FieldEdge
The #1 Field Service Software for Home Service Contractors
4,3 /5 (254 reviews) Write a Review!FieldEdge Overview
What is 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.
FieldEdge Overview
Pricing
Pricing options
FieldEdge has a contract-free monthly subscription pricing model.
FieldEdge Features
Media
FieldEdge Reviews
FieldEdge Reviews
Great software for a smaller company & cost effective
Overall, it is a good system for the price. It gets the job done, syncs with quickbooks online, and is rather user friendly.
Great Staff and Growing Platform
Overall the team at Fieldedge is willing to work with you which is something you don't often find when working with a vendor. They are flexible, friendly and generally pleasant to work with, which helps make up for some of what the service may lack. There are plenty of options out there but if you're looking for a partner instead of a rigid behemoth, Fieldedge is a great choice.
FieldEdge great for small to medium sized companies
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.
FieldEdge transformed our business
Since day 1, working with FieldEdge has been a delight. Every person we have encountered has been positive, knowledgable and helpful.
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Great Customer Service
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!
Great software for a smaller company & cost effective
Overall, it is a good system for the price. It gets the job done, syncs with quickbooks online, and is rather user friendly.
Pros
I like the amount of options the overall program offers; such as tracking call sources, maintenance agreement tracking, installation/equipment tracking, general layout of the software itself.
Cons
Some cons for me would be the lack of in depth or interactive reporting; I would like to see them roll out the option to pull custom report vs the built in ones. We have encountered multiple issues with "downtime" when the FieldEdge system gets interrupted & the office and technicians cannot login, this causes many issues and is very inconvenient. They do actively try to get it resolved, but when you're in our industry any downtime can cause major disruptions. I would like to see more options for the communication templates as well - such as being able to send appointment booking confirmation & reminders (as well as more interactive edits with the emails i.e. being able to decide when to send the appointment reminder rather than it just being a day before reminder.)
Response from FieldEdge
Hi Haley - A member of the Customer Success team will be in touch regarding your requests. We really appreciate you taking the time to share your feedback on FieldEdge!
Great Staff and Growing Platform
Overall the team at Fieldedge is willing to work with you which is something you don't often find when working with a vendor. They are flexible, friendly and generally pleasant to work with, which helps make up for some of what the service may lack. There are plenty of options out there but if you're looking for a partner instead of a rigid behemoth, Fieldedge is a great choice.
Pros
The system is relatively simple to use and the support staff is almost always fantastic to work with. Grace, my CSM is practically a member of our team and goes way above and beyond to help us with anything we need. She's a big part of the reason why we're still with this system.
Cons
Reporting leaves a lot to be desired, and overall, the system needs polishing along with a heavier, more focused approach to developing from the end user's needs. I feel like they'd gain 10x the insight into how to measurably improve the product if they spent some time with a company who uses it regularly.
Response from FieldEdge
We really appreciate you taking the time out of your day to share your thoughts with us, Louis! We are continually working on enhancements to our software and take all feedback into consideration. We'll be sure to pass all of your comments along to the appropriate teams :) Looking forward to continuing to support your business in any way we can.
FieldEdge great for small to medium sized companies
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.
Pros
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
Cons
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.
Response from FieldEdge
Thank you for providing your feedback, we always appreciate our customers letting us know how we can further help them! If you contact your Customer Success Manager they will be more than happy help you troubleshoot this issue.
FieldEdge transformed our business
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 FieldEdge
Thank you so much for your kind words, Erin. We really appreciate you taking the time to share your FieldEdge experience with us.
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FieldEdge Pricing
FieldEdge Pricing
FieldEdge has a contract-free monthly subscription pricing model.
FieldEdge has a contract-free monthly subscription pricing model.
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FieldEdge Features
FieldEdge Features
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Categories
Categories
Additional information for FieldEdge
Additional information for FieldEdge
Key features of FieldEdge
- Accounting integration
- Activity Dashboard
- Advertising Management
- Automated Billing
- Automatic Backup
- Automatic Notifications
- Call Recording
- Call center management
- Caller ID
- Capture signatures in the field
- Chat
- Clock In/Out
- Contact Database
- Contact History
- Contact Management
- Contract management
- Cost Estimating
- Credit Card Integration
- Custom Fields
- Custom forms
- Customer History
- Customer database
- Customizable Branding
- Customizable Reporting
- Customizable Templates
- Data import/export
- Dispatch Management
- Drag & drop dispatch board
- Electronic Payments
- Equipment Tracking
- Estimating
- Field service job dispatching
- GPS Integration
- Inventory Tracking
- Job tracking
- Manage all invoices
- Mobile Alerts
- Mobile Signature Capture
- Mobile Workforce Control
- Multiple third-party integrations
- Native mobile app
- Paperless invoices
- Partial Payments
- Payment Processing
- Performance Reports
- Process invoices
- Project Notes
- Quote Management
- Quotes & invoicing
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Real Time Updates
- Real-time QuickBooks integration
- Reporting & Statistics
- SMS Integration
- Sales Tracking
- Scheduling and dispatching
- Service history tracking
- Service technician scheduling
- Technician management
- Track unlimited inventory items
- Work orders
- Workflows
Benefits
• 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
FieldEdge FAQs
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:
Pricing model: Subscription
Free Trial: Not Available
FieldEdge has a contract-free monthly subscription pricing model.
Q. What are the main features of FieldEdge?
FieldEdge offers the following features:
- Accounting integration
- Activity Dashboard
- Advertising Management
- Automated Billing
- Automatic Backup
- Automatic Notifications
- Call Recording
- Call center management
- Caller ID
- Capture signatures in the field
- Chat
- Clock In/Out
- Contact Database
- Contact History
- Contact Management
- Contract management
- Cost Estimating
- Credit Card Integration
- Custom Fields
- Custom forms
- Customer History
- Customer database
- Customizable Branding
- Customizable Reporting
- Customizable Templates
- Data import/export
- Dispatch Management
- Drag & drop dispatch board
- Electronic Payments
- Equipment Tracking
- Estimating
- Field service job dispatching
- GPS Integration
- Inventory Tracking
- Job tracking
- Manage all invoices
- Mobile Alerts
- Mobile Signature Capture
- Mobile Workforce Control
- Multiple third-party integrations
- Native mobile app
- Paperless invoices
- Partial Payments
- Payment Processing
- Performance Reports
- Process invoices
- Project Notes
- Quote Management
- Quotes & invoicing
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Real Time Updates
- Real-time QuickBooks integration
- Reporting & Statistics
- SMS Integration
- Sales Tracking
- Scheduling and dispatching
- Service history tracking
- Service technician scheduling
- Technician management
- Track unlimited inventory items
- Work orders
- Workflows
Q. Who are the typical users of FieldEdge?
FieldEdge has the following typical customers:
Small Business, Large Enterprises, Mid Size Business
Q. What languages does FieldEdge support?
FieldEdge supports the following languages:
English
Q. Does FieldEdge support mobile devices?
FieldEdge supports the following devices:
Android, iPhone, iPad
Q. What other apps does FieldEdge integrate with?
FieldEdge integrates with the following applications:
Profit Rhino, QuickBooks Online Advanced, Sage Intacct, Twilio
Q. What level of support does FieldEdge offer?
FieldEdge offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials
