FieldOne Software


 

FieldOne is a service management platform providing large and enterprise field service companies with tools to streamline their business processes - from real-time mobility across every major device, to automated routing and workflow automation. It's suitable for both commercial and residential service providers in many verticals. 

FieldOne’s cloud-based solution is built on the Microsoft Dynamics Platform, so multi-language, multi-currency and time zone support is available out of the box. Utilizing the Microsoft platform provides a wide range of 3rd party plug and play extensions, as well as scalability and integration points. FieldOne has an integrated automated routing engine, WEB portals, Integrated Voice Response (IVR) and a centralized mobility management platform.

 

Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Windows 2000

17 Reviews of FieldOne

 

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Software Advice Reviews (10)
More Reviews (7)

Showing 1-10 of 10

Laurie from Kiely Pty Ltd
Specialty: HVAC

July 2015

July 2015

FieldOne Review

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The general functionality of the software is very good, except you can't use some critical fields on your standard forms. This may be very detrimental.

Likes Least

The customer support is nothing short of disgusting. It is designed to rip you off whilst failing to deliver usable resolutions to your problems. The generic design flaws that should be just fixed with an apology are kept in place, I believe intentionally, to force you to pay the exorbitant costs resulting from extensive modifications at your request.

Recommendations

Research reviews. It is critical because, like FieldOne, they may seem great at the outset but once they have you money the support ceases and they concentrate only on how to get more money out of you.

 
 

Doug from Florida Lifts LLC
Specialty: Construction

March 2015

March 2015

FieldOne Terra - Best one out there but needs updating

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

We have been using FieldOne Terra for over 3 years now, and without exception, this is the most robust software out there. It simply works well, and the reporting and sorting capabilities that export to Excel seamlessly are wonderful. The ability to interface with QuickBooks is fantastic, but the customers are updated only once, and any changes to their information (like contact info etc.) does not transfer back into QuickBooks. Also, invoice detail is not transferred to QB simply a description that tells you to see FieldOne for more information.

Likes Least

When we first started using the Terra product, we would get regular updates, but lately it has not been updated in over a year, and we are still required to pay annual fees. I think the company has shifted support for Terra to the larger cloud-based clients, and as a result, the product has not seen any improvements in quite some time.

Recommendations

The learning curve is steep but worth it. You may have to rethink how you do business to make this work for you but that is always a healthy exercise.

 
 

Pete from Pro Active Mechanical, Inc.
Specialty: HVAC

November 2014

November 2014

Happy Mechanical Contractor

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

It makes it easy with keeping hours documented for payroll and also QuickBooks integration. We can tell truck stock inventory, shop stock, and accounts receivable.

Likes Least

We have become pretty used to this software and are not shy about showing it to other contractors and/or prospective customers. Sometimes, it seems virtual, as we never really get to meet the faces behind the voices. None of this is negative, as it is more of a preference to see the people you do business with.

Recommendations

The sooner you can begin using mobile software, the easier things become for all office team members.

 
 

Robert from Leete Generators
Specialty: Maintenance / Field Service

June 2014

June 2014

My experience in working in the world of FieldOne

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like the shortcuts. I like the ease of manipulating the schedule slots. I like the real-time action on the scheduling board as well. The factory support is great. They might not have the answer I want all the time, but they are very intent on helping fix the problem. I liked the online training when we were in our first couple of weeks.

Likes Least

Some areas are hard to see from where you are at. You have to open up multiple screens to get to your final destination. You cannot see the pictures unless you are actually in the slot. You should be able to see/access them from the CRM.

Recommendations

Make sure you get all the people that are going to be using it together from the start. Brainstorm and make sure everyone has a voice. That way, you can fine-tune exactly what you want out of F1.

 
 

Joseph from Leete Generators
Specialty: Maintenance / Field Service

June 2014

June 2014

Field Service and Scheduling for Generator Maintenance

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The Database Service handles multiple tasks, including estimates, billing, invoicing, scheduling, etc. Phone access and a good scheduling module. Also, I like the live nature of the service.

Likes Least

Limitations on Smart Phone application. Computer applications limited for tablet use. Font and text size cannot be altered. Tablets are not usable, as the text is too small; the new generation of field service will be using tablets. Smart phone application not sufficient. Dashboard limitations; customers must create own dashboard; FieldOne should have some standard templates created for companies to use or modify.

Recommendations

Put pressure on FieldOne Management to modify programs to provide greater flexibility. Larger text for tablets.

 
 

Gayle from Leete Generators
Specialty: Maintenance / Field Service

June 2014

June 2014

FieldOne Terra

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

The ease of converting information to QuickBooks.

Likes Least

It's not easy to handle both sales and service together.

Recommendations

Go through training to be sure it is compatible with your needs.

 
 

Rebecca from Leete Generators
Specialty: Maintenance / Field Service

June 2014

June 2014

FieldOne Terra

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

I like that so many things are customizable throughout the company and for the personal user. Each person can customize each page (customer, equipment, agreement, etc.) to see the information that is most pertinent to their job. I like that we can call FieldOne at any time with any question, and they either answer the phone immediately or call you back within a timely manner.

Likes Least

There are certain features that I wish it could do to make working within the system more simplified, mainly when it comes to the phone app. The mobile app doesn't have the ease of use that the computer one does. Also, the alert that someone else has edited information within the same area that you are trying to edit information comes after you try to save your changes, which means that you have to cancel your changes and do it all over again.

Recommendations

There is a lot of training to be done. We still are learning new things that FieldOne can do, and at least every week, I find out something that I hadn't thought about before. I highly recommend that you don't make an immediate change; give everyone in your company a chance to have training meetings and have it be a progression so that everyone can acclimate to the new system. FieldOne is very customizable for each company's specific needs. They are ready and willing to help their system fit within your needs as best as possible.

 
 

Liesl from Leete Generators
Specialty: Energy

June 2014

June 2014

Owner and CEO

Ease-of-use

Functionality

Product Quality

Customer Support

Likes Best

Great customer service. Ability to grow with customer needs. The last system we used was too limited, and we outgrew the system. FieldOne has made some custom reports and such for us that have been invaluable.

Likes Least

It's not an intuitive system; it has a learning curve, and customer support is required.

Recommendations

Make sure that whatever system you choose, it has the capability for growth. So many systems were stuck, and what you see is what you get and that doesn't fit every business capacity you may have.

 
 

Tracey from CMC

July 2013

Date: July 2013

 

Liesl from Leete Generators

May 2013

Date: May 2013

 
 
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