--- title: Switching from FieldEdge to Doing Work description: How to export your data from FieldEdge, what Doing Work imports, what to keep running, and what you'll miss. url: https://doingwork.work/docs/switching/fieldedge/ --- # Switching from FieldEdge Read on November 1, 2026. FieldEdge changes its screens, so follow the source links if yours look different. ## 1. Export your data from FieldEdge FieldEdge's own help is behind a customer login, so we couldn't check its steps ourselves. ServiceTitan's public guide says to click the Customers tab in FieldEdge, then Export, which gives a file named CustomerList.xlsx ([ServiceTitan help, Export your FieldEdge data](https://help.servicetitan.com/docs/export-your-fieldedge-data)). If your screens differ, ask FieldEdge support for a customer export in CSV. Save an XLSX file as CSV before importing. There's no FieldEdge preset. Your agent suggests a mapping from the column names and you check it. Jobs, quotes, invoices, the price book, equipment, maintenance plans and payment history import the same way if you can export them as CSV. Your agent maps the columns and you check it. ## Agent access and terms at FieldEdge FieldEdge's terms give each person a unique login. Terms: [fieldedge.com/legal](https://fieldedge.com/legal/). There's no public API. The five exports are Customers, Dispatching, Invoices, Quotes and Equipment List. Set the invoice filters to All first, or you'll only get 6 months. General tips and a paste-in prompt: [Let your agent do the export](https://doingwork.work/docs/switching/#let-your-agent-do-the-export). ## 2. What the import brings over - Customers: name (or first and last name), company, email, one phone number, tags, notes, lead source, billing address and one US service address. - Jobs with their visit history: past and upcoming visits, with dates, titles and notes. - Open quotes, with their lines. They come in as drafts and aren't sent. - Unpaid invoices, as the balance still owed. They come in as drafts and aren't sent. Paid invoices are skipped. - The price book: items, descriptions and prices. - Each record is matched to its customer by the old software's id, then email, then phone. - Up to 5,000 rows and 5 MB per file. Bigger lists go in several files. - Equipment at each property: kind, make, model, serial number, install date, warranty end and notes. - Maintenance plans, as service due reminders with the plan name, next due date and how many months between visits. No plan billing or invoices are created. Set up billing for a plan in Doing Work if you want it. - Payment history, as records you can read. They don't move money, can't be changed, and don't count toward the Doing Work fee. How it works: import customers first, then jobs, quotes, invoices, the price book, equipment, maintenance plans and payment history. For each file your agent does a dry run. Nothing is saved. It shows you how each column will be read, what each row would do (create, update or skip) and any row with a problem, like a missing ZIP. Only the owner can run the real import, and only for the same file and mapping you saw. By default it saves nothing if any row fails. Running a file again is safe: rows that already came over are skipped, or updated if you ask, and never doubled. ## 3. What to keep running for now - Keep your old software open until you've checked the imported jobs and invoice balances. - Imported invoices are drafts. Look each one over and send it from Doing Work when it's right, or keep collecting it where it is. Don't do both. - Keep your old software's export files, even after payment history comes over. - Maintenance plans come over as reminders, not billing. Keep billing them where they are until you set up billing for each one in Doing Work. - Start new requests and new jobs in Doing Work. A few real jobs first is a good test. - Export everything you can before you cancel, so you keep your own records. ## 4. Paste this into your agent "I'm moving my shop from FieldEdge to Doing Work. Read https://doingwork.work/docs/switching/ and follow the guide for FieldEdge. I'll give you my export files: customers first, then jobs, quotes, invoices, the price book, equipment, maintenance plans and payment history. Do a dry run of each import, and suggest a column mapping from the headers. Show me the mapping, what each row would do and every row with a problem, and wait for my OK before you import anything." ## What you'll miss - Maintenance plans come over as reminders only. Plan billing has to be set up again in Doing Work. - No customer financing offers and no built-in QuickBooks connection. The calendar feed is one way, and the day's route isn't optimized. See [Compare](https://doingwork.work/docs/compare/) for how your agent covers these. - Calls and texts need your own Twilio account. - Service agreements come over as reminders only, and the flat rate price book doesn't import. More: [Switching to Doing Work](https://doingwork.work/docs/switching/), [Compare](https://doingwork.work/docs/compare/), [Onboard a shop](https://doingwork.work/docs/onboarding/).