FieldEdge is a great tool!

We have decreased the time we are waiting to be paid and reduced our overall outstanding invoices. We have increased productivity, reduced costs, and are now tracking jobs.

Pros

As a user who started at my company after FieldEdge was already in place, I can honestly say that FieldEdge was very easy to learn. It is user friendly and the basics can be picked up very quickly. For the more seasoned user, it has more intricate features & applications that you can utilize for your specific needs. Our technicians invoice & collect in the field and with the Quickbooks integration, it helps keep our outstanding invoices to a minimum. FieldEdge provides a live chat feature, which is a great tool. The Reps are very friendly and knowledgeable and super quick to respond! Each user can customize their settings to maximize the ease of use. For instance, I like to have my service tech dispatch board as my default since I am managing that board more closely than my estimator, apprentice or office boards. You can easily toggle between them but it is great to have just the ones I need on top. You can assign priority flags to calls to give quick at-a-glance visual markers. This is great when we have calls that can be interchanged between techs with the same skill sets, which can also be assigned in FieldEdge. The Do Not Service feature is another great tool that has allowed us to prevent accidental scheduling on accounts that we do not wish to service. All in all, it is a great tool that can be as simple or complex as you want it to be.

Cons

We have had a few instances over the past year with the software being down, but frankly, at least 2 of those times it was a Microsoft issue, not specially FieldEdge. There are times that FieldEdge runs slowly, but for the most part, it is a stable platform. We have had a couple issues with licensing error messages when trying to add additional uses on our account, but they were quickly resolved and corrected with a call in to the team.

Integrates with Quickbooks

Overall, we have loved the software. There is another one that we like better but being a small company we could not afford it.

Pros

We like having everything electronic for service calls instead of paper. We like having the customers equipment listed in one place and service history available to the service tech in the field. Service tech can add equipment and pictures as needed. Dispatch log lets you know what service work is needed each week.

Cons

Does not have 2 way communication with Quickbooks. Can only add parts in fieldedge but have to create purchase order in Quickbooks. We used advanced inventory with Quickbooks with site and bin location for each part. Service Tech can only see that we have part - he doesn't know if its in the warehouse, on his truck or another location. Seems old school in setup - with today's technology looks like it would be more flexible.

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.

Not Worth the Money-Spend Extra for Something BETTER

I'm not entirely sure who recommended this software to our company President, but I feel they were either paid to promote it or they had not actually used the software themselves. I honestly do not have much good to say about this product. The pros to it are not enough to keep this around, but this decision is not up to me. If it were, I would not have bought this in the first place. PROS: *Dispatch/Scheduling option *Tech Support is very responsive The dispatching and scheduling option is pretty handy. While trying to set up the loo of the dispatch board is not readily obvious, once you figure it out (not help to the "manual"), it's not too bad. There is room for improvement on that side of things, but as it stands, it's good enough to be a pro. Tech support is very responsive, however, to get quality response, I'd definitely call them on the phone rather than contacting them through the internet. CONS: *Not user intuitive *No real user manual; Manual they provide is vague *Webinars are minorly helpful *Bugs in the software that hinder simple tasks *Help Topics are below average-topics do not accurately address issues *Does not keep accurate records of invoice history, dispatch history If you are not comfortable around computers and various software, I strongly urge you to go somewhere else. If you are used to picking apart deficiencies in computer software or are comfortable enough to figure out how to work software on your own without a manual, knock yourself out. While ESC will make your job more interesting (and by interesting, I mean figuring out a puzzle that does not make much sense. Oh and colorful word creation as you bang your head against the desk when simple things aren't working), I wouldn't call it a time-saving product. Seriously, if this is bought up because of its low price, rest assured you will spend a great deal more in administrative hours as you figure ways around the bugs in the software. Don't be a cheap bum-spend the extra coin for something that went through all the processes of software development: analysis, design, development and testing.

Great platform for automating the administrative end and field tech end of a growing business.

Pros

The program is very user friendly as is the onboarding process. Easy navigation within both the mobile version for our field technicians and also within the office user license on the admin side. Love the Help Center/chat now feature for immediate help when we draw a blank, need some feedback, or when we need to simplify the way we are completing certain tasks....there is usually always a better suggestion through the Help Center. Our [SENSITIVE CONTENT HIDDEN] has been fantastic with his responses also. He has been very helpful assisting us with custom reports and always very quick to respond to any email I send. He's definitely an asset!

Cons

I do feel that reporting could be a bit more interactive; I feel like there should be a way for each company to customize the data they need to see daily for reporting purposes, such as an all inclusive KPI section on the dashboard.