FieldEdge Reviews - Page 2

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!

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!

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.

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.

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.

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.

Quick books integration works adequately.

Completely not user friendly. Tried several times to work out some of the bugs. Difficult to schedule from mobile app. Was promised flat rate pricing, ended up with old pricing pulled off quickbooks. Pretty much useles.

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 ....

Nothing about this program now that I have been lied to and bullied

They did not deliver what was sold as per the salesperson, now they raised their prices to more than double. I bought ESC before they had Feild edge, tried to get me to switch, I wouldn't switch since? I had just bought ESC. Now the prices I have been raised more than double. I bought the program so that I wouldn't have monthly payments like other programs and services. That was the selling point. But now my tech support prices have been increased and my per tablet prices from went 15 per tablet to over 45. ESC reached out but were complete jerks!! Basically, saying it was my, fault for trusting their salesperson. That I was informed of the price increase when they send the email to an old email address.

Hi Susan! Thank you for providing your feedback! We are very sorry to hear you had this negative experience. You are always welcome to contact your CSM or contact us at support@fieldedge.zendesk.com for support.

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.

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!

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.

I liked everything they told me about it. Sadly none of it was fulfilled.

They broke every part of the agreement we made and still decided to keep my onboarding fees of $1500 after telling me I'd get a full refund, after ghosting me for months and not pulling any usable data from Service Titan.

The App is easy to use to some level, For the technicians it is easy to find items and they can even see the picture of the items. Techs can add pictures from the field and attach it to the customers profile. Incoming calls, we can see the existing customer information before we answer the call.

VERY SLOW, to maneuver from page to page takes time. we found ourselves putting customers on hold for a simple task. Software updates When Field Edge are trying to make some updates WHOLE software crash. so imagine for a second what would happen when your software is down: Good morning you start your day. * No incoming calls (your phone line are integrated with the software), no new customers * Your technicians are at the office (12 of them) and have no idea where do they need to go * Customers that are waiting for their tech to show are calling the office to check what happen, you guessed right - phones are down. * Now you are sitting around (18 people) and have no idea what to do

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, 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!!!

The ability to organized customer data in fine detail.

Mobil side has a few bugs from time to time but never had an issue the FE staff wasn't willing to help with/resolve in a more than timely manor.

We like the ease of using the software. New software upgrades seem very seamless. The Online Support is PHENOMENAL!!!! Support is ALWAYS friendly, attentive, patient, thorough, and FAST!!! They sitkc with me and follow-thru until my issue is resolved or questions answered.

I used to be able to manage the desktop software from my phone just by logging into my office account. It doesn't work anymore. I KNOW it was likely not designed that way, but it was EXTREMELY helpful when I was outside the office to hop in and do most anything I needed to!!!!! PLEASE correct it :)

Hi Jacki! Thank you for the wonderful testimonial! We are so glad that you are enjoying FieldEdge! We will share your feedback with our team. Please do not hesitate to connect with us if you need anything. We're here to help!

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!

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...

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