18 years helping British businesses
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FieldEdge
What is FieldEdge?
The field service management software to run your entire business is the one that the owner, office staff and technicians actually find helpful! Scheduling and dispatching techs more efficiently means completing more jobs daily, increasing customer satisfaction and increasing profit. Along with dispatching techs to the field, FieldEdge gives contractors the power to take payments in the field, create service agreements, integrate with QuickBooks and much more.
Who Uses FieldEdge?
Designed for HVAC services, plumbing services, electrician services, locksmith services, and appliance repair services, the tool helps streamline operations and enhance team efficiency.
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Reviews of FieldEdge
Alternatives Considered:
FieldEdge great for small to medium sized companies
Comments: Fieldedge helped streamline our company and operations substantially from our paper invoice and reporting previously. The basic functions were easy enough to train someone on in a day. Some of the more integral functions were a bit confusing and required technical help. The technical help for fieldedge is outstanding.
Pros:
Ease of learning curve on basic functions was very manageable scheduling is straightforward and can be accomplished with a few simple clicks researching a customers history is an integrated tool and very easy to navigate
Cons:
Overall the software seems a bit dated some features and functions many new estimating/scheduling software packages are implementing are not included such as text notifications for customers.
Xplor Technologies Response
5 years ago
Thank you for providing your feedback, we always appreciate our customers letting us know how we can further help them! If you contact your Customer Success Manager they will be more than happy help you troubleshoot this issue.
Alternatives Considered:
Helps manage, organize, and grow your service business.
Comments: 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....
Pros:
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.
Cons:
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.
Xplor Technologies Response
4 years ago
Hi Dan - WOW! Thank you so much for this thorough and glowing review! We love hearing how FieldEdge helps businesses like yours grow. We work hard to meet expectations, and we're so glad to learn that we hit the mark for you. Our teams will be so happy to hear the feedback you've shared. Thanks again!
Not a good product.
Comments: Wouldn’t use or recommend this product.
Pros:
Nothing nothing at all. Poorly constructed phone app.
Cons:
Training was lacking. Poor operating phone app.
Xplor Technologies Response
6 months ago
Hi Paul, Thank you for taking the time to share your feedback with us. Please contact us at [email protected] so we can gather more information and help you in any way we can. We look forward to connecting with you soon.
Alternatives Considered:
Highly customizable - Field Edge, hands down, is the best out there
Comments:
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.
Pros:
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
Cons:
It would be useful if the reports could be generated in all formats
Alternatives Considered:
Great software for a smaller company & cost effective
Comments: Overall, it is a good system for the price. It gets the job done, syncs with quickbooks online, and is rather user friendly.
Pros:
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.
Cons:
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.)
Xplor Technologies Response
5 years ago
Hi Haley - A member of the Customer Success team will be in touch regarding your requests. We really appreciate you taking the time to share your feedback on FieldEdge!
