FieldEdge Review

The field service management software market has been growing steadily in the past few years. There is high demand for software that can help schedule work orders in advance or on the fly.

The right software should automatically help you dispatch workers based on availability and site preferences. It should also be able to track your technicians’ real-time location and automate invoicing within the same solution.

The FieldEdge platform is a completely cloud-based solution that allows you to manage your business from one place.

In this article, we will look into the field service software’s features, pricing, and integrations.

FieldEdge Software Features

Here is a list of all the features and benefits offered by the FieldEdge software.

Scheduling And Dispatching

Scheduling and dispatching are some of the most important features of any field service software. FieldEdge has an efficient scheduling module that offers many benefits:

You can assign jobs by dragging and dropping them onto technicians manually or automatically via the rules-based processes.

They also have an Auto Assign feature which automatically assigns jobs based on their priority and availability at any given time.

You can see the status of a job in real-time – pending, traveling, working, completed, etc. and check back later for historical reports on each job’s progress.

You also have access to a map feature that can show you where each tech is at any given moment. This helps reduce “windshield time” which means wasting valuable hours of productivity.

Performance Dashboards

The performance dashboard display gives you a visual representation of your technicians’ performance.

It shows you each technician or team’s actual vs. potential sales. You can also track upcoming service agreements and your technicians’ average ticket value.

This data allows you to compare performance from month to month. You can see which HVAC techs are making you the most money, who needs training, and which locations have the highest profitability.

Customer Management

Hands-on customer management is one of the most important functions of any HVAC business. It’s important to keep track of your customers so that you are informed as to when they need service or if they need new equipment.

The FieldEdge platform can give you all the details about your current customer base in an easy-to-read report format.

QuickBooks Integration

The integration of field service management software with QuickBooks can be a game changer for your business.

With the use of this platform, every transaction flows straight into QuickBooks. And data imports and exports work seamlessly between FieldEdge and QuickBooks.

This helps to decrease the number of accounting mistakes due to technicians failing to record everything correctly whilst out on a job site.

Service Agreements

FieldEdge has an inbuilt capability to send reminders, invoices, and payments electronically and automatically to customers for the renewal, billing, and scheduling of service agreements.

It also has the functionality for onboarding new clients or services through integration features.

Lastly, the dashboard allows you to see how many agreements are set to expire, you can then follow up accordingly.

Invoicing

The FieldEdge system includes a built-in invoice module that allows you to create and send invoices from the field. The module helps you record time, produce a detailed invoice, and collect payments.

Invoices are sent directly from your handheld device to QuickBooks Online or Desktop, so you never miss payments.

You can also set up automated recurring billing so that customers know when their bills will arrive each month.

Mobile CRM

With FieldEdge Mobile CRM, you can send texts, voicemails, or email notifications to your customers, letting them know when your tech is on their way.

You can also create work orders and dispatch technicians from your mobile device. Work orders show notes, and customer and equipment history, so you have all the data for seamless operations.

A visual price book helps improve the process of providing estimates and invoicing. You can see pricing history so that you can quote quickly and confidently!

FieldEdge’s Pricing

The pricing for this software is based on the number of users in your organization. There are two types of licenses:

Desktop License

This license covers one desktop user. It includes access to all features and unlimited use of FieldEdge. The cost is $100 per month.

Field Technician License

This license covers one field technician. It includes access to all features and unlimited use of FieldEdge.The cost is $125 per month.

Pros Of FieldEdge Software

FieldEdge is easy to use. The dashboard lets you see all your tasks on one screen to get a complete view of the day’s activities.

This platform can automatically create work orders based on customer requests and assign them to the appropriate technicians in real-time.

You can also use FieldEdge’s reporting features to analyze your business data and make better decisions about future work orders.

The software lets you easily generate reports to track performance across multiple locations or periods.

This may be useful if you need to see how many customers have asked for a certain type of service over time.

Cons Of FieldEdge Software

The first disadvantage is that it can be expensive for small businesses with limited budgets. If you are a small business with a large team, you may find that the costs quickly build beyond what is feasible in the short term.

The learning curve can be steep if you’re new to field service management software or don’t have much experience managing your team remotely. The system requires time for training before anyone can get started with it properly.

FieldEdge also has some limitations when it comes to its reporting features. For example, there aren’t any built-in reports or charts within the application.

Field Edge does not Sync with Quickbooks well at all. The invoice line item descriptions do not sync correctly and the multiple line item repair totals are lumped into one. This can pose a lack of information for the accounting team.

The Sales side of Field edge has many work arounds to function properly. Not an easy implementation at all.

Most importantly, it wasn’t designed specifically for the HVAC industry.

Conclusion

FieldEdge is a comprehensive solution that has many features and benefits that can assist you with managing your contractors and customers.

This FieldEdge HVAC review shows the software can help you track how your business is performing and allows for easy invoicing and online payments. Plus, it is stated that it works seamlessly with QuickBooks so that all your financial information is always up-to-date, but this is not 100% true..

If you’re in the market for an HVAC solution that can meet all your needs for a reasonable price, book a demo to find out more. Make sure you request a sample of what an invoice looks like in Quickbooks before signing on the dotted line.

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