FieldEdge Pricing, Features, Reviews & Alternatives

Pros
This product did not answer all of our answers, but FieldEdge was always willing to help! They made sure our needs and concerns were their needs and concerns. Their customer service is excellent!

Cons
They are continually adding features so many features we needed at the beginning they did not have. They now do!

Rating breakdown

Likelihood to recommend: 10/10

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.)

Rating breakdown

Likelihood to recommend: 7/10

Pros
Great product overall. Easy to use. Initial set up is a bit daunting but they have great support during onboarding.

Cons
The support techs need to have extensive training on how their product integrates with QuickBooks and how to solve problems between the two programs

Rating breakdown

Likelihood to recommend: 10/10

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.

Rating breakdown

Likelihood to recommend: 7/10

Pros
FieldEdge has been instrumental in helping our business automate so many of the daily tasks of operating our service business. From tracking how marketing works, setting up new service calls through our dispatcher, informing our techs where and when they need to be at jobs, invoicing, quoting, historical work completed, and even uploading photos. By in large, FieldEdge has the service process covered and help companies that use it, become better at communicating with customers, employees, and management. I have been impressed with most every feature that they offer. The one feature which I think has helped us grow the most is the use of packages. A package is a grouping of items that are typically sold together. These packages have the individual items used to create the package as invisible to the consumer and a blank freeform data field to explain what the package is. The use of packages has grown our average sales ticket and improved the efficiency of our technicians. Customer love that they get detailed written invoices and quotes promptly emailed to them. Dispatchers love see where the techs are in the day so they can squeeze in an extra service call or two. From an owner and management side of things, I sincerely appreciate how this tool helps customer, dispatcher(s), field service technicians, and our management to all work together.

Cons
Can't really think of any major cons. There are some "Wish-List" items which I have for fine tuning the software, but they are minor disadvantages. One such example is the history of customer interactions. It is visible on the mobile application, but it isn't easily viewed. For example, it may say that we had an invoices in May 2016, September 2017, February 2019, and July 2020. To find if a customer purchased a widget from us, we have to review each invoice to "hunt" for the widget and when or if it was sold by us.

Rating breakdown

Likelihood to recommend: 9/10