Coolfront

"Excellent software for invoices and scheduling "

Vorteile: 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

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

"The best yet!"

Kommentare: Forget paper, Coolfront makes it unnecessary. A tech can easily get to a job, write up a bill and get approval from the customer, even get their signature on the work order, all without a single printed paper. The rep in customer service has been awesome the whole time! She's stayed with us, reaching out over the 2years since we signed up to see how things are going and offer us training.

Vorteile: Coolfront syncs with Google Calendar, enabling our techs to click and go without the messy copy/paste of the job address into their GPS. For dispatching, once the work is on the Calendar, I can quickly hit the address that pops up on the schedule and map job distances, so that work flows well for the tech that day.

Nachteile: Customer notes need to be more visible: We copy and paste checklists into internal/customer notes so the customer see's an outline of work performed and any suggestions the tech has. (Picture the checklist you see on the printout after an oil change) We've had to add extra steps when setting up a work order to make Coolfront work for us. Great we're able to customize, even greater if they decide to add our suggestion so it saves us time.

"I like a lot but a lot is to desired. "

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

Nachteile: 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.

"Financial independence"

Kommentare: Great resource for self-employed people looking for a way to leverage and publicize their own business.
A positive highlight of the tool is its high connection with various social networks that facilitates the dissemination of a professional.
Speaking of improvement, the software could use a GPS to bring the user the closest professional to their location.

Vorteile: A positive highlight of the tool is its high connection with various social networks that facilitates the dissemination of a professional.

Nachteile: Speaking of improvement, the software could use a GPS to bring the user the closest professional to their location.

"HVAC contractor going from paper to Coolfront"

Kommentare: 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.

Vorteile: 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.

Nachteile: 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.