FieldEdge

RATING:

4.2

(296)

About FieldEdge

The #1 software to run your entire business. FieldEdge by Xplor is a cloud-based field service management solution for home service contractors in fields including HVAC, plumbing, electrical and more. The field service software allows companies to manage business operations remotely with features including customer service, scheduling and dispatch, invoicing, service agreement creation, customer history tracking, customized reports and analytics and more. The dispatch board feature provides users with suggestions for work order management and service call assignment based on the technician’s skill set and expected location at the time of the job. In addition, FieldEdge helps streamline and automate the billing and scheduling of services. It offers integration with Quic...
FieldEdge dispatch Board

FieldEdge Reviews

Overall Rating

4.2

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4.5

Value for money

4

Functionality

4

Most Helpful Reviews for FieldEdge

1 - 5 of 296 Reviews

Kelley

Consumer Services, 11-50 employees

Used daily for more than 2 years

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2020

FieldEdge is a great tool!

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.

PROS

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.

CONS

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.

Vendor Response

Thanks for the wonderful review, Kelley! We are so glad to hear that you are enjoying many aspects of the software, along with the range of support resources that are available to you. We are lucky to have customers like you!

Replied January 2020

David

Utilities, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed January 2020

Wonderful Software!

We have become more more efficient using this software. The people at FieldEdge are incredible and very, very helpful.

PROS

Ease of use, tracking ability, reporting, integration with Quickbooks

CONS

Connector between FieldEdge and Quickbooks

Reason for choosing FieldEdge

Cheaper, familiar with the FE people, provided our company with everything we needed

Reasons for switching to FieldEdge

FieldEdge purchased ESC and it made sense to switch to the next software

Vendor Response

David - We love hearing that FieldEdge helps you become more efficient! Thanks so much for taking the time to share your feedback on our product and teams.

Replied January 2020

Ryan

Electrical/Electronic Manufacturing, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

2

CUSTOMER SUPPORT

1

FUNCTIONALITY

3

Reviewed May 2020

Be Thorough with Onboarding

Our contact with our onboarding agent was abysmal from day one. Receiving a response typically took 2-3 days or up to a week unless we made multiple attempts. It came to a point where I started keeping track of when and how many times I contacted them before I received a response. Responses were frequently, "I'll get back to you on that" with no follow up. I also kept a list of questions they never answered. We were advised by our FieldEdge salesperson to switch to Quickbooks Online before signing up with FieldEdge for ease of use. When data was transferred from QBO to FE, NONE of the costs for our 2400 items in the system transferred over. Sales prices carried over just fine. Each time we do a quote or invoice, if we want to track profitability or markup on items sold, we literally need to look up each individual item and manually enter its cost. We are six months into using this software, and we have had this issue escalated to a different department, escalated to a different team, escalated to their Tier 3 development team, you name it, yet the problem persists. "It seems we have encountered a bug" We have been offered discounts because of this issue, but honestly, if we hadn't invested so many thousands of hours and tens of thousands of dollars into this software, I would be happy to pull the plug.

PROS

The dispatch board is nice, techs can update their work orders and we can see their status in real time (generally).

CONS

LEARNING CURVE - DO NOT underestimate how much time you will need to learn this software We seem to be an outlier since most reviews rave about their customer service, but our onboarding agent was less than responsive to our questions and attempts to contact him, and he definitely did not provide us with adequate information or learning tools. If you have concerns, make sure they are addressed in a timely manner before you make your final decision, otherwise they may never be addressed. It is VERY expensive per month per user. Our business is open 7am-5pm. Their support team has a habit of calling between 5pm and 8pm, but never when we are actually in the office to answer calls.

Reason for choosing FieldEdge

FieldEdge didn't require a contract. It cost SIGNIFICANTLY more per month than all of their competitors, but the idea that we wouldn't be locked into a contract was appealing. Now we feel that because of how long we have spent trying to learn how to use this software, and the money we have invested, it would be throwing tens of thousands of dollars out the window to switch to something else.

Vendor Response

Hi Ryan - We are really disappointed to hear that this was your experience with onboarding and we certainly hold ourselves to higher standards than what you described here. A member of the Customer Success team will be reaching out to you to talk through these concerns in more detail. We truly value your honest feedback and will be sure to pass it along to the appropriate teams so we can continue to make improvements in these areas.

Replied May 2020

Lee Ann

Mechanical or Industrial Engineering, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed October 2021

Great HVAC Software

Billing time has been cut in half / Technicians paperwork has been cut by 80% no need to type a book out just to send an invoice / Being able to do a quote and then it turn into a job once accepted cuts out double work

PROS

Mobile App we needed our guys out in the field to be able to access information on their phones

CONS

Not being able to put pictures on the proposal when the demos show proposals with pictures

Reason for choosing FieldEdge

Product capabilities, Cost & Customer Support Promised

Reasons for switching to FieldEdge

Servicom was a great software and we used it for over 25 years but it did not have a mobile app

Emmett

Construction, 2-10 employees

Used daily for less than 12 months

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

3

Reviewed August 2020

Good Software

PROS

-Easy invoicing -Easy item search -a lot of compatible software for CRM, Accounting software,tracking, etc. -Simplistic

CONS

-Can be finicky after an update. - Jobs feature could be improved it doesn't track cost like we would like it to. -Can't place stock orders. All PO's have to be connected to a customer.

Reasons for switching to FieldEdge

Cheaper and more user friendly for service techs.