A No-Nonsense Review of FieldEdge

If you have a large service business and manage numerous field technicians, FieldEdge can be a great solution to ensure everything gets done.

Its features can streamline tasks like scheduling, dispatching, routing, billing, and invoicing from one place.

However, FieldEdge’s many extra features and functionalities may be a bit much for smaller and more agile construction businesses like yours.

In this FieldEdge review, we’ll examine its features, pricing, pros, and cons. We’ll even offer a few alternatives if you decide It’s not the right fit.

Let’s get started with a high-level overview of the FieldEdge app…

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What Is FieldEdge?

FieldEdge is field management service software designed for home service contractors, specifically those in the HVAC industry.

Its comprehensive tools allow you to access it from anywhere and give your field teams real-time updates from the office to the field.

FieldEdge Overview

Key features of FieldEdge include:

• Smart dispatch board for job scheduling and dispatching
• Performance dashboards
• Customer management tools
• Automatic QuickBooks integration
• Service agreement tracking, management, and automation
• Visual price presentations and recommended add-ons
• Quotes and invoicing
• FieldEdge Mobile app

Sign-Up and Onboarding

Since FieldEdge does not offer a free plan or trial, you must request a demo on its website to learn more about its software features and capabilities before subscribing to a plan.

After the demo and initiating the signup process, the FieldEdge team will create your account. You must select a subscription plan and provide the necessary business information.

When your FieldEdge account is created, you’ll go through an initial setup process to configure settings, integrate with existing systems, which include QuickBooks, and customize features relevant to your business.

Apart from the initial set-up process, you’ll also receive direct support from FieldEdge and training sessions through online guides and resources to help you better navigate FieldEdge and maximize the use of its features.

You need to download the FieldEdge Mobile app to access FieldEdge’s field service management tools on the go or while on the field.

Once you have your login credentials, you can explore FieldEdge’s scheduling, dispatching, invoicing, customer management, and reporting features.

The Web App Experience – Feature-Rich and Customizable

The FieldEdge web app offers a comprehensive solution for efficiently managing field service operations. It combines a feature-rich dashboard with plenty of customization options.

It’s designed to be accessible and easy to use, no matter your technical expertise, so teams can quickly adapt it to daily tasks and activities. However, because the dashboard has plenty of features, it may still take some getting used to.

FieldEdge has a dynamic dispatch dashboard where you can see all assigned, unassigned, and finished work orders. The map-based scheduling also makes job assignments easy by basing it on technicians’ skills and location.

The software feeds data regarding their real-time status, whether they’re traveling or working or if work is pending or completed. This allows you to make better dispatch decisions while keeping customers updated.

FieldEdge is easy to use and has an overall clean and simple look. The interface may not be that sophisticated, but every piece of information on the screen is useful.

The Mobile Experience – Designed for Productivity

FieldEdge’s web app is complemented by a mobile app connecting field technicians to the office. Like the web app, the mobile app is built to enhance efficiency and productivity in the field.

It gives technicians a quick peek at the day’s work, the next job, and the total number of jobs for their scheduled shifts. They can check the work order, customer history, and service agreements and provide real-time updates to the office.

They can access key job management features while traveling to a job site. Its integrated mapping and routing features also help them navigate efficiently to assigned locations.

The app also allows technicians to collect necessary information for custom forms and checklists during service calls.

They can generate and present quotations on-site, take photos, attach them to customer records for documentation purposes, and accept payments via mobile devices.

Overall, the mobile app is a handy tool that helps reduce time spent on admin tasks while enhancing employee productivity and service delivery. However, technical issues, glitches, and freezing may affect your mobile experience.

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FieldEdge Key Features

Performance Dashboard

The FieldEdge dashboard is a comprehensive tool for managing your operations more efficiently.

It provides a snapshot of your business, from employee performance to marketing profitability and company performance.

You can track top performers by comparing key performance metrics and help anyone needing coaching using call recordings.

The dashboard allows you to drill into the numbers to see how much your company makes and find opportunities to drive more revenue.

You can also view marketing profitability and which marketing channels and expenses are converting to actual sales.

Customer Management

FieldEdge offers customer management tools to streamline client interactions and enhance the quality of your service.

From the dashboard, you can review all work performed, quotations generated for the customer, and what equipment they use.

This is also where you can see picture attachments from technicians for a more detailed view of the equipment, installations, and maintenance issues. It’s also helpful to technicians who need to check specific service histories and notes and make job-specific recommendations.

Service Agreements

With FieldEdge, you can easily track your service agreements so you’ll know which ones are about to expire so you can follow up with your customers.

Follow-ups can be done by automatically scheduling service reminders via email, call, or text.

Price Presentation

Your technicians can also access price books to sell additional equipment and services. They can suggest additional items to give customers more options and then quickly add the items from the price presentations to the job.

You can customize your product offerings and markups in just a few clicks. FieldEdge can also help you purchase or build your price book and enhance your system by monitoring which products often sell together.

Quotes and Invoicing

When there’s a change in a job order, technicians can update the invoice from the customer’s location without having to contact the office.

FieldEdge allows you to send invoices directly to your customers via email. Technicians in the field can also print them out on the spot using their mobile devices.

Customers can pay their invoices with FieldEdge’s mobile payments option. You can also collect card or check payments and use multiple types of payments in one invoice.

Integrating Other Business Apps With FieldEdge

FieldEdge offers a QuickBooks integration to streamline financial management for field service businesses.

It simplifies your accounting processes and offers real-time synchronization and automated data transfers for all your customer information and financial data.

Download and run a sync tool from FieldEdge to set up the integration. This tool facilitates the connection between FieldEdge and QuickBooks.

The sync tool must be left running to ensure continuous data transfer between the applications and prevent data loss.

With its customizable sync options, you can enjoy more flexibility in sharing data and syncing invoices, customers, or both.

While the integration offers many benefits, some users have reported issues with syncing specific data, such as invoice line item descriptions.

Additionally, continuously running the sync tool may be challenging for some businesses, especially if the desktop where it’s installed is often restarted or shut down.

FieldEdge Might be a Good Fit for You If…

• You operate a small to medium-sized field service business in trades like HVAC, plumbing, electrical, or appliance repair.
• You want to streamline and automate key business processes like scheduling, dispatching, invoicing, and customer management.
• You need better visibility into your business performance through dashboards and reporting.
• You use QuickBooks and want seamless integration with your field service management software.

You Might Not Want to Use FieldEdge If…

• You need a free version or want to try the software through a free trial before committing.
• You want customers to book online appointments without speaking to a customer service representative.
• You need advanced inventory management solutions integrated directly within your field service software.

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FieldEdge Cost/Pricing

FieldEdge pricing varies. It offers three plans you can customize with add-ons, depending on the specific features your business needs.

However, it does not have a free trial. You will have a dedicated onboarding team to guide you through the entire onboarding process and provide training so you can maximize the software’s features and functionalities.

FieldEdge Reviews

If you look up FieldEdge reviews online, you will mostly find unsatisfactory ones on the App Store and the Play Store. It only received a 1.9 rating on the App Store from over 300 reviews and a 2.0 rating on the Play Store from over 200 reviews.

However, it posted a higher rating of 4.2 from over 300 reviews on Capterra. Take a look at some of the reviews below.

iOS user TEE tech92 has a one-star rating because the app frequently crashes and has major bugs in its main functionalities.

Frustrating ⭐
The application has a lot of bugs that are high severity and high priority. The application crashes at least once a day. It is not user-friendly because of this. After writing a long custom quote and clicking on ‘Save,’ I lost all the information more times than I could count, or the application crashed. Once happened while I was with a customer, so I looked very unprofessional in the customer’s eyes because I had to go again through the list to add everything to the quote. Also, it is very frustrating to lose all the information. The application has major bugs in the main functionalities. The application is not tested properly since a lot of bugs and crashes are very easy to reproduce.

Android user Rob Elolf also gave it a one-star rating because of numerous unresolved issues, including issues with software integrations.

⭐ 
We migrated from ESC to FieldEdge and hoped for a smooth (as smooth as possible) transition since they are owned by the same company. So far, we have had numerous issues that have gone mostly unanswered or found no workaround. Also, be aware that when they tell you it integrates with another software platform, it would be more accurate to say “partly integrates.” If you use Profit Rhino, be aware of this. We also don’t have the functionality to review company and departmental performance.

Jacki W. shared how FieldEdge helps them operate their business efficiently and how online support has been fast and attentive.

We find FieldEdge essential to operate our business efficiently ⭐⭐⭐⭐⭐ 
Pros: We like the ease of using the software. New software upgrades seem very seamless. The online support is phenomenal! Support is always friendly, attentive, patient, thorough, and fast! They stick with me and follow through until my issue is resolved or my questions are answered.

Cons: I used to be able to manage the desktop software from my phone just by logging into my office account. It doesn’t work anymore. I know it was likely not designed that way, but it was extremely helpful when I was outside the office to hop in and do almost anything I needed to! Please correct it 🙂

Our Score (and Why We Chose It)

While offering comprehensive field service management features, FieldEdge has several disadvantages that you should also consider.

For instance, if you’re a small business with a limited budget, the subscription cost can be significant. You must also devote time for training to learn how all the features work. The QuickBooks integration is also not always smooth.

Moreover, users report difficulties getting technical support during the initial setup and implementation phase.

Alternatives to FieldEdge

FieldEdge offers many features to help any business improve its daily operations. But if you feel like it’s not the best fit for your construction business, there are great alternatives, just like the following.

Final Thoughts

With its comprehensive features, FieldEdge is a strong choice for field service management software.

Its robust customer management tools, automated service agreement tracking, and mobile capabilities empower technicians to access critical information on the go.

But if you’re leaning towards something with an easier learning curve, a more intuitive interface, and suitable for smaller teams or companies just starting, check out Workyard.

Moreover, it offers competitive pricing for small operations and a mobile app specifically designed for mobile field teams.

Learn more about Workyard’s features and how it can be a valuable asset for your field service operations. Or you can sign up for a free trial today.