Use anonymized records and the plan you would actually buy. Retain screenshots, exports, quotes, and exception results so the decision can be audited later.
1. Build the same price
Request a FieldEdge quote for the exact office users, technicians, mobile licenses, package, support level, training, integrations, payments, add-ons, billing term, renewal, and taxes. Compare it with the Fixlify plan and expected phone or AI-credit usage for the same twelve months.
2. Capture one realistic request
Use an anonymized normal service call plus an urgent or unsupported request. Confirm what each system records, what it can book, where automation stops, and how a person receives the exception. A marketing description of AI is not a substitute for the configured product test.
3. Change a busy schedule
Create several appointments, extend one job, reassign another, and insert an urgent request. Check the office calendar, technician view, customer commitment, change history, and notifications. Do not assume either product automatically optimizes routes or corrects every downstream appointment.
4. Complete the mobile handoff
On the devices technicians actually use, open an assigned job, review customer and location details, add notes and photos, change status, prepare an estimate, and return the update to the office. Test weak connectivity and confirm the number and cost of required mobile licenses.
5. Test pricing and approval
Create a quoted repair, revise it, present alternatives if required, record customer approval, and preserve the version history. If a managed pricebook is important, compare FieldEdge Flat Rate with Fixlify's current estimate workflow rather than treating both labels as equivalent.
6. Reconcile accounting
If QuickBooks is required, test FieldEdge's supported Online or Desktop configuration with representative customers, invoices, payments, taxes, corrections, and duplicate prevention. Fixlify marks QuickBooks coming soon, so do not choose it today when released automatic synchronization is mandatory.
7. Export and migrate
Export customers, locations, equipment, jobs, notes, attachments, estimates, invoices, payments, agreements, pricebook records, messages, and audit history. Confirm which fields and attachments the new product imports, reconcile a sample, preserve the source backup, and define rollback before cancelling the old system.
8. Review support and contract
Run a representative support request, confirm the channel and response terms for the selected package, identify the implementation owner, and read renewal, upgrade, downgrade, cancellation, and data-retention terms. FieldEdge publishes different support channels by package and says downgrades occur at contract end.