FieldEdge Software

FieldEdge Software

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33

Recommendations

FrontRunners 2021

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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...
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FieldEdge dispatch Board

FieldEdge User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4

Customer support

4.5

Functionality

4

Showing 1 - 5 of 277 reviews

Devon

Company size: 51-200 employees

Industry: Facilities Services

Time used: More than 2 years

Review Source

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

August 2020

Great Customer Service

Pros

This product did not answer all of our answers, but FieldEdge was always willing to help! They made sure our needs and concerns were their needs and concerns. Their customer service is excellent!

Cons

They are continually adding features so many features we needed at the beginning they did not have. They now do!

Alternatives Considered

S2K Vision

Reasons for choosing FieldEdge

User interface ease of use customer service willingness to find ways to make it work for our company

Reasons for switching to FieldEdge

The system was clunky. They also continued to want more and more money in order to get the system to work for us. It definitely did not meet our needs.

Irene

Company size: 11-50 employees

Industry: Consumer Services

Time used: More than 2 years

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

April 2022

Highly customizable - Field Edge, hands down, is the best out there

Excellent. I could not ask for better customer service. Specifically, [SENSITIVE CONTENT] our Customer Success Manager, has been great to work with. He responds quickly, is very hands on, and is overly dedicated to our team.

Pros

The customization capabilities , the program being web-based, simple to use, and works full circle for every user, regardless of role, and for each division

Cons

It would be useful if the reports could be generated in all formats

Reasons for choosing FieldEdge

The customization capabilities , the program being web-based, simple to use, and works full circle for every user, regardless of role, and for each division. It's an all-in-one solution program

Reasons for switching to FieldEdge

Outdated features

James

Company size: 2-10 employees

Industry: Construction

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
1

Ease-of-use

out of 5
1

Value for money

out of 5
1

Customer support

out of 5
1

Functionality

out of 5

May 2022

Not user friendly

Tech support was terrible. The implementation took forever. I was not delivered what was promised. Now trying to get our of the service agreement from which they are not allowing.

Pros

Quick books integration works adequately.

Cons

Completely not user friendly. Tried several times to work out some of the bugs. Difficult to schedule from mobile app. Was promised flat rate pricing, ended up with old pricing pulled off quickbooks. Pretty much useles.

Reasons for switching to FieldEdge

Needed a program that was user friendly and integrated with quickbooks.

Dan

Company size: 11-50 employees

Industry: Construction

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

April 2021

Helps manage, organize, and grow your service business.

I am extremely thankful for the support team at FieldEdge. They are knowledgeable, helpful, and know their application well. Although implementation took some time and we still are improving our data set, we are glad that we selected to use FieldEdge as our SMS (Service Management Software). It truly brought our company from where we were to the next level. We are now a more consistent, more efficient, and more profitable company. If you do select FieldEdge to help your company, my one piece of sage advice is to spend time building out your pricebook for your Field Service Technicians. Adding photos, detailed descriptions, and the like will help them select the right part for the job and help you make sure you are billing the customer for the right part,.....etc.... etc....

Pros

FieldEdge has been instrumental in helping our business automate so many of the daily tasks of operating our service business. From tracking how marketing works, setting up new service calls through our dispatcher, informing our techs where and when they need to be at jobs, invoicing, quoting, historical work completed, and even uploading photos. By in large, FieldEdge has the service process covered and help companies that use it, become better at communicating with customers, employees, and management. I have been impressed with most every feature that they offer. The one feature which I think has helped us grow the most is the use of packages. A package is a grouping of items that are typically sold together. These packages have the individual items used to create the package as invisible to the consumer and a blank freeform data field to explain what the package is. The use of packages has grown our average sales ticket and improved the efficiency of our technicians. Customer love that they get detailed written invoices and quotes promptly emailed to them. Dispatchers love see where the techs are in the day so they can squeeze in an extra service call or two. From an owner and management side of things, I sincerely appreciate how this tool helps customer, dispatcher(s), field service technicians, and our management to all work together.

Cons

Can't really think of any major cons. There are some "Wish-List" items which I have for fine tuning the software, but they are minor disadvantages. One such example is the history of customer interactions. It is visible on the mobile application, but it isn't easily viewed. For example, it may say that we had an invoices in May 2016, September 2017, February 2019, and July 2020. To find if a customer purchased a widget from us, we have to review each invoice to "hunt" for the widget and when or if it was sold by us.

Reasons for choosing FieldEdge

Our buying process was longer than it should of been. I demo'ed some 5 or 6 different software apps looking for the right fit. Some did better than other in some areas than others. However, despite FieldEdge being a more expensive tool than some, we decided to use FieldEdge because it was a better tool than anything else we saw. As a plumbing contractor, we rely on tools to do almost any job. And my experience with cheap tools is that they may kinda work, but they new perform like you want them to and they often fail you when it is critical. So by in large, we invest in better tools for our plumbers to use. So when it came down to which tool to use to manage of Field Service, it just made sense to buy the best tool available. And from my research, FieldEdge was that best tool available.

Reasons for switching to FieldEdge

To better manage more technicians and to improve our customer communications. FieldEdge certainly did this.

Response from FieldEdge

Hi Dan - WOW! Thank you so much for this thorough and glowing review! We love hearing how FieldEdge helps businesses like yours grow. We work hard to meet expectations, and we're so glad to learn that we hit the mark for you. Our teams will be so happy to hear the feedback you've shared. Thanks again!

Replied May 2021

Anonymous

Company size: 2-10 employees

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
3

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

November 2019

FieldEdge great for small to medium sized companies

Fieldedge helped streamline our company and operations substantially from our paper invoice and reporting previously. The basic functions were easy enough to train someone on in a day. Some of the more integral functions were a bit confusing and required technical help. The technical help for fieldedge is outstanding.

Pros

Ease of learning curve on basic functions was very manageable scheduling is straightforward and can be accomplished with a few simple clicks researching a customers history is an integrated tool and very easy to navigate

Cons

Overall the software seems a bit dated some features and functions many new estimating/scheduling software packages are implementing are not included such as text notifications for customers.

Reasons for choosing FieldEdge

Fieldegde provided a package deal that also included some business coaching and financial guidance that made the total package very attractive.

Response from FieldEdge

Thank you for providing your feedback, we always appreciate our customers letting us know how we can further help them! If you contact your Customer Success Manager they will be more than happy help you troubleshoot this issue.

Replied December 2019

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