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.
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.
Thank you for taking the time to share your thoughts with us, Tyler! We are happy to know you are utilizing the newer 'Do Not Service' feature and have found it to be a time saver, along with the other functionality you enjoy. We also understand the frustration you experienced on those occasions, and are continuously working to make improvements to our software as you alluded to. We are proud of the enhancements we have made to the stability and reliability of our platform in recent months. We appreciate your partnership and look forward to continuing to work together.
Our business has grown from 2 trucks to 10 since we first installed dESCO. We now have 10 times the business and the software has grown right along with us. It does so much more now than then and has continued to improve. With out it I could not manage my business. dESCO keeps track of jobs, quotes, invoicing even out inventory. If you are a small business running lean, making every minute count this is the software you need. I do not think I would be where I am today with out it. By nature I am unorganized, having everything in one place in one program is the way to go if that describes you. John
The amount of information you have at your fingertips. Jobs, scheduling, quotes, orders, and Customer information. Customer information is key to service knowing what they have done in the past including payment history, and buying habits. Keeping records under the documents tab means not more filing cabinets. Sales reports and receivables reports makes keeping an eye on cash flow easy.
There is a steep learning curve. Because it does so much there is a lot to learn. This is a big program, that covers a lot of areas.
John, it has always been a privilege for us to see your many successes through the years. Thanks so much for taking the time to say why ESC has been such a great fit for you, and for your many years of loyalty. As we look to the bright future, you can continue to count on us to be of service to you.
Without a doubt, Field Edge has been the solution our company has been seeking for many years. A cloud-based software that integrates with quickbooks is what we were looking for. This isn't 90's anymore and our company likes to be ahead of the curve so the "DOS" based dispatching software wasn't even an option. We were looking for a dispatching program that would allow for the technicians to invoice in the field in real time and streamlines the billing process. Field Edge has given that to our company and so much more. We no longer have to decipher handwriting, or manually enter in work orders. The office finalizes the invoices or follows up with getting it completed if a return visit is necessary. Quotes are given to our customers while onsite which lowers the chance of the customer getting another quote and lowers the chance of them changing their mind. We also can keep track of customers with agreements, and dispatch routine routes and bill all in a timely manner. There are also GPS and CC Processing integrations which are helpful.
Quickbooks Integration, Cloud Based, All Inclusive CSR Software, TIME SAVER (at least 1 Hour a Day), Real Time invoicing in the field, Agreement fields, Phone Line integration for marketing tracking, Works on Andriod and I Phone.
The onboarding process is lengthy if your company is organized the process will be smoother than that of a disorganized company. But let's face it if you're looking for a CSR program you know you have to be organized or get organized to be a successful business. The database has to be set up in an organized fashion and even though onboarding is a process it's for a good reason and in the end, you will be thankful all the work you put into it. The system you build will only function as well as you build it. The onboarding team will build it for you, you just have to get them the information they need!
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.
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.
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:
* 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 ....
I love the ease of use for techs in the field as well as in the office. It gives us the ability to share where we are across departments and to see how backed up we are. The vendor Desco has been fabulous! I am in service and I deal with people all day and these guys really know their business! Patient, knowledgeable, and if they don't know the answer they get it for me in a timely manner.
I think there is room for improvement on the reporting. I would like to be able to print out a simple report that shows how many tickets a tech completes in a day / week / month. Very basic. I also think that even tho we use quickbooks for our accounting, I thinks that there could be some improvement on the reports. Also, I don't like how things can be taken out of quickbooks so easily by people by mistake. The last thing that bothers me is how once a ticket is moved to a tech on the calendar, how the ticket gets all junked up if someone accidentally touches it in the office, it should refresh for the tech so their list doesn't get all locked up every time that happens. Oh and one more thing, when you attach files to customers people can accidentally corrupt the file by opening it and not closing it properly causing the file to be lost. I would like for a way to keep this from happening.
FieldEdge has a monthly subscription pricing model and bills b user. There are no contracts.
• 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
Below are some frequently asked questions for FieldEdge.
FieldEdge offers the following pricing plans:
Pricing model: Subscription
Free Trial: Not Available
FieldEdge has a monthly subscription pricing model and bills b user. There are no contracts.
FieldEdge offers the following features:
FieldEdge has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
FieldEdge supports the following languages:
FieldEdge has the following pricing plans:
FieldEdge supports the following devices:
Android, iPhone, iPad
FieldEdge integrates with the following applications:
QuickBooks, Sage Intacct, Twilio Communications Cloud
FieldEdge offers the following support options:
FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials