All FieldEdge Flat Rate Mobile Reviews
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Joshua
Verified reviewer
Company size: 2-10 employees
Industry: Consumer Services
Time used: Less than 12 months
Review Source: Capterra
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
April 2019
Coolfront is good but striving to achieve greatness
I have been using Coolfront for 9 months now and they are truly making an effort to improve but I'm really waiting to see if this is going to be worth it as a long term solution.
Pros
Coolfront has fixed many of the bugs and random updating problems from the past. It integrates well with quickbooks and now offers payment options on the invoice with automated follow up survey options. There is a large database of repairs and equipment that makes invoicing quick and easy.
Cons
Coolfront really really needs a downloadable app. Integration to quickbooks could be more advanced by applying payments collected on the job to the proper account upon sync. There us a lack of Lennox equipment and the pricing of the existing Lennox equipment is not accurate ($200 air filter?). The "get savvy" link would be much more useful by allowing customization. The technician assigned to the job should correlate to the email address that is seen on the invoice. The amount of invoices used does match the amount of invoices I've been charged for (Overcharged).
Response from Coolfront
Thank you for your feedback and 5-star review, Joshua!! Stay Cool! Kate @ Coolfront
Replied June 2019
Chris
Company size: 2-10 employees
Industry: Consumer Services
Time used: More than 2 years
Review Source: Capterra
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
April 2019
CoolFront
I love that we are using less paper. Being able to see, edit, and advise technicians about the pricing and notes when they are in the field and I am in the office (or even running errands!) is great. Having the past history to look at is very helpful. The customer service at CoolFront has been good when we have needed help.
Pros
We use the software on iPads with data, so I can keep an eye on the technicians and see real time what they are entering into a service ticket. We have it linked to Payzer for accepting credit cards, and I can also see that immediately, as well as get an email notification when the payment is processed. We also offer Greensky Financing, and that is linked as well. The customers appreciate that we are "green" and using less paper.
Cons
The search function for older tickets isn't always user friendly. I wish I had more control over when a ticket is archived. We have 5 years of back data, and when I tried to integrate with Quickbooks, it created a lot of headaches for us with the past data. It ended up not being worth it and I turned it off. I don't like that technicians can create different profiles for the same address just by forgetting to capitalize a letter or even entering a wife's name when the last time it may have been the husband's.
Response from Coolfront
Thanks for the awesome review, Chris!! We appreciate it and we are so happy you love Coolfront and have reaped all of the benefits. Stay Cool! Kate @ Coolfront
Replied May 2019
Thomas
Company size: 2-10 employees
Industry: Construction
Time used: Less than 12 months
Review Source: Capterra
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
2
FUNCTIONALITY
3
March 2018
It is good but it certainly can use upgrades. I was promised and didn't get it!
Simplified my daily efforts.
Pros
The fact that it can be remotely approved by customers is my favorite feature. Of course it all looks good and very professional no matter what. I like the customizable ability for both installs and repairs, but wish there were more and that once you select an item from the saved customized list or from the database list even, that there was an easy way to make a custom amendments in at least the description so you could have the ability to make slight adjustments in model numbers and or the description to fit unique job circumstances (and be able to keep up with ever changing model numbers and even AHRI match data)
Cons
There is no way to type in any kind of a direct dollar value discount at the end of the work order which would fit in with my finance options. I would also like to be able to add a line for a tip to be added for the techs. If there was a way to add pictures of the customers system or work in both the customer noted and the internal noted that would be phenominal. The ability to add a pdf attachment for special contract would also be nice. I like to add standard statements that are often legally required to include in various jobs we do. It would be nice to have the ability to add a list of customized standard statements that need to be approved but don't have any money value attached to them. As it stands I put my customized statements in the install custom list and just added zero dollar amount with it. I also think that the standard statements added to a work order should not be counted toward the cost of the work order.
Julia
Company size: 51-200 employees
Industry: Construction
Time used: Less than 2 years
Review Source: Capterra
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
October 2019
The best yet!
Forget paper, Coolfront makes it unnecessary. A tech can easily get to a job, write up a bill and get approval from the customer, even get their signature on the work order, all without a single printed paper. The rep in customer service has been awesome the whole time! She's stayed with us, reaching out over the 2years since we signed up to see how things are going and offer us training.
Pros
Coolfront syncs with Google Calendar, enabling our techs to click and go without the messy copy/paste of the job address into their GPS. For dispatching, once the work is on the Calendar, I can quickly hit the address that pops up on the schedule and map job distances, so that work flows well for the tech that day.
Cons
Customer notes need to be more visible: We copy and paste checklists into internal/customer notes so the customer see's an outline of work performed and any suggestions the tech has. (Picture the checklist you see on the printout after an oil change) We've had to add extra steps when setting up a work order to make Coolfront work for us. Great we're able to customize, even greater if they decide to add our suggestion so it saves us time.
Heather
Company size: 2-10 employees
Industry: Building Materials
Time used: More than 2 years
Review Source: Capterra
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
3
April 2019
Coolfront Payments by Clearent
We've been working with Coolfront 5+ years and never had an issue that was not resolved quickly.
Pros
Simple to use, straight forward flat rate pricing, current industry equipment/parts pricing embedded in software and always improving and adding new products. Never gave us a reason to consider moving.
Cons
Recently bought out and informed we will need to use Clearent for our merchant processing. Called to clarify and given the word that our current processor will not be compatible with the planned platform changes to come July 2019. Perhaps I misunderstood but I'm under the impression that we must switch to their desired processor. What about signed agreements and contract cancellation fees from our current merchant processor? I have a feeling this is going to be expensive and possibly painful.
Response from Coolfront
Thank you for your review, Heather!! We really value it :) Stay Cool! Kate @ Coolfront
Replied June 2019
Julian
Company size: 2-10 employees
Industry: Consumer Services
Time used: More than 2 years
Review Source: Capterra
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
April 2019
Overall Good Product
Coolfront is a great way to present customers with pricing and quotations on the spot. It also makes it easy to watch over the technicians to ensure they are performing the necessary checks on the jobs and that they are charging correctly.
Pros
The ability to get customers approval, and have a homeowner sign off on a repair before hand. The ability to make custom repairs, ease of use, and overall professional look are all factors as well.
Cons
Seems to be missing some key features (EX: A way to denote if a customer has made a partial payment other than putting it in the notes. Would like to see it more visible, similar to the discount options.) . Also have found three separate instances where a custom repair had been omitted from the total charged, but was still present in the itemized list.
Response from Coolfront
Hello Julian! Thank you for writing in, we truly value your feedback!! Stay Cool :) Kate @ Coolfront
Replied June 2019
Harry
Verified reviewer
Company size: 2-10 employees
Industry: Construction
Time used: More than 2 years
Review Source: Capterra
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
April 2019
Ease of coolfront
I've been very satisfied and would recommend to anyone. Very easy to get started and understand
Pros
It's very helpful in price guide to my industry and area I service. The options to modify custom and favorite items is great
Cons
The only issue is when setting up certain price options and I need to discount certain things I'll have to go back to customize service call fee so it doesn't take discount off fee just part
Response from Coolfront
WOW Harry! Thank you for your incredible review!! We really appreciate it! Stay Cool! Kate @ Coolfront
Replied June 2019
Anonymous
Company size: 2-10 employees
Time used: More than 2 years
Review Source: Capterra
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
May 2019
Cool is for life
Flat rate / upfront pricing allows a business to charge what must be charged to realize a fair profit. The invoices are professional & legible. Pricing is uniform from customer to customer. Increasing the hourly rate is very simple. I wish I had started off using flat rate in 1994!!!
Pros
Mobile friendly & simple to create custom repairs.
Cons
Inadequate key search word feature for locating some of our HVAC repairs. (It has improved quite a bit over the last 2 yrs.
Cary
Verified reviewer
Company size: 2-10 employees
Industry: Construction
Time used: More than 2 years
Review Source: Capterra
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
April 2019
GREAT!!
All techs having same pricing has helped us grow and keep growing.
Pros
The ability to customize it to fit our needs.
Cons
Ever so often we have had minor issues. Nothing that has ever disrupted business.
Response from Coolfront
Thank you for your fantastic review, Cary!! Stay Cool :) Kate @ Coolfront
Replied June 2019
Nick
Verified reviewer
Company size: 11-50 employees
Industry: Construction
Time used: Less than 2 years
Review Source: Capterra
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
April 2019
Great Service
It has helped us a lot with our online dispatching.
Pros
Ease of use and great customer support. It’s easy for our service guys to use.
Cons
It’s not compatible with quick books desktop.
Response from Coolfront
Wow Nick, thank you for your 5-star review! We love to hear how Coolfront has helped your online dispatching! Stay Cool! Kate @ Coolfront
Replied June 2019
Mike
Company size: 2-10 employees
Industry: Consumer Services
Time used: More than 2 years
Review Source: Capterra
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
April 2019
Coolfront is way beyond all others in every aspect of their products and services.
Awesome experiences all around. If feels good to know that I’ll never have to research into any other programs because I’m at home with this one:
Pros
Coolfront has been, without exception, has always been way above the top notch in all aspects of their products (Apps, Add-Ons) and their services (Their in house Cutomer Service and all of their ADD-On’s Custom Service Crews). They have all been, every time I’ve had a need, been only a phone call away. It most literally felt like I was the only one calling them, as if I am the only one that has any questions or needs. They have always gone way beyond my expectations. Keeping in mind that I am a very small company- this very small fish has always been treated to swimming in their very big pond. I am looking forward to getting started with other Add-Ons like their mobile payment solutions program.
Cons
I’ve got nothing. I have not experienced any thing negative during my 4-5 years experience with Coolfront, To Your Success, and the Maintenance Program
Response from Coolfront
Wow, Mike. What an incredible review. We shared your comments with the entire company!! Thanks for being a stellar customer. Stay Cool! Kate @ Coolfront
Replied April 2019
William
Company size: 11-50 employees
Industry: Construction
Time used: More than 2 years
Review Source: Capterra
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
May 2019
Gamechanger
The software was very easy to learn. It easily integrates with quick books. You just tell the software your overhead and decide what you want your markup to be on certain price ranges and Coolfront does the rest. Coolfront has drastically increased profit margins and we are no longer unintentionally undercutting our market. It has also streamlined our service records, cutting down on office work. This software is perfect for the one man show or a company with 50 employees.
Pros
Ease of use, easy integration, very affordable, continuous upgrades to cater to industry changes, tailored to your company, pay as you go (no contracts), and increased profit margins.
Cons
There are some limitations compared to software that you would spend well over 10X as much. I would like to see some templates for “notes”
Response from Coolfront
WOW, William. What an amazing review and feedback. We really appreciate it and love to hear how Coolfront has boosted your profits :) Stay Cool! Kate @ Coolfront
Replied May 2019
Rebecca
Time used: Less than 12 months
Review Source: Capterra
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
5
FUNCTIONALITY
2
April 2018
I use this everyday, all day, and do like it. I just wish it did a bit more & had a few more things
In-field invoicing & pricing. Ease of scheduling. Parts reorder simplified.
Pros
I like that it syncs to Google Calendar & Quickbooks. I also enjoy the Parts Cart for resupplying the technicians. I enjoy easily being able to find repairs to bill them to the work order/invoice. I like being able to add custom repairs, discounts and pricing.
Cons
I don't like that the billed time/cost of part don't show on the internal view of the work order/invoice. I don't like that I can't run a report of average hours/dollars for each technician, since those values don't sync over into Quickbooks when the invoice does. I wish there was a way to "Pause" a work order so that the technician can return to it later due to possible part delay, weather delay or other circumstance. I wish we could customize the line item field for repairs other than creating a repeat custom repair for those time that it is an unusual circumstance or repair. I would like to be able to run some sort of report of what dollar/hour per work order/invoice we are tracking within the app itself. These are just a few of the items I would like to see within the Coolfront App.
Robert
Company size: 11-50 employees
Industry: Consumer Services
Time used: Less than 2 years
Review Source: Capterra
EASE OF USE
4
VALUE FOR MONEY
5
FUNCTIONALITY
3
April 2019
Coolfront Usage
Reduces paperwork somewhat but customers prefer a printout for records. We have seen better profits on repairs with the flat rate program. Am quite satisfied overall with only a few things that could be more useful. I would recommend this program to others.
Pros
It has large repair database which saves time. Is relatively easy to use if you use correct numbers. Customers seem to approve of it. Updates often and stays current.
Cons
Does not allow you to save estimates. Archives them and treats them as completed work orders. This causes some erroneous billings to occur because it syncs with Quickbooks and creates invoices when work has not been done. A bit difficult to search for estimates without date. Only saves certain number in Archives.
Response from Coolfront
Hi Robert! Thanks for the review :) Did you know you can print and email invoices? That may appeal to your customers who want more of a "hard" copy. Appreciate your feedback! Stay Cool! Kate @ Coolfront
Replied May 2019
Susan
Time used: More than 2 years
Review Source: Capterra
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
2
FUNCTIONALITY