FieldEdge

FieldEdge provides an easy & efficient way to track customers, dispatches, finances, service agreements, inventory, service history, technicians & more.

Languages supported: English

Platforms: Mac, Win, Linux

Price: $$$$$

Business Size: 1

8.2/10 (Expert Score) ★★★★★
Product is rated as #97 in category Field Service Management Software
Ease of use
8.4
Support
7.8
Ease of Setup
8.7

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FieldEdge helps HVAC and Plumbing professionals easily track customer history, dispatch, take payments, create service agreements, and more. Save 20+ hours per week with a seamless QuickBooks integration – no more double entry! 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
FieldEdge

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Customer Reviews

FieldEdge Reviews

Melissa M.

Advanced user of FieldEdge
★★★★★
Great Base. More/Customizable features desired

What do you like best?

The ability to use this database as a central repository for our customer base. It has the ability to track history, attachments, and customer information. Scheduling is fairly easy and the pre populated maintenance visits are very helpful. Our customer service rep Chris has been very helpful throughout our whole process.

What do you dislike?

I am currently using a 3rd party plotting map to be able to productively schedule my maintenance for the month. FE does not have a mapping tool for appointments making scheduling geographically very difficult. There is also no availability to batch print maintenance renewals - each agreement must be edited to reflect a new date and then individually printed. We have upwards of 200 renewals a month which can be very time consuming to have to edit and print individually.

Recommendations to others considering the product:

FE is a great tool and has been very helpful to us. There is a bit of legwork involved in getting the program up and running and then also making it work for you and your company's needs.

What problems are you solving with the product? What benefits have you realized?

Our administrative process has been streamlined with the use of FE. Entering new customers is a breeze, FE validates the address and alerts you if there is an issue. It allows you the ability to select contact methods for the customer which then enable you to select communication templates to be able to reach out to your customers. Everything originates in FE and then migrates over to FE with (usually) ease. FE provides the ability to inform your customers of their appointments via email which can include a picture of your technician which we found has been very helpful to our customers.

Review source: G2.com

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