FieldEdge Software

Pros

I like the ease of invoicing, and having my customers more organized and being able to see the previous work we have done.

Cons

The financial side of things, discounts, adding percentage, wishing it would all be in one, instead of going back and forth between Fieldedge and Quickbooks

Use someone else.

Pros

Phone support people are nice but can't solve any problem because the bugs just get ignored.

Cons

Their inability to fix known bugs for many years. Software does not easily integrate with merchant services. Android issues with mobile devices. Difficult to set up.

Been trying to get these guys to do a signature capture for invoices and creditcards for years. With each version we update to we always have issues. Either server doesnt want to communicate or information wont save. Last update zeroed out all of the prices/cost for our inventory, had to do a restore to try to fix everything.

Pros

Customer service is decent. It is a all in one system(POS, inventory, ect) ease of training for new employees.

Cons

Issues with server not communicating, cant removed customers from 10 years ago that arent even in business anymore, too many steps to run a credit card. Cant link multiple emails to send invoices to customers(accounting, general information), issues when trying to process credit cards(trys to charge to a customer instead) The earlier versions never had these issues and with each update they are trying to make it almost "too" complex.

Pros

I love how easy it is to train someone to use this software. It has so many options for specific details your company would need. The customer support is great in how they walk you through fixing issues. If the issue is not being resolved by troubleshooting with you they do jump in and take care of it.

Pros

The client presentation is excellent, it saves the technician time and it eliminates the duplication process.

Cons

There is no access to upcoming appointments and customer data if internet connection is compromised.

We moved two customer databases when switching to FieldEdge. We had many duplicates due to our trying to merge these to databases over the past few years-all prior to FieldEdge. Take the advice of FieldEdge and the time to clean up as much as you can prior to going live. It really made a huge difference for our company!

Pros

Everything! I looked at a lot of companies for a few months before choosing FieldEdge. Their product overall is excellent and constantly getting better with customer suggested updates all year long-yes! They listen to us little guys! Support is superior compared to any other company I have dealt with professionally! Price point-they cannot be beat for the product they offer. Period. The ability to customize so many features within the program truly shows that FieldEdge is dedicated to making a product that works for all types and sizes of companies-you won't find this elsewhere!

Cons

The only con I have is that we have not slowed down enough to fully explore all the extras that make FieldEdge so much more than just a dispatching program! Customer Recall Management, Tracking aging equipment for targeted marketing. These are all things that we cannot wait to begin! And the list goes on and on!

Sometimes I have connectivity problems, which is not a software problem. Offline can be used to avoid this problem if I know that is an issue.

Pros

The ability to do just about anything I need to in the field without calling the office. I can access the entire history of the customer.

Pros

Moving away for Google Calendar for scheduling to FieldEdge has definitely helped with keeping track of our technicians and the visibility in the office. We have been able to respond to issues quicker and able to respond to customers faster. They do seem to be making rapid updates to the system.

Cons

It is a little slow going from screen to screen. Also, the work flow (or lack of) provides for confusion and unnecessary clicks. Customer support is good and responsive but a written guide with best practices for how to use the system is sorely needed. This program is good for the service side of business but leaves a lot to be desired on the new construction side.

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 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.