FieldEdge Reviews

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.

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
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
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.

Rating breakdown

Likelihood to recommend: 7/10

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

Cons
Connector between FieldEdge and Quickbooks

Rating breakdown

Likelihood to recommend: 9/10

Pros
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, it helps keep our outstanding invoices to a minimum. FieldEdge provides a live chat feature, which is a great tool. The Reps are very friendly and knowledgeable and super quick to respond! Each user can customize their settings to maximize the ease of use. For instance, I like to have my service tech dispatch board as my default since I am managing that board more closely than my estimator, apprentice or office boards. You can easily toggle between them but it is great to have just the ones I need on top. You can assign priority flags to calls to give quick at-a-glance visual markers. This is great when we have calls that can be interchanged between techs with the same skill sets, which can also be assigned in FieldEdge. The Do Not Service feature is another great tool that has allowed us to prevent accidental scheduling on accounts that we do not wish to service. All in all, it is a great tool that can be as simple or complex as you want it to be.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 9/10

Pros
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!

Cons
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.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Ability to track customer agreements. Software integrations with QuickBooks and ArgoTrak (GPS).

Cons
Service interruptions and software maintenance are common.

Rating breakdown

Likelihood to recommend: 9/10

Pros
Props to [SENSITIVE CONTENT HIDDEN] and the Field Edge team. It can be a challenging process to move a business into a field service software like theirs. The product is great. It has an excellent integration with Quickbooks. It's taken us a little time to negotiate the nuances of the set up but we also see it as an robust FSM (especially if you are comfortable in sheets/Excel). The support has been supurb. Sincere thanks to [SENSITIVE CONTENT HIDDEN](And all others). Great work!

Cons
Still learning but the workflows feel a little clunky for me.

Rating breakdown

Likelihood to recommend: 8/10

Pros
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.

Cons
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 day & to keep a list of your customers in excel or google sheets, so you can access phone numbers and addresses. It is also more geared towards flat rate pricing, which I admit is more attractive for residential customers. With commercial customers (the bulk of mine being restaurants), I could lose some of my best customers if I switched to flat rate pricing. We track our labor from the time of dispatch until the the work order is completed. If our techs look on FE to see how much time they've spent on a job, they only see the time working - not the time traveling. I've had several jobs go underpriced because a tech forgets goes by the time they see on the software.

Rating breakdown

Likelihood to recommend: 7/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

Cons
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!

Rating breakdown

Likelihood to recommend: 10/10

Pros
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
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 ....

Rating breakdown

Pros
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.

Cons
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 by mistake. The last thing that bothers me is how once a ticket is moved to a tech on the calendar, how the ticket gets all junked up if someone accidentally touches it in the office, it should refresh for the tech so their list doesn't get all locked up every time that happens. Oh and one more thing, when you attach files to customers people can accidentally corrupt the file by opening it and not closing it properly causing the file to be lost. I would like for a way to keep this from happening.

Rating breakdown

Likelihood to recommend: 9/10

Pros
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!

Cons
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!

Rating breakdown

Likelihood to recommend: 10/10

Pros
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!

Cons
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!

Rating breakdown

Likelihood to recommend: 10/10

Pros
[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.

Cons
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.

Rating breakdown

Likelihood to recommend: 9/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I do love the ease of this software // It is extremely "blonde friendly" // Most of it is so simple you can figure it out on your own and not have to call the help desk or anything // Works great with QB // Even my GM and Service Manager can move around in it! // We have never had any glitches during updates like with our old program // The reports are great (hard to fix if you type in anything wrong tho since you have to go thru QB to fix everything) // I've been in the office part of the A/C field for over 20 years and have used several different programs thru the years and ESC by far is the best! I highly recommend this program! // There are things i do not like but for the most part ... ESC is the best!

Cons
I do not like that it does not put the equipment worked on in the history! // You have to pull up the invoice and click on equipment in order to see that info // I do not like that it only prints 4 lines of history on the dispatch ticket itself // Wish it would list maintenance/agreement customers on the dispatch screen and dispatch ticket so you don't have to go from screen to screen to figure that out // Third party billing isn't so great either // Once you complete the job and delete it after the billing you can't go back and look at the invoice or print it out again until you add the job back in .. that's a pain // Wish it was easier to look up sites instead of the billing info ... That has taken me longer to train people on around our office than any of it yet ... they can't seem to get that down yet! I wish you could see more of history with materials without having to go into the invoice itself // and on dates in dispatch ... up arrow should take me UP a day .. not back a day

Rating breakdown

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I like that it is cloud based, easy to use and updated with new features almost monthly. It has a modern look and feel compared to many other service softwares I have tried out and looked in to. I like the mobile app features and ease of use. I like that it seamlessly syncs to Quickbooks. Desco knows service software.

Cons
Little things here and there that need to be changed to make working in the software easier and that make more sense. They have an "Ideas" portal that you can make suggestions for changes to the software but out of 3 that I have suggested not one has been adapted.

Rating breakdown

Likelihood to recommend: 10/10

Pros
This is a web based dispatch system that integrates into Quickbooks nicely. It has helped us to streamline our business and work much more efficiently. Love that the Techs can see customer history easily. Almost instant communication between Tech and dispatch. Has many great feature in the price book and dashboard. We can see almost instantly how profitable we are being.

Cons
The largest con is that as a web based system, if they go down your company can come screeching to a halt. Because this has happened several times this year, we have had to put internal back up systems in place. We save a screen shot each evening of the next day just in case the system is down. There are several issues that I would like to see FieldEdge improve on. Their team does take suggestions though and has been making improvements to the software.

Rating breakdown

Likelihood to recommend: 7/10