FieldEdge Flat Rate Mobile

it's exactly what we needed for the field techs at service calls. it's the perfect solution for family business/ independent contractors to create professional, digital work orders, receive customer authorization and collect payments in the field. The parts database and ability to customize rates/add custom installs makes pricing jobs and quoting customers seamless. Integrates with quickbooks for invoicing/accounting and coordinates with google calendar (what we use for scheduling)

Also, it's affordable , it was something we could actually afford to try out with no huge comittment and ended up loving it (no subscription fees/pay per workorder). In addition, the price database has helped us charge more accurately and profitably)

inability to add custom fields to work order template (i.e. there is no field to specify/enter model/sn# for equipment being serviced on the work order; we have to type it into the customer notes section.)

also, need a separate CRM. although we LOVE coolfront for the field techs, this software does NOT function like a CRM so do NOT think it's a 1-software solution to automate your office/completely go digital. we still keep a file drawer of paper files and use google contacts/google calendar (which is something we aim to go "fully digital" with, but now that we rely on coolfront for the field service software it's been challenging finding a CRM to add-on that allows us to keep using coolfront for the workorders, payments, and parts/pricing database.)

and, small thing, but when emailing a copy of the work order to the customer, it generates an auto email but does not let you type in a custom subject line or message into the actual email message (you have to add any notes into the customer notes section of the work order itself)

The Coolfront software is easily accessible to technicians in the field and simplifies the billing process.

I'm highly disappointed that the Coolfront team is not working on the reporting process. If you are someone that relies on reports you are out of luck. Searching is a manual process because the filtering process doesn't work well. It takes too long and you have to switch between Work Orders and Archived Work Orders, change the dates, and hope for the best. Although the Coolfront software is compatible with Quickbooks there is still manual retrieval involved to move invoices over to Quickbooks. It is time consuming. There is more focus from Coolfront on the paid advertising and takes up most of the screen on my computer monitor. There are only a few inches of the screen devoted to work orders, unless you pull up an actual work order. I don't want advertisements taking up my entire screen. I'm under the impression more time is spent on gaining advertisers than improving the software. The potential is there to be great but it's not anywhere near great.

Our technicians love that they can just type in a repair and get the pricing. It makes things much easier for them. Then be able to print out a copy of the work order for the customer right there on the spot. They are using Epson mobile printers and the combination in great.

Two things I have heard the technicians say that they would like is to be able to click on a customers phone number and call right from Coolfront, and the same thing with the address. They would like to be able to access Google maps right from the customers address in Coolfront