FieldEdge Flat Rate Mobile Reviews

It is free for the contractor! It is professional looking and can be used to sync with qb.

Syncing to multiple locations would not sync with qb and would sometimes create a new job. There are work-arounds but this process could be easier.

Coolfront has been, without exception, has always been way above the top notch in all aspects of their products (Apps, Add-Ons) and their services (Their in house Cutomer Service and all of their ADD-On’s Custom Service Crews). They have all been, every time I’ve had a need, been only a phone call away. It most literally felt like I was the only one calling them, as if I am the only one that has any questions or needs. They have always gone way beyond my expectations. Keeping in mind that I am a very small company- this very small fish has always been treated to swimming in their very big pond. I am looking forward to getting started with other Add-Ons like their mobile payment solutions program.

I’ve got nothing. I have not experienced any thing negative during my 4-5 years experience with Coolfront, To Your Success, and the Maintenance Program

I absolutely love the flat rate pricing database- and the pricing best practices through out the country. That part is awesome. I also like the history that shows up for each customer so my techs have information at their finger tips.

1) Sometimes it is a little difficult to find certain parts. I was looking for an inducer motor for a Lennox and no manufacturer comes up. I had to call Lennox to get part number, and then it was easily found. 2) Reporting- we collect sales tax- so to be able to report sales would be helpful. We still have to identify how much of the Flat rate is the part cost and mark up and how much is labor to put into our accounting software. 3) speed from going between day to day to look up customer is deathly slow.

It isn't complicated to use for my techs. The mobile app is easy. The customer must approve the repairs before work is done.

1. Not enough spaces to enter my description and pricing (favorites).
2. Changes customer information randomly (we will change a phone number, then after saving it, it will revert back to what was previously automatically generated - addresses, names, etc.).
3. Expensive
4. Does not enter an invoice into quickbooks if there isn't an amount and when we do a service that is prepaid for then there isn't a dollar amount and it will not put it in my system so I am double inputing.
5. On the mobile app, every single time we use it, it constantly requests us to update, even if we just did the update.

The ability to copy and paste routine notes and the customization to our products that are common repairs. Also keeping customers data and info to look back at last calls.

The parts options are national averages and don’t reflect our regions pricing structures without always having to adjust. Also many popular Trane parts are not listed and you have to adjust the labor time to reflect what we would normally charge for that part. The fact that if I have to enter this multiple times to get a good price for my customer runs up the line items for each ticket charge. If I recall they charge for every two line items but if I delete and have to add it four or five times to get the pricing closer I believe that’s a charge to us for another ticket. Could have more common parts and a database that is a little easier to navigate.

User friendly, integrates with QuickBooks and Google calendar, simple and effective, incorporates the cost of the work order in the price of the job.

Sometimes duplicates customers already in QuickBooks. Other than that, we are doing quite well with Coolfront

I like that it syncs to Google Calendar & Quickbooks. I also enjoy the Parts Cart for resupplying the technicians. I enjoy easily being able to find repairs to bill them to the work order/invoice. I like being able to add custom repairs, discounts and pricing.

I don't like that the billed time/cost of part don't show on the internal view of the work order/invoice. I don't like that I can't run a report of average hours/dollars for each technician, since those values don't sync over into Quickbooks when the invoice does. I wish there was a way to "Pause" a work order so that the technician can return to it later due to possible part delay, weather delay or other circumstance. I wish we could customize the line item field for repairs other than creating a repeat custom repair for those time that it is an unusual circumstance or repair. I would like to be able to run some sort of report of what dollar/hour per work order/invoice we are tracking within the app itself.
These are just a few of the items I would like to see within the Coolfront App.

Coolfront allows our technicians to bill our customer and receive payment at time of service which I feel has greatly reduced the number of outstanding accounts.

I really like the auto-fill feature for repeat customers. I also like how easy it is to add special repairs that can't be found in the automated repair list.

I don't like the fact that you don't have an option to look for updates-a message pops up to update and it's always at a bad time.

I also don't like the limited amount of custom items under tune-ups and discounts. We could really use more in both areas as there are still items that are not listed or are listed but are way off on the amount to bill the customer.

I wish there was a way that we could update the actual cost of parts vs using the price that is listed. There are many times that the cost listed vs our actual cost is very, very different.

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.

Payment integration, Quickbooks integration, Customer history, customization ability.

The lack of integration with coolfront agreements. Would be easier to know if a previous customer has a service agreement at the time of creating a new work order. Being charged for invoices that are canceled or made by mistake, or being charged for an invoice that has not been completed.

It was easy to start using it, getting it set up and so forth. Extremely easy to make changes as we have used it over time. The customer service when we have had questions has been over the top helpful. We ha e even made suggestions that were met with a “good idea” and then our suggestions were implemented in updates!

Initially there were some things we would have liked better, but updates have remedied them all.

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.

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.

Great pricing and updates! It allows us to stay competitive with pricing with the updating flat rate.

I like that the program updates instantly. I can edit and update work orders while the technician has the work order assigned. I like that I don't have to wait on techs to send work orders back to be able to change them.

The techs prefer this software to the previous one we used.

The invoicing straight out of Coolfront feature is great and saves time.

I like that there is a place for technicians to get signatures from customers for approval for work.

NO DISPATCH BOARD. Currently I have to utilize another software to see the layout of the daily schedule. It would make my job as dispatcher much easer if Coolfront had a dispatch board.

There is no way to build your customer data base besides building new work orders.

An area for techs to put in equipment would be wonderful. It would allow our techs to enter equipment info to build more customer history, and to allow us to know what each customer has at their home or business.

Finally, having an area where technicians can log their times would be super helpful. For example: Dispatch, Arrival, & Departed times.

Up front pricing for my customers. It allows me to set my margin without employees being involved with cost of materials and markup. It has increased my profitability since implementing this software.

I've had a few complaints about the pricing. In some instances it does seem to be too much. I've had several complaints about the length of the invoice numbers. I've also received two complaints from a property management company; first the work order number stays a work order number on the ticket and does not change to an invoice number. This requires the staff to print the invoice and then write the work order number under the writing "Invoice" in order to process the invoice.a the second issue is they want me to email the invoice directly to the company that processes their AP, but the require the invoices in a PDF format. Can anything be done on these issues?

My favorite feature is that it makes payments easy. With Coolfront Payments, your technicians can run the customer's debit and credit cards from the coolfront mobile app in the field, no longer needing to bill the customer after the incident and pursue payments for months. Prices are competitive, funds are available the next day, and your customers will love you for making the payment so easy and hassle-free.

There are no parts I don't like. I use this software fondly.

We love that it is super easy to use! My office staff and technicians are able to easily add calls and notes quickly!

I would like to see some more payment options that are able to use a card reader instead of typing the numbers in since the fees are higher.

When looking at flat rate books vs coolfront's mobile software, it was clear coolfront was the way to go. The database is always updating with market fluctuations and with the ability to add custom items it is a great fit for us.

The new search engine is pretty rough and seems to be lacking compared to the previous version. The ability to add a custom discount to a ticket without having to add it to the whole system first would be great. And the ability to change the order of items on the ticket would be fantastic.