Coolfront Pricing, Features, Reviews & Comparison of Alternatives

Coolfront

Flat rate pricing & agreement management for contractors

4.31/5 (453 reviews)

Coolfront overview

What is Coolfront?

Coolfront is a cloud-based field service management software used by HVAC, plumbing and electrical contractors to manage and complete work orders. Coolfront’s mobile app is integrated with a database that stores predetermined, set rates for all services and product repairs. The database is regularly updated to reflect the latest prices of different product parts. Contractors can also update their service charges in the mobile app on a regular basis.

The Coolfront mobile app supports offline modes of operation and lets technicians add customer details anytime and from anywhere. These details are later synchronized with the company’s server whenever internet access is available. Technicians also have an option to use the Coolfront product book containing price details of various spare parts. The book is updated every 90 days and allows customers to compare prices of one company's products with the other.

Coolfront provides maintenance agreements and invoices to all customers after the completion of a job. The software provides desk managers with real-time updates about the jobs completed by technicians in a day, as well as helps with the allocation of jobs to field technicians & contractors. Desk managers can also get insight on the queries searched by customers in the product database.

Coolfront provides a “historical data” tab option that provides technicians with visibility on the jobs they've completed in the past. The application offers workflow management features that ensure the smooth transition of financial & technical data from the field to office. Coolfront integrates with QuickBooks Online, enabling the submission of invoices directly to the company's accounts team, as well as the calculation of total expenditure and revenue.
www.coolfront.com

Pricing

Pricing options
Free trial
 
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States

Supported languages

English
Coolfront screenshot: Job assignment sheet with customer detailsCoolfront App - Zero-Cost Flat Rate Pricing App for HVAC TechniciansCoolfront screenshot: Search functionality in the product databaseCoolfront screenshot: Search results page in the product databaseCoolfront screenshot: Custom repair sheet with repair price and calculated feeCoolfront screenshot: Product description of a repair part and customer approval pageCoolfront screenshot: Invoice with digital signature

Coolfront reviews

Value for money
Features
Ease of use
Customer support
  4.3
  3.9
  4.2
  4.4
Vladimir Valencia

Excellent software for invoices and scheduling

Used daily for 6-12 months
Reviewed 2019-05-05
Review Source: Capterra

Pros
Integrated features such as scheduling onto Google calendar and ability to customize repairs, requires customer approval beforehand so that there’s no question on payment

Cons
Lags when synchronizing across multiple devices, sometimes doesn’t find previous customer service history accurately

Response from Coolfront


Thanks, Vladimir for the review! Glad you like the Google Calendar Add-On :)

Stay Cool!
Kate @ Coolfront

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Julia Lamberg

The best yet!

Used daily for 1-2 years
Reviewed 2019-10-22
Review Source: Capterra

Forget paper, Coolfront makes it unnecessary. A tech can easily get to a job, write up a bill and get approval from the customer, even get their signature on the work order, all without a single printed paper. The rep in customer service has been awesome the whole time! She's stayed with us, reaching out over the 2years since we signed up to see how things are going and offer us training.

Pros
Coolfront syncs with Google Calendar, enabling our techs to click and go without the messy copy/paste of the job address into their GPS. For dispatching, once the work is on the Calendar, I can quickly hit the address that pops up on the schedule and map job distances, so that work flows well for the tech that day.

Cons
Customer notes need to be more visible: We copy and paste checklists into internal/customer notes so the customer see's an outline of work performed and any suggestions the tech has. (Picture the checklist you see on the printout after an oil change) We've had to add extra steps when setting up a work order to make Coolfront work for us. Great we're able to customize, even greater if they decide to add our suggestion so it saves us time.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Matt Arbuckle

I like a lot but a lot is to desired.

Used daily for 2+ years
Reviewed 2017-10-06
Review Source: Capterra

Pros
Ease of use. Can be operated quickly with little experience. Like the part finder if you know how to use it.

Cons
I hate when it wants to update while either writing notes or searching for a part. I wish there were tabs in my favorites for favorite filters, types of freon, or belts instead of looking over my favorites 3 or for times. I wish I could add a custom part or charge myself instead of having my office remake what I've already done just so they can send it back to me to add it on my favorites. All of the other techs said the same about updates. Add them to the home page when available. Frustrating. Finally inputting carrier numbers usually calls for 2 additional numbers or letters at the beginning of a part number. If typed in using the part number supplied from carrier it fails to find it. If those 2 first numbers or letters are left off when typing it in it will find it every time. I have found this only on carrier parts. Thank you for your help.

Rating breakdown

Value for money
Ease of use
Features
Customer support

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Edward Minnick

HVAC contractor going from paper to Coolfront

Used daily for 6-12 months
Reviewed 2020-01-03
Review Source: Capterra

Overall we are definitely more profitable with the flat rate database. And it does save some keystrokes, but it doesn't fix all our issues or handling of service tickets.

Pros
I absolutely love the flat rate pricing database- and the pricing best practices through out the country. That part is awesome. I also like the history that shows up for each customer so my techs have information at their finger tips.

Cons
1) Sometimes it is a little difficult to find certain parts. I was looking for an inducer motor for a Lennox and no manufacturer comes up. I had to call Lennox to get part number, and then it was easily found. 2) Reporting- we collect sales tax- so to be able to report sales would be helpful. We still have to identify how much of the Flat rate is the part cost and mark up and how much is labor to put into our accounting software. 3) speed from going between day to day to look up customer is deathly slow.

Response from Coolfront


Thank you for your feedback, Edward. If you are using Quickbooks and Coolfront, there is a way for you to manage your sales tax between the two programs. Our support team would be more than happy to walk you through and answer any questions or provide further assistance for you!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Clifton Tungate

Coolfront has the features I need for my HVAC business

Used daily for 2+ years
Reviewed 2019-10-30
Review Source: Capterra

Good software, fair price for all you get and good support team.

Pros
I have used Coolfront for about 6-7 years now. 3 with my previous employer and 4th year when I went out on my own to earn a living. I like the features Coolfront offers with easy to find results for many parts stored in the database thats updated to list the cost of parts so you can give the home owner a updated repair estimate.

Cons
Well, can't say nothing I don't like. The way it keeps track of all invoices and past calls to that customer is great too. I have recommended Coolfront to many business associates.

Response from Coolfront


Thank you for the positive review Clifton! It's great to hear that you've started your own business and that Coolfront is part of your success.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Coolfront pricing

Pricing options
Free trial
 
View Pricing Plans

Coolfront's pricing is entirely usage-based. It charges $1.73 for every work order created using the Coolfront mobile app and $2 for every work order through Coolfront Books.

These fees can be incorporated into job prices and passed on to customers.

Coolfront features

API
Customer Database
Invoice Management
Quote Management

Accounting Integration (100 other apps)
Activity Dashboard (166 other apps)
Activity Tracking (102 other apps)
Automatic Notifications (127 other apps)
Billing & Invoicing (145 other apps)
Calendar Management (107 other apps)
Customizable Reporting (119 other apps)
Data Import/Export (116 other apps)
Document Management (99 other apps)
Electronic Payments (115 other apps)
Inventory Management (138 other apps)
Inventory Tracking (107 other apps)
Reminders (105 other apps)
Reporting & Statistics (201 other apps)
Search Functionality (109 other apps)
Third Party Integration (133 other apps)

Videos and tutorials

Additional information for Coolfront

Key features of Coolfront

  • API
  • Calendar Sync with google
  • Change order management
  • Client database
  • Digital signature
  • Document review
  • Invoices
  • Offline access
  • Order management
  • QuickBooks integration
  • Real Time Updates
  • Service level management
  • Work Order management
  • Contractor management
  • Order approval
  • Thumb print identification
  • Signature workflow
  • Price management
  • Ad hoc reviews
  • Built-In database
  • Communications calendar
  • Electronic signature capture
  • Maintenance scheduling
  • Subcontractor management
  • Dispatch management
View All Features

Benefits

• Coolfront lets technicians manage their work orders and product approvals on smartphones/ tablets and eliminates the need for paper documents.

• The software helps technicians charge customers according to rates detailed in the product database of the mobile app.

• A historical data view option enables technicians to compare the number of jobs they've completed each month against their set targets.

• Coolfront provides maintenance agreement documents and invoices as soon as a technician files a job completion report on their tablet/smartphone.

• The software sends automated email and call reminders to customers informing them about regular maintenance visits by technicians, as well as confirms the time and date of the visit.