FieldEdge Features

The program is very user friendly as is the onboarding process. Easy navigation within both the mobile version for our field technicians and also within the office user license on the admin side. Love the Help Center/chat now feature for immediate help when we draw a blank, need some feedback, or when we need to simplify the way we are completing certain tasks....there is usually always a better suggestion through the Help Center. Our [SENSITIVE CONTENT HIDDEN] has been fantastic with his responses also. He has been very helpful assisting us with custom reports and always very quick to respond to any email I send. He's definitely an asset!

I do feel that reporting could be a bit more interactive; I feel like there should be a way for each company to customize the data they need to see daily for reporting purposes, such as an all inclusive KPI section on the dashboard.

Thank you so much for taking the time to share your feedback and suggestions with us, Leslie!

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Thank you for your feedback. With a 97% satisfaction rate among 46,000 users, it's upsetting to hear about an unhappy customer. We aim to produce both user-friendly & comprehensive products addressing the needs of service companies. Are there things we can do to improve the experience? Absolutely! We continue to work closely with our customers, prospects & industry groups to identify areas to improve-resulting...

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FE was the easiest software implementation we've done in 35 years. (We were coming over from Wintac) Customer support is top notch and my reps are super responsive. Constant updates and improvements. There is an "idea board" where members can post features/tweaks they would like and all members can vote on the idea. Mobile app is intuitive and user friendly.

Reporting is a weak area. Would also like to see some options to custom how the data, and how much data, is shown for customers and inventory.

Ease of use. Reliability. Ability to customize like no other software out there. Consistently listening to their customers recommendations and updating. Best value for price!

If you can call it a con? We are busier than ever as it has streamlined so many ways we operated that we are able to mange our technicians much more efficiently!

Our teams love to hear feedback like this, Beth! Thanks so much for sharing. We are lucky to have customers like you!

Everything! I looked at a lot of companies for a few months before choosing FieldEdge. Their product overall is excellent and constantly getting better with customer suggested updates all year long-yes! They listen to us little guys! Support is superior compared to any other company I have dealt with professionally! Price point-they cannot be beat for the product they offer. Period. The ability to customize so many features within the program truly shows that FieldEdge is dedicated to making a product that works for all types and sizes of companies-you won't find this elsewhere!

The only con I have is that we have not slowed down enough to fully explore all the extras that make FieldEdge so much more than just a dispatching program! Customer Recall Management, Tracking aging equipment for targeted marketing. These are all things that we cannot wait to begin! And the list goes on and on!

[SENSITIVE CONTENT HIDDEN] is the best Rep for FieldEdge. The most important thing with FieldEdge is who take care of you. We are with FE over 2 years we had hard time in first to complete or need what we want because of support service. As we go FE improve a lot technical and service support. Right now is much better then was before. Also our Rep [SENSITIVE CONTENT HIDDEN] doing GREAT JOB I'am very happy and impressed how she take care of our needs. Other things: I like simplicity of using FieldEdge and as you know how it works. Price for software compare to the others is good so this was a huge impact to make a final decision.

You can do anything after completed. Change notes, change payments. I think it will be beneficial if there be some kind of the Administration account just in case.

Thank you so much, Tomasz! We work hard to meet expectations like yours, and we're happy to hear we hit the mark for you.

Integration with QBO and QBO payroll is seemless. We have been able to accuratley add expenses and OH to jobs and we now know what a job actually costs us in real time.

REPORTS! lack of reports, inability to run the report we need, all the filters are there but not on the pages you need. When we were being sold the product - the sales person answer to all questions was QBO will give you the report. In actuality QBO will not give you the report. We need commission reports. we need to be able to quickly see what isn't invoiced. Can we save the report we just created... NO because we are only given 5 saves

Hi there, Thank you for sharing your experience with us. We apologize for any inconvenience. We would love to gather more information and connect with you so we may better assist you. Please feel free to contact us at customermarketing@fieldedge.com. We look forward to connecting with you soon.

The product has a few nice features. The dispatch board is nice in that it shows when a technician is traveling to an appointment, working or completed. The membership section is decent as well.

The product is not designed very well and the onboarding staff [SENSITIVE CONTENT HIDDEN] seems more concerned with defending the product versus attentively listening and understanding folks who work in the industry day in and day out. As such, I'm not certain that proper feedback is flowing through to the developers as some of the features of the product are simply not well designed nor flexible....

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We like having everything electronic for service calls instead of paper. We like having the customers equipment listed in one place and service history available to the service tech in the field. Service tech can add equipment and pictures as needed. Dispatch log lets you know what service work is needed each week.

Does not have 2 way communication with Quickbooks. Can only add parts in fieldedge but have to create purchase order in Quickbooks. We used advanced inventory with Quickbooks with site and bin location for each part. Service Tech can only see that we have part - he doesn't know if its in the warehouse, on his truck or another location. Seems old school in setup - with today's technology looks like it would be more flexible.

Hi Lisa! Thank you for providing your feedback! Your Customer Success Manager will be in contact with you soon to help you with this QuickBooks issue.

Less paper! The company revenues have risen due to having all customers, invoices, employees, Profit margin all in one spot. SUPPORT!!!! Great team and [SENSITIVE CONTENT HIDDEN] heading it up it a Super sized PLUS! She keeps my Account manger up to date, is always there to answer any questions that may arise. And she Wants to Help. I think she likes her job.

Having to reopen a job each day that goes on for several days. Not able to have 2-3 techs on one job and split the profit for reports.

We are so thrilled to hear how FieldEdge has helped transform your business to be more efficient and how you are finding all of our resources so helpful. Thanks for sharing this wonderful feedback, Mark!

The software works without too many issues

The pricing has increased by almost 25% this year alone. In order to use the mobile function you will have to pay a yearly support fee plus a per user fee. If you take issue with it they will have the sales group call and talk in circles with no real answer to justify the increase. Also they changed their accounting software at the end of 2020, messed up the billing for almost 5 months, and then turned...

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the program could be useful if it could be ran.

everything takes 20 extra steps to complete support is useless techs hate it information is lost connection with quickbooks is a major issue WHAT YOU ARE SOLD IS NOT WHAT YOU GET. SUPPORT IS A JOKE NEVER FIX ISSUE UNTIL YOU ARE UPSET THEN MAKE YOU THE BAD GUY FOR BEING UPSET. they keep shoving their satisfaction rating down the throats of customers, when really people are stuck with them because they spent all this time and money on the program

Hi Jordan - We're disappointed to hear that we failed to meet your expectations. After escalating your feedback, we understand that you spoke with a senior member of our Customer Success team yesterday in more detail regarding these concerns. Thank you for bringing this to our attention and we hope to make things right moving forward.

Customer service is decent. It is a all in one system(POS, inventory, ect) ease of training for new employees.

Issues with server not communicating, cant removed customers from 10 years ago that arent even in business anymore, too many steps to run a credit card. Cant link multiple emails to send invoices to customers(accounting, general information), issues when trying to process credit cards(trys to charge to a customer instead) The earlier versions never had these issues and with each update they are trying to make it almost "too" complex.

This software is extremely easy to use yet so detailed and organized. As long as all pertinent data is in the system workflows become more streamlined for mobile and office users. Any time we have questions or concerns we get excellent feedback from our Customer Success Manager or the help chat located in the software. They also have an ideas portal that allows you to post an idea that you think may benefit your company where other companies can vote if its something they see as beneficial to them as well.

We are a strictly commercial HVAC company so sometimes we need specific features tailored to our business model. For example, some of our customers have 10+ units that we need to service but we don't have the ability to apply repair forms to all units. The system basically only allows us to have 1 repair form where we need 10+ repair forms to satisfy all units being serviced. There are other minor adjustments that we see as a con but thats to do our company being strictly commercial and needing them to be tailored to our specific model.

The customer service that ESC tech support showed me way exceeded my expectations. Adrian specifically, was such a great help. He came in after hours and even gave me his personal cell number in case I had questions while I updated each workstation individually. I am not a computer savvy person and he made it easy to understand and even fun while we were getting everything updated. I work for a heat and air company in Oklahoma and I would recommend Adrien or any of the staff at ESC to any company. Keep up the great work!!!!!!

The only con to the program was in the old version that we had as far as running reports. This is why we did the updates.

The support staff is very open to suggestions and making the platform better with each update. The experience on iPad is much smoother than Android. We like that the data is in the cloud and always backed up and that the office has a good pulse on the activity in the field.

We had a lot of issues with Samsung Galaxy Tab E 9.6" 2017. We switched to iPad Pro to resolve this. We also did not like that the early set up used HVAC instead of Plumbing and we had to learn how to make the software more applicable to plumbing. This changed a lot since we started.

Thank you for sharing your feedback, Brian! We are continuously working to make improvements and add new functionality, and are happy to know that you see those results. We look forward to continue working together!

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Nice set up, easy to use. Works with quickbooks.

Still has too many service interruptions, tech support is lacking, very of their people know the system like a real user would. QuickBooks integrations wont allow for coding in FE to push into QB's.

Thanks so much for your feedback, Robyn. We understand that service interruptions are not ideal and our teams are constantly working on ways to minimize the impact. Our CTO recently hosted a webinar discussing the recent challenges and what we are doing to address them. If you didn't receive a copy of the webinar, or if there are additional QuickBooks or other support questions, please email support@fieldege.com and we will get you in touch with a resource that can assist with this!

We are a family owned plumbing company and we have been utilizing FieldEdge for over a year now. Dispatching and mobile applications are easy and effective. Payment processing and call monitoring integration are extremly useful. The FE support team has been wonderful in helping us get the most use out of FE for our specific needs. Tech support is very responsive and knowledgable. We would highly recommend FieldEdge.

There are many features so it can be slightly overwhelming at first to decide what to use. However, the FE team is great about assisting with figuring out what is the best way to utilize the program for your company.

The customization capabilities , the program being web-based, simple to use, and works full circle for every user, regardless of role, and for each division

It would be useful if the reports could be generated in all formats

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...

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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.

Hi Dan - WOW! Thank you so much for this thorough and glowing review! We love hearing how FieldEdge helps businesses like yours grow. We work hard to meet expectations, and we're so glad to learn that we hit the mark for you. Our teams will be so happy to hear the feedback you've shared. Thanks again!

The dispatch board is nice, techs can update their work orders and we can see their status in real time (generally).

LEARNING CURVE - DO NOT underestimate how much time you will need to learn this software We seem to be an outlier since most reviews rave about their customer service, but our onboarding agent was less than responsive to our questions and attempts to contact him, and he definitely did not provide us with adequate information or learning tools. If you have concerns, make sure they are addressed in a timely manner before you make your final decision, otherwise they may never be addressed. It is VERY expensive per month per user. Our business is open 7am-5pm. Their support team has a habit of calling between 5pm and 8pm, but never when we are actually in the office to answer calls.

Hi Ryan - We are really disappointed to hear that this was your experience with onboarding and we certainly hold ourselves to higher standards than what you described here. A member of the Customer Success team will be reaching out to you to talk through these concerns in more detail. We truly value your honest feedback and will be sure to pass it along to the appropriate teams so we can continue to make improvements in these areas.

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.

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.

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.

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!