FieldEdge Reviews

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!

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.

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.

Service dispatch gps electronic billing

The link between feildEdge and Qbooks keeps disconnecting

Hi Robert! Thank you for taking the time to provide feedback. We are so glad that you are enjoying FieldEdge! Should you need assistance with anything, please do not hesitate to contact us. We're here to help!

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!

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.

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.

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!

This product is easy to learn and use. It has improved our daily operations by having this program tremendously from taking the call all the way to completing the job.

The alerts are difficult to clear at times. We have also had issues with losing a customer's signature. We also have difficulty with invoicing for jobs that we take a deposit on to begin the work.

Price, not a lot of frills so we can usually figure out how to take care of issue or do what we need ourselves.

Customer support is terrible. We have only had interaction with a couple people total that actually could answer questions. Our onboarding consultant knew less than we taught ourselves. When we do have an issue and need to call in/chat the support team just sends us links to videos or articles and can never answer our question.. while also being rude. It seems the company trains them to sound superior so the customer will think they don't know anything or want to ask further questions. I know that there will be no software that is prefect but we are very very unhappy with our experience. We will not extend with this software again.

I did not like anything about this software. We spent 4 weeks of the "implementation process" but never had any of our data submitted into the system. Only had access to a dummy account.

Not mobile friendly for the office side, terrible tech support, unable to import data from Housecall Pro, price is higher than other systems and doesn't offer anything special

Hi Aubrey - We are sorry to hear about your recent experience with FieldEdge, as this is not the level of service we pride ourselves on delivering. We clearly missed the mark in providing a smooth implementation process for your business. It is our understanding that you have since spoken with a member of our management team to address these concerns in more detail. Thank you for sharing your feedback and helping us continue to improve the customer journey.

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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[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.

Helps bring your company into the digital age.

Lack of reporting customization. Wish there was a way to back up to Google calendar in case of an outage.

Having the database for all of our customers. Quick and easy invoicing. Like how easy and fast it is to create quotes.

Wish you could return to previous pages without loosing your spot.

FieldEdge keeps our company punctual with customers and the ability to follow through with commitments. It also helps us track well labor hours and parts on order.

Our least favorite features at the moment within FieldEdge are 1) inability to change most information in a parts request once it's been marked ordered and 2) unlock technicians work orders on the dispatch board.

Our team loves hearing feedback like this! It's always rewarding to hear about ways that FieldEdge helps make a difference to your business. Thank you, Amber! We look forward to continuing to work together.

I have been using this for almost 2 years now at my company and there are somethings that it would do to make it better. The thing that I like the most is the fact that it remains me to call the customer when their maintenance is due.

I think the system could be better by creating a Mach maintenance (QUOTE) plan to send to the customers to show them what will be their plan with pricing and have them electronically sign the agreement with accept or decline option, as well as the system take off the % off the plan when scheduled.

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!

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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not much. None of there modules live up to exceptions. falls short on all of the product.

The software has a connector app that must be running on another box and it goes off line every time the software has an upgrade. then I have to spend the next two days trying to get the fieldedge tech on the phone. The product must be installed by the fieldedge tech because they must enter a code and password.

Hi Robin, Thank you for taking the time to share your feedback with us. Please contact us at customermarketing@fieldedge.com so we can gather more information and help you in any way we can. We look forward to connecting with you soon.

No pros were added to this review

No cons were added to this review

Thanks for taking the time to share this, Andy. Nelson is genuinely passionate and always happy to help. We consider ourselves very lucky to have him taking care of those who need a hand! Remember - we are always at your service.

Customer reaction to the automated features. The Quick books link makes processing invoices and parts management Automated. Selling protection agreements is becoming streamlined as well. And the dESCO team, FieldEdge team has proven to be amazing in the ongoing process of improving our process which has improved the business Overall.

When Microsoft had a flooded building it took us down. I was frustrated but watching the FieldEdge team create a proactive solution to allow access to our customers if it ever happens again causes me to hesitate to even talk about it. I have no complaints.

This program has made the dispatching from the office so much easier and more accessible both in the office and in the field. Our CSM, has been fantastic. She responds quickly and always helps in any way she can. We have had adjustments, but everyone has been more than helpful anytime we have called. Highly recommend for residential or commercial teams.

We are continuing to learn how to manage the agreements, but hopefully that will be fixed soon.

Thank you for sharing this great feedback with us, Melissa! We are so happy to hear that you have seen improvements in your processes and that you have enjoyed working with our team. Thanks again!

The ability to access it from anywhere. The ease with which I can communicate with support personell. It integrates well with Quickbooks.

I wish the reports were a little more comprehensive and user friendly.

We really appreciate your review, Connie! Thanks for sharing what you enjoy about FieldEdge and how it has helped your business!

scheduling, agreements, reminders, ability to sign people to different roles

implementation, but that goes with any new software