FieldEdge Reviews

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!

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

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.

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.

Easy to use. Efficient and foreman’s seemed to like a lot. Only reason I changed software is due to company growth

Freezes up a lot of crashes in middle of using without WiFi connections. Seems better for smaller companies

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!

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

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.

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.

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.

-Easy invoicing -Easy item search -a lot of compatible software for CRM, Accounting software,tracking, etc. -Simplistic

-Can be finicky after an update. - Jobs feature could be improved it doesn't track cost like we would like it to. -Can't place stock orders. All PO's have to be connected to a customer.

If you are week on computers and just need a super simplistic software to schedule a couple of guys then this software will probably be alright for you.

The lay-out of this software in the desktop and mobile environment isn't that good. This software also wants a lead technician on every job. There fore if you schedule a helper and you accidentally close your work order before he does, it locks the helper out of the work order. Whomever built this software probably wasn't involved in the air conditioning trade or for that matter just running a service type of business. I'm not impressed at all.

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.

As a user who started at my company after FieldEdge was already in place, I can honestly say that FieldEdge was very easy to learn. It is user friendly and the basics can be picked up very quickly. For the more seasoned user, it has more intricate features & applications that you can utilize for your specific needs. Our technicians invoice & collect in the field and with the Quickbooks integration,...

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We have had a few instances over the past year with the software being down, but frankly, at least 2 of those times it was a Microsoft issue, not specially FieldEdge. There are times that FieldEdge runs slowly, but for the most part, it is a stable platform. We have had a couple issues with licensing error messages when trying to add additional uses on our account, but they were quickly resolved and corrected with a call in to the team.

Thanks for the wonderful review, Kelley! We are so glad to hear that you are enjoying many aspects of the software, along with the range of support resources that are available to you. We are lucky to have customers like you!

Customer support is very quick & thorough. There is a chat feature integrated with the software for customer support issues. It automatically creates recurring service work orders, which is nice. You can flag customer accounts as do not service, which disables your other users from scheduling work orders for those customers - this is a new feature that is going to save us thousands in unpaid bills by customers who do not pay their bills. We tried putting them on our own lists, but they sometimes still slip through the cracks. It has phone integration, which not only records calls but also has the ability to track lead sources. I can print pick lists every morning, so I can ensure my techs are fully stocked at the beginning of every day.

It can be kind of slow at times, although it seems to work well for the most part. In the year I've used it, we've been locked of the system for 24 hours 2-3 times. This was incredibly frustrating, and it would have been detrimental had we print paper copies of every work order. A paperless way to proactively anticipate this problem is to just download a list of pending work orders at the end of each...

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Thank you for taking the time to share your thoughts with us, Tyler! We are happy to know you are utilizing the newer 'Do Not Service' feature and have found it to be a time saver, along with the other functionality you enjoy. We also understand the frustration you experienced on those occasions, and are continuously working to make improvements to our software as you alluded to. We are proud of the enhancements we have made to the stability and reliability of our platform in recent months. We appreciate your partnership and look forward to continuing to work together.

The amount of information you have at your fingertips. Jobs, scheduling, quotes, orders, and Customer information. Customer information is key to service knowing what they have done in the past including payment history, and buying habits. Keeping records under the documents tab means not more filing cabinets. Sales reports and receivables reports makes keeping an eye on cash flow easy.

There is a steep learning curve. Because it does so much there is a lot to learn. This is a big program, that covers a lot of areas.

John, it has always been a privilege for us to see your many successes through the years. Thanks so much for taking the time to say why ESC has been such a great fit for you, and for your many years of loyalty. As we look to the bright future, you can continue to count on us to be of service to you.

Quickbooks Integration, Cloud Based, All Inclusive CSR Software, TIME SAVER (at least 1 Hour a Day), Real Time invoicing in the field, Agreement fields, Phone Line integration for marketing tracking, Works on Andriod and I Phone.

The onboarding process is lengthy if your company is organized the process will be smoother than that of a disorganized company. But let's face it if you're looking for a CSR program you know you have to be organized or get organized to be a successful business. The database has to be set up in an organized fashion and even though onboarding is a process it's for a good reason and in the end, you will be thankful all the work you put into it. The system you build will only function as well as you build it. The onboarding team will build it for you, you just have to get them the information they need!

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.

Cons... ( Did not have enough room in the Con Section) (See Iver all Recommendation for Pros) As a dispatching program it would be nice to have a fleet management system. A log to keep track of VIN #, When Tabs are due, Maintenance is due, Truck #, Driver during periods of time, Repair and service Types and dates, ect... Since there are so many tax variations within the service are we dispatch to it would be helpful that the tax % would print on the dispatch and visble on the dispatch screen. We spend the time inputing the tax codes in the system and then applying it to each dispatch, this would be a good field to add.

Cons Continued... Reports are good, but I have noticed that we enter a lot of information on jobs that we cannot sort reports on. For example: When we breakdown an invoice into ESC we enter the resale of: Labor, Subcontractors, Material, Equipment Fee, Permits, Trip Charge, Rentals, and probly a few other catagories depending on the job.... But the report I would love to run, but can't is... Each technician's production by department in: *Labor *Rentals *Material *Sub Contractors *Equipment Fee *Trip Charges * And so on Also, the paging system is nice... unless you have to page a group of people. It would be great to be able to send a page to just my plumbers with one button or just my HVAC techs or just ....

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!

I love the ease of use for techs in the field as well as in the office. It gives us the ability to share where we are across departments and to see how backed up we are. The vendor Desco has been fabulous! I am in service and I deal with people all day and these guys really know their business! Patient, knowledgeable, and if they don't know the answer they get it for me in a timely manner.

I think there is room for improvement on the reporting. I would like to be able to print out a simple report that shows how many tickets a tech completes in a day / week / month. Very basic. I also think that even tho we use quickbooks for our accounting, I thinks that there could be some improvement on the reports. Also, I don't like how things can be taken out of quickbooks so easily by people...

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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.

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!

Really great customer service. Knowing that all jobs have been properly billed. Not having to hand enter hand written invoices any longer. Techs are able to type in notes on a job that we can go back and quickly read. Dispatch can easily find customer history.

You can't quickly add a sales tax rate. It's a process that you have to do from QuickBooks. You can't easily add notes onto the invoice from F/E. My work around is to finalize and save to QBs then add any notes.

Ease of use, tracking ability, reporting, integration with Quickbooks

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.

Excellent software that is constantly evolving and growing. Best tech support on the planet. Fastest turn around time when correcting bugs or issues. Well thought out and implemented.

Some features that should be available are not. They are available in the newer software offered under the FieldEdge name. I think they should have been implemented in ESC before developing new software, or allow migration to the new software at no charge if you are a current annual member for support and mobile versions.

10/10 + BEST SW in the industry + BEST support on the PLANET! LOVE IT! We can't thank you enough for your kind words and positive feedback. It goes a long way to motivate the team. Some of the innovation we have introduced in FieldEdge is only possible with web-based applications. That said, we are continuing to work on ESC. We will also aggressively help in the transition for existing customers to FieldEdge. Thanks again for your continued business!!!