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Sobre FieldEdge

Uno de los software mejor valorados para el despacho de servicios de fontanería y climatización para llevar adelante todo tu negocio: FieldEdge te ayuda a ahorrar tiempo y a ganar más dinero.

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Puntos a favor:

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.

Contras:

Even my bookkeeper had problems with data coming over into Quickbooks.

Valoraciones de FieldEdge

Evaluación media

Facilidad de uso
4,2
Atención al cliente
4,4
Funcionalidades
4,0
Relación calidad-precio
3,9

Probabilidad de recomendación

7,6/10

FieldEdge tiene una valoración global de 4,2 estrellas sobre 5 según las 301 opiniones de usuarios de Capterra.

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Filtrar opiniones (301)

Irene
General Manager en EE. UU.
Servicios para el consumidor, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

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

5,0 hace 2 años

Comentarios: 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.

Puntos a favor:

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

Contras:

It would be useful if the reports could be generated in all formats

Dan
owner en EE. UU.
Construcción, 11-50 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Alternativas consideradas:

Helps manage, organize, and grow your service business.

5,0 hace 3 años

Comentarios: 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....

Puntos a favor:

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.

Contras:

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.

Respuesta de Xplor Technologies

hace 3 años

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!

Louis
President en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña
Fuente: SoftwareAdvice

Alternativas consideradas:

Great Staff and Growing Platform

3,0 hace 4 años

Comentarios: Overall the team at Fieldedge is willing to work with you which is something you don't often find when working with a vendor. They are flexible, friendly and generally pleasant to work with, which helps make up for some of what the service may lack. There are plenty of options out there but if you're looking for a partner instead of a rigid behemoth, Fieldedge is a great choice.

Puntos a favor:

The system is relatively simple to use and the support staff is almost always fantastic to work with. Grace, my CSM is practically a member of our team and goes way above and beyond to help us with anything we need. She's a big part of the reason why we're still with this system.

Contras:

Reporting leaves a lot to be desired, and overall, the system needs polishing along with a heavier, more focused approach to developing from the end user's needs. I feel like they'd gain 10x the insight into how to measurably improve the product if they spent some time with a company who uses it regularly.

Respuesta de Xplor Technologies

hace 4 años

We really appreciate you taking the time out of your day to share your thoughts with us, Louis! We are continually working on enhancements to our software and take all feedback into consideration. We'll be sure to pass all of your comments along to the appropriate teams :) Looking forward to continuing to support your business in any way we can.

Josh
Accountant en EE. UU.
Servicios, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Private Review

5,0 hace 4 meses

Comentarios: Experience was good but we moved on to Service Titan.

Puntos a favor:

[sensitive content hidden] - Our implementation specialist was great.

Contras:

User friendliness and functionality of the site.

Respuesta de Xplor Technologies

hace 3 meses

Thanks for the wonderful testimonial!

Devon
Chief Operating Officer en EE. UU.
Servicios para instalaciones, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña
Fuente: SoftwareAdvice

Alternativas consideradas:

Great Customer Service

5,0 hace 4 años

Puntos a favor:

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!

Contras:

They are continually adding features so many features we needed at the beginning they did not have. They now do!

Usuario verificado
Usuario de Linkedin verificado
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

FieldEdge great for small to medium sized companies

4,0 hace 5 años

Comentarios: 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.

Puntos a favor:

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

Contras:

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.

Respuesta de Xplor Technologies

hace 5 años

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.

Leon
Service Manager en EE. UU.
Construcción, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas:

FieldEdge is okay at a lot of things

3,0 hace 3 meses

Comentarios: A lot of our issues honestly probably came from the initial setup. Things weren't done properly then we could never seem to get it set up correctly afterward due to poor customer support. We left FieldEdge for ServiceTitan a few years later and never looked back.

Puntos a favor:

Ease of use for technicians in the field and office staff.

Contras:

Support. We got almost no support from field edge while using their software. We were often left to figure things out on our own.

Erin
Director of Business Operations en EE. UU.
Servicios para el consumidor, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

FieldEdge transformed our business

5,0 hace 5 años

Comentarios: Since day 1, working with FieldEdge has been a delight. Every person we have encountered has been positive, knowledgable and helpful.

Puntos a favor:

The ability to manage the entire customer experience from lead to invoice all the way into quickbooks has streamlined our workflow and allowed us to take on significantly more work. Our success manager and the tech support teams are phenomenal.

Contras:

The software is still lacking some features to be able to manage larger more complex quotes and project management.

Respuesta de Xplor Technologies

hace 5 años

Thank you so much for your kind words, Erin. We really appreciate you taking the time to share your FieldEdge experience with us.

Sadie
Accounting en Canadá
Comercio minorista, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Field Edge Review

5,0 hace 3 años

Comentarios: I like the dashboard tab for easy overall numbers of sales, quotes and marketing

Puntos a favor:

Its easy to use and keeps everything in order. Links to QuickBooks which is helpful. I like the training modules for new employees coming in. Service is great

Contras:

Missing features to help with receivables like statements.

James
James
Owner en EE. UU.
Usuario de Linkedin verificado
Servicios para instalaciones, 2-10 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Oversold and Under Delivered

1,0 hace 6 años

Comentarios: I was excited about the potential good F.E. could do for us, but we had a bad customer service experience at every turn. Their product may work great, but I wasn't willing to deal with the people and processes in order to get through the on-boarding. The first issue we had was over something simple. We asked to wait to on-board for one month, but they started calling and emailing us the day after we agreed to sign up. The cc processing company even started calling and bugging us to get started before it was time. When we did start on-boarding I got a rep that I honestly just didn't pair up with very well. IMHO he was more interested in hearing his own voice and talking over us than listening or working with us. He had to get his opinion in, even when it was not solicited. The training videos were also terrible and lacking with regards to real world use. It was more of a features tour with regards to the mobile app. Lastly, they were in charge of converting info from our current CRM to theirs and they couldn't even convert a PDF to an Excel file. I was beyond irritated at that point. We paid for a setup and we have to do the file conversions too? That was the final straw for me. I cancelled the plan before we finished on-boarding and to this day they have not returned any of the on-boarding or first months fees. Buyer Beware with these people!

Puntos a favor:

Potential features for maintenance plans and quoting equipment.

Contras:

We never finished the setup / on-boarding so I couldn't say.

Haley
Office Manager en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Alternativas consideradas:

Great software for a smaller company & cost effective

4,0 hace 4 años

Comentarios: Overall, it is a good system for the price. It gets the job done, syncs with quickbooks online, and is rather user friendly.

Puntos a favor:

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.

Contras:

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.)

Respuesta de Xplor Technologies

hace 4 años

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!

Lee Ann
CEO en EE. UU.
Ingeniería industrial o mecánica, 11-50 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas:

Great HVAC Software

4,0 hace 3 años

Comentarios: Billing time has been cut in half / Technicians paperwork has been cut by 80% no need to type a book out just to send an invoice / Being able to do a quote and then it turn into a job once accepted cuts out double work

Puntos a favor:

Mobile App we needed our guys out in the field to be able to access information on their phones

Contras:

Not being able to put pictures on the proposal when the demos show proposals with pictures

Emmett
Ops. Manager en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña
Fuente: SoftwareAdvice

Good Software

4,0 hace 4 años

Puntos a favor:

-Easy invoicing -Easy item search -a lot of compatible software for CRM, Accounting software,tracking, etc. -Simplistic

Contras:

-Can be finicky after an update. - Jobs feature could be improved it doesn't track cost like we would like it to. -Can't place stock orders. All PO's have to be connected to a customer.

Bobby
Owner en EE. UU.
Construcción, 11-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña

Perhaps it will improve in the near future

3,0 hace 4 años

Comentarios: FieldEdge overall is trying to be relevant but they may have grown too fast to create an actually well thought out and functional product. They charge for their product as if they are #2 (just after service titan). Unfortunately they aren't even in the top 5 for service products. They really need a moment of humility to really step back and humbly critique their own product and then spend the following 6 months fixing all the absurd limitations they've built into it.

Puntos a favor:

The product has a few nice features. The dispatch board is nice in that it shows when a technician is traveling to an appointment, working or completed. The membership section is decent as well.

Contras:

The product is not designed very well and the onboarding staff [SENSITIVE CONTENT HIDDEN] seems more concerned with defending the product versus attentively listening and understanding folks who work in the industry day in and day out. As such, I'm not certain that proper feedback is flowing through to the developers as some of the features of the product are simply not well designed nor flexible. For example: - you cannot click on a time slot in the dispatch board to initiate a scheduled work order/job. - when you e-mail a quote to a customer the customer has no way of approving that work order. They simply have to respond to the e-mail saying that they agree to the estimate. Every single solitary competitor of theirs including very small companies have the ability to do this (jobber, housecallpro, service fusion, service titan, mhelpdesk, you name it). - You have no way of copying an existing estimate to another customer. Again, it's almost certain the folks developing the product are in the dark on how important these basic functionalities are (and again, literally every competitor has this capability). Their response? You can use assemblies. Nope - that doesn't resolve the problem. - You are unable to create new employees in fieldedge. The only way you can create users is based on full time employees you have built in quickbooks. HUH?? Yes, i'm serious. Therefore, if you have a contractor (who is not an FTE) you will have to build him in quickbooks as a W2 employee.

Bruce Jr
General Manager
Ha utilizado el software durante: No especificado
Fuente de la reseña

Great All Round Dispatching Program.

4,0 hace 14 años

Comentarios: Overall this is a great program that really helps manage time and perform a good assessment on how to serve the client. It holds a lot of info and is a great time saver. There is some time to learn up on the system, but as you use it you see the reasoning and it all fits together. The other good thing I like about this program is the great support and friendly staff. They always answer even the smallest question I have and take the time to help me understand the answer and walk me through it. I am not too savy a computer guy so support to talk to a real person is a must for me. Also these guys listen to our real life experiences out here. They take into account our suggestions with each new update or version. This is important because our environment changes all the time and there is always a newer way to do somehting. This is a good all round product and I highly recommend it.

Puntos a favor:

Cons... ( Did not have enough room in the Con Section) (See Iver all Recommendation for Pros) As a dispatching program it would be nice to have a fleet management system. A log to keep track of VIN #, When Tabs are due, Maintenance is due, Truck #, Driver during periods of time, Repair and service Types and dates, ect... Since there are so many tax variations within the service are we dispatch to it would be helpful that the tax % would print on the dispatch and visble on the dispatch screen. We spend the time inputing the tax codes in the system and then applying it to each dispatch, this would be a good field to add.

Contras:

Cons Continued... Reports are good, but I have noticed that we enter a lot of information on jobs that we cannot sort reports on. For example: When we breakdown an invoice into ESC we enter the resale of: Labor, Subcontractors, Material, Equipment Fee, Permits, Trip Charge, Rentals, and probly a few other catagories depending on the job.... But the report I would love to run, but can't is... Each technician's production by department in: *Labor *Rentals *Material *Sub Contractors *Equipment Fee *Trip Charges * And so on Also, the paging system is nice... unless you have to page a group of people. It would be great to be able to send a page to just my plumbers with one button or just my HVAC techs or just ....

Jerry
Owner en EE. UU.
Construcción, 2-10 empleados
Ha utilizado el software durante: 6-12 meses
Fuente de la reseña

Alternativas consideradas:

After 6 months with FieldEdge

4,0 hace 3 años

Comentarios: The on boarding was not very good. Spent a lot of time with the help desk. It has gotten a lot better since the beginning.

Puntos a favor:

Helps bring your company into the digital age.

Contras:

Lack of reporting customization. Wish there was a way to back up to Google calendar in case of an outage.

Eli
owner en EE. UU.
Servicios para el consumidor, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña
Fuente: SoftwareAdvice

Great concept when it works

1,0 hace 6 años

Comentarios: So if you are still thinking to go with Field Edge, GOOD LUCK

Puntos a favor:

The App is easy to use to some level, For the technicians it is easy to find items and they can even see the picture of the items. Techs can add pictures from the field and attach it to the customers profile. Incoming calls, we can see the existing customer information before we answer the call.

Contras:

VERY SLOW, to maneuver from page to page takes time. we found ourselves putting customers on hold for a simple task. Software updates When Field Edge are trying to make some updates WHOLE software crash. so imagine for a second what would happen when your software is down: Good morning you start your day. * No incoming calls (your phone line are integrated with the software), no new customers * Your technicians are at the office (12 of them) and have no idea where do they need to go * Customers that are waiting for their tech to show are calling the office to check what happen, you guessed right - phones are down. * Now you are sitting around (18 people) and have no idea what to do

Dustin
Supervisor en EE. UU.
Cría de ganado, 51-200 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Top notch customer service behind a good product

4,0 hace 4 años

Comentarios: Being in the service industry we understand the importance of customer service, these guys are second to none in this category and it's what really makes them shine.

Puntos a favor:

The ability to organized customer data in fine detail.

Contras:

Mobil side has a few bugs from time to time but never had an issue the FE staff wasn't willing to help with/resolve in a more than timely manor.

Jeffery
General Manager en EE. UU.
Servicios para el consumidor, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña
Fuente: SoftwareAdvice

Customer since 1999

2,0 hace 6 años

Comentarios: Been trying to get these guys to do a signature capture for invoices and creditcards for years. With each version we update to we always have issues. Either server doesnt want to communicate or information wont save. Last update zeroed out all of the prices/cost for our inventory, had to do a restore to try to fix everything.

Puntos a favor:

Customer service is decent. It is a all in one system(POS, inventory, ect) ease of training for new employees.

Contras:

Issues with server not communicating, cant removed customers from 10 years ago that arent even in business anymore, too many steps to run a credit card. Cant link multiple emails to send invoices to customers(accounting, general information), issues when trying to process credit cards(trys to charge to a customer instead) The earlier versions never had these issues and with each update they are trying to make it almost "too" complex.

Amber
Office Manager en EE. UU.
Servicios para el consumidor, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña

Highly Satisfied Customer

5,0 hace 5 años

Comentarios: CSR was a valuable asset to our company. Her kind manner, determination to solve problems quickly and knowledge of FieldEdge is exceptional. At times the learning curve with FieldEdge became frustrating, yet She remained calm and patient with our team and provided solutions. She periodically checks in on us even though we are fairly self-sufficient, inquiring about our satisfaction and still offering assistance. We appreciate the support Alyson provides.

Puntos a favor:

FieldEdge keeps our company punctual with customers and the ability to follow through with commitments. It also helps us track well labor hours and parts on order.

Contras:

Our least favorite features at the moment within FieldEdge are 1) inability to change most information in a parts request once it's been marked ordered and 2) unlock technicians work orders on the dispatch board.

Respuesta de Xplor Technologies

hace 5 años

Our team loves hearing feedback like this! It's always rewarding to hear about ways that FieldEdge helps make a difference to your business. Thank you, Amber! We look forward to continuing to work together.

Sharon
A/R en EE. UU.
Construcción, 11-50 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña
Fuente: SoftwareAdvice

Dispatching software that integrates many of our companies needs in one place

4,0 hace 6 años

Puntos a favor:

This is a web based dispatch system that integrates into Quickbooks nicely. It has helped us to streamline our business and work much more efficiently. Love that the Techs can see customer history easily. Almost instant communication between Tech and dispatch. Has many great feature in the price book and dashboard. We can see almost instantly how profitable we are being.

Contras:

The largest con is that as a web based system, if they go down your company can come screeching to a halt. Because this has happened several times this year, we have had to put internal back up systems in place. We save a screen shot each evening of the next day just in case the system is down. There are several issues that I would like to see FieldEdge improve on. Their team does take suggestions though and has been making improvements to the software.

Lilnda
Office manager en EE. UU.
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Love the support team, always so happy and very patient and makes you feel totally good !

5,0 hace 7 años

Puntos a favor:

All our Clients info is so easy to access and love how easy it is to use. Its dispatch board is supper easy and the invoicing is great. Also like how you can add different locations under one customer, lets say they have their main home and rental property, you can have it all in one place.. The equipment history and all you have done for a customer is easy to see.

Contras:

Only one thing I have found is if you happen to choose the wrong location under a customer and lets say you have a invoice going to another location, you cant correct it, other than that I love this system.

Respuesta de Xplor Technologies

hace 7 años

Hi Linda! Your kind words make US feel totally good! We'll keep on aiming to make you proud. Thanks again!

Richard
President and Electrician en EE. UU.
Fabricación de productos eléctricos/electrónicos, 2-10 empleados
Ha utilizado el software durante: Más de dos años
Fuente de la reseña

Field edge is great.

5,0 el año pasado

Comentarios: I like it very much.

Puntos a favor:

Dispatching, Field integration with quick books Invoice. Quotes and and receipts for customers.

Contras:

We will see what ma come in the future. I am looking forward to seeing what comes up next.

Respuesta de Xplor Technologies

el año pasado

Hi Richard, Thank you for taking the time to connect with us and for sharing your experience. We are happy that you are enjoying FieldEdge!

Jessica
Marketing en EE. UU.
Servicios para el consumidor, 11-50 empleados
Ha utilizado el software durante: 1-5 meses
Fuente de la reseña
Fuente: SoftwareAdvice

Alternativas consideradas:

Would not purchase again, customer support is TERRIBLE

3,0 hace 2 años

Puntos a favor:

Price, not a lot of frills so we can usually figure out how to take care of issue or do what we need ourselves.

Contras:

Customer support is terrible. We have only had interaction with a couple people total that actually could answer questions. Our onboarding consultant knew less than we taught ourselves. When we do have an issue and need to call in/chat the support team just sends us links to videos or articles and can never answer our question.. while also being rude. It seems the company trains them to sound superior so the customer will think they don't know anything or want to ask further questions. I know that there will be no software that is prefect but we are very very unhappy with our experience. We will not extend with this software again.

Jenn
Office Manager en EE. UU.
Servicios para el consumidor, 2-10 empleados
Ha utilizado el software durante: Más de un año
Fuente de la reseña
Fuente: SoftwareAdvice

Best customer service ever

5,0 hace 5 años

Puntos a favor:

Its ease of use, and portability. Also the ability to export any report out to excel and create the report that I need from there. [SENSITIVE CONTENT HIDDEN] has become a welcome addition to my go to Fieldedge team. He understands my needs and always makes me feel like those needs are a priority.

Contras:

That the office side does not complete control over the dispatch. As an admin I would like to have the ability to complete the dispatch even if the technician is in it. More often than not the tech has forgotten at the end of the day to complete themselves and clock out.

Respuesta de Xplor Technologies

hace 4 años

Thanks so much for taking the time to share your experience with us, Jenn! We love hearing this type of feedback, and we will certainly pass your suggestions along to the appropriate team.