Fieldedge App

What is FieldEdge?

A field service management software for your entire business and a very helpful option for owners, office staff and technicians. Easily track customer history, learn more dispatching, financials, service agreements and more. FieldEdge is a leader among contractors, helping office staff save more than 20 hours a week with seamless QuickBooks integration – no more duplicate entries. The mobile app gives technicians* all the information they need to provide superior customer service and work more efficiently in the field. View less

Who uses FieldEdge?

FieldEdge offers field service software at a cost-effective price, as well as high-quality support. Find out why the vendor has been a popular choice among HVAC and plumbing contractors* for over 35 years. View images and videos View less

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Reviews about FieldEdge

Average rating

Ease of use 4.2 Value for money 4.0

User ratings by company size (employees)

<50
51-200
201-1.000
>1.001

Find ratings by score

Irene

General Manager in USA Consumer Services, 11-50 employees Used the software for: More than 2 years Origin of rating

Alternatives considered:

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

5.0 8 months ago 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 Construction, 11-50 employees Used the software for: More than 2 years Origin of evaluation

Alternatives considered:

Helps manage, organize, and grow your service business.

5.0 2 years ago 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…. 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.

Antwort von FieldEdge

vor 2 Jahren 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!

Devon

Chief Operating Officer in USA Hausmeisterservice, 51-200 Mitarbeiter Verwendete die Software für: Mehr als 2 Jahre Herkunft der Bewertung Quelle: SoftwareAdvice

In Betracht gezogene Alternativen:

Great Customer Service

5,0 vor 2 Jahren 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!

Haley

Office Manager in USA Bau, 2-10 Mitarbeiter Verwendete die Software für: Mehr als 1 Jahr Herkunft der Bewertung

In Betracht gezogene Alternativen:

Great software for a smaller company & cost effective

4,0 vor 3 Jahren 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.)

Antwort von FieldEdge

vor 3 Jahren 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!

Kelley

Office Assistant in USA Verbraucherdienste, 11-50 Mitarbeiter Verwendete die Software für: Mehr als 2 Jahre Herkunft der Bewertung Quelle: SoftwareAdvice

FieldEdge is a great tool!

5,0 vor 3 Jahren Kommentare: We have decreased the time we are waiting to be paid and reduced our overall outstanding invoices. We have increased productivity, reduced costs, and are now tracking jobs. Vorteile: As a user who started at my company after FieldEdge was already in place, I can honestly say that FieldEdge was very easy to learn. It is user friendly and the basics can be picked up very quickly. For the more seasoned user, it has more intricate features & applications that you can utilize for your specific needs. Our technicians invoice & collect in the field and with the Quickbooks integration, it helps keep our outstanding invoices to a minimum. FieldEdge provides a live chat feature, which is a great tool. The Reps are very friendly and knowledgeable and super quick to respond! Each user can customize their settings to maximize the ease of use. For instance, I like to have my service tech dispatch board as my default since I am managing that board more closely than my estimator, apprentice or office boards. You can easily toggle between them but it is great to have just the ones I need on top. You can assign priority flags to calls to give quick at-a-glance visual markers. This is great when we have calls that can be interchanged between techs with the same skill sets, which can also be assigned in FieldEdge. The Do Not Service feature is another great tool that has allowed us to prevent accidental scheduling on accounts that we do not wish to service. All in all, it is a great tool that can be as simple or complex as you want it to be. Nachteile: We have had a few instances over the past year with the software being down, but frankly, at least 2 of those times it was a Microsoft issue, not specially FieldEdge. There are times that FieldEdge runs slowly, but for the most part, it is a stable platform. We have had a couple issues with licensing error messages when trying to add additional uses on our account, but they were quickly resolved and corrected with a call in to the team.

Antwort von FieldEdge

vor 3 Jahren Thanks for the wonderful review, Kelley! We are so glad to hear that you are enjoying many aspects of the software, along with the range of support resources that are available to you. We are lucky to have customers like you!

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Field Service Management Software

Wir empfehlen seit über 10 Jahren Software in Deutschland Preis-Leistungs-Verhältnis 86% haben diese Anwendung empfohlen

459 Bewertungen

Branche: Hausmeisterservice
Unternehmensgröße: 2-10 Mitarbeiter
Täglich für 6-12 Monate genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote9.0 /10

perfect solution for field techs (creating work orders, pricing jobs, collecting payments)

Bewertet am 30.4.2019 The price database has helped us charge more accurately and profitably. Perfect solution for our techs to create professional, digital work orders, price jobs/quote jobs, receive customer authorization, and collect payments in the field; however, does not fully automate office (need to utilize separate software solutions for accounting, CRM, scheduling. email, creating service contracts, etc.)

Vorteile

it’s exactly what we needed for the field techs at service calls. it’s the perfect solution for family business/ independent contractors to create professional, digital work orders, receive customer authorization and collect payments in the field. The parts database and ability to customize rates/add custom installs makes pricing jobs and quoting customers seamless. Integrates with quickbooks for invoicing/accounting and coordinates with google calendar (what we use for scheduling) Also, it’s affordable , it was something we could actually afford to try out with no huge comittment and ended up loving it (no subscription fees/pay per workorder). In addition, the price database has helped us charge more accurately and profitably)

Nachteile

inability to add custom fields to work order template (i.e. there is no field to specify/enter model/sn# for equipment being serviced on the work order; we have to type it into the customer notes section.) also, need a separate CRM. although we LOVE coolfront for the field techs, this software does NOT function like a CRM so do NOT think it’s a 1-software solution to automate your office/completely go digital. we still keep a file drawer of paper files and use google contacts/google calendar (which is something we aim to go “fully digital” with, but now that we rely on coolfront for the field service software it’s been challenging finding a CRM to add-on that allows us to keep using coolfront for the workorders, payments, and parts/pricing database.) and, small thing, but when emailing a copy of the work order to the customer, it generates an auto email but does not let you type in a custom subject line or message into the actual email message (you have to add any notes into the customer notes section of the work order itself)

Antwort von Coolfront

Übersetzen auf: Deutsch Hi John – thanks for the thoughtful feedback. We really appreciate you taking the time to write it all out. I’m glad you’ve reaped the benefits of more profit!! Stay Cool! Kate @ Coolfront

Branche: Verbraucherdienste
Unternehmensgröße: 2-10 Mitarbeiter
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote8.0 /10

CoolFront

Bewertet am 30.4.2019 I love that we are using less paper. Being able to see, edit, and advise technicians about the pricing and notes when they are in the field and I am in the office (or even running errands!) is great. Having the past history to look at is very helpful. The customer service at CoolFront has been good when we have needed help.

Vorteile

We use the software on iPads with data, so I can keep an eye on the technicians and see real time what they are entering into a service ticket. We have it linked to Payzer for accepting credit cards, and I can also see that immediately, as well as get an email notification when the payment is processed. We also offer Greensky Financing, and that is linked as well. The customers appreciate that we are “green” and using less paper.

Nachteile

The search function for older tickets isn’t always user friendly. I wish I had more control over when a ticket is archived. We have 5 years of back data, and when I tried to integrate with Quickbooks, it created a lot of headaches for us with the past data. It ended up not being worth it and I turned it off. I don’t like that technicians can create different profiles for the same address just by forgetting to capitalize a letter or even entering a wife’s name when the last time it may have been the husband’s.

Antwort von Coolfront

Übersetzen auf: Deutsch Thanks for the awesome review, Chris!! We appreciate it and we are so happy you love Coolfront and have reaped all of the benefits. Stay Cool! Kate @ Coolfront

Branche: Verbraucherdienste
Unternehmensgröße: 2-10 Mitarbeiter
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote10.0 /10

Coolfront is way beyond all others in every aspect of their products and services.

Bewertet am 13.4.2019 Awesome experiences all around. If feels good to know that I’ll never have to research into any other programs because I’m at home with this one:

Vorteile

Coolfront has been, without exception, has always been way above the top notch in all aspects of their products (Apps, Add-Ons) and their services (Their in house Cutomer Service and all of their ADD-On’s Custom Service Crews). They have all been, every time I’ve had a need, been only a phone call away. It most literally felt like I was the only one calling them, as if I am the only one that has any questions or needs. They have always gone way beyond my expectations. Keeping in mind that I am a very small company- this very small fish has always been treated to swimming in their very big pond. I am looking forward to getting started with other Add-Ons like their mobile payment solutions program.

Nachteile

I’ve got nothing. I have not experienced any thing negative during my 4-5 years experience with Coolfront, To Your Success, and the Maintenance Program

Antwort von Coolfront

Übersetzen auf: Deutsch Wow, Mike. What an incredible review. We shared your comments with the entire company!! Thanks for being a stellar customer. Stay Cool! Kate @ Coolfront

Branche: Verbraucherdienste
Unternehmensgröße: 2-10 Mitarbeiter
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote10.0 /10

Coolfront in HVAC Applications

Bewertet am 19.4.2019 Coolfront has been a great additional to our company’s toolbox. It allows us to get pricing to customers upfront and we collect payments a lot quicker than before we start using this program. We’ve been using it for several years and we have not had any problems with the software on our desktop or our mobile devices. I highly recommend it to others.

Vorteile

I like how easy it is to input information. I like that it shows past invoices for customers when you create a new work order for them. It helps us keep our pricing consistent between users and uses industry averages to keep our prices in line. I like that I get information about the jobs done right away instead of waiting to get it from the techs. I like that it emails out invoices, estimates, and receipts to customers right away.

Nachteile

I don’t like how it syncs with Quickbooks. The difference between taxed items and non-taxed items doesn’t transfer over very smoothly so I have to enter everything into QB manually. The search tool could be a little more user friendly.

Antwort von Coolfront

Übersetzen auf: Deutsch Thank you for the fabulous feedback, Jennifer!! We’re so happy to hear how Coolfront is a great addition to your company 🙂 Stay Cool! Kate @ Coolfront

Branche: Bau
Unternehmensgröße: 51-200 Mitarbeiter
Täglich für Mehr als 1 Jahr genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote9.0 /10

The best yet!

Bewertet am 22.10.2019 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.

Branche: Einzelhandel
Unternehmensgröße: Selbstständig
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote10.0 /10

I have been using CoolFront for over five years now and couldn’t be more satisfied!!

Bewertet am 28.9.2017 Being a user and believer in Flat Rate this software makes it easy…one less headache to deal with!!!

Vorteile

Easy to use, I love the repair look up format. Customer service is awesome and I have never had to wait on hold or have someone call me back. Being able to read, write or check the status of a work order from anywhere is great. The customers love the invoice format and the fact it is emailed to them right there on the spot! It integrates with Payzer which makes taking credit cards or financing so easy!! I especially love the customer surveys that are automatically sent out and being able to pass a gift along to a new customer or a customer having a birthday or anniversary! It integrates with quickbooks and google calendars…love that!!!

Nachteile

I wished we could sent a email to a customer letting g them know we are on the way. Being able to separate invoices by counties or municipalities for year in license payment.

Branche: Bau
Unternehmensgröße: 2-10 Mitarbeiter
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote10.0 /10

Best Flat Rate Pricing Program that is continually growing!

Bewertet am 8.9.2016 Love the way it streamlines everything for the technician in the field. The Coolfront team is great and they are continually improving their services and spectrum. Only star missing is on Features & Functionality, because it is (for us) a stand-alone program that does not integrate with our accounting software (QuickBooksOnline), yet. Prospective users – you can’t go wrong with this! Definitely add eTouch for extremely effective customer feedback & review collection!

Vorteile

Easy to learn & use. Straightforward and simple for the customer to understand. Send work-orders, estimates or invoices directly to customer’s email.

Nachteile

Integration. We have to manually move each work-order from CF into our accounting software. This is just a matter of linking (with QuickBooksOnline) and then this thing will be unstoppable for us!!

Branche: Baumaterial
Unternehmensgröße: 2-10 Mitarbeiter
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote5.0 /10

Coolfront Payments by Clearent

Bewertet am 19.4.2019 We’ve been working with Coolfront 5+ years and never had an issue that was not resolved quickly.

Vorteile

Simple to use, straight forward flat rate pricing, current industry equipment/parts pricing embedded in software and always improving and adding new products. Never gave us a reason to consider moving.

Nachteile

Recently bought out and informed we will need to use Clearent for our merchant processing. Called to clarify and given the word that our current processor will not be compatible with the planned platform changes to come July 2019. Perhaps I misunderstood but I’m under the impression that we must switch to their desired processor. What about signed agreements and contract cancellation fees from our current merchant processor? I have a feeling this is going to be expensive and possibly painful.

Antwort von Coolfront

Übersetzen auf: Deutsch Thank you for your review, Heather!! We really value it 🙂 Stay Cool! Kate @ Coolfront

Branche: Bau
Unternehmensgröße: 11-50 Mitarbeiter
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote10.0 /10

Gamechanger

Bewertet am 1.5.2019 The software was very easy to learn. It easily integrates with quick books. You just tell the software your overhead and decide what you want your markup to be on certain price ranges and Coolfront does the rest. Coolfront has drastically increased profit margins and we are no longer unintentionally undercutting our market. It has also streamlined our service records, cutting down on office work. This software is perfect for the one man show or a company with 50 employees.

Vorteile

Ease of use, easy integration, very affordable, continuous upgrades to cater to industry changes, tailored to your company, pay as you go (no contracts), and increased profit margins.

Nachteile

There are some limitations compared to software that you would spend well over 10X as much. I would like to see some templates for “notes”

Antwort von Coolfront

Übersetzen auf: Deutsch WOW, William. What an amazing review and feedback. We really appreciate it and love to hear how Coolfront has boosted your profits 🙂 Stay Cool! Kate @ Coolfront

Branche: Verbraucherdienste
Unternehmensgröße: 2-10 Mitarbeiter
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote9.0 /10

Overall Good Product

Bewertet am 22.4.2019 Coolfront is a great way to present customers with pricing and quotations on the spot. It also makes it easy to watch over the technicians to ensure they are performing the necessary checks on the jobs and that they are charging correctly.

Vorteile

The ability to get customers approval, and have a homeowner sign off on a repair before hand. The ability to make custom repairs, ease of use, and overall professional look are all factors as well.

Nachteile

Seems to be missing some key features (EX: A way to denote if a customer has made a partial payment other than putting it in the notes. Would like to see it more visible, similar to the discount options.) . Also have found three separate instances where a custom repair had been omitted from the total charged, but was still present in the itemized list.

Antwort von Coolfront

Übersetzen auf: Deutsch Hello Julian! Thank you for writing in, we truly value your feedback!! Stay Cool 🙂 Kate @ Coolfront

Branche: Verbraucherdienste
Unternehmensgröße: 2-10 Mitarbeiter
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote6.0 /10

We use it daily

Bewertet am 6.10.2017 It helped us integrate into a service based software for our techs to use in the field instead of using hand written invoices.

Vorteile

It isn’t complicated to use for my techs. The mobile app is easy. The customer must approve the repairs before work is done.

Nachteile

1. Not enough spaces to enter my description and pricing (favorites). 2. Changes customer information randomly (we will change a phone number, then after saving it, it will revert back to what was previously automatically generated – addresses, names, etc.). 3. Expensive 4. Does not enter an invoice into quickbooks if there isn’t an amount and when we do a service that is prepaid for then there isn’t a dollar amount and it will not put it in my system so I am double inputing. 5. On the mobile app, every single time we use it, it constantly requests us to update, even if we just did the update.

Branche: Bau
Unternehmensgröße: 2-10 Mitarbeiter
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote10.0 /10

We have used Coolfront for 4 years, and find it a valuable tool for our company.

Bewertet am 28.9.2017 less paperwork, easy to access from anywhere, easy to see what happened on previous service calls.

Vorteile

We like not having paper work. Both the customers & our office like the digital service ticket. It’s also very convenient to watch what a service tech is doing by checking in on Coolfront. I like being able to add as many notes as I want, and then if I have to go back 6 months later I can see what happened on a service call.

Nachteile

There are 3 things that come to mind that I would like to see changed. #1 – I would like to search & not have to include a date range. It would be convenient to just put in a house number or last name. #2 – I wish unpaid tickets could display a different color (maybe yellow? ) and then not archive until they are paid. #3 – Also if we could search for tickets based on their status. ( Paid/Complete/New/ Started)

Täglich für 6-12 Monate genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote7.0 /10

I use this everyday, all day, and do like it. I just wish it did a bit more & had a few more…

Bewertet am 20.4.2018 In-field invoicing & pricing. Ease of scheduling. Parts reorder simplified.

Vorteile

I like that it syncs to Google Calendar & Quickbooks. I also enjoy the Parts Cart for resupplying the technicians. I enjoy easily being able to find repairs to bill them to the work order/invoice. I like being able to add custom repairs, discounts and pricing.

Nachteile

I don’t like that the billed time/cost of part don’t show on the internal view of the work order/invoice. I don’t like that I can’t run a report of average hours/dollars for each technician, since those values don’t sync over into Quickbooks when the invoice does. I wish there was a way to “Pause” a work order so that the technician can return to it later due to possible part delay, weather delay or other circumstance. I wish we could customize the line item field for repairs other than creating a repeat custom repair for those time that it is an unusual circumstance or repair. I would like to be able to run some sort of report of what dollar/hour per work order/invoice we are tracking within the app itself. These are just a few of the items I would like to see within the Coolfront App. Verifizierter Rezensent Gesamtbewertung

Branche: Verbraucherdienste
Unternehmensgröße: 2-10 Mitarbeiter
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote10.0 /10

Coolfront has helped us a lot

Bewertet am 3.5.2019 Overall we have been very pleased with Coolfront. We have been using it for about 3 years now. The customer service is fantastic. Any time we have had a problem (which has not been much, and usually our own fault) customer service has been more than happy to help us and always so friendly.

Vorteile

Our technicians love that they can just type in a repair and get the pricing. It makes things much easier for them. Then be able to print out a copy of the work order for the customer right there on the spot. They are using Epson mobile printers and the combination in great.

Nachteile

Two things I have heard the technicians say that they would like is to be able to click on a customers phone number and call right from Coolfront, and the same thing with the address. They would like to be able to access Google maps right from the customers address in Coolfront

Branche: Verbraucherdienste
Unternehmensgröße: 11-50 Mitarbeiter
Täglich für 6-12 Monate genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote9.0 /10

HVAC contractor going from paper to Coolfront

Bewertet am 3.1.2020 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.

Antwort von Coolfront

Übersetzen auf: Deutsch Thank you for your feedback, Edward. If you are using Quickbooks and Coolfront, there is a way for you to manage your sales tax between the two programs. Our support team would be more than happy to walk you through and answer any questions or provide further assistance for you!

Branche: Maschinenbau oder Wirtschaftsingenieurwesen
Unternehmensgröße: 11-50 Mitarbeiter
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote10.0 /10

Great program & great value

Bewertet am 19.4.2019 Overall it has been great, however there is a much room for improvment.

Vorteile

I love the ease of use. All of our technicans can easily navigate the awesome flatrate book, with its up to date pricing. THe invoices port right into our Quickbooks accounting program.

Nachteile

If you have a ship to address with a different billing address, only the billing address displays on the work order when linked to quickbooks. Also in the agreements section it would be helpful if when searching for an agreement to add onto a work order if that information was in alphabetical order, however its not, it is in order by when it was added. FOR us this causes much headache and wasted time searching a long list that is rather difficult to find items.

Antwort von Coolfront

Übersetzen auf: Deutsch Great feedback, Stacy! And thanks for the 5-star review!! Stay Cool! Kate @ Coolfront

Branche: Verbraucherdienste
Unternehmensgröße: 2-10 Mitarbeiter
Täglich für 6-12 Monate genutzt
Quelle der Bewertung

Gesamtbewertung

Bedienkomfort
Weiterempfehlungsquote8.0 /10

Excellent product for routine maintanence techs.

Bewertet am 30.8.2018 Overall I am very satisfied with the product and it’s usefulness for routine services. I wish payment was integrated and the ability to work with wintac for database history for our company.

Vorteile

The ability to copy and paste routine notes and the customization to our products that are common repairs. Also keeping customers data and info to look back at last calls.

Nachteile

The parts options are national averages and don’t reflect our regions pricing structures without always having to adjust. Also many popular Trane parts are not listed and you have to adjust the labor time to reflect what we would normally charge for that part. The fact that if I have to enter this multiple times to get a good price for my customer runs up the line items for each ticket charge. If I recall they charge for every two line items but if I delete and have to add it four or five times to get the pricing closer I believe that’s a charge to us for another ticket. Could have more common parts and a database that is a little easier to navigate.

Antwort von Profit Strategies

Übersetzen auf: Deutsch Thanks for the great review Roger! We’re going to have our Trade Specialist get in touch with you to offer some assistance with the Trane repairs!

Branche: Verbraucherdienste
Unternehmensgröße: 2-10 Mitarbeiter
Täglich für 6-12 Monate genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote8.0 /10

Coolfront is good but striving to achieve greatness

Bewertet am 30.4.2019 I have been using Coolfront for 9 months now and they are truly making an effort to improve but I’m really waiting to see if this is going to be worth it as a long term solution.

Vorteile

Coolfront has fixed many of the bugs and random updating problems from the past. It integrates well with quickbooks and now offers payment options on the invoice with automated follow up survey options. There is a large database of repairs and equipment that makes invoicing quick and easy.

Nachteile

Coolfront really really needs a downloadable app. Integration to quickbooks could be more advanced by applying payments collected on the job to the proper account upon sync. There us a lack of Lennox equipment and the pricing of the existing Lennox equipment is not accurate ($200 air filter?). The “get savvy” link would be much more useful by allowing customization. The technician assigned to the job should correlate to the email address that is seen on the invoice. The amount of invoices used does match the amount of invoices I’ve been charged for (Overcharged).

Antwort von Coolfront

Übersetzen auf: Deutsch Thank you for your feedback and 5-star review, Joshua!! Stay Cool! Kate @ Coolfront

Täglich für Mehr als 1 Jahr genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Coolfront has streamlined our billing process.

Bewertet am 28.9.2017

Vorteile

Coolfront allows our technicians to bill our customer and receive payment at time of service which I feel has greatly reduced the number of outstanding accounts. I really like the auto-fill feature for repeat customers. I also like how easy it is to add special repairs that can’t be found in the automated repair list.

Nachteile

I don’t like the fact that you don’t have an option to look for updates-a message pops up to update and it’s always at a bad time. I also don’t like the limited amount of custom items under tune-ups and discounts. We could really use more in both areas as there are still items that are not listed or are listed but are way off on the amount to bill the customer. I wish there was a way that we could update the actual cost of parts vs using the price that is listed. There are many times that the cost listed vs our actual cost is very, very different.

Branche: Verbraucherdienste
Unternehmensgröße: 11-50 Mitarbeiter
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote6.0 /10

Not tech friendly

Bewertet am 12.4.2019 It’s ease of use for the technicians who are not always computer savvy makes it good for the person in the office who has to understand what the technician is trying to convey.

Vorteile

Ease of closing out & invoicing calls. Typing gives you a lot of freedom for notes for customers. Searching, when works is phenomenal.

Nachteile

Searching for parts. We use a lot of mobile home parts. None of the part numbers come up. It’s usually hit or miss on trying to find part #’s. I end up searching for “blower motor” and try to find one who’s cost matches ours.

Antwort von Coolfront

Übersetzen auf: Deutsch Hey Jessica! Thanks for the feedback. We are always looking for ways to improve our flat rate search engine. I will pass your comments along to the dev team. In the meantime, please reach out if you need help navigating the app in any way. Stay Cool! Kate @ Coolfront

Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote4.0 /10

It works well. I wish it was easier to search for customers & if they merged better.

Bewertet am 9.10.2017 emailing of invoices & receipts. Flat rate pricing.

Vorteile

I like the ease of entering the information. I like that you can email receipt to customer right away. I like how it can be an invoice or a receipt.

Nachteile

It’s not easy to search for a customer unless you know the date of the last time you were there. That is my major disappointment with this program. Searching for customers & history & merging the calls together. I ALWAYS have to go to add on & Merge. I wish it was more automatic. I use wintac & it always pulls up correct customer just by entering a few letters or address. You dont’ even need complete info. If Coolfront doesn’t correct the merge/search soon I will have to switch to a different software/dispatching program.

Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote8.0 /10

Finally able to bill upon completions in the field.

Bewertet am 5.12.2017 I think it saves the company and makes the dreaded end of the month billing obsolete.

Vorteile

Being able to bill the customer right on the spot and collect the money is great. This keeps the cash flow going and we have less bad debt from customers that refuse to pay later. It is also nice that all bills are consistent, just in case neighbors would compare. I also like that it will prefill info from our QuickBooks database. Very easy to set up new customers and add or change information. It is nice it will show previous service call information on the form for easy reference.

Nachteile

Sometimes the program can run slow. This can cause our guys in the field to have to wait until the changes come through to their I pads.

Branche: Bau
Unternehmensgröße: 11-50 Mitarbeiter
Täglich für Mehr als 2 Jahre genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung
Weiterempfehlungsquote10.0 /10

Best Software Ever

Bewertet am 12.4.2019 Cool front has helped me with the dispatch calendar. It automatically sends all of the appointments straight to the google calendar. My service techs can easily put in pricing and collect in the field.

Vorteile

I have used many dispatching software and I find Cool front to be the easiest to use. I love that the flat rate pricing is built into the programming. It makes is easier for my service techs to come up with prices in the field.

Nachteile

The only thing that I find annoying with the software is finding archived work orders.

Antwort von Coolfront

Übersetzen auf: Deutsch Bridget – we are so ecstatic to read your amazing review!!! I will pass your feedback along to the dev team about archiving work orders but thanks so much for taking the time to share how much you love Coolfront and the flat rate database 🙂 Stay Cool! Kate @ Coolfront

Branche: Verbraucherdienste
Unternehmensgröße: 11-50 Mitarbeiter
Täglich für Mehr als 1 Jahr genutzt
Quelle der Bewertung

Gesamtbewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Weiterempfehlungsquote9.0 /10

Coolfront Usage

Bewertet am 15.4.2019 Reduces paperwork somewhat but customers prefer a printout for records. We have seen better profits on repairs with the flat rate program. Am quite satisfied overall with only a few things that could be more useful. I would recommend this program to others.

Vorteile

It has large repair database which saves time. Is relatively easy to use if you use correct numbers. Customers seem to approve of it. Updates often and stays current.

Nachteile

Does not allow you to save estimates. Archives them and treats them as completed work orders. This causes some erroneous billings to occur because it syncs with Quickbooks and creates invoices when work has not been done. A bit difficult to search for estimates without date. Only saves certain number in Archives.

Antwort von Coolfront

Übersetzen auf: Deutsch Hi Robert! Thanks for the review 🙂 Did you know you can print and email invoices? That may appeal to your customers who want more of a “hard” copy. Appreciate your feedback! Stay Cool! Kate @ Coolfront Fieldedge App.