FieldEdge
About FieldEdge
FieldEdge is the leading field service management software for contractors in the field service industries including HVAC, plumbing, electrical, and more. The web-based program is accessible from both the office and in the field, which means you are able to manage your company on-the-go.
The dispatch board saves office staff approximately 20+ hours in the week by allowing them to assign work orders based on a tech’s skill set and expected location at the time of job. FieldEdge also helps automate the billing process and eliminates double entry with the seamless QuickBooks integration.
With FieldEdge, technicians can access their items, tasks, services, and materials on-the-go with the mobile app so they never have to call into the office. The app's customizable pricebook helps technicians present good-better-best options to customers to drive additional revenue, which means increased ticket sizes. FieldEdge is also iPad compatible.
Key benefits of FieldEdge
• Spend less time doing double entry in the office with FieldEdge's seamless, real-time integration with QuickBooks
• Average one extra work order per day by using the FieldEdge mobile app and eliminating the need to call in to the office or search for customer information
• Increase your average ticket size with FieldEdge's customizable good, better, best price presentation tool
• Ensure that your technicians have the right skills for the assigned job with FieldEdge's smart dispatch board
• Know when service agreements are due for renewal, billing, and scheduling while also saving your office staff 20+ hours in the office with FieldEdge's service agreement management
• Know exactly where to put your marketing dollars with FieldEdge's powerful phone integration, which automatically tracks which marketing channels are making you money
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Reviews
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- Industry: Facilities Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
Great Customer Service
Reviewed on 2020-08-04
Pros
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!
Cons
They are continually adding features so many features we needed at the beginning they did not have. They now do!
Alternatives Considered
DaviswareReasons for Choosing FieldEdge
The system was clunky. They also continued to want more and more money in order to get the system to work for us. It definitely did not meet our needs.Reasons for Switching to FieldEdge
User interface ease of use customer service willingness to find ways to make it work for our company- Industry: Mechanical or Industrial Engineering
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 8.0 /10
Great HVAC Software
Reviewed on 2021-10-29
Billing time has been cut in half / Technicians paperwork has been cut by 80% no need to type a...
Billing time has been cut in half / Technicians paperwork has been cut by 80% no need to type a book out just to send an invoice / Being able to do a quote and then it turn into a job once accepted cuts out double work
Pros
Mobile App we needed our guys out in the field to be able to access information on their phones
Cons
Not being able to put pictures on the proposal when the demos show proposals with pictures
Alternatives Considered
ServiceTitanReasons for Choosing FieldEdge
Servicom was a great software and we used it for over 25 years but it did not have a mobile appReasons for Switching to FieldEdge
Product capabilities, Cost & Customer Support Promised- Industry: Electrical/Electronic Manufacturing
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 2.0 /10
Be Thorough with Onboarding
Reviewed on 2020-05-08
Our contact with our onboarding agent was abysmal from day one. Receiving a response typically took...
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.
Pros
The dispatch board is nice, techs can update their work orders and we can see their status in real time (generally).
Cons
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.
Response from Xplor Technologies
Hi Ryan - We are really disappointed to hear that this was your experience with onboarding and we certainly hold ourselves to higher standards than what you described here. A member of the Customer Success team will be reaching out to you to talk through these concerns in more detail. We truly value your honest feedback and will be sure to pass it along to the appropriate teams so we can continue to make improvements in these areas.
- Industry: Consumer Services
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 10.0 /10
FieldEdge transformed our business
Reviewed on 2020-01-13
Since day 1, working with FieldEdge has been a delight. Every person we have encountered has been...
Since day 1, working with FieldEdge has been a delight. Every person we have encountered has been positive, knowledgable and helpful.
Pros
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.
Cons
The software is still lacking some features to be able to manage larger more complex quotes and project management.
Response from Xplor Technologies
Thank you so much for your kind words, Erin. We really appreciate you taking the time to share your FieldEdge experience with us.
- Industry: Utilities
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support Software
- Likelihood to recommend 9.0 /10
Wonderful Software!
Reviewed on 2020-01-16
We have become more more efficient using this software. The people at FieldEdge are incredible...
We have become more more efficient using this software. The people at FieldEdge are incredible and very, very helpful.
Pros
Ease of use, tracking ability, reporting, integration with Quickbooks
Cons
Connector between FieldEdge and Quickbooks
Alternatives Considered
Intuit Field Service ManagementReasons for Choosing FieldEdge
FieldEdge purchased ESC and it made sense to switch to the next softwareReasons for Switching to FieldEdge
Cheaper, familiar with the FE people, provided our company with everything we neededResponse from Xplor Technologies
David - We love hearing that FieldEdge helps you become more efficient! Thanks so much for taking the time to share your feedback on our product and teams.
FieldEdge FAQs
Below are some frequently asked questions for FieldEdge.Q. What type of pricing plans does FieldEdge offer?
FieldEdge offers the following pricing plans:
- Free Trial: Not Available
FieldEdge has a contract-free monthly subscription pricing model.
Q. Who are the typical users of FieldEdge?
FieldEdge has the following typical customers:
2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does FieldEdge support?
FieldEdge supports the following languages:
English
Q. Does FieldEdge support mobile devices?
FieldEdge supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does FieldEdge integrate with?
FieldEdge integrates with the following applications:
BrandBot, Clearent, Docusign, HVACBizPro, Podium, QuickBooks Online Advanced, ReviewBuzz, Sage Intacct, Twilio
Q. What level of support does FieldEdge offer?
FieldEdge offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat
Related categories
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