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TradeVulcanFIELDEDGE + TRADEVULCAN
Your dispatch board is only one part of the customer journey. Build TradeVulcan around FieldEdge to strengthen the calls, website inquiries, campaign decisions and follow-up that put better opportunities in front of your team.
KEEP YOUR CRM. MULTIPLY ITS VALUE.
FieldEdge helps service businesses coordinate dispatching, customer information, work orders, estimates and field operations. TradeVulcan brings a growth toolkit around that work, helping owners plan a better path from marketing demand to a qualified service conversation and the next job.
The quality of the first conversation affects the work that reaches dispatch. Build phone and website intake that collects the customer’s need, service location and next step instead of creating more incomplete messages.
Bring FieldEdge estimate and work-order stages into the integration plan. Define when the customer should hear from you, who owns the reply and what status change should end the follow-up.
Plan a view of campaign spend, lead response, booked work and revenue. Identify where the office can improve conversion before spending more to replace opportunities already in the pipeline.
BEFORE THE JOB. AFTER THE JOB. EVERY OPPORTUNITY BETWEEN.
Your CRM holds the operating context. TradeVulcan puts the website, phones, marketing and follow-up around the customer’s next move.
Build the service pages, local presence and first impression that bring the right customers to your business.
Give each visitor and caller a useful next step, with service context and a clear route to your team.
Keep source, response and follow-up visible. Work the inquiry and the estimate instead of losing either in a handoff.
Turn completed work into customer trust and the operating numbers into the next management decision.
FieldEdge stays at the center of the operating plan. TradeVulcan strengthens the journey around it.
FIELDEDGE + THE TRADEVULCAN ECOSYSTEM
Explore the tools, then map the customer and job handoffs in your guided integration plan. Build the stack around the way your team works.
Answer & bookAnswer inbound calls, gather the service need and move the customer toward a booking. Use AI on the front line, after hours or when your CSRs are already on the phone.
Plan AI answering around your FieldEdge service desk, including the questions, service-area checks and human handoffs that make intake useful.
A better first response, useful call notes and a clear handoff.
Call & recoverCombine VoIP calling with recordings, transcripts, sentiment analysis and CSR scorecards. Recover missed calls with automated text-back and continue the conversation with Vulcan Intelligence-powered SMS.
Give the office VoIP calling, conversation analysis, scorecards and recovery, then map customer context around your FieldEdge workflow.
Booking-rate visibility, better CSR coaching and missed-call recovery.
Capture & convertPut guided online booking, AI webchat and smart forms on your website. Collect the service details and customer information your team needs while the visitor is ready to act.
Define the website booking and request details that should enter your FieldEdge operation, with a clear owner for the next action.
Better-qualified inquiries and a shorter path from web lead to booking.
Acquire & respondBring paid-search, social and partner leads into a working pipeline. Connect campaign management, speed to lead and source reporting so the office and marketing team can work from the same opportunity.
Map campaign and partner-lead sources to customer, estimate and work-order outcomes in the marketing view.
A clearer view of spend, CPL, booked work, CPA and ROAS.
Follow up & closeBuild SMS and email follow-up around open estimates and customer conversations. Give the team a repeatable recovery process instead of hoping someone remembers the next touch.
Bring FieldEdge estimate status and reply handling into a follow-up plan that keeps the next touch relevant.
Timely follow-up, organized recovery activity and another chance to win the job.
Build trustConnect review requests, job photos and review-to-job matching. Create branded proof and publish it to your website and connected channels, putting the story behind the service in front of your next customer.
Plan the completed-work, photo and review handoffs that turn your service history into useful marketing proof.
A useful proof library, more consistent review outreach and stronger service pages.
Measure & coachBring contractor KPIs, targets, benchmarks and team scorecards into the management conversation. Go from a performance gap to a coaching priority, not another spreadsheet to rebuild.
Choose work-order, estimate, revenue and team KPIs for your scorecards, then define the data scope.
Clearer targets, role-based scorecards and AI-assisted management insights.
Build & growDirect a specialized AI website team through your service pages, locations and conversion paths. Add Site Spark and Proof Pulse so the site becomes a working customer-acquisition channel.
Build the website around the services your FieldEdge team delivers, with proof and inquiry paths that support the front office.
A website planned around relevant inquiries, booking and trust.
Get found locallyBring local-search visibility, service-area context and Google Business Profile management into the same growth discussion. Use the gaps you find to prioritize pages, proof and local marketing.
Prioritize local visibility around the places you want the team working, then align service pages, profiles and job proof.
A clearer local growth plan for the places you want to win.
Understand & actAsk questions about connected information, enrich customer and property context, create reports and direct work across your apps and plugins. Keep the insight close to the action your team needs to take.
Define the customer, property and operating context that helps your team respond intelligently and choose its next growth action.
Better-informed lead response, useful reports and a reviewable next action.
MAKE YOUR EXISTING DEMAND WORK HARDER
A lower cost per booked job can start with what happens after the click. Improve the response, the booking conversation and the follow-up before buying another lead.
Planning example. Change the inputs to model your business.
Current cost per booked job$14335 modeled bookings
At your target booking rate$10050 modeled bookings
Ad spend ÷ booked jobs = cost per booked job
Build my lead-to-job planUse Lead Forge, Call Spark, Site Spark and Close Forge to work the conversion points behind the model.PUT THE CONNECTION TO WORK
Pair Call Spark phone operations with Vulcan Voice coverage, and use Site Spark for guided website inquiries. Define how those conversations should hand off to the FieldEdge office so the team has a clearer next step.
Map FieldEdge estimate stages to a Close Forge follow-up plan. Organize communication around the decision the customer needs to make and the status your team needs to see.
Build a path from completed work and customer feedback into Proof Pulse. Pair that proof with Web Spark service pages and Site Spark inquiries so the job story supports the next sale.
A GUIDED PLAN FOR YOUR CRM
Bring your FieldEdge setup, service workflow and reporting goals. We will define the customer, estimate, work-order and outcome handoffs before the CRM-connected rollout.
Plan my FieldEdge integrationStart with calls, website leads, open estimates or the numbers your team needs to manage.
Connect the records, service details, handoffs and owners that make the workflow useful.
Review the first workflow with your team, then add the next TradeVulcan app around the next opportunity.
YOUR CRM. YOUR NEXT MOVE.
Explore the workflows that turn customer context into a better next step.
Request a guided integration plan. Bring your FieldEdge setup and the customer, estimate and work-order handoffs you want to connect. The team defines the data scope and rollout before CRM-connected workflows are enabled.
Yes. Keep the team’s FieldEdge process in place while planning website, phone, lead response, follow-up and reporting around it. The goal is to strengthen growth without replacing your operation.
Vulcan Voice handles the AI phone conversation, and Call Spark provides phone operations, call analysis and missed-call recovery. Map how qualified requests and call context should reach your service desk in the integration session.
Map estimate stages, timing, messages, customer replies and stop conditions. Close Forge provides follow-up tools around the customer and status handoffs defined for your operation.
Yes. Start with the source, customer, estimate, work-order and revenue outcomes the business needs to see. Lead Forge and Vulcan Score provide the marketing and management workspaces around the connection plan.
Proof Pulse turns photos, service stories and feedback into branded proof. Plan the completed-work handoff, then put that proof on the website and channels where the next homeowner is deciding whom to hire.
No. Site Spark can strengthen an existing website’s inquiry experience, Call Spark can improve the phone workflow, and Web Spark is there when a new website becomes the next project.
YOUR NEXT CHAPTER STARTS WITH A BETTER CONNECTION
Bring your CRM, your customer journey and the first problem you want to solve. Leave with a connected plan.
Plan my FieldEdge integration