FieldEdge

Highly customizable - Field Edge, hands down, is the best out there

Kommentare: Excellent. I could not ask for better customer service. Specifically, [SENSITIVE CONTENT]
our Customer Success Manager, has been great to work with. He responds quickly, is very hands on, and is overly dedicated to our team.

Vorteile:

The customization capabilities , the program being web-based, simple to use, and works full circle for every user, regardless of role, and for each division

Nachteile:

It would be useful if the reports could be generated in all formats

Helps manage, organize, and grow your service business.

Kommentare: I am extremely thankful for the support team at FieldEdge. They are knowledgeable, helpful, and know their application well. Although implementation took some time and we still are improving our data set, we are glad that we selected to use FieldEdge as our SMS (Service Management Software). It truly brought our company from where we were to the next level. We are now a more consistent, more efficient, and more profitable company. If you do select FieldEdge to help your company, my one piece of sage advice is to spend time building out your pricebook for your Field Service Technicians. Adding photos, detailed descriptions, and the like will help them select the right part for the job and help you make sure you are billing the customer for the right part,.....etc.... etc....

Vorteile:

FieldEdge has been instrumental in helping our business automate so many of the daily tasks of operating our service business. From tracking how marketing works, setting up new service calls through our dispatcher, informing our techs where and when they need to be at jobs, invoicing, quoting, historical work completed, and even uploading photos. By in large, FieldEdge has the service process covered and help companies that use it, become better at communicating with customers, employees, and management. I have been impressed with most every feature that they offer. The one feature which I think has helped us grow the most is the use of packages. A package is a grouping of items that are typically sold together. These packages have the individual items used to create the package as invisible to the consumer and a blank freeform data field to explain what the package is. The use of packages has grown our average sales ticket and improved the efficiency of our technicians. Customer love that they get detailed written invoices and quotes promptly emailed to them. Dispatchers love see where the techs are in the day so they can squeeze in an extra service call or two. From an owner and management side of things, I sincerely appreciate how this tool helps customer, dispatcher(s), field service technicians, and our management to all work together.

Nachteile:

Can't really think of any major cons. There are some "Wish-List" items which I have for fine tuning the software, but they are minor disadvantages. One such example is the history of customer interactions. It is visible on the mobile application, but it isn't easily viewed. For example, it may say that we had an invoices in May 2016, September 2017, February 2019, and July 2020. To find if a customer purchased a widget from us, we have to review each invoice to "hunt" for the widget and when or if it was sold by us.

Great Staff and Growing Platform

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Great software for a smaller company & cost effective

Kommentare: Overall, it is a good system for the price. It gets the job done, syncs with quickbooks online, and is rather user friendly.

Vorteile:

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.

Nachteile:

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.)

Great Customer Service

Vorteile:

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!

Nachteile:

They are continually adding features so many features we needed at the beginning they did not have. They now do!