring service, and service reporting.
EDSA CORE FieldTrack helps service businesses manage customer records, estimates, work orders, technician schedules, dispatch, invoices, payments, inventory, recurring services, customer portals, documents, notifications, and reporting.
What this module does
EDSA CORE FieldTrack helps service businesses manage customer records, estimates, work orders, technician schedules, dispatch, invoices, payments, inventory, recurring services, customer portals, documents, notifications, and reporting.
Best for: HVAC companies, electricians, appliance repair teams, contractors, maintenance operators, and service businesses that need customer-aware field operations and billing workflows.
Subscription module description
Field service operations software for customer records, estimates, work orders, technician jobs, dispatch, invoices, payments, inventory, recurring service, portal access, documents, and reporting inside EDSA CORE.
Use this page as the product URL for EDSA CORE - FieldTrack.
Included capabilities
- Customer records with billing and service addresses.
- Estimates, work orders, line items, technician assignments, and dispatch views.
- Invoices, PDF invoice email, payment tracking, balances, and revenue reporting.
- Inventory, recurring service, notifications, document attachments, and customer portal foundations.
- Tenant-level permissions, company settings, invoice configuration, and service reporting.
Business outcomes
- Connect field work, customer history, invoicing, and payments in one CORE module.
- Improve technician and office coordination from estimate through payment.
- Give service operators clearer visibility into open work, unpaid invoices, and recurring service activity.
How customers activate it
- Create or access a CORE account through the secure CORE portal.
- Create a tenant and choose FieldTrack during signup, or ask a CORE global admin to enable it for an existing tenant.
- Choose the approved module package, complete checkout when required, or use a manual grant for approved internal or enterprise accounts.
- Configure users, permissions, tenant settings, and module-specific workflows inside CORE.
