FieldEdge reviews

Field edge is great.

Opmerkingen: I like it very much.

Pluspunten:

Dispatching, Field integration with quick books Invoice. Quotes and and receipts for customers.

Minpunten:

We will see what ma come in the future. I am looking forward to seeing what comes up next.

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

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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

HORRIBLE! Would NEVER recommend.

Opmerkingen: Horrible. The program itself is alright, but the people surrounding it make it not worth having. Not to mention when you leave the program, you lose all of YOUR information, unless you are willing to pay for it. These are things that I think should be disclosed at the beginning.

Pluspunten:

It was easy for the most part to set up and use. Easy to navigate and dispatch and kept everything together in one system.

Minpunten:

Customer service is terrible. The system lagged, wouldn't connect, there were mobile issues, you name it. The customer service reps didn't know anything, and if you escalated it to your actual account reps, they were absolutely no help whatsoever.

Helps manage, organize, and grow your service business.

Opmerkingen: 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....

Pluspunten:

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.

Minpunten:

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.

Great Customer Service

Pluspunten:

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!

Minpunten:

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

FieldEdge transformed our business

Opmerkingen: Since day 1, working with FieldEdge has been a delight. Every person we have encountered has been positive, knowledgable and helpful.

Pluspunten:

The ability to manage the entire customer experience from lead to invoice all the way into quickbooks has streamlined our workflow and allowed us to take on significantly more work. Our success manager and the tech support teams are phenomenal.

Minpunten:

The software is still lacking some features to be able to manage larger more complex quotes and project management.

Field Edge Review

Opmerkingen: I like the dashboard tab for easy overall numbers of sales, quotes and marketing

Pluspunten:

Its easy to use and keeps everything in order. Links to QuickBooks which is helpful. I like the training modules for new employees coming in. Service is great

Minpunten:

Missing features to help with receivables like statements.

Good experience

Opmerkingen: It is my main location during the business day. The AP side is still mostly in Quickbooks. The customer side is mostly in Fieldedge.

Pluspunten:

It is built around the service agreement part of my business. The reminder feature is 1st rate.

Minpunten:

I chose to start during a busy period . This is not advisable as there is much to learn.

We find FieldEdge Essential to Operate our business efficiently

Pluspunten:

We like the ease of using the software. New software upgrades seem very seamless. The Online Support is PHENOMENAL!!!! Support is ALWAYS friendly, attentive, patient, thorough, and FAST!!! They sitkc with me and follow-thru until my issue is resolved or questions answered.

Minpunten:

I used to be able to manage the desktop software from my phone just by logging into my office account. It doesn't work anymore. I KNOW it was likely not designed that way, but it was EXTREMELY helpful when I was outside the office to hop in and do most anything I needed to!!!!! PLEASE correct it :)

Oversold and Under Delivered

Opmerkingen: I was excited about the potential good F.E. could do for us, but we had a bad customer service experience at every turn. Their product may work great, but I wasn't willing to deal with the people and processes in order to get through the on-boarding. The first issue we had was over something simple. We asked to wait to on-board for one month, but they started calling and emailing us the day after we agreed to sign up. The cc processing company even started calling and bugging us to get started before it was time. When we did start on-boarding I got a rep that I honestly just didn't pair up with very well. IMHO he was more interested in hearing his own voice and talking over us than listening or working with us. He had to get his opinion in, even when it was not solicited. The training videos were also terrible and lacking with regards to real world use. It was more of a features tour with regards to the mobile app. Lastly, they were in charge of converting info from our current CRM to theirs and they couldn't even convert a PDF to an Excel file. I was beyond irritated at that point. We paid for a setup and we have to do the file conversions too? That was the final straw for me. I cancelled the plan before we finished on-boarding and to this day they have not returned any of the on-boarding or first months fees. Buyer Beware with these people!

Pluspunten:

Potential features for maintenance plans and quoting equipment.

Minpunten:

We never finished the setup / on-boarding so I couldn't say.

A scam, don't trust this company

Opmerkingen: This company has no customer service whatsoever in their onboarding department. They kept promising things to keep us trying to use them, and then they wouldn't deliver.

Pluspunten:

I liked everything they told me about it. Sadly none of it was fulfilled.

Minpunten:

They broke every part of the agreement we made and still decided to keep my onboarding fees of $1500 after telling me I'd get a full refund, after ghosting me for months and not pulling any usable data from Service Titan.

Not Worth the Money-Spend Extra for Something BETTER

Opmerkingen: 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.

Fieldedge is a bad bet

Opmerkingen: The tech they hire are nothing but phone answering receptionist. None of them are trained on the product. they don't even know where to direct you to installed their apps. they hire these kids out of school with no IT training and expect them to support their customers. I have a BS degree in IT and been in the field for 30 years. these kids has no knowledge in the IT world. the can BS the non IT people but when they hit someone knowledgeable in the field they state they have to have someone to call back. 3 to 5 business day later still no call. I have now been waiting for about 3 weeks to get me connector work with QB. that mean no billing info or Payroll info going to QB. I have my personally doing excel sheets for payroll. But they still expect to get their payment. I just received a call from [SENSITIVE CONTENT] that told me I need to be nicer to the tech that is wasting my time because he is lacking training on the product. I told him he needs to get better training because your customer are paying their personally to talk with him and spend dollars doing manual excel sheets for payroll

Pluspunten:

not much. None of there modules live up to exceptions. falls short on all of the product.

Minpunten:

The software has a connector app that must be running on another box and it goes off line every time the software has an upgrade. then I have to spend the next two days trying to get the fieldedge tech on the phone. The product must be installed by the fieldedge tech because they must enter a code and password.

Disappointed

Opmerkingen: Very hard to deal with, they correct you on the phone, refer to the contract continually and the emails that I did not receive personally. Feeling bullied

Pluspunten:

Nothing about this program now that I have been lied to and bullied

Minpunten:

They did not deliver what was sold as per the salesperson, now they raised their prices to more than double. I bought ESC before they had Feild edge, tried to get me to switch, I wouldn't switch since? I had just bought ESC. Now the prices I have been raised more than double. I bought the program so that I wouldn't have monthly payments like other programs and services. That was the selling point. But now my tech support prices have been increased and my per tablet prices from went 15 per tablet to over 45. ESC reached out but were complete jerks!! Basically, saying it was my, fault for trusting their salesperson. That I was informed of the price increase when they send the email to an old email address.

FieldEdge Is a great software to use.

Pluspunten:

[SENSITIVE CONTENT HIDDEN] is the best Rep for FieldEdge. The most important thing with FieldEdge is who take care of you. We are with FE over 2 years we had hard time in first to complete or need what we want because of support service. As we go FE improve a lot technical and service support. Right now is much better then was before. Also our Rep [SENSITIVE CONTENT HIDDEN] doing GREAT JOB I'am very happy and impressed how she take care of our needs. Other things: I like simplicity of using FieldEdge and as you know how it works. Price for software compare to the others is good so this was a huge impact to make a final decision.

Minpunten:

You can do anything after completed. Change notes, change payments. I think it will be beneficial if there be some kind of the Administration account just in case.

Field Edge is the Answer!!!

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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!

ESC by dEsco in my experience is the best all-in-one software for the Service Industry

Pluspunten:

Excellent software that is constantly evolving and growing. Best tech support on the planet. Fastest turn around time when correcting bugs or issues. Well thought out and implemented.

Minpunten:

Some features that should be available are not. They are available in the newer software offered under the FieldEdge name. I think they should have been implemented in ESC before developing new software, or allow migration to the new software at no charge if you are a current annual member for support and mobile versions.

Kathie's Review

Opmerkingen: I would highly recommend ESC to any A/C contractor!

Pluspunten:

I do love the ease of this software // It is extremely "blonde friendly" // Most of it is so simple you can figure it out on your own and not have to call the help desk or anything // Works great with QB // Even my GM and Service Manager can move around in it! // We have never had any glitches during updates like with our old program // The reports are great (hard to fix if you type in anything wrong tho since you have to go thru QB to fix everything) // I've been in the office part of the A/C field for over 20 years and have used several different programs thru the years and ESC by far is the best! I highly recommend this program! // There are things i do not like but for the most part ... ESC is the best!

Minpunten:

I do not like that it does not put the equipment worked on in the history! // You have to pull up the invoice and click on equipment in order to see that info // I do not like that it only prints 4 lines of history on the dispatch ticket itself // Wish it would list maintenance/agreement customers on the dispatch screen and dispatch ticket so you don't have to go from screen to screen to figure that out // Third party billing isn't so great either // Once you complete the job and delete it after the billing you can't go back and look at the invoice or print it out again until you add the job back in .. that's a pain // Wish it was easier to look up sites instead of the billing info ... That has taken me longer to train people on around our office than any of it yet ... they can't seem to get that down yet! I wish you could see more of history with materials without having to go into the invoice itself // and on dates in dispatch ... up arrow should take me UP a day .. not back a day

Maximum Day to Day Efficiency!

Pluspunten:

This software is extremely easy to use yet so detailed and organized. As long as all pertinent data is in the system workflows become more streamlined for mobile and office users. Any time we have questions or concerns we get excellent feedback from our Customer Success Manager or the help chat located in the software. They also have an ideas portal that allows you to post an idea that you think may benefit your company where other companies can vote if its something they see as beneficial to them as well.

Minpunten:

We are a strictly commercial HVAC company so sometimes we need specific features tailored to our business model. For example, some of our customers have 10+ units that we need to service but we don't have the ability to apply repair forms to all units. The system basically only allows us to have 1 repair form where we need 10+ repair forms to satisfy all units being serviced. There are other minor adjustments that we see as a con but thats to do our company being strictly commercial and needing them to be tailored to our specific model.

User for almost 2 years now.

Opmerkingen: FieldEdge easily pays for itself. I have gone completely paperless. Everything is easier, faster, and safer about it.

Pluspunten:

I like that it is cloud based, easy to use and updated with new features almost monthly. It has a modern look and feel compared to many other service softwares I have tried out and looked in to. I like the mobile app features and ease of use. I like that it seamlessly syncs to Quickbooks. Desco knows service software.

Minpunten:

Little things here and there that need to be changed to make working in the software easier and that make more sense. They have an "Ideas" portal that you can make suggestions for changes to the software but out of 3 that I have suggested not one has been adapted.

Coming Up!

Opmerkingen: Great program for beginners!

Pluspunten:

Staff and support is superb and top notch! Easy to talk to and will have an answer for you very quickly

Minpunten:

Ease of quotes from tablet to other devices will be lost if switching back and forth, Needs to have the opportunity to upload as soon as you're done with any text on one device in order to continue on any device. Have lost hours of work. very fustrating. Also server provider needs to not be knocked out no matter the reason... Field edge needs to have another back up server somewhere else. Lost days of productivity and and income... They simply said I'm sorry and that was it, wish they offered a prorated monthly service fee, so that it both hit our pockets.

Poor quality software for a premium price

Opmerkingen: The support team is generally very good, responsive and available. Our account manager is great. On the other hand, the implementation was a nightmare and the poor quality of the software is a daily impediment to our business.

Pluspunten:

FieldEdge had one of the most complete feature sets of all the software we evaluated

Minpunten:

The overall quality of the software is very poor. I've had a 20+ year career in high tech and have managed global teams of up to 200, so I have good perspective here. There are too many issues with the software to list but they range from bad architecture to poor UI design and buggy database issues. I don't know the development team personally, but they seem very inexperienced. This, coupled with the relatively high cost compared to peers, makes this a poor choice.

Not good if you rely on the Card Swipe feature

Opmerkingen: PLEASE get the card swipe working. why do I have to pay monthly fees to cayan if it doesn't work?

Pluspunten:

Ease for technicians to use. easy to track customers. customer support folks are friendly and overall helpful.

Minpunten:

THE CARD SWIPE DOESN'T WORK AND HASN'T FOR MANY MANY MONTHS! All I get when i call for an update is "we're working on a solution"...

ESC Review

Opmerkingen: Our company used DESCO prior to the conversion to ESC. The conversion was quite a change for the people who were used to using the DOS version. We have been with DESCO since 1992. The folks in the IT Department at DESCO were key in seeing that the conversion went smoothly and our customer base, accounting and payroll were not affected by the upgrade. They walked us through each step and we have been using ESC with no difficulty since. I am constantly learning something new that this system will do.
The effortlessness in scheduling customers and assigning technicians to service calls is astounding. The Electronic Dispatch Board (EDB) makes seeing how your day is scheduled in advance, trouble-free almost with just a glance you can see what time slots are available for scheduling.
The accounting is straightforward. Keeping track of inventory costs on jobs is made much simpler. Having the ability to email customer invoices and statements is uncomplicated and saves a lot on postage. I like that ESC gave the individual company the ability to design their own invoices and make them more personal.
Payroll was a little work to set up and learn to use. However, once all the information was put into the system, producing payroll is simple, right down to keeping track of company payroll expenses and generating W2s. Our company just started doing Direct Deposit for our employees two weeks ago, given that ESC has a section in Payroll for Direct Deposit, the ease of making those deposits is made even greater.
I would highly recommend ESC. This software was written to accommodate everything you would need to support and run a service based industry. Also, the support offered by DESCO is amazing, they respond to your need for help in a timely manner, they are always professional and friendly, never make you feel dim and will stay with you until your problem is fixed. I am a fan!

Getting better, not the best yet.

Opmerkingen: They have a good thing going, but really need to work on service interruptions, along with better training of tech support.

Pluspunten:

Nice set up, easy to use. Works with quickbooks.

Minpunten:

Still has too many service interruptions, tech support is lacking, very of their people know the system like a real user would. QuickBooks integrations wont allow for coding in FE to push into QB's.