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FieldEdge Reviews & Product Details - Page 4

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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Tina H.
TH
Office Coordinator
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about FieldEdge?

I have appreciated the quick responses and the training. I also appreciate the willingness to listen to our needs and come up with ways to use the software accordingly. I like that changes are driven by the ideas portal and that we have a platform to explain our needs. We also appreciate having a designated onboarding specialist that has been checking in with us weekly and working with the development team to try to work on anything we need. We also appreciate the Quickbooks integration and the ability to post timehseets from the software. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

I would appreciate more user directed reporting and custom email templates (reminders, paid receipts, different agreement reminders, etc) It would be great to sort things by department vs employees. I think more detailed how to videos or step by step instructions would be great in the future. Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

Everyone uses their software differently. I think that understanding how the software is meant to be used and understanding how to utilize it with your company is the best thing you can do. Watch every tutorial available and utilize it to its fullest. Review collected by and hosted on G2.com.

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

Since starting with FieldEdge we have resolved numerous issues, mostly customizing things and ensuring correspondence to our customers is how we want it. We have appreciated the automated reminders, reminders for agreements, and the integration of reviewbuzz which has increased our online review profile. Review collected by and hosted on G2.com.

MW
Director of Administration
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about FieldEdge?

For us, the functionality of FieldEdge to decent and contains enough features to be considered useful. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

The onboarding process does take a tremendous amount of time and resources. This was more than what we ever had anticipated or had explained to us during the sales presentation. You just need to be ready for it. The robo-call voice is far-below any automated voice that seems to exist in today's world. Very weak! Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

Please be plenty prepared to expend a huge quantity of time during the pre-onboarding and within the onboarfing processes. If you believe it will take oly "X" amount of time to make the smooth transition and pre work for it, plan on a factor a 8-10X. Review collected by and hosted on G2.com.

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

The two main things we like about FieldEdge includes having to robo-call all of our preventative maintenance customers so that thwy will call back to schedule. Plus, we like the robo-call feature for the reminder calls and the traveling calls. Review collected by and hosted on G2.com.

MR
FieldEdge Review
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about FieldEdge?

I really like that Fieldedge is able to combine all of our needs into one website. We are able to schedule, keep track of income from jobs, parts, customers, reports and so much more all from the same place! I also like how secure the site is, we have never encountered a problem with our security. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

We often have glitches in the system that cause us to lose what we were working on at a given time as well as had the site run very slowly on some days. When inputting or editing parts or customers some days the site can get very slow and often time out while in the middle of a task despite having very high speed wi-fi. Some conference calls do not resolve all problems that need to be solved. Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

I would recommend that they try it out and they will find that they can connect everything they need for their business. Review collected by and hosted on G2.com.

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

We are solving many scheduling problems as well as problems with our prices. We are able to input all of our parts and services and export a version to print and go through to edit anything that needs to be fixed about each part's price or description. Review collected by and hosted on G2.com.

JW
Service Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about FieldEdge?

Having software that truly integrates with Quickbooks, and allows you to send invoices directly from the field is amazing! We are able to take payments in the field, and email the client an invoice at the time of service. My Techs have access to customer history while on site, which can help immensely in answering customer questions and concerns. This has been a great change! Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

we've run into very few problems that haven't been easily solved, with a phone call or the online help tab. I would say that there have been a few glitches in our transition, but nothing that we haven't been able to overcome. Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

After sampling and demoing many other options, this is the one that best fit our needs. Review collected by and hosted on G2.com.

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

We had a company goal to go paperless, or reduce it this year, and integrating FieldEdge has helped us with that. It has also helped with tracking and follow up for customers and quotes. Review collected by and hosted on G2.com.

Verified User in Consumer Goods
AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about FieldEdge?

I love the way FieldEdge continues to grow and evolve, always looking to change and grow with their clientele. We love the fact that they value feedback from the clients and work diligently to implement client ideas and suggestions for product improvement. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

Nothing really at this time. I would love to see more in-depth reporting for KPI practices but I believe they are already working on this area. Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

Definitely give FieldEdge a go....you won't regret the move. Review collected by and hosted on G2.com.

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

Dispatching, invoice tracking, customer and agreement tracking. Everything is much easier and smoother when all located in one place. Our customer agreements have tripled within the first year of using FieldEdge. Review collected by and hosted on G2.com.

Isabella B.
IB
Blogger
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
What do you like best about FieldEdge?

Wintac is a simple software once you get to know it and are able to use it. If you know how to use Wintac it is fast and reliable. It is very visual pleasing because the display is displayed amazingly. It helps handle what I need to, and I like trying programs that helps with what I need help with. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

If you haven't used Wintac before then it's not easy to learn especially where it is very complicated if you don't know the different screens and what they mean. Software sometimes crashes while using it. Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

You should really learn how to use Wintac before using or jumping ahead thinking you may figure it out because you think you're really good at doing things. Pay attention to the details in the tutorial of the program. Review collected by and hosted on G2.com.

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

I am not really solving problems with Wintac because I don't use it a whole lot, nor do I really need to use it, but it is a great program. The benefits for Wintac are really great. You can do all things that you need to with Wintac. The reason I do not really need it is because I am more of a blogger, and I love helping people find new programs, so I find and use new programs to me and tell people about it in my blogs. Review collected by and hosted on G2.com.

BS
Office Manager
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about FieldEdge?

FieldEdge has completely changed the game for us. We are now able to dispatch more efficiently-thus increasing profit. We were using a very antiquated program, paper invoicing-lots of double entry. FieldEdge is continually updating based on it's users recommendations. Great customer service and the best support staff ever out there! Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

Can't really say there is anything I dislike about FieldEdge. I wish I had more time to fully utilize everything it has to offer! Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

Not sure you will find another company that gives you everything FieldEdge has to offer for the price. Their customer service is the best you will find around. Ever evolving for the customer! Review collected by and hosted on G2.com.

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

We had no ability to track anything before. FieldEdge has many reports to run. Being able to customize the program to fit our business has allowed us to track what is important to us and has improved our focus for marketing. Review collected by and hosted on G2.com.

Verified User in Construction
AC
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about FieldEdge?

It is so nice to be able to access Field Edge from anywhere. I really appreciate the fact that I can pull up the schedule no matter where I am.

One of the best features by far is the service that I have received from Field Edge. I was given a customer success manager when I started with Field Edge. Juliun has been exceptional. He is my go to guy if I ever need anything or have a concern. It's always frustrating when you start with a new company and new software. The customer support through chat or a phone call is always very fast. If someone does not know the answer, they will reach out to someone who may know more than them. If I need help implementing something new into the program that is more time consuming, I always reach out to Juliun. He has been able to help me customize the program to work for my company. He is very patient and I feel like we have become great friends. I wish that everyone could be as responsive as he is. It's nice to know that I have one person to go to if I need anything. It's so frustrating when you have to explain your problem or question to a different person every time. Juliun helps me sort through these issues until they are taken care of. Switching from my last program has been made so much easier due to my customer success manager. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

The one thing that I dislike about the cloud service from Field Edge that it is not as fast as a non-cloud service. Review collected by and hosted on G2.com.

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

We love the service agreement integration. It makes everything so much easier to manage. Our customers have also appreciated the text feature that alerts them that a technician is on his way. Review collected by and hosted on G2.com.

John Howdy H.
JH
Owner
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Seller invite
Incentivized Review
What do you like best about FieldEdge?

Quite honestly it came down to Juliun. I used to work with Service Titan (over engineered and $$) and had a pretty good understanding of these types of platforms. The company I acquired was using Fieldedge, however they only implemented a few modules, so I believe I need to be treated like a new customer and be onboarded. At first, I couldn't get anywhere until Juliun got involved- hes a game changer! Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

At first, wasn't sure the company was listening to my concerns or not. Honestly, I almost walked away. One person changed all that by their actions. Futhermore, their technology staff really engaged (thanks Matt) and got me a better place. My only challenge with Field Edge today is having an OPEN SOURCE API that allows my callcenter to connect directly into Fieldedge to process my work. I do know Fieldedge is working on a solution Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

Open Source API for call centers... Review collected by and hosted on G2.com.

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

TImely financials, dispatching in realtime, processing the transaction...Fieldedge is all a service company needs to run a successful business.... Review collected by and hosted on G2.com.

Verified User in Consumer Services
AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review
What do you like best about FieldEdge?

FieldEdge has transformed our service business from an inefficient organization that relied too much on paper and accepted too many mistakes to a company that is more informed, more connected, and is able to service our customers faster than ever before. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

The only negative is accepting that FieldEdge cannot realistically provide a solution for every product request. This is the reality of any software provider, and the only alternative is designing, building, and managing your own custom solution, which is expensive, demanding, and never complete. Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

Make sure to discuss all aspects of your organization with FieldEdge prior to signing up. We missed several key operational needs that caused unexpected problems and delays after integration. FieldEdge helped us work through those, however we would have preferred those issues be addressed prior to implementation. Review collected by and hosted on G2.com.

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

Field Edge has enabled us to invoice, quote, and collect payment on-site; our dispatch team is able to schedule faster and assist technicians from the office; accounting task have reduced because of the instant, real-time connectivity FieldEdge has with Quickbooks; we have more insight and reporting for marketing, profitability, and more Review collected by and hosted on G2.com.