
The reports in the dashboard are great, there are a few minor issues we have with the reporting, but out of the other CRM's we have used in the past, this has been the far superior one. Customer support is excellent and always there if there is an instance that an issue arises or just general questions. Communication with FieldEdge and QuickBooks is one of the main reasons we went with FieldEdge. Creating work orders and dispatching is very user-friendly and straightforward to learn with minimal training needed. Review collected by and hosted on G2.com.
The mobile portion of FieldEdge is good for our field techs to use but lacks in ease of use for work orders and creating new work orders. There is really no way to look at a previous work order history, or view work orders completed that day on the mobile platform. Review collected by and hosted on G2.com.
Thanks so much for taking the time to share your feedback, Mike! We're so glad to hear the number of ways these features are helping your operations - especially the QuickBooks integration and ability to mark a customer as "Do Not Service".