Coolfront Reviews

Pros
Easy to use, I love the repair look up format. Customer service is awesome and I have never had to wait on hold or have someone call me back. Being able to read, write or check the status of a work order from anywhere is great. The customers love the invoice format and the fact it is emailed to them right there on the spot! It integrates with Payzer which makes taking credit cards or financing so easy!! I especially love the customer surveys that are automatically sent out and being able to pass a gift along to a new customer or a customer having a birthday or anniversary! It integrates with quickbooks and google calendars...love that!!!

Cons
I wished we could sent a email to a customer letting g them know we are on the way. Being able to separate invoices by counties or municipalities for year in license payment.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Easy to learn & use. Straightforward and simple for the customer to understand. Send work-orders, estimates or invoices directly to customer's email.

Cons
Integration. We have to manually move each work-order from CF into our accounting software. This is just a matter of linking (with QuickBooksOnline) and then this thing will be unstoppable for us!!

Rating breakdown

Likelihood to recommend: 10/10

Pros
It isn't complicated to use for my techs. The mobile app is easy. The customer must approve the repairs before work is done.

Cons
1. Not enough spaces to enter my description and pricing (favorites). 2. Changes customer information randomly (we will change a phone number, then after saving it, it will revert back to what was previously automatically generated - addresses, names, etc.). 3. Expensive 4. Does not enter an invoice into quickbooks if there isn't an amount and when we do a service that is prepaid for then there isn't a dollar amount and it will not put it in my system so I am double inputing. 5. On the mobile app, every single time we use it, it constantly requests us to update, even if we just did the update.

Rating breakdown

Likelihood to recommend: 6/10

Pros
We like not having paper work. Both the customers & our office like the digital service ticket. It's also very convenient to watch what a service tech is doing by checking in on Coolfront. I like being able to add as many notes as I want, and then if I have to go back 6 months later I can see what happened on a service call.

Cons
There are 3 things that come to mind that I would like to see changed. #1 - I would like to search & not have to include a date range. It would be convenient to just put in a house number or last name. #2 - I wish unpaid tickets could display a different color (maybe yellow? ) and then not archive until they are paid. #3 - Also if we could search for tickets based on their status. ( Paid/Complete/New/ Started)

Rating breakdown

Likelihood to recommend: 10/10

Pros
I like that it syncs to Google Calendar & Quickbooks. I also enjoy the Parts Cart for resupplying the technicians. I enjoy easily being able to find repairs to bill them to the work order/invoice. I like being able to add custom repairs, discounts and pricing.

Cons
I don't like that the billed time/cost of part don't show on the internal view of the work order/invoice. I don't like that I can't run a report of average hours/dollars for each technician, since those values don't sync over into Quickbooks when the invoice does. I wish there was a way to "Pause" a work order so that the technician can return to it later due to possible part delay, weather delay or other circumstance. I wish we could customize the line item field for repairs other than creating a repeat custom repair for those time that it is an unusual circumstance or repair. I would like to be able to run some sort of report of what dollar/hour per work order/invoice we are tracking within the app itself. These are just a few of the items I would like to see within the Coolfront App.

Rating breakdown

Likelihood to recommend: 7/10

Pros
The ability to copy and paste routine notes and the customization to our products that are common repairs. Also keeping customers data and info to look back at last calls.

Cons
The parts options are national averages and don’t reflect our regions pricing structures without always having to adjust. Also many popular Trane parts are not listed and you have to adjust the labor time to reflect what we would normally charge for that part. The fact that if I have to enter this multiple times to get a good price for my customer runs up the line items for each ticket charge. If I recall they charge for every two line items but if I delete and have to add it four or five times to get the pricing closer I believe that’s a charge to us for another ticket. Could have more common parts and a database that is a little easier to navigate.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Coolfront allows our technicians to bill our customer and receive payment at time of service which I feel has greatly reduced the number of outstanding accounts. I really like the auto-fill feature for repeat customers. I also like how easy it is to add special repairs that can't be found in the automated repair list.

Cons
I don't like the fact that you don't have an option to look for updates-a message pops up to update and it's always at a bad time. I also don't like the limited amount of custom items under tune-ups and discounts. We could really use more in both areas as there are still items that are not listed or are listed but are way off on the amount to bill the customer. I wish there was a way that we could update the actual cost of parts vs using the price that is listed. There are many times that the cost listed vs our actual cost is very, very different.

Rating breakdown

Pros
I like the ease of entering the information. I like that you can email receipt to customer right away. I like how it can be an invoice or a receipt.

Cons
It's not easy to search for a customer unless you know the date of the last time you were there. That is my major disappointment with this program. Searching for customers & history & merging the calls together. I ALWAYS have to go to add on & Merge. I wish it was more automatic. I use wintac & it always pulls up correct customer just by entering a few letters or address. You dont' even need complete info. If Coolfront doesn't correct the merge/search soon I will have to switch to a different software/dispatching program.

Rating breakdown

Likelihood to recommend: 4/10

Pros
Being able to bill the customer right on the spot and collect the money is great. This keeps the cash flow going and we have less bad debt from customers that refuse to pay later. It is also nice that all bills are consistent, just in case neighbors would compare. I also like that it will prefill info from our QuickBooks database. Very easy to set up new customers and add or change information. It is nice it will show previous service call information on the form for easy reference.

Cons
Sometimes the program can run slow. This can cause our guys in the field to have to wait until the changes come through to their I pads.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Pro the software is usable in offline mode. The fact customer's are stored online and pay supporters are saved is excellent. The ability to assign management duties to individuals controlling their level of interaction. Google calendar integration is great.

Cons
Cons, I do wish the navigation between screens was't so involved. A common menu through the app would make it easier as opposed to the back button. And currently it is only compatible with QuickBooks to synch with. A feature which I'm sure is nice but I don't use QuickBooks which makes my bookkeeping all manual. No ability to download invoices as spread sheet. Search feature is good but could be simplified. Dispatching can be a little confusing if more than 5 tech's. The app doesn't work well with some of our other office management software.

Rating breakdown

Likelihood to recommend: 10/10

Pros
The system is very intuitive and surprising pretty acculturate when it comes to vendor prices and how they can use that to calculate your invoices . The signature feature is also nice and its looks very sleek in front of customers.

Cons
That being said from a field prospective its great and simple to use but dispatching on the other hand could use a little work. For one scheduling 20 plus calls in a day can become a nightmare especially when you have people calling in to change appointment times. Hopefully one day they will make a new interface for desktops its over complicated right now compared to other software services coming from the scheduling end of things.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Consistent pricing throughout the service department, easy access to prior service records, customers respond well to pricing they can see. The process for getting customer approval is simple and easy, even for customers who have difficulty with adapting to technology.

Cons
The process for looking up certain repairs can be cumbersome. In starting to adapt to the new search system for repairs it seems that some of the old keywords and phrases which used to work for finding repairs are no longer specific enough to get to find what is needed, also the number of items which are available to look through when searching in a broad sense have been greatly reduced and this has created some problems when searching for general repairs.

Rating breakdown

Likelihood to recommend: 8/10

Pros
I can copy & paste all pertinent info. into my follow-up documents.

Cons
I have to go to Archive and enter specific dates, to get any work order from a previous week. Simply entering that date, will not pull up the work order. Also, there is no allowance made for cancellations. We are paying for Work Orders that get canceled, which makes me hesitate to enter them ahead of time. This also affects our scheduling.

Rating breakdown

Likelihood to recommend: 8/10

Pros
Easy to use. Usage cost is applied to each ticket. Data bases updated regularly. QB integration. Am really liking the recently added feature of "installs & quotes".

Cons
Some of our problems are due to slow internet I suspect. Don't like the automatic archiving of work orders. I want it put away when I deem it appropriate. Don't like the new search engine dynamics. Old one was better in my opinion.

Rating breakdown

Likelihood to recommend: 10/10

Pros
We like the paperless billing. It is nice to be able to look up products and show the customer right on the spot and email the receipt upon completion of the service call.

Cons
Having to switch to a different screen to add multiple quantities of items.

Rating breakdown

Likelihood to recommend: 8/10

Pros
We had tried 2 other scheduling software providers prior to finding COOLFRONT. In both cases the experience was stressful and was not beneficial to our company's production and therefore our bottom line. COOLFRONT has had 2 positive effects on our business. Not only did it solve our scheduling conflict issues, but also gave us access to new, up-to-date, flat rate pricing that has increased our bottom line and helped us become a more productive service company.

Cons
If there was one thing I would change about COOLFRONT, It would be to give ADMIN the ability to make changes to the cost of a part. When management feels like a customer needs a discount for that part or service, in my opinion, It would be much easier to simply adjust the cost of the entry that a tech has already found in the COOLFRONT data base, instead of having to make up a custom repair and price for that part .

Rating breakdown

Pros
Allowing real-time access to customer work orders and not having to keep up with "paper"work. I like that it syncs with our computer software, which makes it easier to receive work orders for invoicing faster for billing purposes. This will allow the customer to receive their invoice faster and allow payments to be accepted on the job site. The ability to be able to do that stood out to me and my technicians, making our jobs easier and more productive.

Cons
An improvement needed was to be able to work offline - sending and receiving customer information. Having the need for wifi slows the process of receiving work orders & invoices to the billing department from the technicians while they are out in the field.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Glance back is extremely helpful. Merge it is also extremely helpful. Email button to send invoice or receipt to customer is great. Able to use system off line is very important to us. Cellular service is not great in our area.

Cons
Would like to add more default email addresses. For example, when I send to customer I would also like accounting to get the invoice as well as myself ( Service Manager) Parts Cart doesn't show up all the time so it quit thinking about it. When I view a techs work order I don't see Parts cart.

Rating breakdown

Pros
We no longer have missing invoices. We can now read what the technicians types in, compared to the written invoices. User friendly, and very easy to train our new employees with this software. I would highly recommend, this has made our lives easier in the field and in the office!

Rating breakdown

Likelihood to recommend: 10/10

Pros
That our techs have access to flat rate pricing and being it is web based have access on any tablet, laptop, desktop or phone if necessary

Cons
Invoices that are still open or pending drop off into archives. Would like to see the system only sense the paid invoices drop into archives automatically after the current time it does it and leave other not mark paid to be manually archived

Rating breakdown

Likelihood to recommend: 7/10

Pros
Integrates with Quickbooks easily. Keeps a history (Glance Back) of previous service calls for the customer that is super easy to review. Updates database frequently to keep abreast of changing commodity prices (refrigerant, etc.). Zero cost to business to use. Hands down, the best choice for any HVAC business! Uses the same flat rate as Profit Strategies, but in an electronic, searchable form.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Great pricing and updates! It allows us to stay competitive with pricing with the updating flat rate. I like that the program updates instantly. I can edit and update work orders while the technician has the work order assigned. I like that I don't have to wait on techs to send work orders back to be able to change them. The techs prefer this software to the previous one we used. The invoicing straight out of Coolfront feature is great and saves time. I like that there is a place for technicians to get signatures from customers for approval for work.

Cons
NO DISPATCH BOARD. Currently I have to utilize another software to see the layout of the daily schedule. It would make my job as dispatcher much easer if Coolfront had a dispatch board. There is no way to build your customer data base besides building new work orders. An area for techs to put in equipment would be wonderful. It would allow our techs to enter equipment info to build more customer history, and to allow us to know what each customer has at their home or business. Finally, having an area where technicians can log their times would be super helpful. For example: Dispatch, Arrival, & Departed times.

Rating breakdown

Pros
Up front pricing for my customers. It allows me to set my margin without employees being involved with cost of materials and markup. It has increased my profitability since implementing this software.

Cons
I've had a few complaints about the pricing. In some instances it does seem to be too much. I've had several complaints about the length of the invoice numbers. I've also received two complaints from a property management company; first the work order number stays a work order number on the ticket and does not change to an invoice number. This requires the staff to print the invoice and then write the work order number under the writing "Invoice" in order to process the invoice.a the second issue is they want me to email the invoice directly to the company that processes their AP, but the require the invoices in a PDF format. Can anything be done on these issues?

Rating breakdown

Likelihood to recommend: 10/10

Pros
It is super user friendly & easy to use. I love that it can be used on a computer, cell phone or tablet and there is no subscription. You only pay for what you use.

Cons
I wish it would show the price of repairs before you select it..... sometimes our techs aren't sure which repair to pick until they see what the charge will be & then they have to go in and delete it if its way out there.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Convenience of quoting repairs to homeowners is very nice. Having the ability to report to customer the cost of repairs on the spot is a nice feature.

Cons
Far too many repair options for very similar repairs. Repairs database is not fully customizable to company usage to limit search times but does offer features for company and tech favorites for regularly used repairs.

Rating breakdown

Likelihood to recommend: 7/10