Coolfront Software


 

Coolfront is a cloud-based HVAC solution that allows users to carry their flat rate pricing and repair database on their mobile phone. It suits small plumbing, electrical and HVAC contracting businesses.

Coolfront leverages a consolidated contracted service workflow. Users begin by entering work order information and assigning the service call to a field technician. Field technicians receive the work order on their mobile device.

After diagnosing the problem, field technicians are able to select the proper repair from an up-to-date flat rate pricing database.

Invoices are automatically delivered to the business office and the customer as soon as a repair is complete. Coolfront can also capture customer approval and signature within the mobile app. It also offers QuickBooks integration and carries over 25,000 repairs in its database.

Coolfront is a zero-cost solution that charges per work order generated. Training, demos and web-based meetings are available to support Coolfront’s users. Coolfront’s mobile app is available on iOS, Android and Windows Phone.

 

Coolfront - Home page
 
  • Coolfront - Home page
    Home page
  • Coolfront - Work orders
    Work orders
  • Coolfront - Add-ons
    Add-ons
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Linux, HP-UX, AIX, Solaris, Unix, IBM OS/400, Web browser (OS agnostic), Windows 2000, Windows 8, Windows 10

35 Reviews of Coolfront

 

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Software Advice Reviews (2)
More Reviews (33)

Showing 1-2 of 2

Nickole from Infinity Air Solutions, Inc., Heating & Cooling
Specialty: HVAC
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2017

May 2017

Awesome software!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Actually they will announce the new QB online integration in about a week or so. I just got lucky today. I figured I would ask, again, if and when they were going to add this feature and I was extremely happy to get a yes, next week. But luck on my side again, they called me and walked me through the set up of the process to connect my Coolfront & QB online accounts; I agreed to be a ginea pig so I don't have to wait. It could not have been any easier. Thank you to the representative at Coolfront! I am extremely stoked!

 
 

Troy from Barwick Heating
Specialty: HVAC

September 2016

September 2016

Simple Tool, but not in the best ways.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Likes Best

Coolfront does offer an affordable way to send electronic invoices to customers. The product does integrate with QuickBooks. If you do small amounts of invoicing from a mobile device this is an affordable option.

Likes Least

After you create the invoices, they can be complicated to search through. The process for adding products and services is laborious. If you are writing many invoices you would be better off with a full fledged scheduling tool that allows you to send bids and invoices.

Recommendations

If you are doing very much business or want to, look at tools that integrate scheduling and other features with invoicing.

 
 
 
Showing 1-20 of 33

Mark from Air Climate Heating & Cooling
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2017

April 2017

A Must Have for new business

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

If you are starting or have an existing business in the plumbing, HVAC, or electrical trade this software will keep your pricing competitive and will help you business be profitable. It has happened to all of us at least once, were we bid a job and think we are making money, but in all reality we aren't. We didn't figure in all our overhead, such as tires, oil, insurance, tools, etc. This software may not always be the easiest to navigate, so before you get all bent out of shape call customer support. They are the most energetic support team I have ever dealt with. Hell they even give you the opportunity to try it for FREE.

Pros

Support Staff
Add ons

Cons

Speed I would like for it to operate faster

Source: Capterra
 

Larry from Quality Plbg. & Htg., Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2017

February 2017

It could be better

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

What they did not explain up front is that after 3 line items you get charged for another invoice. If you try a line item and decide to delete it for another, it still counts as a line item; no room for experimenting. The sort and search features leave a lot to be desired. Prices have been raised 4 times since I began with this program...under two years ago.

Pros

Dispatching capabilities and being able to see past invoices for a customer you are working on at that moment. Also like being able to enter notes.

Cons

Search functions and price increases

Source: Capterra
 

John from John Boyd Heating & Cooling
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2016

September 2016

THIS PROGRAM SUCKS

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This is not a very thought out program. There is not a good working flow. We started with the books (over priced) then went to the Ipad, could not use anything but the ipad when it came out.
The price keeps going up and the quality goes down. You have to log out to take a credit card payment.
Why cant there be one program the will use our existing customer list and flow it thru the hole process .

Pros

0

Cons

too many to list

Advice to Others

Do't use it.

Source: Capterra
 

Gary from AirWise Heating, cooling and duct cleaning

September 2016

September 2016

A great product with room for improvement

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

This product offers solutions to many situations it also has plenty of room for improvement. Often the repairs needed are not in the database and we need to call many repairs misc minor repairs" and then describe repairs in the notes section.
The repairs are often not accurate.
They also do not offer job quoting software for HVAC replacement. You can add them as custom repairs but not good for quoting more than one choice to sales lead customers.
Overall this product has a lot of potential.

Source: Capterra
 

Jeff from JL Climate Solutions
Number of employees: 1 employee Employees number: 1 employee

September 2016

September 2016

Awesome Value

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I am a small HVAC contractor that was looking for a cost effective method of getting on board with flat rate pricing and I cannot imagine a better product for the purpose.
it was very easy to set up and get started.
I have definitely seen an increase in service profits. I believe at least some of the added benefits come from being able to find the repair items so easily.

Pros

ease of use

Cons

takes a little time to search work order archives

Source: Capterra
 

ray from airblue heating

September 2016

September 2016

good software for smaller companies

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

for smaller companies with smaller budgets this is perfect software. it allows flexibility to make adjustments to fit your company needs. it is also capable of handling medium volume service calls. however you will find as a larger company or if your high volume service, cool front probably wont work for administration purposes as there are lots of other software that makes your life easy on the office end of things.

Source: Capterra
 

Robert from Comfort Pro Heating & Cooling, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2016

September 2016

Best Flat Rate Pricing Program that is continually growing!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Love the way it streamlines everything for the technician in the field. The Coolfront team is great and they are continually improving their services and spectrum. Only star missing is on Features & Functionality, because it is (for us) a stand-alone program that does not integrate with our accounting software (QuickBooksOnline), yet. Prospective users - you can't go wrong with this! Definitely add eTouch for extremely effective customer feedback & review collection!

Pros

Easy to learn & use. Straightforward and simple for the customer to understand. Send work-orders, estimates or invoices directly to customer's email.

Cons

Integration. We have to manually move each work-order from CF into our accounting software. This is just a matter of linking (with QuickBooksOnline) and then this thing will be unstoppable for us!!

Advice to Others

Get eTouch! No kidding. Best customer feedback and review utility so far. I'm not sure what magic they perform, but our customer response ratio is very high (80+%) and feedback is beneficial for improvements.

Source: Capterra
 

Robert from Comfort Pro Heating & Cooling, Inc.

September 2016

September 2016

Best Flat Rate Pricing Program that is continually growing!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Love the way it streamlines everything for the technician in the field. The Coolfront team is great and they are continually improving their services and spectrum. Only star missing is on Features & Functionality, because it is (for us) a stand-alone program that does not integrate with our accounting software (QuickBooksOnline), yet. Prospective users - you can't go wrong with this! Definitely add eTouch for extremely effective customer feedback & review collection!

Source: Capterra
 

Les from Northern Comfort Systems Specialists, llc
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2016

September 2016

Good operating system

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Coolfront is a good operating system that does perform well for our technicians. When it comes to searching for cost of repairs, there are many repairs that are not included in their database. There are also SO many multiple or duplicate repair entries that the search for a repair you want takes more time than the repair itself at times. Other than that it performs well with all our entries and searching prior work is great with the archive feature.

Pros

Very searchable archives for past work done.

Cons

So many multiple or duplicate repairs with the same description and cost for repair but has a different code number so it makes searching for specific repairs difficult at times

Source: Capterra
 

JOHN from HAGERSTOWN HEATING AND COOLING, LLC

September 2016

September 2016

Can't beat free!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Went from a very complex software program that could do everything imaginable. More than I could ever possibly use. I realized that if only a few or one person knew how to use it....I could be in trouble if that person left... The program is idiot proof..

Source: Capterra
 

Stan from Kish Heating & Cooling inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2016

September 2016

Stan's Experiance

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

CoolFront is a way to economically get into electronic invoicing. since we have started with CoolFront they have added more repairs. They do a good job of listening to me to help keep cost up to date.

Pros

After investing electronic devices you have electronic invoices. as you build a customer base CoolFront will populate the invoice for you. This saves time and helps the techs get the right invoice information.

Cons

Every once and a while the program will do something goofy.

Advice to Others

be able to do a tech profitability to see how the tech are doing.

Source: Capterra
 

Stacy from Advanced Air & Metal
Number of employees: 11-50 employees Employees number: 11-50 employees

September 2016

September 2016

Best bang for your buck!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have used Coolfront for 3 years now. It has definitely improved throughout the years. It gives our techs accurate pricing and helps us provide instant invoices to our customers. We will continue to use this program and have referred others to it as well. Overall the functionality of it is great! I can't wait to see what the come up with next.

Pros

We like the paperless billing. It is nice to be able to look up products and show the customer right on the spot and email the receipt upon completion of the service call.

Cons

Having to switch to a different screen to add multiple quantities of items.

Advice to Others

Its is a good product! I hope it continues to evolve! Maybe with a GPS or map functions. Or a time card feature.

Source: Capterra
 

Dawn from GVs Heating & Cooling
Number of employees: 2-10 employees Employees number: 2-10 employees

September 2016

September 2016

Highly Recommend!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have been with Coolfront from the Beginning, and i would highly recommend this to any HVAC / Plumber or Electrician.

Advice to Others

I don't know if it would be possible, but I would love to have something for timesheets, so as the invoice is completed to track the timing and sync to Quickbooks. We always have a hard time having our technicians hand in the timesheets daily.

Source: Capterra
 

Brittany from Advanced Heating and Cooling
Number of employees: 11-50 employees Employees number: 11-50 employees

August 2016

August 2016

Drops service calls

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

We have four techs running and three people in the office we rely solely on this to work for our scheduling and it keeps dropping service calls so that the tech cant see them anymore but the office can.. it also freezes on our desktop versions in the middle of a rush so we cant enter or see work orders. The interrogation with google calendar and cool front we also tried to use and it caused mass confusion in the office because if you had to change something on the calendar to give it to another tech it would delete the work order completely it was a nightmare!

Source: Capterra
 

Mark from Air Climate Heating & Cooling
Number of employees: 2-10 employees Employees number: 2-10 employees

August 2016

August 2016

New Business start-up and CooFront is a NO BRAINIER

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

Customer Service is AWESOME? They made me feel that I was top priority! They followed up to make sure that my problem was fixed.

Source: Capterra
 

jackie from NO
Number of employees: 2-10 employees Employees number: 2-10 employees

June 2016

June 2016

Recommendations

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

I have a very hard time searching for invoices. The fact that you can't search in the archive and the current history simultaneously is extremely time consuming and annoying. I don't like how the view template looks, or the fact that there is no settings for me to make cosmetic changes. Maybe because I am not an admin. Either way, I still would need it to make changes like font size, view (I hate that i can't view it for the whole month especially when looking for an invoice).

Advice to Others

Please make these changes or tell me where to find them

Source: Capterra
 

Brenda from Custom Comfort Systems Inc

May 2016

May 2016

Makes dispatching techs easy!

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Love the ease of use, easy to find the most common repairs for customers. Our techs use it out in the field for the customer to see upfront what their bill will be. Much better than the flat rate book and paper invoices we were using! Do sometimes wish it had a month glance feature when scheduling for the following week. Wish it also had a equipment list box that would show up when a customer was chosen as to what equipment they have....maybe a future feature????? Also customer tagging for preventative maintenance and P&L warranty customers for our techs to be able to see at a glance out in the field.

Source: Capterra
 

Mae from Surgi's Heating & Air Conditioning

May 2016

May 2016

Lacks even basic export functions

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Pros:
- Large database of charges
- Good dispatch

Cons:
- There's no way to export your data. None. And no plan of implementing this feature. That's insane. It's 2016. Give me my spreadsheets.
- No customer history data
- Doesn't pull technician information into Quickbooks for assigning commission
- Doesn't pull customer notes into Quickbooks
- Support teams are friendly but largely unhelpful and just want to sell you more products.
- Staff and product lack even basic understanding of the workflow of their users.

Source: Capterra
 

Matt from Butler's HVAC Service LLC

March 2016

March 2016

Lacking Important features

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

From a "dispatch" perspective, coolfront is untouchable. Enter calls on the fly, invoice, take payments, and capture signatures easier then any other software out there. We've used Coolfront now for a little over a year and we love the concept and ease of use. This is what has kept us using coolfront, but as our business has grown and our needs matured, we have recently started exploring other software to replace.
Where they fall short:
-customer history: there is no tangible customer history list or database to explore IN THE SOFTWARE. you can query "the cloud" an invisible archive by searching a name, address ,ect ect.. and hope it plucks out the invoice but its very common for this not to work. you can upload to quickbooks, which is never a smooth transition, and is rather inconvenient when you need to find work history without jumping out of one platform into another.
-Service agreement mngmnt: they do offer a separate software, but it does not integrate with coolfront invoicing therefor does not flag you if the call is a contract client, or handles their adjusted pricing. Plus the software was extremely overpriced compared to other ALL IN ONE softwares on the market. Coolfront would greatly benefit by integrating the two.
- no way to edit a line item on the invoice, if you type it wrong or need to edit the price, you have to erase and start all over. this can become annoying.
- there is no way to track equipment on the job site, model serial, units, ect ect....

All softwares have their pros and cons... in my opinion if coolfront made the improvements listed above, they would dominate

Source: Capterra
 

Katelyn from Controlled Climates

November 2015

November 2015

Coolfront is behind the times

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
Quality
Support

Cool front is great in looking for a flat rate pricing app. However, they are lacking in ALOT of features. Theres no way to keep in contact with customers to keep your brand top of mind. They claim to have connectivity to quickbooks online and this is not true. Ive used the software. They charge you PER LINE on every work order. Image this can run up a bill pretty quick. And in cool fronts case it depletes your work orders very fast. You wonder why 50 work orders are gone like that. Because they are deceiving and not charging you for work orders they are charging you PER LINE. Not to mention the will even insult you if you tell them you don¿t like the pricing structure or try to give them suggestions. This to me is poor customer service. If they can¿t take feedback they won¿t get any where. We paid almost $200 for these guys running their software in less than a month. We moved over the Housecall Pro and have NEVER looked back. Housecall is a dream compared the cool front. No they don¿t have the pricing but you can import the pricing into housecall pro and away you go. 100X more features and a flat monthly fee. We paid $344 for 6 months of service. Thats a no brainer. Cool front on the other hand - id stay away.

Source: Capterra