FieldEdge Flat Rate Mobile Reviews

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

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

Thanks, Vladimir for the review! Glad you like the Google Calendar Add-On :) Stay Cool! Kate @ Coolfront

Flat rate makes the quoting easier. The labor, taxes, all included. That produces no arguments about hourly charges. As well, there are no part numbers on the invoices, just job numbers and task numbers. Makes the software less threatening to suave internet homeowners and business owners.

Sometimes the needed parts are not available. Need to cross search better, (need either part numbers or descriptive search). Some parts are not prices well, (a little over the actual - better than being to low.)

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

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...

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Ease of use for our field technicians wherever they are. The user set up is simple and easy to manage.

Archive option for work orders should not be available to all users because too often someone accidently selects archive.

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.

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.

My favorite feature is that it makes payments easy. With Coolfront Payments, your technicians can run the customer's debit and credit cards from the coolfront mobile app in the field, no longer needing to bill the customer after the incident and pursue payments for months. Prices are competitive, funds are available the next day, and your customers will love you for making the payment so easy and hassle-free.

There are no parts I don't like. I use this software fondly.

This program is easy to set up. Easy to adjust rates. Updates parts pricing regularly. Cost is very reasonable as it is a per invoice. The cost is built into the invoice.

No option menu available. No graphics. Can be cumbersome to look up different repairs.

the ease and access is great. updated pricing is big plus. you dont need to buy a seperate flat rate pricing program this comes with it already.

Limited number of custom repairs, limited number of installations .

Hey Gene! So glad to hear your avg. ticket price has increased with Coolfront's flat rate pricing. Awesome news!! Thanks for the great review :) Stay Cool! Kate @ Coolfront

This program is very user friendly. It has really nice options for the information that is needed to be entered.

The archived invoices and the calendar are frustrating at times. You have to click back on the calendar.

Easy for both Dispatch and Techs to use. Good flat rate book that auto updates. Fairly inexpensive. Syncs with Quickbooks. Very customizable for different rates. Residential, Commercial, After Hours, etc.

Double entry required for Quickbooks entries. If you mark a customer paid in Coolfront, they show as unpaid in Quickbooks. Customer and Internal notes do not transfer to Quickbooks. Not enough equipment quote options. Need closer to 100 than 25.

Thank you for your feedback, Steve!! We are so glad you're enjoying the Coolfront app!! Stay Cool :) Kate @ Coolfront

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...

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Hi John - thanks for the thoughtful feedback. We really appreciate you taking the time to write it all out. I'm glad you've reaped the benefits of more profit!! Stay Cool! Kate @ Coolfront

We use the software on iPads with data, so I can keep an eye on the technicians and see real time what they are entering into a service ticket. We have it linked to Payzer for accepting credit cards, and I can also see that immediately, as well as get an email notification when the payment is processed. We also offer Greensky Financing, and that is linked as well. The customers appreciate that we are "green" and using less paper.

The search function for older tickets isn't always user friendly. I wish I had more control over when a ticket is archived. We have 5 years of back data, and when I tried to integrate with Quickbooks, it created a lot of headaches for us with the past data. It ended up not being worth it and I turned it off. I don't like that technicians can create different profiles for the same address just by forgetting to capitalize a letter or even entering a wife's name when the last time it may have been the husband's.

Thanks for the awesome review, Chris!! We appreciate it and we are so happy you love Coolfront and have reaped all of the benefits. Stay Cool! Kate @ Coolfront

Coolfront has been, without exception, has always been way above the top notch in all aspects of their products (Apps, Add-Ons) and their services (Their in house Cutomer Service and all of their ADD-On’s Custom Service Crews). They have all been, every time I’ve had a need, been only a phone call away. It most literally felt like I was the only one calling them, as if I am the only one that has any questions or needs. They have always gone way beyond my expectations. Keeping in mind that I am a very small company- this very small fish has always been treated to swimming in their very big pond. I am looking forward to getting started with other Add-Ons like their mobile payment solutions program.

I’ve got nothing. I have not experienced any thing negative during my 4-5 years experience with Coolfront, To Your Success, and the Maintenance Program

Wow, Mike. What an incredible review. We shared your comments with the entire company!! Thanks for being a stellar customer. Stay Cool! Kate @ Coolfront

I like how easy it is to input information. I like that it shows past invoices for customers when you create a new work order for them. It helps us keep our pricing consistent between users and uses industry averages to keep our prices in line. I like that I get information about the jobs done right away instead of waiting to get it from the techs. I like that it emails out invoices, estimates, and receipts to customers right away.

I don't like how it syncs with Quickbooks. The difference between taxed items and non-taxed items doesn't transfer over very smoothly so I have to enter everything into QB manually. The search tool could be a little more user friendly.

Thank you for the fabulous feedback, Jennifer!! We're so happy to hear how Coolfront is a great addition to your company :) Stay Cool! Kate @ Coolfront

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.

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.

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!!!

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.

Simple to use, straight forward flat rate pricing, current industry equipment/parts pricing embedded in software and always improving and adding new products. Never gave us a reason to consider moving.

Recently bought out and informed we will need to use Clearent for our merchant processing. Called to clarify and given the word that our current processor will not be compatible with the planned platform changes to come July 2019. Perhaps I misunderstood but I'm under the impression that we must switch to their desired processor. What about signed agreements and contract cancellation fees from our current merchant processor? I have a feeling this is going to be expensive and possibly painful.

Thank you for your review, Heather!! We really value it :) Stay Cool! Kate @ Coolfront

The ability to get customers approval, and have a homeowner sign off on a repair before hand. The ability to make custom repairs, ease of use, and overall professional look are all factors as well.

Seems to be missing some key features (EX: A way to denote if a customer has made a partial payment other than putting it in the notes. Would like to see it more visible, similar to the discount options.) . Also have found three separate instances where a custom repair had been omitted from the total charged, but was still present in the itemized list.

Hello Julian! Thank you for writing in, we truly value your feedback!! Stay Cool :) Kate @ Coolfront

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

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!!

Ease of use, easy integration, very affordable, continuous upgrades to cater to industry changes, tailored to your company, pay as you go (no contracts), and increased profit margins.

There are some limitations compared to software that you would spend well over 10X as much. I would like to see some templates for “notes”

WOW, William. What an amazing review and feedback. We really appreciate it and love to hear how Coolfront has boosted your profits :) Stay Cool! Kate @ Coolfront

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.

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.

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!

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

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.

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.

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)

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.

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...

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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