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)

Was good and reasonable. Now it sucks. I am part of an HVAC froup on Facebook and many others are looking for a new program as well...all because of the new "features" that we do not want.

Service tickets by technicians. By the way...your industry choices do not include the HVAC field for this review.

The cost is constantly going up. Now they want to force us to pay for items we do not need...we cannot sync to Quickbooks without their new add-on.

emailing of invoices & receipts. Flat rate pricing.

I like the ease of entering the information. I like that you can email receipt to customer right away. I like how it can be an invoice or a receipt.

It's not easy to search for a customer unless you know the date of the last time you were there. That is my major disappointment with this program. Searching for customers & history & merging the calls together. I ALWAYS have to go to add on & Merge. I wish it was more automatic. I use wintac & it always pulls up correct customer just by entering a few letters or address. You dont' even need complete info. If Coolfront doesn't correct the merge/search soon I will have to switch to a different software/dispatching program.

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.

Easier usage. No storage for paper invoices.

Pro the software is usable in offline mode. The fact customer's are stored online and pay supporters are saved is excellent. The ability to assign management duties to individuals controlling their level of interaction. Google calendar integration is great.

Cons, I do wish the navigation between screens was't so involved. A common menu through the app would make it easier as opposed to the back button. And currently it is only compatible with QuickBooks to synch with. A feature which I'm sure is nice but I don't use QuickBooks which makes my bookkeeping all manual. No ability to download invoices as spread sheet. Search feature is good but could be simplified. Dispatching can be a little confusing if more than 5 tech's. The app doesn't work well with some of our other office management software.

Way too many benefits to list. It is just an incredibly easy scheduling/invoicing software and I’m excited to see what new innovative apps they come up with to an agreement within the software. Customer Service is always very friendly and knowledgeable!

Ease of use and always coming up with new innovative ideas and apps.

If there’s one thing I think they could improve on is helping users to understand that the bookKeeping software they use may not integrate all the features that coolfront has to offer. We use QuickBooks online and cannot use the email or text reminder feature.

Cost reduction overall of processing service related billing and customer tracking. Also reduction in preprinted forms. Repairs data base that is always up to date. Made is a more profitable service company due to uniform pricing and makes it easy for tech to price out job.

Easy to use. Usage cost is applied to each ticket. Data bases updated regularly. QB integration. Am really liking the recently added feature of "installs & quotes".

Some of our problems are due to slow internet I suspect. Don't like the automatic archiving of work orders. I want it put away when I deem it appropriate. Don't like the new search engine dynamics. Old one was better in my opinion.

Glance back is extremely helpful. Merge it is also extremely helpful. Email button to send invoice or receipt to customer is great. Able to use system off line is very important to us. Cellular service is not great in our area.

Would like to add more default email addresses. For example, when I send to customer I would also like accounting to get the invoice as well as myself ( Service Manager) Parts Cart doesn't show up all the time so it quit thinking about it. When I view a techs work order I don't see Parts cart.

Overall coolfront has been a great tool to help grow my business.

Easy to use software. It really helps you find the best repair and then confronts pricing is geared towards you building your business.

Needs to be a way to keep up with customers and maintenance agreements sold. I have to integrate coolfront into quickbooks which works well for the most part. There are still some kinks to be worked out.

Gives us the ability to be a more paperless company where the majority of our invoices get emailed verses printed and mailed out and as a result can get payment faster when customer is not home to make payment at time of service

That our techs have access to flat rate pricing and being it is web based have access on any tablet, laptop, desktop or phone if necessary

Invoices that are still open or pending drop off into archives. Would like to see the system only sense the paid invoices drop into archives automatically after the current time it does it and leave other not mark paid to be manually archived

The ease of use and how the screens operate. The new search is better and having options to filter also is a plus. Being able to populate past customer information and having a history of their previous services would assist techs in the field.

There isn't enough parts listed for certain types of equipment and usually have to either pick a part close or more often than not create my own repair, sometimes the price needs adjusting as well. With the elderly or folks with vision glasses it is often stated that the grey writing is difficult to discern.

Coolfront has allowed us to go paperless with our work orders and process the work orders directly into Quickbooks which saves time as we do not have to doudle enter.

Coolfront is fairly user friendly and offers multiple applications that work with our Quickbooks program.

The parts data base is hard to navigate and it is often hard to find the part or service you are looking for.

Ease of service billing.

Convenience of quoting repairs to homeowners is very nice. Having the ability to report to customer the cost of repairs on the spot is a nice feature.

Far too many repair options for very similar repairs. Repairs database is not fully customizable to company usage to limit search times but does offer features for company and tech favorites for regularly used repairs.

Easy to dispatch techs. Customer approval works great for pricing approval. Glance back is great for techs.

Parts finding is hard for techs to find exact parts. Not all makes are in the parts system . To easy to make 2 separate customer files and then glance back doesn't help the techs. I wish I could link more then 1 tech to a work order. I would like to be able to put sales tax and residential hourly rate as default instead of always having to change it. I wish equipment listing was part of the customer information.