Since day 1, working with FieldEdge has been a delight. Every person we have encountered has been positive, knowledgable and helpful.
Pros
The ability to manage the entire customer experience from lead to invoice all the way into quickbooks has streamlined our workflow and allowed us to take on significantly more work. Our success manager and the tech support teams are phenomenal.
Cons
The software is still lacking some features to be able to manage larger more complex quotes and project management.
Thank you so much for your kind words, Erin. We really appreciate you taking the time to share your FieldEdge experience with us.
Rating breakdown
Likelihood to recommend: 10/10
Overall, it is a good system for the price. It gets the job done, syncs with quickbooks online, and is rather user friendly.
Pros
I like the amount of options the overall program offers; such as tracking call sources, maintenance agreement tracking, installation/equipment tracking, general layout of the software itself.
Cons
Some cons for me would be the lack of in depth or interactive reporting; I would like to see them roll out the option to pull custom report vs the built in ones. We have encountered multiple issues with "downtime" when the FieldEdge system gets interrupted & the office and technicians cannot login, this causes many issues and is very inconvenient. They do actively try to get it resolved, but when you're in our industry any downtime can cause major disruptions. I would like to see more options for the communication templates as well - such as being able to send appointment booking confirmation & reminders (as well as more interactive edits with the emails i.e. being able to decide when to send the appointment reminder rather than it just being a day before reminder.)
Hi Haley - A member of the Customer Success team will be in touch regarding your requests. We really appreciate you taking the time to share your feedback on FieldEdge!
Rating breakdown
Likelihood to recommend: 7/10
Overall the team at Fieldedge is willing to work with you which is something you don't often find when working with a vendor. They are flexible, friendly and generally pleasant to work with, which helps make up for some of what the service may lack. There are plenty of options out there but if you're looking for a partner instead of a rigid behemoth, Fieldedge is a great choice.
Pros
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.
Cons
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 really appreciate you taking the time out of your day to share your thoughts with us, Louis! We are continually working on enhancements to our software and take all feedback into consideration. We'll be sure to pass all of your comments along to the appropriate teams :) Looking forward to continuing to support your business in any way we can.
Rating breakdown
Likelihood to recommend: 7/10
Fieldedge helped streamline our company and operations substantially from our paper invoice and reporting previously. The basic functions were easy enough to train someone on in a day. Some of the more integral functions were a bit confusing and required technical help. The technical help for fieldedge is outstanding.
Pros
Ease of learning curve on basic functions was very manageable
scheduling is straightforward and can be accomplished with a few simple clicks
researching a customers history is an integrated tool and very easy to navigate
Cons
Overall the software seems a bit dated
some features and functions many new estimating/scheduling software packages are implementing are not included such as text notifications for customers.
Thank you for providing your feedback, we always appreciate our customers letting us know how we can further help them! If you contact your Customer Success Manager they will be more than happy help you troubleshoot this issue.
Rating breakdown
Likelihood to recommend: 7/10
We have become more more efficient using this software. The people at FieldEdge are incredible and very, very helpful.
Pros
Ease of use, tracking ability, reporting, integration with Quickbooks
Cons
Connector between FieldEdge and Quickbooks
David - We love hearing that FieldEdge helps you become more efficient! Thanks so much for taking the time to share your feedback on our product and teams.
Rating breakdown
Likelihood to recommend: 9/10
FieldEdge has a contract-free monthly subscription pricing model.
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