FieldEdge Reviews - Page 5

From the initial inquiry, FieldEdge Staff was very helpful with our training and transition to FieldEdge. The support team provided excellent training and assistance with our questions and concerns. After we "went live" the very knowledgable and friendly support was always available via the Chat Line. They quickly would address our issues and concerns. The ability to prepare reports and have access to statistics immediately is amazing.

There are none I can think of. My only "con" is that we did not use FieldEdge sooner.

Thank you, Tatigh! This is feedback we love to hear. We look forward to continuing to work together!

FieldEdge has made a system that streamlines things that our previous system (Wintac) made extremely difficult. The customer support team is top notch, and has been a good blend of helpful, while also being sure to push things forward to help get the transition done and any issues addressed. Every person I have spoken to within the company has been a pleasure to deal with.

It is built upon Quickbooks, and is subject to all of Quickbooks' flaws. Each issue that arises and causes headaches in Quickbooks will cause similar headaches throughout the FieldEdge platform.

Pros: It is cloud based and readily available from any browser and location. Up sell is a snap for the technicians because you are able to input up-gradable items and recommended items too take the pressure of selling off the tech and puts it in their viewable iPad for the customer to see. Up-selling to the next level is here.

Software transfer and customer history takes some time and when transferring be sure to save your old software or paperwork for exact details to look up later. Remember that you are going to a new platform but its well worth it.

Love the fact that our team can focus on using our skills instead of PAPER TO DOCUMENT every little move!!! We looked into DESCO over 10 years ago and I am kicking myself for not making the decision to purchase back then. Moving forward, we are stoked about the product and what it is going to do for us as a team. It is slick!!!!!

I can't really say this is a con but it has been a struggle. The clock in clock out feature doesn't work like I thought it would. END USER ERROR!!!! I just can't get the crew to remember to clock in and out. So false times are an issue. Again, END USER ERROR. The cloud is amazing, I don't know how it works. Feeling spoiled so when there is a lag I tend to loose my POOP. (Rep talk for being impatient). Haven't seen it much, so that is a good thing.

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Thank you not only for your kind words about us but the valuable advice for other businesses adopting new technologies and solutions. Making major enhancements or changes to your company is a challenge that deserves planning and foresight. We are thrilled that you were able to feel the support of our entire company standing behind you. dESCO is always cheering you on and thrilled by your success. As always, we are at your service!

This software is excellent. the implementation was fairly seamless, and the support staff is phenomenal. the software has been great in allowing us to generate more work and provide a more enhanced service to our customers. [SENSITIVE CONTENT HIDDEN] is very attenuative and has been extremely helpful as a rep for our team.

occasional glitches, and would love to see efficiency reports in the future.

Thanks for the awesome review, Callen! We really appreciate you taking the time out to share your experience with us.

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!

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

Thank you so much, Brad! The entire team is grateful for your kind comments. We definitely recognize the transition to a full service software - especially from Excel, as you alluded to - can be a little intimidating at first, but we're glad you stuck with it and are getting into a good groove. We really appreciate you taking the time to share your feedback with us.

Very user friendly. The dispatch board is very simple to view and easy to use, and the Integrated phone system is proving to be a very helpful feature.

Hardly a con, however, the updates which are every couple of months come out with new features which sometimes take a moment to get used to.

The support they give

Really do not have any, maybe that they did not deveop it sooner............

I liked the dispatch feature and being able to move my customers around

The support was mediocre and non existent. They like Ghosting people when you get on.

I love how easy it is to train someone to use this software. It has so many options for specific details your company would need. The customer support is great in how they walk you through fixing issues. If the issue is not being resolved by troubleshooting with you they do jump in and take care of it.

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.

Phone support people are nice but can't solve any problem because the bugs just get ignored.

Their inability to fix known bugs for many years. Software does not easily integrate with merchant services. Android issues with mobile devices. Difficult to set up.

I love that techs can make their own WO and PO. Love our support person [SENSITIVE CONTENT HIDDEN]!!

Wish the pinned notes box was bigger and able to see all the pinned notes at once without having to scroll

It is built around the service agreement part of my business. The reminder feature is 1st rate.

I chose to start during a busy period . This is not advisable as there is much to learn.

Residential service application, once you learn it it works great for residential service calls. Personalization of items is nice.

Everything is difficult to change. Work orders are not expandable, collecting equipment information makes NO sense, quotes are impossible unless you have a work order assigned to the customer, system is difficult and makes no logical sense, training is not enough, lost the owners info and constantly contact the technicians even after a month of trying to get corrected, initial set up person went on vacation the week we went live and didn't assign another person, link between quickbooks and fieldedge seems delicate and iffy because every time you shut down the computer a technician must fix sync process, FE prefers chat to fix your problems and that's a joke, and many many more, we are dropping them in month 2.

The ability to do just about anything I need to in the field without calling the office. I can access the entire history of the customer.

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The price book will positively increase your service sales. We love the ability to have the Techs invoice and collect right in the field. The chat support has been great they are always willing to help and get back quickly. The support otherwise is Bad they do not return calls, and have a bad system for following up on problems. There are some small changes that could be made that would make a large difference in the vercitility of the software. Add time at the tech labor rate with the push of a button to the invoice. Do not allow a cost associated with a parts request be deleted if the invoice item is deleted. Will patch some big holes.

It ONLY works well for fixed price billing, time and materials billing is messy and in accurate you can’t automatically pull the time into the invoice. The system is un-reliable it has gone down for days on two separate occasions in a matter of months. We have had an open ticket for months because costs will sometimes not hit the job. It is Glichy I would have said it was user error until it happened right in front of the FE tech multiple times. I’ve had to continually reach out on an update. If you can’t reliably see your costs that it isn’t worth anything. Also

The program runs in real time and its easy for the techs to use and to also teach new techs.

Sometimes when updates happen they remove or hide some of our features.

Organization is key and this service software can help you get there. Great customer support and Great product to work with.

It's change, and change is hard. Worth it once your done with the implementation and training. Stick with it.

Scheduling and mobile. It makes things easier when talking to the customer (times scheduled) and getting them to sign off for invoices.

I would like this software to be able to pull inventory numbers on hand in each warehouse. Also i would like an easy way to look at all items purchased and when per customer.

THEY KILLED MY BUSINESS AND MY EMPLOYEES WALKED OUT. NOW MY VENDORS KNOW THERE IS BLOOD IN THE WATER AND HAVE STOPPED PAYING. NEED I SAY MORE

This will put you out of business. Crashes at the worst possible time and locks you out of your business completely, leaving you with pissed off customers. Also when this happens you can not invoice or schedule anything.

All in one encompassing accounting, dispatching, part ordering and receiving, invoicing and the best customer service on the planet! I appreciate how the company is always updating the software based on customer feedback.

There is always potential for growth, given that, I would like to be able to import our own images for the parts list for use by our office personnel.

[SENSITIVE CONTENT] was my customer service specialist, and working with her was always amazing. [SENSITIVE CONTENT] always made me feel very important, she always got the job done. Overall My team and I both love FieldEdge and [SENSITIVE CONTENT].

Can't really think of any major "cons".