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KD

Keith D.

Operations manager

Small-Business (50 or fewer emp.)

10/23/2021

"FieldEdge could be So Much More"

3/5

What do you like best about FieldEdge?

Look of the dispatch board and getting to customer account from the dispatch board. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

Has virtually the most ineffective reporting; in fact almost no reporting at all. Review collected by and hosted on G2.com.

Response from Alli of FieldEdge

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Hi Keith - Thank you so much for this feedback. These comments have been shared with the Customer Success team and it sounds like your CSM has already been in touch with you to discuss your reporting concerns in more detail. We are glad to hear that you enjoy the Dispatch board and the ability to navigate to the customer from there!

MM

Melissa M.

Operations Manager

Small-Business (50 or fewer emp.)

3/26/2021

"Great Base. More/Customizable features desired"

3.5/5

What do you like best about FieldEdge?

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. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

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. Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

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. Review collected by and hosted on G2.com.

What problems is FieldEdge solving and how is that benefiting you?

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 collected by and hosted on G2.com.

TC

Terry C.

Controller

Small-Business (50 or fewer emp.)

9/17/2021

"Very satisfied with the conversion to FieldEdge"

5/5

What do you like best about FieldEdge?

Dispatching efficiency, reporting, integration with QB, Maintenance Agreement management, support and customer success manager. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

Dashboards could have a few more filters to make them more robust. Review collected by and hosted on G2.com.

AU

Verified User in Utilities

Small-Business (50 or fewer emp.)

2/15/2022

"Enjoy the workflow and systematic approach"

4/5

What do you like best about FieldEdge?

Ease of sharing information. Allows consistency. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

It does not allow for some detailed considerations unique to individual companies. Review collected by and hosted on G2.com.

AM

Verified User in Mechanical or Industrial Engineering

Small-Business (50 or fewer emp.)

3/26/2021

"FieldEdge Love the Product"

5/5

What do you like best about FieldEdge?

Dispatch and QuickBooks integration. You do not have to batch items over to QuickBooks. Billing faster for customers. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

Wish they had AIA billing. Would like to have attachments for vendor invoices batch over to QuickBooks, or if you put them in QuickBooks it attaches to the expense of the invoice involved. Review collected by and hosted on G2.com.

Recommendations to others considering FieldEdge:

being with Wintac for 18 years, was a huge move to FieldEdge... All I can say is I wish we did it sooner!! Was the best move we did. They keep improving it just about every month with new updates. They listen to us of what we would like to see in the system and try to implement almost everything that has been asked, some things better then what you were thinking of needing. LOVE LOVE FieldEdge! Again wish I had them years ago with going paperless. Review collected by and hosted on G2.com.

What problems is FieldEdge solving and how is that benefiting you?

We are not missing the service agreement customers, to schedule their cleanings, it all comes on the dispatch board to schedule, call , email. Would like to have a reminder call to the Service agreement customers only the day before to remind them of the cleaning, since they schedule weeks in advance. Review collected by and hosted on G2.com.

AC

Verified User in Consumer Services

Small-Business (50 or fewer emp.)

10/29/2021

"User friendly"

5/5

What do you like best about FieldEdge?

A very user friendly view and Dashboard Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

There is no testing database for customers Review collected by and hosted on G2.com.

Response from Alli of FieldEdge

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Thank you for sharing your feedback - we love knowing that FieldEdge is helping to simplify workflows!

UW

Verified User in Warehousing

Small-Business (50 or fewer emp.)

11/16/2021

"Awesome"

4.5/5

What do you like best about FieldEdge?

I like how easy the program is to use to track each technician and there time on the job site. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

I wish that in our area it would have better service coverage. Review collected by and hosted on G2.com.

KB

Keely B.

O

Small-Business (50 or fewer emp.)

3/26/2021

"I use FE for my Business"

5/5

What do you like best about FieldEdge?

FieldEdge has the best Customer Service! They always listen to my Feedback and ideas I may have. Grace is the best! Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

Quickbooks get pissed off with FieldEdge sometimes and OT does not push over to QB. They are working on that for me. Review collected by and hosted on G2.com.

AV

Amber V.

Office assistant

Small-Business (50 or fewer emp.)

3/26/2021

"FieldEdge is great"

4.5/5

What do you like best about FieldEdge?

I love the how easy it is to navigate in FieldEdge. The different colors to represent different projects make it easy to visually see where all your employees are at and how there projects are going. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

My least favorite thing about FieldEdge is how long it takes the Dispatch board to update. We are constantly refreshing our computer to get the most accurate and up to date information Review collected by and hosted on G2.com.

AC

Verified User in Construction

Small-Business (50 or fewer emp.)

3/26/2021

"Service always meets my needs"

5/5

What do you like best about FieldEdge?

I can reach out to them through the chat. they quickly respond to any of my issues. Review collected by and hosted on G2.com.

What do you dislike about FieldEdge?

I feel they should allow the system to have static crews for each day. Are jobs are always changing and we might have guys change one day to the next. this does not allow us to keep up with who worked with who. Review collected by and hosted on G2.com.