Please follow the steps below to connect your accounts and begin using the integration.
Important Note
The Proposal Pro + FieldEdge integration will only function when a Sales Rep–level user is logged into from the FieldEdge work order. Additionally the FieldEdge Username and Biz Pro Login must EXACTLY match!
If a Company Admin login is used, the proposal will not link back to the work order.
Next Steps
Log in to both platforms
Simultaneously log into your HVAC Biz Pro admin account and your FieldEdge account.Set up the Proposal Pro integration
Follow the setup instructions using this guide:Review how to use the integration
Once connected, reference this guide to understand the workflow:
Additional Training (Optional)
If you’d like more in-depth training or help reviewing workflows, you can schedule onboarding below:
Schedule onboarding with Josh B – Click here
Schedule onboarding with Caleb G – Click here
Please let us know if you have any questions or run into any issues during setup—we’re happy to help!