FieldEdge Software

I highly recommend this software to any HVAC company trying to streamline operations.

Pros

I like how everything is integrated from the office to the field to GPS to billing and so on. In the field I use this as another tool in my bag.

If work flow and functionality on the mobile app were more closely related to the desktop app it would be much simpler.

Pros

It is easy to add and edit customers. It's also easy to add work orders for dispatch, from the customer screen.

Cons

Workflow wasn't efficient. Isn't completely integrated with Quickbooks online, and only has 3rd party merchant services.

The product has been phenomenal asset to my growing company and as I change the product evolves as well to suit my needs. Support system is nothing like I have ever experienced before. One call in for information and the support team are prompt with an answer and during the first call. I am sticking with this company forever now. Thanks Fieldedge.

Pros

Ease of operation to confirm to my business. Support system is out of this world. I feel like they really get me.

Cons

No cons. i do not have any cons to say.

I am only now figuring out the full functionality of ESC, from managing our fleet schedules and inventory to keeping up with our service agreements. As a fairly new user, I was pleasantly surprised how user-friendly the Dispatch Dashboard is. I was able to get up and running with little training, resulting in zero downtime for my employer, and I always get a quick response from the Desco Support team whenever a question comes up.

Pros

I am most impressed with how common-sense the program is. While there is always room for improvement, and I am new to the dispatcher game, I can follow the service from the initial call to payment of invoices and easily sync it to QuickBooks for handling. Also, the app that has been downloaded on our phones make it easier to manage and track everything from off-site.

Cons

The version I have is not cloud-based, but that is easily fixable with an upgrade if we need it bad enough. However, we have found that so far the app works great for off-site management.

I have been a customer with their desktop version ESC for 10 years and was very happy with it, but now that I moved over to their cloud based system I absolutely love it!!! I can run my operations from any location because it is in the cloud and I can pull up my company from any browser. This is what I have been waiting for for years and the girls in the office love it. No more hosting it on our own servers and slow connection. FieldEdge knocked it out of the park!
Richard
Air One Air Conditioning & Heating
So. California

Pros

Pros: It is cloud based and readily available from any browser and location. Up sell is a snap for the technicians because you are able to input up-gradable items and recommended items too take the pressure of selling off the tech and puts it in their viewable iPad for the customer to see. Up-selling to the next level is here.

Cons

Software transfer and customer history takes some time and when transferring be sure to save your old software or paperwork for exact details to look up later.
Remember that you are going to a new platform but its well worth it.

I've worked with Desco software for several years both ESC and now Field Edge they are both great soft ware packages. The field Edge seem very easy to use and has features that will help you run your business and make more profit. Great program

Pros

Ease of use, very user friendly. And the tech support is second to none. Best I've ever had in 23 years in business. dispatching the closest tech to a job is a great way to save money. Want to change your pricing ease get this program

Cons

Cant think of any con. Maybe it's color is green and I love blue, no I think they made it Green because it help you make more money.

We give them 10+ and would definitely recommend Field edge.

Thank you! You are AMAZING!

Pros

The customer support staff has provided the best training that we could ask for. With the training that we have received we been able to utilize the software very easily and comfortably. His knowledge, patience and guidance has helped us benefit from Fieldedge in so many levels. He's never overwhelming, i love that he follows up to ensure we are happy with the software and if we have any questions. His passion for what he loves doing definitely has shine since day one!!!

Cons

I have not had any issues to report at this moment. The System updates are constant but a necessary to improve the software.

I HAVE USED SEVERAL DIFFERENT DISPATCHING PRODUCTS THROUGHOUT THE YEARS AND THIS ONE HANDS DOWN IS THE BEST. EVERYTHING FROM CREATING THE WORK ORDERS TO SYNCING INFORMATION TO QUICKBOOKS IS AS SIMPLE AS IT GETS. IF I DO HAVE ANY ISSUES, FIELD EDGE SUPPORT IS ALWAYS ON HAND TO ANSWER ANY QUESTIONS AND WALK ME THROUGH ANY ISSUE I MAY HAVE. THIS PROGRAM HAS ALSO BEEN EASY FOR MY TECHS TO USE OUT IN THE FIELD. I WOULD RECOMMEND THIS PRODUCT TO ANYONE WHO IS LOOKING FOR SIMPLICITY AND TO CUT DOWN ON HAVING TO USE MORE THAN 1 PROGRAM TO RUN THEIR SERVICE DEPARTMENT.

Our company had been looking for a cloud based software for dispatching Service Techs for our HVAC company-a few years back we thought we had found one. We had NOT-overall experience could not have been any worse. We have now been using Field Edge and a complete turn around-sync's seamlessly to
Quickbooks in live time-Techs pleased with it, Admin staff pleased with it, owner pleased with it. Updates according to our requests are met in a timely fashion.
The Tech Support Team are amazing-they suggest that all levels of our company's staff contact them-they respond QUICKLY and have the answers we are looking for and stay with us to be certain that we understand.

Pros

The support they give

Cons

Really do not have any, maybe that they did not deveop it sooner............

Advice to Others

Do not hesitate to get onboard-these folks are the "real deal"

The support staff at FieldEdge is always quick to respond to any questions or concerns that we may have.
Ease of use makes the process of dispatching calls quick.

Pros

ease of use, automated reminders for maintenance agreement customers,
dispatching, very reliable, automated billing renewal.

Cons

slow during the afternoon (more than likely due to heavy traffic hours)

Field Edge is continually adding special features that improves the ease of use. One of the features that is particularly helpful is the "suggested customer". When creating a new customer, it will pick up any similarities in existing customers which helps cut back on the annoyance of a duplicated customer. The Field Edge support staff is always there with a quick response whenever we need them.

Pros

Very user friendly. The dispatch board is very simple to view and easy to use, and the Integrated phone system is proving to be a very helpful feature.

Cons

Hardly a con, however, the updates which are every couple of months come out with new features which sometimes take a moment to get used to.

Advice to Others

Trust the change.

Without a doubt, Field Edge has been the solution our company has been seeking for many years. A cloud-based software that integrates with quickbooks is what we were looking for. This isn't 90's anymore and our company likes to be ahead of the curve so the "DOS" based dispatching software wasn't even an option. We were looking for a dispatching program that would allow for the technicians to invoice in the field in real time and streamlines the billing process. Field Edge has given that to our company and so much more. We no longer have to decipher handwriting, or manually enter in work orders. The office finalizes the invoices or follows up with getting it completed if a return visit is necessary. Quotes are given to our customers while onsite which lowers the chance of the customer getting another quote and lowers the chance of them changing their mind. We also can keep track of customers with agreements, and dispatch routine routes and bill all in a timely manner. There are also GPS and CC Processing integrations which are helpful.

Pros

Quickbooks Integration, Cloud Based, All Inclusive CSR Software, TIME SAVER (at least 1 Hour a Day), Real Time invoicing in the field, Agreement fields, Phone Line integration for marketing tracking, Works on Andriod and I Phone.

Cons

The onboarding process is lengthy if your company is organized the process will be smoother than that of a disorganized company. But let's face it if you're looking for a CSR program you know you have to be organized or get organized to be a successful business. The database has to be set up in an organized fashion and even though onboarding is a process it's for a good reason and in the end, you will be thankful all the work you put into it. The system you build will only function as well as you build it. The onboarding team will build it for you, you just have to get them the information they need!

Advice to Others

I highly recommend a demo from when of the amazing customer service technicians, ask questions, give details of what you want the system to do for your company, and I bet they have an answer hope FieldEdge can help steam line your specific needs.

Likes Best

The mobile app worked well, and worked well for collecting and accessing job and customer related information.

Likes Least

The need for the main office computer to be on at all times for the mobile techs to be able to access new information that was not already loaded on their app.

Recommendations

Make sure you have a clear picture of what you are needing the software to do for. Do you need mobile access, inventory tracking, quoting/estimating capabilities?

Likes Best

The service department uses this for service dispatch and customer management.

Likes Least

From what I've seen, the software lacks easy of use and compatibility like CRM software.

Recommendations

This should include a cloud-based CRM integration so two separate solutions are not necessary.

Likes Best

Easy to create dispatches, easy to create invoices, and inventory tracking is great. The ability to automatically put inventory from warehouses when it gets sold using flat rate codes is very efficient.

Likes Least

The reports leave a little to be desired. Maybe rewording some reports so they're more easily found and you instantly know where to find them would be good.

Recommendations

The dESCO support chat is amazingly resourceful. I've always been very happy with all the troubleshooting and help they have to offer. After the chat, they always email you a transcript in case you have questions in the future, you have something to go back to without contacting them again.

Likes Best

It's simple and efficient. Integrates with quickbooks.

Likes Least

The mobile app takes time to learn but it is very useful for technicians who are responsible enough to do invoicing and billing.

Recommendations

This is my first time using a software for HVAC but i have no complinats so far.

Likes Best

Comprehensive & quick tech support via chat or email, extensive knowledge base for questions. The software allows for extensive customization. I really like the ability to track the labor hours on each job, allowing for better job costing than some other software packages. There are so many features, we haven't even begun to take advantage of all of them!

Likes Least

If one user is invoicing a service dispatch and another user opens the same dispatch, the user doing the invoicing will lose all changes they have made, which can be quite frustrating. There is no warning to either user until it is already too late.

Recommendations

Take the time to really investigate all of the customizable features, you can really get this software to do pretty much anything you need it to.

Likes Best

I feel that the software is user friendly and easy to learn. They have great tutorials that help when quetions arise.

Likes Least

I do not like the fact that you can't change a transaction and it export the changes to Quickbooks automatically. You have to change it in Quickbooks then wait for it to "update backwards" to ESC.

Recommendations

Be honest so people can use these evaluations to base their decisions on when purchasing software.

Likes Best

This has been a very effective tool for us scheduling our technicians. We are now billing from ESC and the customer support we have received, especially from the chat support has been exceptional.

Likes Least

Sometimes sales are a little slow returning calls regarding purchasing other features when you are already an established customer.

Recommendations

This system has been pretty cost efficient for us and very reliable. We are moving forward towards paperless billing and believe we chose the right software to do that with.

Likes Best

I love the ease of use for techs in the field as well as in the office. It gives us the ability to share where we are across departments and to see how backed up we are. The vendor Desco has been fabulous! I am in service and I deal with people all day and these guys really know their business! Patient, knowledgeable, and if they don't know the answer they get it for me in a timely manner.

Likes Least

I think there is room for improvement on the reporting. I would like to be able to print out a simple report that shows how many tickets a tech completes in a day / week / month. Very basic. I also think that even tho we use quickbooks for our accounting, I thinks that there could be some improvement on the reports. Also, I don't like how things can be taken out of quickbooks so easily by people by mistake. The last thing that bothers me is how once a ticket is moved to a tech on the calendar, how the ticket gets all junked up if someone accidentally touches it in the office, it should refresh for the tech so their list doesn't get all locked up every time that happens. Oh and one more thing, when you attach files to customers people can accidentally corrupt the file by opening it and not closing it properly causing the file to be lost. I would like for a way to keep this from happening.

Recommendations

Its a great tool for dispatching and sharing information with field technicians. Never before did we have the ability to share customer information, equipment onsite, dog warnings and etc with our people out in the field. This is one of the greatest features.