FieldEdge Flat Rate Mobile

Best Pricing Tool

Comentarios: Coolfront is a great application to utilized if you are looking to incorporate a paperless alternative when documenting materials or passing other data.

Puntos a favor:

This software is compatible with most digitized platforms to enhance efficient communication company wide. Other management apps can be used alongside this program for even better results! Another great feature is the affordability to utilize this application which is important for smaller businesses.

Contras:

Integrating other programs to be used alongside this app might be a little buggy, but with some software improvements this tool will be very beneficial in keeping your business organized.

Outstanding - flat rate software

Comentarios: We use the flat rate software often enough that it becomes easier and easier.

Puntos a favor:

Flat rate makes the quoting easier. The labor, taxes, all included. That produces no arguments about hourly charges. As well, there are no part numbers on the invoices, just job numbers and task numbers. Makes the software less threatening to suave internet homeowners and business owners.

Contras:

Sometimes the needed parts are not available. Need to cross search better, (need either part numbers or descriptive search). Some parts are not prices well, (a little over the actual - better than being to low.)

I like a lot but a lot is to desired.

Puntos a favor:

Ease of use. Can be operated quickly with little experience. Like the part finder if you know how to use it.

Contras:

I hate when it wants to update while either writing notes or searching for a part. I wish there were tabs in my favorites for favorite filters, types of freon, or belts instead of looking over my favorites 3 or for times. I wish I could add a custom part or charge myself instead of having my office remake what I've already done just so they can send it back to me to add it on my favorites. All of the other techs said the same about updates. Add them to the home page when available. Frustrating. Finally inputting carrier numbers usually calls for 2 additional numbers or letters at the beginning of a part number. If typed in using the part number supplied from carrier it fails to find it. If those 2 first numbers or letters are left off when typing it in it will find it every time. I have found this only on carrier parts. Thank you for your help.

Super user friendly

Comentarios: Easy to use, and the work order immediately shows up on the techs device, eliminating the need for the tech to drive all the way back to our office to gets their next work order

Puntos a favor:

It is super user friendly & easy to use. I love that it can be used on a computer, cell phone or tablet and there is no subscription. You only pay for what you use.

Contras:

I wish it would show the price of repairs before you select it..... sometimes our techs aren't sure which repair to pick until they see what the charge will be & then they have to go in and delete it if its way out there.

EASY

Comentarios: easy on the go invoicing for our technicians.

Puntos a favor:

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.

Contras:

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

Love this free flat rate company

Puntos a favor:

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

Contras:

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.

Coolfront Review

Comentarios: Overall I like the simplicity of the Coolfront app and plan to keep using it.

Puntos a favor:

Easy for both Dispatch and Techs to use. Good flat rate book that auto updates. Fairly inexpensive. Syncs with Quickbooks. Very customizable for different rates. Residential, Commercial, After Hours, etc.

Contras:

Double entry required for Quickbooks entries. If you mark a customer paid in Coolfront, they show as unpaid in Quickbooks. Customer and Internal notes do not transfer to Quickbooks. Not enough equipment quote options. Need closer to 100 than 25.

The best flat rate service pricing for your company.

Comentarios: Basically we use this tool to collect payments .We are happy with this tool. We are planning to purchase add-ons and use additional features.

Puntos a favor:

Seamless integration especially with Quickbooks. Super easy to use and lot of add on feature options. Customer support is very friendly.

Contras:

We did not see anything as disadvantage with this tool. As of now everything seems to be working good.

GREAT!!

Comentarios: All techs having same pricing has helped us grow and keep growing.

Puntos a favor:

The ability to customize it to fit our needs.

Contras:

Ever so often we have had minor issues. Nothing that has ever disrupted business.

Great Service

Comentarios: It has helped us a lot with our online dispatching.

Puntos a favor:

Ease of use and great customer support. It’s easy for our service guys to use.

Contras:

It’s not compatible with quick books desktop.

CoolFront

Comentarios: I love that we are using less paper. Being able to see, edit, and advise technicians about the pricing and notes when they are in the field and I am in the office (or even running errands!) is great. Having the past history to look at is very helpful. The customer service at CoolFront has been good when we have needed help.

Puntos a favor:

We use the software on iPads with data, so I can keep an eye on the technicians and see real time what they are entering into a service ticket. We have it linked to Payzer for accepting credit cards, and I can also see that immediately, as well as get an email notification when the payment is processed. We also offer Greensky Financing, and that is linked as well. The customers appreciate that we are "green" and using less paper.

Contras:

The search function for older tickets isn't always user friendly. I wish I had more control over when a ticket is archived. We have 5 years of back data, and when I tried to integrate with Quickbooks, it created a lot of headaches for us with the past data. It ended up not being worth it and I turned it off. I don't like that technicians can create different profiles for the same address just by forgetting to capitalize a letter or even entering a wife's name when the last time it may have been the husband's.

Coolfront in HVAC Applications

Comentarios: Coolfront has been a great additional to our company's toolbox. It allows us to get pricing to customers upfront and we collect payments a lot quicker than before we start using this program. We've been using it for several years and we have not had any problems with the software on our desktop or our mobile devices. I highly recommend it to others.

Puntos a favor:

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.

Contras:

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.

Overall Good Product

Comentarios: Coolfront is a great way to present customers with pricing and quotations on the spot. It also makes it easy to watch over the technicians to ensure they are performing the necessary checks on the jobs and that they are charging correctly.

Puntos a favor:

The ability to get customers approval, and have a homeowner sign off on a repair before hand. The ability to make custom repairs, ease of use, and overall professional look are all factors as well.

Contras:

Seems to be missing some key features (EX: A way to denote if a customer has made a partial payment other than putting it in the notes. Would like to see it more visible, similar to the discount options.) . Also have found three separate instances where a custom repair had been omitted from the total charged, but was still present in the itemized list.

HVAC contractor going from paper to Coolfront

Comentarios: Overall we are definitely more profitable with the flat rate database. And it does save some keystrokes, but it doesn't fix all our issues or handling of service tickets.

Puntos a favor:

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.

Contras:

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.

Coolfront has streamlined our billing process.

Puntos a favor:

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.

Contras:

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.

Out of control

Comentarios: Was good and reasonable. Now it sucks. I am part of an HVAC froup on Facebook and many others are looking for a new program as well...all because of the new "features" that we do not want.

Puntos a favor:

Service tickets by technicians. By the way...your industry choices do not include the HVAC field for this review.

Contras:

The cost is constantly going up. Now they want to force us to pay for items we do not need...we cannot sync to Quickbooks without their new add-on.

Coolfront has the features I need for my HVAC business

Comentarios: Good software, fair price for all you get and good support team.

Puntos a favor:

I have used Coolfront for about 6-7 years now. 3 with my previous employer and 4th year when I went out on my own to earn a living. I like the features Coolfront offers with easy to find results for many parts stored in the database thats updated to list the cost of parts so you can give the home owner a updated repair estimate.

Contras:

Well, can't say nothing I don't like. The way it keeps track of all invoices and past calls to that customer is great too. I have recommended Coolfront to many business associates.

Always great service and

Comentarios: Way too many benefits to list. It is just an incredibly easy scheduling/invoicing software and I’m excited to see what new innovative apps they come up with to an agreement within the software. Customer Service is always very friendly and knowledgeable!

Puntos a favor:

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

Contras:

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.

Excellent product for routine maintanence techs.

Comentarios: Overall I am very satisfied with the product and it’s usefulness for routine services. I wish payment was integrated and the ability to work with wintac for database history for our company.

Puntos a favor:

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.

Contras:

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.

Fast, Easy Billing

Comentarios: Overall, Coolfront is a very helpful tool to allow technicians to bill the customer when the work is performed helping reduce the number of open accounts.

Puntos a favor:

Entering customers is quick and easy. Adding repairs is also simple with the search bars.

Contras:

I wish our employees couldn't see how much time it's suggested to take to make the repair-only administration. Our employees at times take advantage of that and take longer to make a repair than what they really need.

Coolfront has allowed for more competitive pricing for our company. Instant updating is great.

Puntos a favor:

Great pricing and updates! It allows us to stay competitive with pricing with the updating flat rate. I like that the program updates instantly. I can edit and update work orders while the technician has the work order assigned. I like that I don't have to wait on techs to send work orders back to be able to change them. The techs prefer this software to the previous one we used. The invoicing straight out of Coolfront feature is great and saves time. I like that there is a place for technicians to get signatures from customers for approval for work.

Contras:

NO DISPATCH BOARD. Currently I have to utilize another software to see the layout of the daily schedule. It would make my job as dispatcher much easer if Coolfront had a dispatch board. There is no way to build your customer data base besides building new work orders. An area for techs to put in equipment would be wonderful. It would allow our techs to enter equipment info to build more customer history, and to allow us to know what each customer has at their home or business. Finally, having an area where technicians can log their times would be super helpful. For example: Dispatch, Arrival, & Departed times.

It could be better.

Puntos a favor:

Easy to dispatch techs. Customer approval works great for pricing approval. Glance back is great for techs.

Contras:

Parts finding is hard for techs to find exact parts. Not all makes are in the parts system . To easy to make 2 separate customer files and then glance back doesn't help the techs. I wish I could link more then 1 tech to a work order. I would like to be able to put sales tax and residential hourly rate as default instead of always having to change it. I wish equipment listing was part of the customer information.

Best bang for your buck!

Comentarios: We have used Coolfront for 3 years now. It has definitely improved throughout the years. It gives our techs accurate pricing and helps us provide instant invoices to our customers. We will continue to use this program and have referred others to it as well. Overall the functionality of it is great! I can't wait to see what the come up with next.

Puntos a favor:

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.

Contras:

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

Please fix issues

Comentarios: The server is slow and does not stay open, if you forget to hit save which I have done many times every thing disappears which sucks let’s say the phone rings your mind is on something else and you loose everything it’s a huge waste of time or you completely forget and the office asks where are your notes ya that’s a shitty set up.

Puntos a favor:

We are now paperless and the techs are using Ipads

Contras:

We should be allowed to set up service to our needs. Pease get rid of the save your notes thing I would rather the notes always be there and have the ability to edit! When they disappear at 7pm at night on a service call and you have to rewrite them it SUCKS!!!!!

The Coolfront App AND Crew is, by far, the Very Best, Top Notch and Awesome I have ever experienced

Comentarios: This company and it's products and services have made my life easier and my business WAY MORE PROFITABLE!!

Puntos a favor:

The software is extremely thorough in all aspects! They are constantly adding more and more cool stuff to the app. Their Crew has by far THE BEST Customer Service that I have ever experienced, very knowledgeable, very experienced, very helpful. If you are not using this App, then you are going backwards in time every day that you are in business! This App and this Company (Coolfront) is absolutely the best by far.