Avis clients sur FieldEdge

Logiciel de gestion des interventions

Commentaires : Dans l'ensemble, ce que propose FieldEdge est juste incroyable , j'apprécie énormément les efforts car nous permettre de gagner plus de temps par semaine grâce aux intégration des logiciels . Son interface et faciliter d'utilisation le rend meilleur . Gérer également les factures des clients , et des devis par e-mails . Ce logiciel intervient généralement dans la gestion des entreprises et autres . Je le recommande

Avantages :

FieldEdge c'est un logiciel très utile pour les entreprises dans la gestion des interventions idéal . Ce logiciel apporte énormément des aides aux entreprises en automatisation des tâches quotidiennes . Ces multiples fonctionnalités rendre le travail plus facile nos services de marketing et dans les entreprises

Inconvénients :

Pour moi , FieldEdge c'est un meilleur produit pour la gestion des interventions , des facturations et permettre également de mieux communiquer avec les clients . Je le recommande

Business owner

Commentaires : Scheduling and Dispatching and Invoicing.

Avantages :

Integrations were very simple. Helpful FieldEdge Tech Staff made this process easy.

Inconvénients :

Customer Service when I have a question to get an answer to help me better use the software, I think the got to questions within customer service can be time consuming. If I do not communicate they way that the help area of the software layout is then I am looking too long for an answer.

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

Commentaires : 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.

Avantages :

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

Inconvénients :

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

Be Thorough with Onboarding

Commentaires : Our contact with our onboarding agent was abysmal from day one. Receiving a response typically took 2-3 days or up to a week unless we made multiple attempts. It came to a point where I started keeping track of when and how many times I contacted them before I received a response. Responses were frequently, "I'll get back to you on that" with no follow up. I also kept a list of questions they never answered.
We were advised by our FieldEdge salesperson to switch to Quickbooks Online before signing up with FieldEdge for ease of use. When data was transferred from QBO to FE, NONE of the costs for our 2400 items in the system transferred over. Sales prices carried over just fine. Each time we do a quote or invoice, if we want to track profitability or markup on items sold, we literally need to look up each individual item and manually enter its cost. We are six months into using this software, and we have had this issue escalated to a different department, escalated to a different team, escalated to their Tier 3 development team, you name it, yet the problem persists. "It seems we have encountered a bug"
We have been offered discounts because of this issue, but honestly, if we hadn't invested so many thousands of hours and tens of thousands of dollars into this software, I would be happy to pull the plug.

Avantages :

The dispatch board is nice, techs can update their work orders and we can see their status in real time (generally).

Inconvénients :

LEARNING CURVE - DO NOT underestimate how much time you will need to learn this software We seem to be an outlier since most reviews rave about their customer service, but our onboarding agent was less than responsive to our questions and attempts to contact him, and he definitely did not provide us with adequate information or learning tools. If you have concerns, make sure they are addressed in a timely manner before you make your final decision, otherwise they may never be addressed. It is VERY expensive per month per user. Our business is open 7am-5pm. Their support team has a habit of calling between 5pm and 8pm, but never when we are actually in the office to answer calls.

Helps manage, organize, and grow your service business.

Commentaires : 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....

Avantages :

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.

Inconvénients :

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

Avantages :

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!

Inconvénients :

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

FieldEdge great for small to medium sized companies

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

FieldEdge transformed our business

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

Avantages :

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.

Inconvénients :

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

Field Edge Review

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

Avantages :

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

Inconvénients :

Missing features to help with receivables like statements.

Good experience

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

Avantages :

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

Inconvénients :

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

Oversold and Under Delivered

Commentaires : 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!

Avantages :

Potential features for maintenance plans and quoting equipment.

Inconvénients :

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

Good Software

Avantages :

-Easy invoicing -Easy item search -a lot of compatible software for CRM, Accounting software,tracking, etc. -Simplistic

Inconvénients :

-Can be finicky after an update. - Jobs feature could be improved it doesn't track cost like we would like it to. -Can't place stock orders. All PO's have to be connected to a customer.

Constantly Improving & Great Customer Support

Avantages :

Customer support is very quick & thorough. There is a chat feature integrated with the software for customer support issues. It automatically creates recurring service work orders, which is nice. You can flag customer accounts as do not service, which disables your other users from scheduling work orders for those customers - this is a new feature that is going to save us thousands in unpaid bills by customers who do not pay their bills. We tried putting them on our own lists, but they sometimes still slip through the cracks. It has phone integration, which not only records calls but also has the ability to track lead sources. I can print pick lists every morning, so I can ensure my techs are fully stocked at the beginning of every day.

Inconvénients :

It can be kind of slow at times, although it seems to work well for the most part. In the year I've used it, we've been locked of the system for 24 hours 2-3 times. This was incredibly frustrating, and it would have been detrimental had we print paper copies of every work order. A paperless way to proactively anticipate this problem is to just download a list of pending work orders at the end of each day & to keep a list of your customers in excel or google sheets, so you can access phone numbers and addresses. It is also more geared towards flat rate pricing, which I admit is more attractive for residential customers. With commercial customers (the bulk of mine being restaurants), I could lose some of my best customers if I switched to flat rate pricing. We track our labor from the time of dispatch until the the work order is completed. If our techs look on FE to see how much time they've spent on a job, they only see the time working - not the time traveling. I've had several jobs go underpriced because a tech forgets goes by the time they see on the software.

Fieldedge is a bad bet

Commentaires : 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

Avantages :

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

Inconvénients :

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.

Great All Round Dispatching Program.

Commentaires : Overall this is a great program that really helps manage time and perform a good assessment on how to serve the client. It holds a lot of info and is a great time saver. There is some time to learn up on the system, but as you use it you see the reasoning and it all fits together. The other good thing I like about this program is the great support and friendly staff. They always answer even the smallest question I have and take the time to help me understand the answer and walk me through it. I am not too savy a computer guy so support to talk to a real person is a must for me. Also these guys listen to our real life experiences out here. They take into account our suggestions with each new update or version. This is important because our environment changes all the time and there is always a newer way to do somehting. This is a good all round product and I highly recommend it.

Avantages :

Cons... ( Did not have enough room in the Con Section) (See Iver all Recommendation for Pros) As a dispatching program it would be nice to have a fleet management system. A log to keep track of VIN #, When Tabs are due, Maintenance is due, Truck #, Driver during periods of time, Repair and service Types and dates, ect... Since there are so many tax variations within the service are we dispatch to it would be helpful that the tax % would print on the dispatch and visble on the dispatch screen. We spend the time inputing the tax codes in the system and then applying it to each dispatch, this would be a good field to add.

Inconvénients :

Cons Continued... Reports are good, but I have noticed that we enter a lot of information on jobs that we cannot sort reports on. For example: When we breakdown an invoice into ESC we enter the resale of: Labor, Subcontractors, Material, Equipment Fee, Permits, Trip Charge, Rentals, and probly a few other catagories depending on the job.... But the report I would love to run, but can't is... Each technician's production by department in: *Labor *Rentals *Material *Sub Contractors *Equipment Fee *Trip Charges * And so on Also, the paging system is nice... unless you have to page a group of people. It would be great to be able to send a page to just my plumbers with one button or just my HVAC techs or just ....

Price Keeps Climbing

Avantages :

The software works without too many issues

Inconvénients :

The pricing has increased by almost 25% this year alone. In order to use the mobile function you will have to pay a yearly support fee plus a per user fee. If you take issue with it they will have the sales group call and talk in circles with no real answer to justify the increase. Also they changed their accounting software at the end of 2020, messed up the billing for almost 5 months, and then turned us off on a Friday afternoon at 4:30 pm with no way to get the mobile side back until the following week. They never replied when we sent in for tech support. They then tried to blame us for it and were extremely rude about the whole thing, covering their rear rather than fixing it and moving on. The software is great, their office support is horrible to deal with, If we treated our customers they way they do we would be thrown off the job.

support is the real issue

Commentaires : negative. have been ignored for 30 days at a time. when "help" calls no solutions are offered

Avantages :

the program could be useful if it could be ran.

Inconvénients :

everything takes 20 extra steps to complete support is useless techs hate it information is lost connection with quickbooks is a major issue WHAT YOU ARE SOLD IS NOT WHAT YOU GET. SUPPORT IS A JOKE NEVER FIX ISSUE UNTIL YOU ARE UPSET THEN MAKE YOU THE BAD GUY FOR BEING UPSET. they keep shoving their satisfaction rating down the throats of customers, when really people are stuck with them because they spent all this time and money on the program

We find FieldEdge Essential to Operate our business efficiently

Avantages :

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.

Inconvénients :

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 :)

Maximum Day to Day Efficiency!

Avantages :

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.

Inconvénients :

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.

Fieldedge is a great dispatching / field management software

Commentaires : We have gone from pen and paper dispatching which has help to improve our daily business operations. Being able to take the call, dispatching the job and completion has become so much easier for everyone.

Avantages :

This product is easy to learn and use. It has improved our daily operations by having this program tremendously from taking the call all the way to completing the job.

Inconvénients :

The alerts are difficult to clear at times. We have also had issues with losing a customer's signature. We also have difficulty with invoicing for jobs that we take a deposit on to begin the work.

Dispatching software that integrates many of our companies needs in one place

Avantages :

This is a web based dispatch system that integrates into Quickbooks nicely. It has helped us to streamline our business and work much more efficiently. Love that the Techs can see customer history easily. Almost instant communication between Tech and dispatch. Has many great feature in the price book and dashboard. We can see almost instantly how profitable we are being.

Inconvénients :

The largest con is that as a web based system, if they go down your company can come screeching to a halt. Because this has happened several times this year, we have had to put internal back up systems in place. We save a screen shot each evening of the next day just in case the system is down. There are several issues that I would like to see FieldEdge improve on. Their team does take suggestions though and has been making improvements to the software.

Love the support team, always so happy and very patient and makes you feel totally good !

Avantages :

All our Clients info is so easy to access and love how easy it is to use. Its dispatch board is supper easy and the invoicing is great. Also like how you can add different locations under one customer, lets say they have their main home and rental property, you can have it all in one place.. The equipment history and all you have done for a customer is easy to see.

Inconvénients :

Only one thing I have found is if you happen to choose the wrong location under a customer and lets say you have a invoice going to another location, you cant correct it, other than that I love this system.

The personal service is what makes this product!

Commentaires : Customer and equipment tracking. Repair history. Dispatch scheduling. Service Agreements.

Avantages :

The ability to have all the information concerning the customer at your fingertips is priceless. This allows us to serve them better.

Inconvénients :

Service agreements are a struggle for me. This is probably due to the fact that I've not been exposed to this portion of program as much as others.

Would not purchase again, customer support is TERRIBLE

Avantages :

Price, not a lot of frills so we can usually figure out how to take care of issue or do what we need ourselves.

Inconvénients :

Customer support is terrible. We have only had interaction with a couple people total that actually could answer questions. Our onboarding consultant knew less than we taught ourselves. When we do have an issue and need to call in/chat the support team just sends us links to videos or articles and can never answer our question.. while also being rude. It seems the company trains them to sound superior so the customer will think they don't know anything or want to ask further questions. I know that there will be no software that is prefect but we are very very unhappy with our experience. We will not extend with this software again.

Fieldedge in the HVAC world

Commentaires : Relationship continues to get better and better. The addition of 1 on 1 relationship managers has been a great addition for us. We feel like our relationship(success) manager [SENSITIVE CONTENT HIDDEN] knows us, is attentive, is helpful in offering new functionality and integrations and is great to work with overall.

Avantages :

Ease of Use of the platform. Great dispatch capabilities. Easy integration with Quickbooks. Excellent help & training resources. Great one on one support by Fieldedge team members

Inconvénients :

Some of the quickbooks limitations with customers - duplicate account management