How to migrate from FieldEdge to TradesWork (step by step)

A FieldEdge to TradesWork move takes about six weeks if you start from your renewal date and work backward: two weeks to export and set up, two to four weeks running both systems, then notice. The work that decides the timeline isn't the import. It's getting your price book and service agreements out of FieldEdge, and re-collecting cards.

One question comes before everything else. FieldEdge supports QuickBooks Online and Desktop on every plan.¹ TradesWork connects to QuickBooks Online only. If your books are in Desktop and staying there, this guide isn't for you yet; the TradesWork vs FieldEdge comparison explains why staying may be the right call.

This guide is written by TradesWork, so read it with that in mind. The screens below are real TradesWork screens with sample files; the FieldEdge facts come from its pricing page, its linked terms and other vendors' help centers, checked October 15, 2026.

The whole move on one page

1. Week -2

   Dates, exports and requests

   Read your order form, mark the notice deadline, email FieldEdge support for the seven exports, and run every export your own screens allow.

2. Week -1

   Port, sandbox and rebuild

   Start the phone number port. Import into a sandbox company, fix rejected rows, and rebuild forms, alerts and estimate templates.

3. Week 1

   Live import, first crew

   Import into your real company. One crew runs all jobs in TradesWork. Connect QuickBooks Online with a cutover date.

4. Week 2

   Office moves

   The office books everything in TradesWork. Re-drop fresh FieldEdge exports. Send card-update links to agreement customers on autopay.

5. Week 3

   All crews

   Remaining crews move. Turn on membership billing in TradesWork and stop agreement billing in FieldEdge on the same day.

6. Week 4

   Close out

   Final exports and archive. Confirm the port is done. Give FieldEdge written non-renewal notice if you haven't already.

Step 1: dates and decisions

Your renewal date. FieldEdge's legal link redirects to Xplor's US SaaS Terms of Service. They say the agreement renews automatically for 12 months unless either side gives written notice at least 60 days before the period ends, and that leaving early costs the monthly fees times the months remaining.² FieldEdge's own FAQ says downgrades take effect at the end of your current contract period.¹ Your signed order form may differ, so read it, then put the notice deadline on the calendar.

Switching at renewal is the cheapest path. If your renewal is eight months away, you can still start: request exports now, trial TradesWork, and plan the cutover for the weeks before notice is due.

Your accounting. Confirm you're on QuickBooks Online. FieldEdge's home page leads with QuickBooks syncing between field and office,³ and its QuickBooks hub makes that integration a centerpiece.⁴ TradesWork syncs invoices and payments to QuickBooks Online, with mismatches on a fix-it list. It's a solid sync, but it isn't Desktop.

Step 2: get your files out of FieldEdge

FieldEdge's help content is behind a customer login, so there's no public FieldEdge click path to show you. Our FieldEdge export guide has a ready-to-send request letter and a follow-up timeline. In short: ServiceTitan's help center describes exporting the Customers, Invoices, Quotes and Dispatching tabs and the Equipment List report, and warns that invoice exports cover only the last 6 months unless you set the filters to All.⁵ Sera's support site describes a similar route.⁶ Neither covers locations, work orders, the price book or service agreements, so email FieldEdge support for those on day one.

Here's what each file becomes in TradesWork:

Step 3: bring it into TradesWork

You need the Owner or Admin role. Go to Settings, Integrations and open the import page. Click through the real screens below.

1Pick where you're coming from2Confirm what each file is3Check the preview4Try a sandbox company first5Read the results and fix rows

1. Pick where you're coming from

Press FieldEdge in the row of source buttons. The page becomes Switch from FieldEdge, and Exporting from FieldEdge lists the files to request. Drop CSV, Excel or a ZIP, up to 50 MB at a time, in any order. TradesWork never logs in to FieldEdge.

app.tradeswork.app · TradesWork importer with FieldEdge selected

Real TradesWork screen, sample export files.BackNext step

No duplicates on re-drop. Dropping a newer export updates the same records, matched by the FieldEdge ID, or name and address, or price book code. That's what makes the side-by-side run work.

Common snags, from the in-app help: equipment that didn't link needs a location ID or a matching address, so drop locations in the same go. Work orders that came in without a customer were exported without the customer ID; ask FieldEdge for it.

Your team won't have to relearn the menus

TradesWork has four look-and-feel styles, and one of them arranges TradesWork's own menus and words the way FieldEdge users know them: the dispatch board comes first and jobs are called work orders. Each person picks their style in the top bar or under Settings, Your Account, Appearance, and the company sets the default. A style changes the menu layout and the words only. The data, features and reports are the same in every style, and the technician app uses the same words in English and Spanish. Switch between them below.

ServiceTitan styleHousecall Pro styleJobber styleFieldEdge style

Job listCustomer listFollow-up board

Step 4: what you set up by hand

Some things don't export from any system, FieldEdge included. FieldEdge lists custom forms, automated alerts, reminders, integrated SMS texting and Proposal Pro as features,¹ but we found no export for their setup. Plan to rebuild:

• Forms and checklists your techs fill in on the job, with the TradesWork form builder.
• Alerts and reminders, including agreement visit reminders, from the automation catalog.
• Saved reports and dashboards. Write down the five numbers you look at every week, then build those first.
• Proposal and estimate templates. Rebuild good, better and best options from your imported price book.
• Pricing rules, like member discounts that weren't a column in your export.
• Membership billing settings under Settings, Operations, Memberships, before imported agreements renew.
• Text-message registration, which starts fresh in TradesWork. Register on day one.

Reviews stay where they are, on Google and Yelp. Point review requests at your Google review link.

Step 5: run both side by side

Don't switch everyone on one day. A 2 to 4 week overlap lets you catch problems while FieldEdge is still there to fall back on.

• Week one: one crew, ideally your most patient lead tech, runs every job in TradesWork. The office books that crew in TradesWork and everyone else in FieldEdge.
• Every few days: export fresh customers and invoices from FieldEdge, or ask support for fresh agreement files, and re-drop them. Records update rather than duplicate.
• Week two or three: the office moves fully, then the remaining crews.
• Last week: FieldEdge is read-only for lookups. Nobody books in it.

Step 6: cards, phones and accounting

Cards. Saved cards never transfer in a file. FieldEdge's integrated payments run through a payment processor,¹ and card data stays there; TradesWork never sees card numbers. Connect your own Stripe account first. Customers re-save a card on their next payment, or you send a link. Start with agreement customers on autopay, because a missed renewal charge is a lost member. Then turn on membership billing in TradesWork and stop agreement billing in FieldEdge on the same day.

Phone numbers. Start the port in week one, because it takes 1 to 2 weeks. In TradesWork go to Settings, Phones, Numbers, Routing and Texting, then Bring your numbers. Calls keep working at your old provider until then. Never cancel your old phone service until the port shows done. If a texting number lives inside FieldEdge's integrated SMS, ask FieldEdge support in writing how to release it.

Accounting. Connect the same QuickBooks Online company you use today and set a cutover date. From that date, only new invoices and payments post from TradesWork. Imported history doesn't post, because it's already in QuickBooks and posting it again would duplicate it. Turn off FieldEdge's QuickBooks sync on the same date so nothing posts from both.

What switching costs

Fill in your own numbers. The example column is a made-up 8-tech shop, not a quote or an average.

The line that surprises people is the last-but-one. Missing a 60-day notice window can cost more than every other line combined, which is why Step 1 is about dates.

Where TradesWork won't fit

Be clear-eyed before you start. TradesWork is new in 2026 and far fewer shops run on it than on FieldEdge. It has no QuickBooks Desktop connection, no warehouse inventory tied to QuickBooks Desktop Enterprise, no connected financing lenders yet, and no route-day scheduling for lawn, pest or pool work. If any of those is central to how you run, stay put or look at the other FieldEdge alternatives.

If it does fit, start the 14-day trial with no card, import into a sandbox company, and see your own customers in it before you commit.