FieldEdge - Avis

The amount of information you have at your fingertips. Jobs, scheduling, quotes, orders, and Customer information. Customer information is key to service knowing what they have done in the past including payment history, and buying habits. Keeping records under the documents tab means not more filing cabinets. Sales reports and receivables reports makes keeping an eye on cash flow easy.

There is a steep learning curve. Because it does so much there is a lot to learn. This is a big program, that covers a lot of areas.

Customer support is very quick & thorough. There is a chat feature integrated with the software for customer support issues. It automatically creates recurring service work orders, which is nice. You can flag customer accounts as do not service, which disables your other users from scheduling work orders for those customers - this is a new feature that is going to save us thousands in unpaid bills by customers who do not pay their bills. We tried putting them on our own lists, but they sometimes still slip through the cracks. It has phone integration, which not only records calls but also has the ability to track lead sources. I can print pick lists every morning, so I can ensure my techs are fully stocked at the beginning of every day.

It can be kind of slow at times, although it seems to work well for the most part. In the year I've used it, we've been locked of the system for 24 hours 2-3 times. This was incredibly frustrating, and it would have been detrimental had we print paper copies of every work order. A paperless way to proactively anticipate this problem is to just download a list of pending work orders at the end of each day & to keep a list of your customers in excel or google sheets, so you can access phone numbers and addresses.

It is also more geared towards flat rate pricing, which I admit is more attractive for residential customers. With commercial customers (the bulk of mine being restaurants), I could lose some of my best customers if I switched to flat rate pricing. We track our labor from the time of dispatch until the the work order is completed. If our techs look on FE to see how much time they've spent on a job, they only see the time working - not the time traveling. I've had several jobs go underpriced because a tech forgets goes by the time they see on the software.

The system is relatively simple to use and the support staff is almost always fantastic to work with. Grace, my CSM is practically a member of our team and goes way above and beyond to help us with anything we need. She's a big part of the reason why we're still with this system.

Reporting leaves a lot to be desired, and overall, the system needs polishing along with a heavier, more focused approach to developing from the end user's needs. I feel like they'd gain 10x the insight into how to measurably improve the product if they spent some time with a company who uses it regularly.

We like having everything electronic for service calls instead of paper. We like having the customers equipment listed in one place and service history available to the service tech in the field. Service tech can add equipment and pictures as needed. Dispatch log lets you know what service work is needed each week.

Does not have 2 way communication with Quickbooks. Can only add parts in fieldedge but have to create purchase order in Quickbooks. We used advanced inventory with Quickbooks with site and bin location for each part. Service Tech can only see that we have part - he doesn't know if its in the warehouse, on his truck or another location. Seems old school in setup - with today's technology looks like it would be more flexible.

The program is very user friendly as is the onboarding process. Easy navigation within both the mobile version for our field technicians and also within the office user license on the admin side. Love the Help Center/chat now feature for immediate help when we draw a blank, need some feedback, or when we need to simplify the way we are completing certain tasks....there is usually always a better suggestion through the Help Center. Our [SENSITIVE CONTENT HIDDEN] has been fantastic with his responses also. He has been very helpful assisting us with custom reports and always very quick to respond to any email I send. He's definitely an asset!

I do feel that reporting could be a bit more interactive; I feel like there should be a way for each company to customize the data they need to see daily for reporting purposes, such as an all inclusive KPI section on the dashboard.

FE was the easiest software implementation we've done in 35 years. (We were coming over from Wintac) Customer support is top notch and my reps are super responsive. Constant updates and improvements. There is an "idea board" where members can post features/tweaks they would like and all members can vote on the idea. Mobile app is intuitive and user friendly.

Reporting is a weak area. Would also like to see some options to custom how the data, and how much data, is shown for customers and inventory.

I love the ease of use for techs in the field as well as in the office. It gives us the ability to share where we are across departments and to see how backed up we are. The vendor Desco has been fabulous! I am in service and I deal with people all day and these guys really know their business! Patient, knowledgeable, and if they don't know the answer they get it for me in a timely manner.

I think there is room for improvement on the reporting. I would like to be able to print out a simple report that shows how many tickets a tech completes in a day / week / month. Very basic. I also think that even tho we use quickbooks for our accounting, I thinks that there could be some improvement on the reports. Also, I don't like how things can be taken out of quickbooks so easily by people by mistake. The last thing that bothers me is how once a ticket is moved to a tech on the calendar, how the ticket gets all junked up if someone accidentally touches it in the office, it should refresh for the tech so their list doesn't get all locked up every time that happens. Oh and one more thing, when you attach files to customers people can accidentally corrupt the file by opening it and not closing it properly causing the file to be lost. I would like for a way to keep this from happening.

Variety of Functions, Covers Most Needs

Awful Mobile App, Not "big" Commercial Friendly, Spotty Support

The LIVE Humans who are there to help when we don't understand someting.

The training videos are outdated and often don't answer the question I'm asking. But, more important FieldEdge's partnership with Clearent causes us significant problems. Clearent is dishonest about who they are and in competent at what they do.

Service dispatch gps electronic billing

The link between feildEdge and Qbooks keeps disconnecting

The product has a few nice features. The dispatch board is nice in that it shows when a technician is traveling to an appointment, working or completed. The membership section is decent as well.

The product is not designed very well and the onboarding staff [SENSITIVE CONTENT HIDDEN] seems more concerned with defending the product versus attentively listening and understanding folks who work in the industry day in and day out. As such, I'm not certain that proper feedback is flowing through to the developers as some of the features of the product are simply not well designed nor flexible.
For example:

- you cannot click on a time slot in the dispatch board to initiate a scheduled work order/job.
- when you e-mail a quote to a customer the customer has no way of approving that work order. They simply have to respond to the e-mail saying that they agree to the estimate. Every single solitary competitor of theirs including very small companies have the ability to do this (jobber, housecallpro, service fusion, service titan, mhelpdesk, you name it).
- You have no way of copying an existing estimate to another customer. Again, it's almost certain the folks developing the product are in the dark on how important these basic functionalities are (and again, literally every competitor has this capability). Their response? You can use assemblies. Nope - that doesn't resolve the problem.
- You are unable to create new employees in fieldedge. The only way you can create users is based on full time employees you have built in quickbooks. HUH?? Yes, i'm serious. Therefore, if you have a contractor (who is not an FTE) you will have to build him in quickbooks as a W2 employee.

Cons... ( Did not have enough room in the Con Section) (See Iver all Recommendation for Pros)

As a dispatching program it would be nice to have a fleet management system. A log to keep track of VIN #, When Tabs are due, Maintenance is due, Truck #, Driver during periods of time, Repair and service Types and dates, ect...

Since there are so many tax variations within the service are we dispatch to it would be helpful that the tax % would print on the dispatch and visble on the dispatch screen. We spend the time inputing the tax codes in the system and then applying it to each dispatch, this would be a good field to add.

Cons Continued...

Reports are good, but I have noticed that we enter a lot of information on jobs that we cannot sort reports on. For example:
When we breakdown an invoice into ESC we enter the resale of: Labor, Subcontractors, Material, Equipment Fee, Permits, Trip Charge, Rentals, and probly a few other catagories depending on the job....
But the report I would love to run, but can't is...
Each technician's production by department in:
*Labor
*Rentals
*Material
*Sub Contractors
*Equipment Fee
*Trip Charges
* And so on

Also, the paging system is nice... unless you have to page a group of people. It would be great to be able to send a page to just my plumbers with one button or just my HVAC techs or just ....

Everything! I looked at a lot of companies for a few months before choosing FieldEdge. Their product overall is excellent and constantly getting better with customer suggested updates all year long-yes! They listen to us little guys! Support is superior compared to any other company I have dealt with professionally! Price point-they cannot be beat for the product they offer. Period. The ability to customize so many features within the program truly shows that FieldEdge is dedicated to making a product that works for all types and sizes of companies-you won't find this elsewhere!

The only con I have is that we have not slowed down enough to fully explore all the extras that make FieldEdge so much more than just a dispatching program! Customer Recall Management, Tracking aging equipment for targeted marketing. These are all things that we cannot wait to begin! And the list goes on and on!

Less paper! The company revenues have risen due to having all customers, invoices, employees, Profit margin all in one spot. SUPPORT!!!! Great team and [SENSITIVE CONTENT HIDDEN] heading it up it a Super sized PLUS!
She keeps my Account manger up to date, is always there to answer any questions that may arise. And she Wants to Help. I think she likes her job.

Having to reopen a job each day that goes on for several days. Not able to have 2-3 techs on one job and split the profit for reports.

The software works without too many issues

The pricing has increased by almost 25% this year alone. In order to use the mobile function you will have to pay a yearly support fee plus a per user fee. If you take issue with it they will have the sales group call and talk in circles with no real answer to justify the increase. Also they changed their accounting software at the end of 2020, messed up the billing for almost 5 months, and then turned us off on a Friday afternoon at 4:30 pm with no way to get the mobile side back until the following week. They never replied when we sent in for tech support. They then tried to blame us for it and were extremely rude about the whole thing, covering their rear rather than fixing it and moving on. The software is great, their office support is horrible to deal with, If we treated our customers they way they do we would be thrown off the job.

the program could be useful if it could be ran.

everything takes 20 extra steps to complete
support is useless
techs hate it
information is lost
connection with quickbooks is a major issue
WHAT YOU ARE SOLD IS NOT WHAT YOU GET.
SUPPORT IS A JOKE
NEVER FIX ISSUE UNTIL YOU ARE UPSET THEN MAKE YOU THE BAD GUY FOR BEING UPSET.
they keep shoving their satisfaction rating down the throats of customers, when really people are stuck with them because they spent all this time and money on the program

The ability to organized customer data in fine detail.

Mobil side has a few bugs from time to time but never had an issue the FE staff wasn't willing to help with/resolve in a more than timely manor.

FieldEdge keeps our company punctual with customers and the ability to follow through with commitments. It also helps us track well labor hours and parts on order.

Our least favorite features at the moment within FieldEdge are 1) inability to change most information in a parts request once it's been marked ordered and 2) unlock technicians work orders on the dispatch board.

This product is easy to learn and use. It has improved our daily operations by having this program tremendously from taking the call all the way to completing the job.

The alerts are difficult to clear at times. We have also had issues with losing a customer's signature. We also have difficulty with invoicing for jobs that we take a deposit on to begin the work.

This is a web based dispatch system that integrates into Quickbooks nicely. It has helped us to streamline our business and work much more efficiently. Love that the Techs can see customer history easily. Almost instant communication between Tech and dispatch. Has many great feature in the price book and dashboard. We can see almost instantly how profitable we are being.

The largest con is that as a web based system, if they go down your company can come screeching to a halt. Because this has happened several times this year, we have had to put internal back up systems in place. We save a screen shot each evening of the next day just in case the system is down. There are several issues that I would like to see FieldEdge improve on. Their team does take suggestions though and has been making improvements to the software.

All our Clients info is so easy to access and love how easy it is to use. Its dispatch board is supper easy and the invoicing is great. Also like how you can add different locations under one customer, lets say they have their main home and rental property, you can have it all in one place.. The equipment history and all you have done for a customer is easy to see.

Only one thing I have found is if you happen to choose the wrong location under a customer and lets say you have a invoice going to another location, you cant correct it, other than that I love this system.

The ability to have all the information concerning the customer at your fingertips is priceless. This allows us to serve them better.

Service agreements are a struggle for me. This is probably due to the fact that I've not been exposed to this portion of program as much as others.

Price, not a lot of frills so we can usually figure out how to take care of issue or do what we need ourselves.

Customer support is terrible. We have only had interaction with a couple people total that actually could answer questions. Our onboarding consultant knew less than we taught ourselves. When we do have an issue and need to call in/chat the support team just sends us links to videos or articles and can never answer our question.. while also being rude. It seems the company trains them to sound superior so the customer will think they don't know anything or want to ask further questions. I know that there will be no software that is prefect but we are very very unhappy with our experience. We will not extend with this software again.

The program does just what we need. Any time I have had a problem, if it's minor, I chat online with them. I love the ability to do this because it's immediate and I don't have to wait for a call back! If it requires a phone call, they follow through with it and have always solved my problem timely.

The mobile laptop version our Service Manager tried to use was not good at all. But the version for tablets works very well! All our techs and the Service Manager can access our whole database from the field, which is extremely handy, especially at night and on weekends.