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How to switch from FieldEdge in an afternoon, with undo

Facts about FieldEdge were read from its own pages (see the comparison). Verify before you act. Reviewed 2026-10-07.

The planA small FieldEdge account might move in an afternoon, but we could not verify how FieldEdge exports data or what its cancellation terms say. [4] Ask FieldEdge in writing first. [4] Apex import tools for competitor files are a demo so far, so check every record by hand.

Before you start

  • Ask FieldEdge support in writing how to export customers and jobs. [4]
  • Keep your FieldEdge account open and paid until Apex has run a full cycle. [4]
  • Write down recurring jobs and maintenance agreements with price and day.
  • List your QuickBooks link and any other connected tools. [3]
  • Pause automated reminder messages before testing in Apex.

The steps

  1. Export from FieldEdge [4]Look in FieldEdge's own help center, or ask support, for customer and job exports. [4] We did not verify the file format or who may export, so confirm both before you plan around it. [4]
    • LD16Customer export (CSV) at any time(In progress)
  2. Check the fileOpen each export in a spreadsheet and scan for blank phones, duplicate customers and addresses split across columns. Keep an untouched original and fix a copy so you can compare back.
    • LD11Duplicate customer detection and merge(Rolling out)
  3. Import into Apex and compareLoad the copy into Apex and use the side-by-side check against the original rows. Import is a demo and is not connected to saving real data yet, so expect to key some rows by hand.
    • OB02Import from competitor with side-by-side check(Rolling out)
    • OB04Import from Jobber / HCP / Workiz / ServiceTitan exports(Rolling out)
    • LD15Customer import from CSV/other software(In progress)
  4. Re-create recurring schedulesRebuild maintenance agreements and recurring visits from your notes. Recurring generation is partly built, so check the first visits Apex creates against what you ran before.
    • RC01Recurring service plans (weekly/monthly)(Rolling out)
    • SC10Recurring jobs auto-generated(In progress)
  5. Test a request end to endSend a test request through the Apex booking page. It should arrive pending. Confirm it, and check the calendar entry, the reminder settings and the customer's reschedule link.
    • BK11Booking requires owner approval (request mode)(Built)
    • BK24Reschedule / cancel link for customer(Built, rolling out)
    • CM03Appointment reminders (SMS/email)(Built, rolling out)
  6. Run both for a full cycleRun FieldEdge and Apex together for one billing cycle. [4] Enter new work in Apex, compare both calendars each morning, and fix the cause of every mismatch before you cut over.
    • OB14Switch protection (never lose data, ledger)(Rolling out)
  7. Cut overWhen both agree for a full cycle, move your website booking link to Apex and tell customers. Texting stays off until your own provider account and number registration are set up.
    • CM0210DLC / registration handled for you(Rolling out)
    • BK02Embeddable booking widget for website(Built, rolling out)
  8. Keep the backupStore every export where you control it. FieldEdge's cancellation and data-export terms were not verified here, so read your own agreement before ending the old account. [4] [4]
    • AD10Data export on cancel(In progress)

Apex status for the import and switch tools is shown beside each step. Status as of 2026-10-07.

Undo plan

In progress

To undo the switch, keep FieldEdge open until Apex has run a full cycle, and read your own FieldEdge agreement for cancellation and export terms, which we could not verify. [4] [4] Move your booking link back if needed. Apex switch protection is a demo, and data export on cancel is partly built.

  • OB14Switch protection (never lose data, ledger)(Rolling out)
  • AD10Data export on cancel(In progress)

Switching questions

How do I export my data from FieldEdge [4]?

We did not find a help center page we could read, so we did not verify the steps or file format. [4] Ask FieldEdge support in writing and get the answer before you plan the move. [4]

Does FieldEdge show its prices [4]?

The pricing page we read names three plans and shows no dollar figures, saying pricing varies by team size and add-ons. [4] Ask for a written quote that lists every add-on.

Will Apex run several trucks like FieldEdge does [4]?

FieldEdge says it is built for multi-truck operations. [4] [1] Apex is early access with one business as its only tenant, and its multi-technician board is a demo, so test with your own crew before moving.

Sources for FieldEdge facts

  1. www.fieldedge.com/ (read 2026-10-07)
  2. www.fieldedge.com/ (read 2026-10-07)
  3. www.fieldedge.com/ (read 2026-10-07)
  4. www.fieldedge.com/pricing/ (read 2026-10-07)
  5. www.fieldedge.com/ (read 2026-10-07)
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