Opiniones de FieldEdge

FieldEdge great for small to medium sized companies

Comentarios: Fieldedge helped streamline our company and operations substantially from our paper invoice and reporting previously. The basic functions were easy enough to train someone on in a day. Some of the more integral functions were a bit confusing and required technical help. The technical help for fieldedge is outstanding.

Puntos a favor:

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

Contras:

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.

Helps manage, organize, and grow your service business.

Comentarios: I am extremely thankful for the support team at FieldEdge. They are knowledgeable, helpful, and know their application well. Although implementation took some time and we still are improving our data set, we are glad that we selected to use FieldEdge as our SMS (Service Management Software). It truly brought our company from where we were to the next level. We are now a more consistent, more efficient, and more profitable company. If you do select FieldEdge to help your company, my one piece of sage advice is to spend time building out your pricebook for your Field Service Technicians. Adding photos, detailed descriptions, and the like will help them select the right part for the job and help you make sure you are billing the customer for the right part,.....etc.... etc....

Puntos a favor:

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 and help companies that use it, become better at communicating with customers, employees, and management. I have been impressed with most every feature that they offer. The one feature which I think has helped us grow the most is the use of packages. A package is a grouping of items that are typically sold together. These packages have the individual items used to create the package as invisible to the consumer and a blank freeform data field to explain what the package is. The use of packages has grown our average sales ticket and improved the efficiency of our technicians. Customer love that they get detailed written invoices and quotes promptly emailed to them. Dispatchers love see where the techs are in the day so they can squeeze in an extra service call or two. From an owner and management side of things, I sincerely appreciate how this tool helps customer, dispatcher(s), field service technicians, and our management to all work together.

Contras:

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.

Not a good product.

Comentarios: Wouldn’t use or recommend this product.

Puntos a favor:

Nothing nothing at all. Poorly constructed phone app.

Contras:

Training was lacking. Poor operating phone app.

Highly customizable - Field Edge, hands down, is the best out there

Comentarios: Excellent. I could not ask for better customer service. Specifically, [SENSITIVE CONTENT]
our Customer Success Manager, has been great to work with. He responds quickly, is very hands on, and is overly dedicated to our team.

Puntos a favor:

The customization capabilities , the program being web-based, simple to use, and works full circle for every user, regardless of role, and for each division

Contras:

It would be useful if the reports could be generated in all formats

Great software for a smaller company & cost effective

Comentarios: Overall, it is a good system for the price. It gets the job done, syncs with quickbooks online, and is rather user friendly.

Puntos a favor:

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.

Contras:

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.)

HORRIBLE! Would NEVER recommend.

Comentarios: Horrible. The program itself is alright, but the people surrounding it make it not worth having. Not to mention when you leave the program, you lose all of YOUR information, unless you are willing to pay for it. These are things that I think should be disclosed at the beginning.

Puntos a favor:

It was easy for the most part to set up and use. Easy to navigate and dispatch and kept everything together in one system.

Contras:

Customer service is terrible. The system lagged, wouldn't connect, there were mobile issues, you name it. The customer service reps didn't know anything, and if you escalated it to your actual account reps, they were absolutely no help whatsoever.

Field Edge Review

Comentarios: I like the dashboard tab for easy overall numbers of sales, quotes and marketing

Puntos a favor:

Its easy to use and keeps everything in order. Links to QuickBooks which is helpful. I like the training modules for new employees coming in. Service is great

Contras:

Missing features to help with receivables like statements.

A scam, don't trust this company

Comentarios: This company has no customer service whatsoever in their onboarding department. They kept promising things to keep us trying to use them, and then they wouldn't deliver.

Puntos a favor:

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

Contras:

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.

DO NOT FALL FOR THE SALES PITCH!

Comentarios: Our experience with FieldEdge has been an absolute nightmare that still is not over. Potential clients should beware that the sales team will promise you that the program has every feature you should need. Our sales representative was [SENSITIVE CONTENT HIDDEN]. [SENSITIVE CONTENT HIDDEN] was very friendly and from what I believed thoroughly trained and competent on the software he was selling. We were looking for a mobile friendly dispatch program that also offered accounting. We are a small A/C and Heating business that understood FieldEdge was pricey and a risk for us but with everything we were told the system offered we thought it was the best choice. We paid $800 for the "implementation process" which was to take 5 weeks. In this time we would be given a trainer to walk us through how to use the system & a tech guy who was going to be taking the data from our old system and inputting it in the new software. [SENSITIVE CONTENT HIDDEN] was our trainer and from our first call with him we started experiencing problem after problem. Our tech guy was originally supposed to be [SENSITIVE CONTENT HIDDEN] but then switched to [SENSITIVE CONTENT HIDDEN]. I spoke with a female who was supposed to walk me through how to export the data from our old system and she was barely able to assist me through that. When I would ask a question she would reply that she wasn't sure. She was just reading off a paper... Our training consisted of watching video tutorials. I'm unable to comprehend why they gave us our own onboarding team when the only thing [SENSITIVE CONTENT HIDDEN] did was just check to see if I

Puntos a favor:

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.

Contras:

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

Great Customer Service

Puntos a favor:

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!

Contras:

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

Bulldog electric

Comentarios: Great

Puntos a favor:

Good app to use in my field of work.....

Contras:

Not to many complaints so far...it different from some of the apps I've used it

FieldEdge is a great tool!

Comentarios: We have decreased the time we are waiting to be paid and reduced our overall outstanding invoices. We have increased productivity, reduced costs, and are now tracking jobs.

Puntos a favor:

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.

Contras:

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.

Constantly Improving & Great Customer Support

Puntos a favor:

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.

Contras:

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.

We find FieldEdge Essential to Operate our business efficiently

Puntos a favor:

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.

Contras:

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 :)

Great Staff and Growing Platform

Comentarios: Overall the team at Fieldedge is willing to work with you which is something you don't often find when working with a vendor. They are flexible, friendly and generally pleasant to work with, which helps make up for some of what the service may lack. There are plenty of options out there but if you're looking for a partner instead of a rigid behemoth, Fieldedge is a great choice.

Puntos a favor:

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.

Contras:

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.

Integrates with Quickbooks

Comentarios: Overall, we have loved the software. There is another one that we like better but being a small company we could not afford it.

Puntos a favor:

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.

Contras:

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.

Field Edge Review

Comentarios: Overall Field Edge has worked great for us over the last 2 years. I've recommended it to several colleagues in the service business. While no software is a perfect fit for all companies, FE is always listening to the users and making improvements.

Puntos a favor:

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.

Contras:

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.

Price Keeps Climbing

Puntos a favor:

The software works without too many issues

Contras:

The pricing has increased by almost 25% this year alone. In order to use the mobile function you will have to pay a yearly support fee plus a per user fee. If you take issue with it they will have the sales group call and talk in circles with no real answer to justify the increase. Also they changed their accounting software at the end of 2020, messed up the billing for almost 5 months, and then turned us off on a Friday afternoon at 4:30 pm with no way to get the mobile side back until the following week. They never replied when we sent in for tech support. They then tried to blame us for it and were extremely rude about the whole thing, covering their rear rather than fixing it and moving on. The software is great, their office support is horrible to deal with, If we treated our customers they way they do we would be thrown off the job.

FieldEdge Is a great software to use.

Puntos a favor:

[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.

Contras:

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.

Great concept when it works

Comentarios: So if you are still thinking to go with Field Edge, GOOD LUCK

Puntos a favor:

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.

Contras:

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

Would not purchase again, customer support is TERRIBLE

Puntos a favor:

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

Contras:

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.

awesome software and customer service

Puntos a favor:

We really enjoy using Fieldedge. The software is easy to use and has so many features. Their customer service is top notch. They answer immediately and solve any issues within the hour. We have used another program that it would take over a week to hear back. Love everything about Fieldedge.

Contras:

I wish Fieldedge had a phone integration for our techs to call out but they are working on that.

FieldEdge Review

Comentarios: Our CSM, [SENSITIVE CONTENT HIDDEN], is outstanding. She is very helpful and returns calls and emails in a timely manner.

Puntos a favor:

Great product overall. Easy to use. Initial set up is a bit daunting but they have great support during onboarding.

Contras:

The support techs need to have extensive training on how their product integrates with QuickBooks and how to solve problems between the two programs

A great tool for dispatching, invoicing and sharing!

Puntos a favor:

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.

Contras:

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.

ESC by dEsco in my experience is the best all-in-one software for the Service Industry

Puntos a favor:

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.

Contras:

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.