FieldServio

Makes my life easier

Pros:

This is a super easy to use product. I like the customization aspect and the widgets in particular, you can build your own work flow. The software works for the user rather than the other way around. Oh yea, and the customer service? AMAZING. They are not just helpful but have a very positive attitude.

Cons:

I discussed this w/ [SENSITIVE CONTENT] in his onsite visit. It needs a better way to track cycle counts retroactively in spreadsheet exports.

Review

Pros:

The most beneficial parts of the system are that it is intuitive, provides an all inclusive system to support Ops, Finance, and Management needs to be able to grow the business effectively, and FieldServio's willingness to develop new solutions to make processes faster and more efficient for the business. Also, the support team is incredibly responsive and knowledgeable of the product to be able to figure out solutions quickly and efficiently.

Cons:

As with any software there could be more automation, but overall it is a good system to manage work flows, invoicing, purchases, and the financial aspect that goes along with those.

Review

Comments: Great everyone is really easy to work with.I do wish phone calls were an option something talking things out help s with issues than back and forth tickets.

Pros:

Easy to navigate, lots of modules that integrate with each other.

Cons:

I don't think our company utilizes everything it can to be more successful

Asps FS

Comments: Been very good, I have enjoyed FS employees collaboration and assisting.

Pros:

It's ability to run / view the business from start to finish (A-Z)

Cons:

Communication/notification. As major events or statuses occur, send email to these employees.

Alternatives Considered: Salesforce Sales Cloud

Reasons for Choosing FieldServio: [SENSITIVE CONTENT] worked closely with FS in the beginning development

Reasons for Switching to FieldServio: Up until recently used Salesforce for CRM and FS for every thing else. Now I have incorporated FS CRM

Excellent Product

Comments: I was involved in the decision to purchase FieldServio and after doing demos with countless companies, it was a no brainer. They even provided us a reference so we could talk to other companies in our industry that had been on the system for 2+ years. This system is not bolt on packages that you Band-Aid together and make work for your business. It is designed specifically for service, parts, rental, sales and accounting. The implementation and training process that FieldServio provided was on point. They communicated and provided a well constructed plan. I helped pull all the data for the conversion and their team provided all the tools we needed while answering questions along the way. When we first went live, their support team was there to answer any questions we had. I send tickets to the support team daily whether for advise, suggestions, questions or issues and they are awesome to work with. They are very timely and do their best to provide detailed information. No system is perfect but I believe most of the issues we have with FieldServio are process and/or training related. However, if there is a legitimate issue, the FieldServio team steps up and gets it done. They make enhancements to the system frequently. The staff is amazing to work with, excellent overall product.

Pros:

The menus are very easy to navigate for new and existing users. Web based is a huge plus.

Cons:

There is nothing I specifically dislike about the software but I do wish we had the ability to customize it more such as adding additional reportable fields.

Alternatives Considered: Dynamics 365, NetSuite and Salesforce Sales Cloud

Reasons for Choosing FieldServio: We were using multiple systems and wanted an all in one solution

Reasons for Switching to FieldServio: It was tailored to our industry