Opiniones de FieldEdge Flat Rate Mobile

Coolfront is amazing. It helps us have a better relationship with our customers. Its easy to use and straight to the point when it comes to giving our customers the price for repairs.

I don't think there is anything I don't like about this software. Its easy to use and really affordable.

Our technicians love that they can just type in a repair and get the pricing. It makes things much easier for them. Then be able to print out a copy of the work order for the customer right there on the spot. They are using Epson mobile printers and the combination in great.

Two things I have heard the technicians say that they would like is to be able to click on a customers phone number and call right from Coolfront, and the same thing with the address. They would like to be able to access Google maps right from the customers address in Coolfront

I love the idea of having our technicians provide legible and real life invoices to our customers instantly

The software is not streamlined and searching for an invoice in the archived and work orders could be improved since you have to go into a different tab to search for either

I absolutely love the flat rate pricing database- and the pricing best practices through out the country. That part is awesome. I also like the history that shows up for each customer so my techs have information at their finger tips.

1) Sometimes it is a little difficult to find certain parts. I was looking for an inducer motor for a Lennox and no manufacturer comes up. I had to call Lennox to get part number, and then it was easily found. 2) Reporting- we collect sales tax- so to be able to report sales would be helpful. We still have to identify how much of the Flat rate is the part cost and mark up and how much is labor to put into our accounting software. 3) speed from going between day to day to look up customer is deathly slow.

It isn't complicated to use for my techs. The mobile app is easy. The customer must approve the repairs before work is done.

1. Not enough spaces to enter my description and pricing (favorites).
2. Changes customer information randomly (we will change a phone number, then after saving it, it will revert back to what was previously automatically generated - addresses, names, etc.).
3. Expensive
4. Does not enter an invoice into quickbooks if there isn't an amount and when we do a service that is prepaid for then there isn't a dollar amount and it will not put it in my system so I am double inputing.
5. On the mobile app, every single time we use it, it constantly requests us to update, even if we just did the update.

The ability to copy and paste routine notes and the customization to our products that are common repairs. Also keeping customers data and info to look back at last calls.

The parts options are national averages and don’t reflect our regions pricing structures without always having to adjust. Also many popular Trane parts are not listed and you have to adjust the labor time to reflect what we would normally charge for that part. The fact that if I have to enter this multiple times to get a good price for my customer runs up the line items for each ticket charge. If I recall they charge for every two line items but if I delete and have to add it four or five times to get the pricing closer I believe that’s a charge to us for another ticket. Could have more common parts and a database that is a little easier to navigate.

Coolfront allows our technicians to bill our customer and receive payment at time of service which I feel has greatly reduced the number of outstanding accounts.

I really like the auto-fill feature for repeat customers. I also like how easy it is to add special repairs that can't be found in the automated repair list.

I don't like the fact that you don't have an option to look for updates-a message pops up to update and it's always at a bad time.

I also don't like the limited amount of custom items under tune-ups and discounts. We could really use more in both areas as there are still items that are not listed or are listed but are way off on the amount to bill the customer.

I wish there was a way that we could update the actual cost of parts vs using the price that is listed. There are many times that the cost listed vs our actual cost is very, very different.

I like the ease of entering the information. I like that you can email receipt to customer right away. I like how it can be an invoice or a receipt.

It's not easy to search for a customer unless you know the date of the last time you were there. That is my major disappointment with this program. Searching for customers & history & merging the calls together. I ALWAYS have to go to add on & Merge. I wish it was more automatic. I use wintac & it always pulls up correct customer just by entering a few letters or address. You dont' even need complete info. If Coolfront doesn't correct the merge/search soon I will have to switch to a different software/dispatching program.

User friendly, integrates with QuickBooks and Google calendar, simple and effective, incorporates the cost of the work order in the price of the job.

Sometimes duplicates customers already in QuickBooks. Other than that, we are doing quite well with Coolfront

It is free for the contractor! It is professional looking and can be used to sync with qb.

Syncing to multiple locations would not sync with qb and would sometimes create a new job. There are work-arounds but this process could be easier.

I like how easy it is to input information. I like that it shows past invoices for customers when you create a new work order for them. It helps us keep our pricing consistent between users and uses industry averages to keep our prices in line. I like that I get information about the jobs done right away instead of waiting to get it from the techs. I like that it emails out invoices, estimates, and receipts to customers right away.

I don't like how it syncs with Quickbooks. The difference between taxed items and non-taxed items doesn't transfer over very smoothly so I have to enter everything into QB manually. The search tool could be a little more user friendly.

We like not having paper work. Both the customers & our office like the digital service ticket. It's also very convenient to watch what a service tech is doing by checking in on Coolfront. I like being able to add as many notes as I want, and then if I have to go back 6 months later I can see what happened on a service call.

There are 3 things that come to mind that I would like to see changed. #1 - I would like to search & not have to include a date range. It would be convenient to just put in a house number or last name. #2 - I wish unpaid tickets could display a different color (maybe yellow? ) and then not archive until they are paid. #3 - Also if we could search for tickets based on their status. ( Paid/Complete/New/ Started)

I have used many dispatching software and I find Cool front to be the easiest to use. I love that the flat rate pricing is built into the programming. It makes is easier for my service techs to come up with prices in the field.

The only thing that I find annoying with the software is finding archived work orders.

Being able to bill the customer right on the spot and collect the money is great. This keeps the cash flow going and we have less bad debt from customers that refuse to pay later. It is also nice that all bills are consistent, just in case neighbors would compare. I also like that it will prefill info from our QuickBooks database. Very easy to set up new customers and add or change information. It is nice it will show previous service call information on the form for easy reference.

Sometimes the program can run slow. This can cause our guys in the field to have to wait until the changes come through to their I pads.

Ease of use and always coming up with new innovative ideas and apps.

If there’s one thing I think they could improve on is helping users to understand that the bookKeeping software they use may not integrate all the features that coolfront has to offer. We use QuickBooks online and cannot use the email or text reminder feature.

Consistent pricing throughout the service department, easy access to prior service records, customers respond well to pricing they can see. The process for getting customer approval is simple and easy, even for customers who have difficulty with adapting to technology.

The process for looking up certain repairs can be cumbersome. In starting to adapt to the new search system for repairs it seems that some of the old keywords and phrases which used to work for finding repairs are no longer specific enough to get to find what is needed, also the number of items which are available to look through when searching in a broad sense have been greatly reduced and this has created some problems when searching for general repairs.

Easy to use. Usage cost is applied to each ticket. Data bases updated regularly. QB integration. Am really liking the recently added feature of "installs & quotes".

Some of our problems are due to slow internet I suspect. Don't like the automatic archiving of work orders. I want it put away when I deem it appropriate. Don't like the new search engine dynamics. Old one was better in my opinion.

I love that is syncs with my QuickBooks. Makes a lot less work when it comes to be tax time. Also it’s great that it has most of the hvac parts I use stored in in with the recommended flat rate hours. It also works well with the credit card company payzer.

Sometimes when a payment is made with payzer it doesn’t show up on the invoice as being paid with payzer.

I like that the software when used correctly can deliver a vast array of services and features. the Call forwarding and emailed voicemail alerts are also very helpful.

When you make any changes even trivial ones the system has been glitching and causing it to reboot.

Coolfront is fairly user friendly and offers multiple applications that work with our Quickbooks program.

The parts data base is hard to navigate and it is often hard to find the part or service you are looking for.

The software has great flat rate pricing, it is super easy to look up parts and even do custom repairs. It syncs with Quickbooks and even works offline!

The only thing I don't like is that on android they don't have an official Google store app. Definitely not a big deal but something they should consider.

Up front pricing for my customers. It allows me to set my margin without employees being involved with cost of materials and markup. It has increased my profitability since implementing this software.

I've had a few complaints about the pricing. In some instances it does seem to be too much. I've had several complaints about the length of the invoice numbers. I've also received two complaints from a property management company; first the work order number stays a work order number on the ticket and does not change to an invoice number. This requires the staff to print the invoice and then write the work order number under the writing "Invoice" in order to process the invoice.a the second issue is they want me to email the invoice directly to the company that processes their AP, but the require the invoices in a PDF format. Can anything be done on these issues?

My favorite feature is that it makes payments easy. With Coolfront Payments, your technicians can run the customer's debit and credit cards from the coolfront mobile app in the field, no longer needing to bill the customer after the incident and pursue payments for months. Prices are competitive, funds are available the next day, and your customers will love you for making the payment so easy and hassle-free.

There are no parts I don't like. I use this software fondly.

When looking at flat rate books vs coolfront's mobile software, it was clear coolfront was the way to go. The database is always updating with market fluctuations and with the ability to add custom items it is a great fit for us.

The new search engine is pretty rough and seems to be lacking compared to the previous version. The ability to add a custom discount to a ticket without having to add it to the whole system first would be great. And the ability to change the order of items on the ticket would be fantastic.

We like the paperless billing. It is nice to be able to look up products and show the customer right on the spot and email the receipt upon completion of the service call.

Having to switch to a different screen to add multiple quantities of items.