About FieldEdge

The #1 software to run your entire business. FieldEdge by Xplor is a cloud-based field service management solution for home service contractors in fields including HVAC, plumbing, electrical and more. The field service software allows companies to manage business operations remotely with features including customer service, scheduling and dispatch, invoicing, service agreement creation, customer history tracking, customized reports and analytics and more. The dispatch board feature provides users with suggestions for work order management and service call assignment based on the technician’s skill set and expected location at the time of the job. In addition, FieldEdge helps streamline and automate the billing and scheduling of services. It offers integration with QuickBooks. FieldEdge also comes with a native mobile app for technicians that allows techs to access their items, tasks, services, and materials on-the-go. The app also features a customizable price book that helps techs present different pricing options to customers which enable businesses to manage revenue generated. The system is also iPad compatible. Support is offered via email, phone and through a blog for basic queries.
FieldEdge Software - FieldEdge dispatch Board
FieldEdge Software - FieldEdge dashboard
FieldEdge Software - FieldEdge sales reports
FieldEdge Software - FieldEdge work order
FieldEdge Software - FieldEdge work order detail
FieldEdge video
FieldEdge Software - FieldEdge dispatch Board - thumbnail
FieldEdge Software - FieldEdge dashboard - thumbnail
FieldEdge Software - FieldEdge sales reports - thumbnail
FieldEdge Software - FieldEdge work order - thumbnail
FieldEdge Software - FieldEdge work order detail - thumbnail

FieldEdge pricing

FieldEdge does not have a free version and does not offer a free trial.

Starting Price:
Not provided by vendor
Free Version:
No
Free trial:
No

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FieldEdge Reviews

Feature rating

Value for Money
3.9
Functionality
3.9
Ease of Use
4.1
Customer Support
4.4
5 reviews of 303 View all reviews
Dan
  • Industry: Construction
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 14/4/2021

Helps manage, organize, and grow your service business.

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....

Pros

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.

Cons

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.

Alternatives Considered

ServiceTitan and ServiceM8

Reasons for Choosing FieldEdge

To better manage more technicians and to improve our customer communications. FieldEdge certainly did this.

Reasons for Switching to FieldEdge

Our buying process was longer than it should of been. I demo'ed some 5 or 6 different software apps looking for the right fit. Some did better than other in some areas than others. However, despite FieldEdge being a more expensive tool than some, we decided to use FieldEdge because it was a better tool than anything else we saw. As a plumbing contractor, we rely on tools to do almost any job. And my experience with cheap tools is that they may kinda work, but they new perform like you want them to and they often fail you when it is critical. So by in large, we invest in better tools for our plumbers to use. So when it came down to which tool to use to manage of Field Service, it just made sense to buy the best tool available. And from my research, FieldEdge was that best tool available.

Response from Xplor Technologies

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!

Replied 13/5/2021
Irene
  • Industry: Consumer Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 13/4/2022

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

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.

Pros

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

Cons

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

Alternatives Considered

Housecall Pro and ServiceTitan

Reasons for Choosing FieldEdge

Outdated features

Switched From

Smart Service

Reasons for Switching to FieldEdge

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. It's an all-in-one solution program
Ernie
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
1
Features
4
Ease of Use
2
Customer Support
3

3
Reviewed on 19/9/2024

I AM SO SORRY

Deception from the beginning (see example below). We were promised at signing a rate of 2.7% for each credit card transaction. The merchant service provider, Clearent, their owner, charged us 3.4% right off the bat. We were promised a $100 discount for the term of the contract. Ten months into the lease they tried to remove that discount, but I caught them. Deceptive company. The sales person said we would not be required to use QuickBooks, a canned program with no customization. Instead we are paying $70 for QuickBooks, which we never use. Lousy program. We are mainly leaving because of all of the flaws and difficulty using the program experience by our technicians in the field and everyone else. Now see the worst example below.

Pros

They offered features to help us evaluate performance and clients.

Cons

Deceptive practices. We were told we would pay 2.7% using Clearent, FieldEdge's owners, but they charged us 3.4% right off the bat. They never admit to weaknesses in the program, but blame the user for not doing it right. Without empathy for our problems, they could not help us. See below for biggest disappointment.

Response from Xplor Technologies

Hi Ernie,

Thank you for taking the time to share your feedback with us. The pros and the cons were helpful to us. Please contact us at [email protected] so we can gather more information and help you in any way we can.

We look forward to connecting with you soon.

Replied 23/9/2024
Devon
  • Industry: Facilities Services
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Features
4
Ease of Use
5
Customer Support
5

5
Reviewed on 4/8/2020

Great Customer Service

Pros

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!

Cons

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

Alternatives Considered

Davisware

Reasons for Choosing FieldEdge

The system was clunky. They also continued to want more and more money in order to get the system to work for us. It definitely did not meet our needs.

Switched From

Jumpstart

Reasons for Switching to FieldEdge

User interface ease of use customer service willingness to find ways to make it work for our company
Erin
  • Industry: Consumer Services
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Features
5
Ease of Use
5
Customer Support
5

5
Reviewed on 13/1/2020

FieldEdge transformed our business

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

Pros

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.

Cons

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

Response from Xplor Technologies

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

Replied 15/1/2020

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