Coolfront

Flat rate pricing & agreement management for contractors

4,3 /5 (454 reviews) Write a Review!

Coolfront Overview

What is Coolfront?

Coolfront is a cloud-based field service management software used by HVAC, plumbing and electrical contractors to manage and complete work orders. Coolfront’s mobile app is integrated with a database that stores predetermined, set rates for all services and product repairs. The database is regularly updated to reflect the latest prices of different product parts. Contractors can also update their service charges in the mobile app on a regular basis.

The Coolfront mobile app supports offline modes of operation and lets technicians add customer details anytime and from anywhere. These details are later synchronized with the company’s server whenever internet access is available. Technicians also have an option to use the Coolfront product book containing price details of various spare parts. The book is updated every 90 days and allows customers to compare prices of one company's products with the other.

Coolfront provides maintenance agreements and invoices to all customers after the completion of a job. The software provides desk managers with real-time updates about the jobs completed by technicians in a day, as well as helps with the allocation of jobs to field technicians & contractors. Desk managers can also get insight on the queries searched by customers in the product database.

Coolfront provides a “historical data” tab option that provides technicians with visibility on the jobs they've completed in the past. The application offers workflow management features that ensure the smooth transition of financial & technical data from the field to office. Coolfront integrates with QuickBooks Online, enabling the submission of invoices directly to the company's accounts team, as well as the calculation of total expenditure and revenue.

Coolfront Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Value for money

Coolfront's pricing is entirely usage-based. It charges $1.73 for every work order created using the Coolfront mobile app and $2 for every work order through Coolfront Books.

These fees can be incorporated into job prices and passed on to customers.


Coolfront Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Media

Job assignment sheet with customer details
Search functionality in the product database
Search results page in the product database
Custom repair sheet with repair price and calculated fee
Product description of a repair part and customer approval page
Invoice with digital signature
Coolfront video Coolfront screenshot: Job assignment sheet with customer details Coolfront screenshot: Search functionality in the product database Coolfront screenshot: Search results page in the product database Coolfront screenshot: Custom repair sheet with repair price and calculated fee Coolfront screenshot: Product description of a repair part and customer approval page Coolfront screenshot: Invoice with digital signature

Coolfront Reviews

Coolfront Reviews

Overall rating
4,3
/
5
Excellent
226

Very good
163

Average
51

Poor
10

Terrible
4

Value for Money
4,3
Features
3,9
Ease of Use
4,2
Customer Support
4,4
86% recommended this app
Vladimir V.

Excellent software for invoices and scheduling


Edward M.

HVAC contractor going from paper to Coolfront

Overall we are definitely more profitable with the flat rate database. And it does save some keystrokes, but it doesn't fix all our issues or handling of service tickets.


Sherri W.

Coolfront

We have had no major issues using this program. A plus it does sync with quickbooks as well.


Matt A.

I like a lot but a lot is to desired.


Alex G.

Overall Good Software

Overall the software is pretty good and makes it easier when the time comes to collect from a customer. If a few issues could be resolved with this software it would be great.


Vladimir V.
Industry: Construction
Company size: 2-10 Employees

Excellent software for invoices and scheduling

Used Daily for 6-12 months
Reviewed on 2019/05/05
Review Source: Capterra

Pros

Integrated features such as scheduling onto Google calendar and ability to customize repairs, requires customer approval beforehand so that there’s no question on payment

Cons

Lags when synchronizing across multiple devices, sometimes doesn’t find previous customer service history accurately

Response from Coolfront

Thanks, Vladimir for the review! Glad you like the Google Calendar Add-On :)

Stay Cool!
Kate @ Coolfront

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Edward M.
Industry: Consumer Services
Company size: 11-50 Employees

HVAC contractor going from paper to Coolfront

Used Daily for 6-12 months
Reviewed on 2020/01/03
Review Source: Capterra

Overall we are definitely more profitable with the flat rate database. And it does save some keystrokes, but it doesn't fix all our issues or handling of service tickets.

Pros

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.

Cons

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.

Response from Coolfront

Thank you for your feedback, Edward. If you are using Quickbooks and Coolfront, there is a way for you to manage your sales tax between the two programs. Our support team would be more than happy to walk you through and answer any questions or provide further assistance for you!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Sherri W.
Industry: Construction
Company size: 2-10 Employees

Coolfront

Used Daily for 2+ years
Reviewed on 2020/10/06
Review Source: Capterra

We have had no major issues using this program. A plus it does sync with quickbooks as well.

Pros

This program is very user friendly. It has really nice options for the information that is needed to be entered.

Cons

The archived invoices and the calendar are frustrating at times. You have to click back on the calendar.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Matt A.

I like a lot but a lot is to desired.

Used Daily for 2+ years
Reviewed on 2017/10/06
Review Source: Capterra

Pros

Ease of use. Can be operated quickly with little experience. Like the part finder if you know how to use it.

Cons

I hate when it wants to update while either writing notes or searching for a part. I wish there were tabs in my favorites for favorite filters, types of freon, or belts instead of looking over my favorites 3 or for times. I wish I could add a custom part or charge myself instead of having my office remake what I've already done just so they can send it back to me to add it on my favorites. All of the other techs said the same about updates. Add them to the home page when available. Frustrating. Finally inputting carrier numbers usually calls for 2 additional numbers or letters at the beginning of a part number. If typed in using the part number supplied from carrier it fails to find it. If those 2 first numbers or letters are left off when typing it in it will find it every time. I have found this only on carrier parts. Thank you for your help.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Alex G.
Industry: Mechanical or Industrial Engineering
Company size: 2-10 Employees

Overall Good Software

Used Daily for 6-12 months
Reviewed on 2020/01/03
Review Source: Capterra

Overall the software is pretty good and makes it easier when the time comes to collect from a customer. If a few issues could be resolved with this software it would be great.

Pros

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

Cons

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.

Response from Coolfront

Thank you for the review Alex. We're always working to improve the Coolfront experience and your feedback will be included in our future plans.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 7.0/10

User recommendation
8,4/10
Based on 454 user ratings
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Coolfront Pricing

Coolfront Pricing

Starting from
N/A
Free Trial
Value for money

Coolfront's pricing is entirely usage-based. It charges $1.73 for every work order created using the Coolfront mobile app and $2 for every work order through Coolfront Books.

These fees can be incorporated into job prices and passed on to customers.

Coolfront's pricing is entirely usage-based. It charges $1.73 for every work order created using the Coolfront mobile app and $2 for every work order through Coolfront Books.

These fees can be incorporated into job prices and passed on to customers.

Value for Money
4,3/5
Based on 454 user ratings
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Coolfront Features

Coolfront Features

API
Accounting Integration
Activity Dashboard
Activity Tracking
Automatic Notifications
Billing & Invoicing
Calendar Management
Customer Database
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Electronic Payments
Inventory Management
Inventory Tracking
Invoice Management
Reminders
Reporting & Statistics
Search Functionality
Third Party Integration
Features
3,9/5
Based on 454 user ratings
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Categories

Additional information for Coolfront

Additional information for Coolfront

Key features of Coolfront

  • API
  • Ad hoc reviews
  • Built-In database
  • Calendar Sync with google
  • Change order management
  • Client database
  • Communications calendar
  • Contractor management
  • Digital signature
  • Dispatch management
  • Document review
  • Electronic signature capture
  • Invoices
  • Maintenance scheduling
  • Offline access
  • Order approval
  • Order management
  • Price management
  • QuickBooks integration
  • Real Time Updates
  • Service level management
  • Signature workflow
  • Subcontractor management
  • Thumb print identification
  • Work Order management

Benefits

• Coolfront lets technicians manage their work orders and product approvals on smartphones/ tablets and eliminates the need for paper documents.

• The software helps technicians charge customers according to rates detailed in the product database of the mobile app.

• A historical data view option enables technicians to compare the number of jobs they've completed each month against their set targets.

• Coolfront provides maintenance agreement documents and invoices as soon as a technician files a job completion report on their tablet/smartphone.

• The software sends automated email and call reminders to customers informing them about regular maintenance visits by technicians, as well as confirms the time and date of the visit.

Coolfront FAQs

Coolfront FAQs

Below are some frequently asked questions for Coolfront.

Q. What type of pricing plans does Coolfront offer?

Coolfront offers the following pricing plans:

Free Trial: Available

Coolfront's pricing is entirely usage-based. It charges $1.73 for every work order created using the Coolfront mobile app and $2 for every work order through Coolfront Books. These fees can be incorporated into job prices and passed on to customers.

Q. What are the main features of Coolfront?

Coolfront offers the following features:

  • API
  • Ad hoc reviews
  • Built-In database
  • Calendar Sync with google
  • Change order management
  • Client database
  • Communications calendar
  • Contractor management
  • Digital signature
  • Dispatch management
  • Document review
  • Electronic signature capture
  • Invoices
  • Maintenance scheduling
  • Offline access
  • Order approval
  • Order management
  • Price management
  • QuickBooks integration
  • Real Time Updates
  • Service level management
  • Signature workflow
  • Subcontractor management
  • Thumb print identification
  • Work Order management

Q. Who are the typical users of Coolfront?

Coolfront has the following typical customers:

Small Business, Mid Size Business

Q. What languages does Coolfront support?

Coolfront supports the following languages:

English

Q. What type of pricing plans does Coolfront offer?

We do not have any information about what Coolfront pricing plans

Q. Does Coolfront support mobile devices?

We do not have any information about what devices Coolfront supports

Q. What other apps does Coolfront integrate with?

Coolfront integrates with the following applications:

Dropbox Business, Google Calendar, QuickBooks Online Advanced

Q. What level of support does Coolfront offer?

Coolfront offers the following support options:

Phone Support, FAQs, Online Support, Video Tutorials, Knowledge Base