I've been very satisfied and would recommend to anyone. Very easy to get started and understand

It's very helpful in price guide to my industry and area I service. The options to modify custom and favorite items is great

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

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.

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.

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.

Simplified my daily efforts.

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)

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.

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.

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.

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.

We've been working with Coolfront 5+ years and never had an issue that was not resolved quickly.

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.

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.

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.

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.

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.

Easy to use, and the work order immediately shows up on the techs device, eliminating the need for the tech to drive all the way back to our office to gets their next work order

It is super user friendly & easy to use. I love that it can be used on a computer, cell phone or tablet and there is no subscription. You only pay for what you use.

I wish it would show the price of repairs before you select it..... sometimes our techs aren't sure which repair to pick until they see what the charge will be & then they have to go in and delete it if its way out there.

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!!!

Mobile friendly & simple to create custom repairs.

Inadequate key search word feature for locating some of our HVAC repairs. (It has improved quite a bit over the last 2 yrs.

easy on the go invoicing for our technicians.

Coolfront is amazing. It helps us have a better relationship with our customers. Its easy to use and straight to the point when it comes to giving our customers the price for repairs.

I don't think there is anything I don't like about this software. Its easy to use and really affordable.

All techs having same pricing has helped us grow and keep growing.

The ability to customize it to fit our needs.

Ever so often we have had minor issues. Nothing that has ever disrupted business.

Being a user and believer in Flat Rate this software makes it easy...one less headache to deal with!!!

Easy to use, I love the repair look up format. Customer service is awesome and I have never had to wait on hold or have someone call me back. Being able to read, write or check the status of a work order from anywhere is great. The customers love the invoice format and the fact it is emailed to them right there on the spot! It integrates with Payzer which makes taking credit cards or financing so easy!! I especially love the customer surveys that are automatically sent out and being able to pass a gift along to a new customer or a customer having a birthday or anniversary! It integrates with quickbooks and google calendars...love that!!!

I wished we could sent a email to a customer letting g them know we are on the way. Being able to separate invoices by counties or municipalities for year in license payment.

less paperwork, easy to access from anywhere, easy to see what happened on previous service calls.

We like not having paper work. Both the customers & our office like the digital service ticket. It's also very convenient to watch what a service tech is doing by checking in on Coolfront. I like being able to add as many notes as I want, and then if I have to go back 6 months later I can see what happened on a service call.

There are 3 things that come to mind that I would like to see changed. #1 - I would like to search & not have to include a date range. It would be convenient to just put in a house number or last name. #2 - I wish unpaid tickets could display a different color (maybe yellow? ) and then not archive until they are paid. #3 - Also if we could search for tickets based on their status. ( Paid/Complete/New/ Started)

It's ease of use for the technicians who are not always computer savvy makes it good for the person in the office who has to understand what the technician is trying to convey.

Ease of closing out & invoicing calls. Typing gives you a lot of freedom for notes for customers. Searching, when works is phenomenal.

Searching for parts. We use a lot of mobile home parts. None of the part numbers come up. It's usually hit or miss on trying to find part #'s. I end up searching for "blower motor" and try to find one who's cost matches ours.

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.

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.

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.