FieldEdge

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.

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.

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.

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.

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!

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.