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|15 Reviews (4.2/5)|
Founded in 2001, FieldOne is an innovative, secure and scalable service management platform providing field service companies with powerful tools to streamline their business processes. From real-time mobility across every major device, to advanced automated routing to complete end to end management of the workflows, FieldOne is the one solution to meet all your business needs.
FieldOne SKY is the only field service automation solution that goes beyond scheduling and dispatching and offers a holistic approach to addressing your company’s strategic business objectives. Fast deployment, flexibility to adapt to your workflows, extensive integration points and comprehensive out of the box capabilities make FieldOne the clear choice.
Quote from a large FieldOne customer: “Once we got past the aspect of just functions and features and looked at mapping a solution to our business strategy, FieldOne was the only choice.”
FieldOne prides themselves on their fast deployment and extensive training and support capabilities. Their goal is to have users functioning on the system in weeks, not months and years.
FieldOne’s Cloud based solution is built on the Microsoft Dynamics Platform, so multi-language, multi-currency and time zone support is out of the box. Utilizing the Microsoft platform provides a wide range of 3rd party plug and play extensions, as well as scalability and simple integration points. FieldOne has an integrated automated routing engine, powerful but simple to configure WEB portals, Integrated Voice Response (IVR) and a centralized mobility management platform.
Headquartered in Mahwah, NJ, FieldOne has over 2,100 customers in 36 countries, and is a great fit for businesses who are midsized and enterprise.
15 Reviews of FieldOne
We had been using a cloud scheduling system for three years that took us out of our folders and paper processes into an online scheduling system. What an improvement! But we soon found out that the system was full of limitations. It took us approximately 18 hours a month to open our service agreement work orders. We could make no reoccurring schedules. We also could never make the system connect to Quickbooks, so we had to "double" process all of our billings - in a nutshell, we needed a more efficient system because our profit was going out the door due to the redundant and downright ridiculous administrative processes. We hired an IT specialist to find us a new system and Fieldone was chosen.
We purchased Fieldone (Terra) approximately five months ago. We wanted to avoid doing manual entry so we uploaded approximately 2500 customers and agreements into Fieldone. We also wanted to import over 5000 parts. What seemed like an easy task was actually quite daunting. The old system would only export portions of reports, so in order to get complete reports we would have to merge information using excel - let's just say we became very good at excel! It was a very time consuming process that took so much time that we had to start all over again and re-upload everything because we had fallen behind on keeping information current. Because we had never been able to merge Quickbooks with our old system, we had to match every customer name exactly between FieldOne and Quickbooks. This task alone took approximately 24 hours to complete. It took us months to upload our information into FieldOne. Debbie Smith was our FieldOne representative and she was fantastic every step of the way - she is always sunny and helpful.
Because we do emergency support, for example a hospital can loose power and we need all data in an instant, we are still using our old system as well as FieldOne. The tutorials are very helpful and if you know Excel you will really enjoy FieldOne. However, my staff is having a hard time making the transition. Most of my employees have average computer skills and are of the Baby Boomer generation. My Gen X employees are doing better with the system and the Gen Y employees think it's pretty easy. Once you get familiar with FieldOne and get hands-on-learning under your belt, the system is not too difficult and is incredibly logical, but there is definitely a learning curve. Not for people who have limited computer skills. A lot of the processes are taxing at first but once you get the hang of it they become very easy.
I can't say enough good things about the support staff. Again, Debbie is fabulous! Michael is so patient and simply brilliant. Ian is always helpful and takes care of the mobile questions. They are polite, well-spoken, always available, and just plain nice! I get the feeling that Fieldone is always growing and improving which was absolutely not the case with our old system. The system is definitely well thought out with some big-time brain power behind it. You couldn't ask for better support.
It is unfortunate that I am writing this review before I have really reaped the benefits of FieldOne; we haven't started to use Fieldone yet in full force. Just today we completed an entire month of reoccurring agreements and will use the tools in FieldOne to schedule the entire month of June in one swoop. What a joy to know that we never have to enter the data again, it is set for ten years! We are "playing" with the mobile app. and we really like it so far; the graphics are great and it is designed well. Everyday it becomes easier to use and I find myself loving it more and more.
We hired an IT expert to find a solution to our current, limited cloud scheduling system and FieldOne looks like our answer for a logical system that will automate processes and eliminate redundant administrative tasks that waste time and money. The support team is fabulous and I look forward to updating my review in 6 weeks.
We bought FieldOne back in mid December 2012. We were just able to launch it into opperation on April 1st. There are some things we have sacrificed that I would like to reincorporate as updates are made to FieldOne. Especially on the mobile side. I feel it is still fairly limited and we get several errors and snags that only one tech support member can help with (thanks Ian).
We are still implementing things, and tech support has been okay. Our implementation specialist has been very helpful and understanding of our needs, but when another person needs to get involved for a technical issue beyond our first contact, it has been a struggle occasionally.
To explain - there have been several small issues and each one of them may be a different individual's expertise. So, when the issue is presented, we receive somewhat of an attitude. I am not upset enough to name names, but it is very frustrating.
We have not seen a huge benefit yet. The process is active, but until we figure out the little things, it is still taking about the same amount, or slightly more time to process jobs. And a quick side note, I don't think you should have to refresh, reboot, restart and clear cache constantly during use. With that being said, I do see a huge time savings when running reports. Just learning that side of things, so looking to get some more support soon. Where my focus is right now is making the field technician and their customers experience smooth through the mobile device interaction. In this area, I really need some discussion with the right FieldOne representative to see if there are intensions to meet some of our requests, or if customizing is going to be available at that point of the mobile user experience.
Overall we are happy and look forward to utilizing it more as we learn more about the system. I will admit that we are not using FieldOne to it's full potential and this causes some of our process issues, but we were assured it would do what we requested it do in the sales demo.
Thank you for providing this opportunity. It would be appreciated if someone was in contact with me that could give me some of the answers that I am looking for.
We also had a Go Live date that was agreed upon by Field One and my company, as they were transferring our data from our existing software. This Go Live date was delayed by three months by Field One, however, they would not prepare us for the delays. Instead, they would commit to a firm day and miss it without any notification to us. This cost us much money in staff time and inefficiencies for which we were not compensated.
I have low confidence in their technical support. I will talk to two different F1 tech support employees and receive two different answers. If the product is so specialized that it requires techs to be trained in different product functionality, then this is how F1 should structure itself. But to receive different answers to the exact same question, is not acceptable. There is also little follow up from technical support when they do not know the answer or commit to forwarding the issue along to another staff member. When I do call back, its as if this is the first they heard of the issue.
The QB interface is not what I had expected or was implied, however, I can live with that piece. It's the inability to self create reports to measure my company KPI's that is the problem. In my opinion, KPI's are the driver of any successful business. Financials will tell you if you hit or missed your financial goals, however, KPI's will pinpoint exactly where you need to focus your efforts. This was the whole point of my switch to Field One.
I do have to say that I think the software itself has huge potential. I have provided feedback on what business leaders find useful in managing their business but they seem to abide by their current business model. I know that being in the service business, I would not survive with that same business model.
Invoices do not sync with all the information. No Ship To or Service Location syncs, WO# does not sync. If you use Lump Sum contracts you will not be able to sync these to QB and forget sales tax tracking. It's a nightmare to track this. Although we have figured out some crazy work arounds. For all lump sum jobs we have to go into QB and adjust the invoice. There is no feature to sync vendor purchases to QB only vendor bills. All of our techs purchase materials with a credit card. This creates double entry, once into Field One and again into QuickBooks.
Job costing is no longer possible in QB, which would not be a problem if Field One's reports were more comprehensive and easy to use. Time sheets are always an issue. The system is good for job costs but does not create a federal or state compliant time sheet. There is no feature to add a lunch. The system forces you to set this time the same every day and if a job overlaps this period your job will be split into multiple jobs in QB. Over time is never calculated correctly and Field One does not even address double time.
Almost all of the features that sold us on FieldOne have not been available or have never worked. One feature was to have Job History available for our techs in the field. That has never been available. Also PO requisitions are not available in the field and our techs in the field are the only people that need this. We were also told that if there was anything we ever needed that their developers would create this for us but that has yet to happen.
The support is poor. They do not seem to know their system very well and have rarely answered my questions. Many times they have said they would have to research it and have never gotten back to me. Most of the time I have figured things out for myself. They have gotten better at responding to calls within a few hours though but not much help when you don't get an answer to your question.
For our field techs and dispatch, for the most part, we were able to streamline their processes but for our accounting department and payroll it has created double work and management cannot always get the information they need because of their clunky reporting. If you are used to Job Costing and Class tracking in QuickBooks be very careful in FieldOne and ensure everyone in the system follows the same procedures because it can really mess up your QuickBook file.
FieldOne is the only program I have found that works as a service business actually operates! It does all the everyday things really well - the calendar view with the colors makes it incredibly easy to understand from a glance what is going on and what will be going on later that day. The loading configuration of the FieldOne software is the easiest I have ever implemented. If I have required help the guys at FieldOne are not only helpful, they care! Learning new software takes time and is consequently expensive. FieldOne has these great videos, which make showing the staff so easy. I download the FieldOne training videos so the staff can learn at there own pace. The videos are really helpful because they learn faster and are productive sooner.
The design of FieldOne helps the guys enter in the information required - they can't 'forget' as FieldOne reminds them to enter the information they have missed. Also the ability to custom design the input screen allows me to ensure that the staff enters the information I need in the easiest order. (I have had programs that make you dance all over the screen to enter in the info you need) The custom fields feature allows you name fields that are relevant and/or unique to you and the way you do business. The best thing about FieldOne for me is that the staff likes it. They can find things by entering only a number of letters and FieldOne then filters and finds suggestions-especially great for newbies who do not know part numbers names etc.
The FieldOne tech guys as unusual in another way- they listen and IMPLEMENT suggestions that you give them-they actually DO IT. I look forward to the constant updates as they ALWAYS have useful additions and/or modifications to the program to make it easier to use. For instance the sub status feature in the slots allows us to select a red color and the notation BOOKED TIME. We use this to ensure that a tech arrives to meet a client at the arranged time - no mistakes; it’s RED on the schedule board. The feature list is huge, more importantly the features are USEFUL. They do make a difference, easy to use and immediate response. You can see what is going on; current workload, pending workload, profit per tech/ per job, stock pending stock and the costs. The major difference I have found is that FieldOne is straightforward to use and is a good tool. The price is right as well! I think I have I have talked enough-check it out for yourself. FieldOne is complete in every way!
Looking back to processing paperwork, I don't know how we ever did it. Like any software, there can be occasional speed bumps, but the technical support staff is great to work with. They provide one on one support until the problem is resolved. The service technicians also enjoy using FieldOne Mobile on their PDA’s. The mobile version does everything from entering parts, descriptions, and capturing signatures. The continuity and flow from taking a service call to invoicing is easy and efficient. We highly recommend FieldOne.
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