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FieldEdge Reviews & Product Details - Page 2

FieldEdge Overview

What is FieldEdge?

FieldEdge helps HVAC, Plumbing and Electrical professionals easily maximize profits and streamline Operations. FieldEdge features include customer history, a robust dispatch board, payment processing, service agreements, and more. Our mobile app gives technicians all the information they need to provide great customer service and increase efficiency on-site. Less hassle and more control, FieldEdge is the ultimate field service software to connect your team in the office and field.

FieldEdge Details
Product Website
Languages Supported
English
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Product Description

FieldEdge provides an easy & efficient way to track customers, dispatches, finances, service agreements, inventory, service history, technicians & more.


Seller Details
Seller
FieldEdge
Company Website
Year Founded
1980
HQ Location
Fort Myers, US
Twitter
@dESCO_FieldEdge
435 Twitter followers
LinkedIn® Page
www.linkedin.com
194 employees on LinkedIn®
Description

FieldEdge is a leading provider of field service management software designed to streamline operations for service-based businesses. Their platform offers a comprehensive suite of tools for scheduling, dispatching, invoicing, and customer relationship management, enabling companies to improve efficiency, enhance customer service, and increase profitability. With a user-friendly interface and mobile capabilities, FieldEdge empowers technicians in the field to access vital information and manage their tasks effectively. For more information, visit their website at https://fieldedge.com/.


FM
Overview Provided by:

Recent FieldEdge Reviews

Verified User
U
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Amazing Experience"
FieldEdge's Service Management software is user friendly and very efficient.
Dusti C.
DC
Dusti C.Small-Business (50 or fewer emp.)
2.0 out of 5
"Falls short"
Storing equipment information and adding site photos.
SA
Shannon A.Small-Business (50 or fewer emp.)
0.0 out of 5
"Stay away if you can!"
Scheduling is pretty easy and they do have an okay training program
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FieldEdge Media

FieldEdge Demo - Visual Pricebook
A smaller feature that allows technicians to categorize and view a price book of their items and services. The mobile Price Book can help a technician easily find items and services that would be added to quotes or invoices. They can even favorite commonly used items for even faster searching.
FieldEdge Demo - FieldEdge Payments
Real-time, built-in payment processing that simplifies the process so you get paid faster
FieldEdge Demo - FieldEdge Dispatch Board
The most used feature and why members even look at software in the first place. The dispatch board allows a member to schedule and keep track of pending, assigned, and completed work orders with an hourly, daily, or weekly view.
FieldEdge Demo - FieldEdge Mobile Application
Allows technicians in the field to view assigned work orders and entire the required information to complete the job. FieldEdge Mobile is a convenient way for technicians to receive their assigned work orders, capture important information, invoice, and even take payment right from the field.
FieldEdge Demo - FieldEdge Reminders
This is a Premier feature that allows a member to create a Reminder, on work orders, that will notify them of any important information they don’t want falling through the cracks. For example, a user may want to remind the technician about picking up rental equipment on a work order, or a sale...
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82 FieldEdge Reviews

4.1 out of 5
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82 FieldEdge Reviews
4.1 out of 5
82 FieldEdge Reviews
4.1 out of 5

FieldEdge Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons

Overall Review Sentiment for FieldEdgeQuestion

Time to Implement
<1 day
>12 months
Return on Investment
<6 months
48+ months
Ease of Setup
0 (Difficult)
10 (Easy)
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RS
DISPATCHER
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FieldEdge?

EASY AND CONVENIENT WITH OPTIONS, BEEN OFFERED LIKE TIMESHEET, EDITING WORK ORDER AND FOR LOOKING AT WORK REPORTS. IT'S CONVENIENT AND EASY TO LOCATE EVERYTHING AROUND Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

SLOW IN PROCESSING, IT TAKES LIKE FOREVER TO LOAD A SINGLE PAGE Review collected by and hosted on G2.com.

What problems is FieldEdge solving and how is that benefiting you?

EVERYTHING AVAILABLE UNDER THAT PARTICULAR WORK ORDER, Review collected by and hosted on G2.com.

Kimberly Brafford R.
KR
President
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FieldEdge?

I love the ease of seeing what is on the dispatch board for the day. My favorite feature is the email/text to customers reminding them to call us to schedule their maintenance call. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

I which you could add multiple pieces of equipment with install dates, warranty dates, etc at one time and not just individually. Review collected by and hosted on G2.com.

What problems is FieldEdge solving and how is that benefiting you?

Calls aren't missed, integration with accounting software is amazing and very easy to do. Review collected by and hosted on G2.com.

AS
Human Resources/Accounting
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FieldEdge?

Krya has been a lifesaver for our company. We started out with alot of bumps in the beginning and Kyra helped clean them up, gave us resources for training and continues to reach out and be a source of were to go.

In regards to fieldedge we love the dispatching, the templates the customers recieve and the reports. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

The alerts are constant and it seems to be difficult to get someone to help and clear them out. They are not clear what they even are sometimes. Review collected by and hosted on G2.com.

What problems is FieldEdge solving and how is that benefiting you?

Agreement reminders for customer and office as well as dispatching. Review collected by and hosted on G2.com.

Verified User in Construction
AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FieldEdge?

We like how FieldEdge ties jobs together. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

Customer searches can be tough sometimes Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

We recently started with FieldEdge. There is still some learning that we are working on. The people at FieldEdge are amazing! From the first person we talked with for a demo, through set up, onboarding, technical assistance, and to our coach, everyone has been great to work with as well as knowledgeable, explaining procedures in an easy to understand manner. FieldEdge integrates well with several programs. We use the integration with QuickBooks, our VOIP, Docusign, and FleetSharp. We recommend them and the program to any service related business! Review collected by and hosted on G2.com.

What problems is FieldEdge solving and how is that benefiting you?

Consolidating information, easy to use app in the field, make a smoother operation. Review collected by and hosted on G2.com.

KD
Operations manager
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about FieldEdge?

Look of the dispatch board and getting to customer account from the dispatch board. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

Has virtually the most ineffective reporting; in fact almost no reporting at all. Review collected by and hosted on G2.com.

What problems is FieldEdge solving and how is that benefiting you?

Virtually no reporting, and weak integration with Quickbooks. A software that has been available as long as this should have built in accounting software by this point. Review collected by and hosted on G2.com.

Response from Alli of FieldEdge

Hi Keith - Thank you so much for this feedback. These comments have been shared with the Customer Success team and it sounds like your CSM has already been in touch with you to discuss your reporting concerns in more detail. We are glad to hear that you enjoy the Dispatch board and the ability to navigate to the customer from there!

MM
Operations Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FieldEdge?

The ability to use this database as a central repository for our customer base. It has the ability to track history, attachments, and customer information. Scheduling is fairly easy and the pre populated maintenance visits are very helpful. Our customer service rep Chris has been very helpful throughout our whole process. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

I am currently using a 3rd party plotting map to be able to productively schedule my maintenance for the month. FE does not have a mapping tool for appointments making scheduling geographically very difficult. There is also no availability to batch print maintenance renewals - each agreement must be edited to reflect a new date and then individually printed. We have upwards of 200 renewals a month which can be very time consuming to have to edit and print individually. Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

FE is a great tool and has been very helpful to us. There is a bit of legwork involved in getting the program up and running and then also making it work for you and your company's needs. Review collected by and hosted on G2.com.

What problems is FieldEdge solving and how is that benefiting you?

Our administrative process has been streamlined with the use of FE. Entering new customers is a breeze, FE validates the address and alerts you if there is an issue. It allows you the ability to select contact methods for the customer which then enable you to select communication templates to be able to reach out to your customers. Everything originates in FE and then migrates over to FE with (usually) ease. FE provides the ability to inform your customers of their appointments via email which can include a picture of your technician which we found has been very helpful to our customers. Review collected by and hosted on G2.com.

TC
Controller
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FieldEdge?

Dispatching efficiency, reporting, integration with QB, Maintenance Agreement management, support and customer success manager. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

Dashboards could have a few more filters to make them more robust. Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

Spend the time to get your inventory templates and maintenance agreements in order prior to import. Review collected by and hosted on G2.com.

What problems is FieldEdge solving and how is that benefiting you?

Benefits: Operational and administrative efficiencies. Review collected by and hosted on G2.com.

Verified User in Utilities
AU
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FieldEdge?

Ease of sharing information. Allows consistency. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

It does not allow for some detailed considerations unique to individual companies. Review collected by and hosted on G2.com.

What problems is FieldEdge solving and how is that benefiting you?

A list of "Non-inventory" items is helpful to generate documents. Review collected by and hosted on G2.com.

Verified User in Mechanical or Industrial Engineering
AM
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FieldEdge?

Dispatch and QuickBooks integration. You do not have to batch items over to QuickBooks. Billing faster for customers. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

Wish they had AIA billing. Would like to have attachments for vendor invoices batch over to QuickBooks, or if you put them in QuickBooks it attaches to the expense of the invoice involved. Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

being with Wintac for 18 years, was a huge move to FieldEdge... All I can say is I wish we did it sooner!! Was the best move we did. They keep improving it just about every month with new updates. They listen to us of what we would like to see in the system and try to implement almost everything that has been asked, some things better then what you were thinking of needing. LOVE LOVE FieldEdge! Again wish I had them years ago with going paperless. Review collected by and hosted on G2.com.

What problems is FieldEdge solving and how is that benefiting you?

We are not missing the service agreement customers, to schedule their cleanings, it all comes on the dispatch board to schedule, call , email. Would like to have a reminder call to the Service agreement customers only the day before to remind them of the cleaning, since they schedule weeks in advance. Review collected by and hosted on G2.com.

Verified User in Consumer Services
AC
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review
What do you like best about FieldEdge?

A very user friendly view and Dashboard Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

There is no testing database for customers Review collected by and hosted on G2.com.

What problems is FieldEdge solving and how is that benefiting you?

Finalized invoices that are not synching to accounting software. Main benefit is how it has simplified our work flow. Review collected by and hosted on G2.com.

Response from Alli of FieldEdge

Thank you for sharing your feedback - we love knowing that FieldEdge is helping to simplify workflows!