FieldEdge vs Salesforce Field Service

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Our analysts compared FieldEdge vs Salesforce Field Service based on data from our 400+ point analysis of Field Service Management Software, user reviews and our own crowdsourced data from our free software selection platform.

FieldEdge Software Tool

Product Basics

FieldEdge, formerly dESCO, is a cloud-based solution that offers scheduling and transportation, payments, flat rate and ESC capabilities. It enables contractors to track, manage and streamline operations in real time. Its in-office inclusions include a smart dashboard with work order details and map-based scheduling.

Its performance dashboards offer in-depth sales insights and service agreements, program management, automated agreements and technician profitability modules. It assists with customer management and QuickBooks integration and provides on-field resources like price presentation, quotes and invoicing and a mobile CRM.
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Salesforce Field Service (formerly Field Service Lightning) is a web-based solution for managers and field technicians to handle a variety of tasks. Built for businesses of all sizes, it offers a unique and robust suite of platform-agnostic inclusions, leveraging SalesForce’s powerful CRM features. It has capabilities for document management, skill-based assignments, routing services, price quoting knowledge articles, inventory and stock statuses, barcode scanning and much more.

Owing to its functionality, it became the fastest-growing product in SalesForce’s history in 2018, generating $100 million in pure revenue two years after its launch. It also helped put the company over $13.28 billion in revenue and is on track to hit the CEO’s revenue goal of $20 billion by 2022.
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$100/User, Monthly
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$50/User, Monthly
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support

Product Insights

  • Streamlined Operations: FieldEdge simplifies the management of dispatch tasks, enabling businesses to efficiently allocate resources and respond to service requests promptly, leading to improved operational efficiency.
  • Enhanced Customer Satisfaction: By ensuring timely and effective service delivery, FieldEdge helps businesses meet customer expectations, fostering loyalty and encouraging positive reviews.
  • Increased Productivity: Automating scheduling and dispatch processes reduces manual effort, allowing staff to focus on higher-value activities and complete more tasks in less time.
  • Real-Time Visibility: FieldEdge provides real-time updates on job status and technician locations, enabling better decision-making and the ability to address issues as they arise.
  • Improved Communication: The software facilitates seamless communication between dispatchers, technicians, and customers, ensuring everyone is informed and reducing the likelihood of misunderstandings.
  • Comprehensive Reporting: With FieldEdge, businesses can generate detailed reports on various aspects of their operations, such as job completion rates and technician performance, aiding in strategic planning and performance improvement.
  • Scalability: FieldEdge is designed to grow with your business, easily accommodating an increasing volume of service requests and expanding service offerings without compromising on performance.
  • Cost Savings: By optimizing dispatch operations and reducing the need for manual intervention, FieldEdge helps businesses save on labor costs and minimize errors that could lead to costly rework.
  • Enhanced Professional Image: Utilizing a sophisticated tool like FieldEdge can enhance a business's professional image, instilling confidence in customers and setting the company apart from competitors.
  • Regulatory Compliance: FieldEdge helps ensure that businesses comply with industry standards and regulations by maintaining accurate records and facilitating adherence to best practices.
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  • Deletes Pen and Paper Tracking:  Get rid of archaic systems like pen-and-paper tracking with superior technology. 
  • Increases Customer Satisfaction:  Automatically match the right tech to the right job and customer based on criteria such as skill level, distance from the job and more. 
  • Tackles Critical Issues:  With powerful tracking and notification features, stay abreast of essential information such as schematics, blueprints, low item stocks, or poor condition to handle important issues. 
  • Web-Based:  Access the web-based platform-agnostic solution from any internet-connected device for easy accessibility. 
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  • Scheduling and Dispatch: Assign the right individual for jobs with location and skill set-based recommendations. The capacity planner helps schedule customer appointments and optimize technician routes. Update tech status in real time, add changes to dashboards from anywhere and send automatic customer updates through emails, calls and texts. 
  • Performance Dashboard: Offers overviews of actual vs. planned sales performances, due and expiring service agreements and ticket value, including average job profitability. Enables managers to coach sales representatives using call performance metrics and audio recordings. 
  • Customer Management: Supports effective customer management with saved details, calls, images, equipment used and their histories. Allows clients to identify customers using aging assets to boost equipment replacement prospects. 
  • QuickBooks Integration: Provides seamless integration with QuickBooks solutions with inventory management and live integration capabilities. Transactional data flows directly to QuickBooks. Eliminates double entries to avoid accounting errors. Enables inventory tracking and management from warehouses to work orders. 
  • Service Agreements: Bill all jobs and track any service agreement. Sends automatic invoices and reminders to customers, boosts recurring income and enables quick payment collection. Offers program management to automate agreements. 
  • Price Presentation: Assists sales team through price books to strengthen quantitative and qualitative sales. Technicians can edit products and services from invoices or quotes through mobile devices. 
  • Quotes and Invoicing: Reduces payment duration and helps identify top performers. Send invoices and simplify payment processes for customers via multiple options. 
  • Mobile CRM: Automatically notifies customers about technician arrival via voicemail, emails or texts. Create orders and dispatch field technicians through mobiles. Displays equipment and customer history and sends regular alerts and reminders to dispatch boards. 
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  •  Knowledge articles 
  •  Real-time collaboration 
  •  Instant access to job schedules 
  •  Stock and inventory visibility 
  •  Barcode scanning in-app 
  •  Technician-controlled scheduling management 
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Product Ranking

#50

among all
Field Service Management Software

#16

among all
Field Service Management Software

Find out who the leaders are

Analyst Rating Summary

75
87
94
69
87
76
59
98
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Reporting and Dashboards
Mobile Capabilities
Billing and Invoicing
Customer Management
Equipment and Asset Management
Scheduling
Mobile Capabilities
Dispatching
Work Order Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

FieldEdge
Salesforce Field Service
+ Add Product + Add Product
Billing And Invoicing Customer Management Dispatching Equipment And Asset Management Inventory Management Mobile Capabilities Reporting And Dashboards Routing Scheduling Technician And Contractor Management Work Order Management 94 87 59 67 80 95 97 23 69 82 63 69 76 98 100 96 99 85 77 100 82 97 0 25 50 75 100
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37%
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71%
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29%
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88%
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91%
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89%
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87%
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83%
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17%
83%
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63%
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37%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

45%
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55%
55%
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45%

User Sentiment Summary

Great User Sentiment 596 reviews
Great User Sentiment 56 reviews
85%
of users recommend this product

FieldEdge has a 'great' User Satisfaction Rating of 85% when considering 596 user reviews from 3 recognized software review sites.

83%
of users recommend this product

Salesforce Field Service has a 'great' User Satisfaction Rating of 83% when considering 56 user reviews from 3 recognized software review sites.

4.1 (55)
3.9 (27)
4.23 (286)
n/a
4.3 (255)
4.2 (16)
n/a
4.5 (13)

Awards

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SelectHub research analysts have evaluated Salesforce Field Service and concluded it earns best-in-class honors for Equipment and Asset Management and Scheduling.

Equipment and Asset Management Award
Scheduling Award

Synopsis of User Ratings and Reviews

Streamlined Scheduling and Dispatching: FieldEdge simplifies the process of scheduling jobs and dispatching technicians, ensuring efficient use of resources and timely service delivery. Users appreciate the ability to track job progress, technician locations, and customer information in real-time, leading to improved communication and coordination.
Enhanced Customer Management: The platform offers robust customer management features, allowing businesses to maintain detailed customer profiles, track service history, and manage communication effectively. This comprehensive view of customer interactions helps build stronger relationships and improve customer satisfaction.
Mobile Accessibility: FieldEdge's mobile app empowers technicians with on-the-go access to job details, customer information, and invoicing capabilities. Technicians can update job statuses, capture signatures, and process payments directly from their mobile devices, increasing productivity and reducing paperwork.
Improved Financial Management: FieldEdge facilitates efficient financial management by providing tools for invoicing, payment processing, and expense tracking. Users can generate invoices, accept payments, and monitor expenses, streamlining financial operations and improving cash flow.
Reporting and Analytics: The platform offers comprehensive reporting and analytics capabilities, providing insights into key business metrics such as job performance, technician productivity, and customer satisfaction. These insights enable data-driven decision-making and help identify areas for improvement.
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Streamlined Scheduling and Dispatch: The platform simplifies the process of assigning the right technician to the right job at the right time, taking into account factors like skills, location, and availability. This can lead to improved first-time fix rates and reduced travel time.
Enhanced Customer Experience: Customers can receive real-time updates on technician ETAs, and technicians arrive with the necessary information and parts to complete the job efficiently. This can lead to increased customer satisfaction and loyalty.
Improved Technician Productivity: Technicians can access job details, customer information, and inventory levels from their mobile devices, allowing them to work more efficiently and effectively. This can lead to increased productivity and reduced costs.
Actionable Insights: The platform provides real-time data and analytics on key metrics such as job completion rates, technician productivity, and customer satisfaction. This information can be used to identify areas for improvement and make data-driven decisions.
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Limited Customization: FieldEdge's interface and workflow might feel rigid and lack the flexibility for extensive customization to fit specific business processes, especially for dispatch-heavy operations with unique requirements.
Mobile App Functionality: The mobile app, while functional, may not have the full feature parity with the desktop version, potentially hindering field technicians' efficiency and access to information on the go.
Learning Curve: FieldEdge can have a steeper learning curve compared to simpler solutions, requiring more time investment for users to become proficient, which might impact productivity during the initial adoption phase.
Integrations: While FieldEdge offers integrations, the range and depth of integrations with other software tools businesses might be using could be limited, potentially creating data silos and hindering workflow efficiency.
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Customization Challenges: The platform's extensive customization options can be overwhelming for new users, often requiring significant time and effort to tailor the system to specific business workflows.
Cost Considerations: Salesforce Field Service can be expensive, especially for larger teams or those requiring advanced features. Subscription costs, implementation fees, and potential customization expenses contribute to the overall investment.
Mobile App Limitations: Some users report limitations and occasional performance issues with the mobile app, which is crucial for field technicians working remotely.
Integration Complexities: Integrating Salesforce Field Service with existing business systems can be complex, potentially requiring additional development or middleware solutions.
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FieldEdge users frequently highlight its scheduling and dispatching capabilities as major strengths. The software's ability to optimize routes and track technicians in real-time helps businesses boost efficiency and keep customers informed. Its integration with QuickBooks is also a significant advantage, streamlining accounting processes. However, some users find the mobile app's interface clunky and occasionally unreliable. Compared to competitors like ServiceTitan and Housecall Pro, FieldEdge offers a more comprehensive range of features but at a higher price point. This makes it ideal for larger, established businesses with complex operations that require robust functionality. Smaller companies or startups with tighter budgets might find more value in simpler, more affordable options. Ultimately, FieldEdge empowers field service businesses to elevate their game by centralizing operations and enhancing communication, but its cost and complexity should be carefully considered.

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Salesforce Field Service has garnered a reputation for its user-friendly interface and adaptability, making it a popular choice among businesses seeking a comprehensive field service management solution. Users appreciate the platform's ability to streamline operations, from scheduling and dispatching technicians to tracking their progress and performance. The software's scalability is also a significant advantage, allowing it to grow alongside businesses as their needs evolve. Additionally, Salesforce Field Service offers good value for the price, making it an attractive option for budget-conscious organizations. However, some users have noted that the initial setup and configuration of Salesforce Field Service can be complex, requiring technical expertise or additional support. There have also been reports of occasional slowness or clunkiness in the software's performance. Despite these drawbacks, Salesforce Field Service remains a highly regarded solution in the field service management industry. Its strengths in ease of use, flexibility, and scalability make it a compelling choice for businesses of all sizes. The platform's ability to integrate with other business systems further enhances its value proposition, allowing for seamless data flow and improved operational efficiency. Salesforce Field Service is particularly well-suited for businesses with a large mobile workforce, as it excels at managing and optimizing field service operations. Its features, such as intelligent scheduling, real-time tracking, and mobile access, empower technicians to work efficiently and deliver exceptional customer service. Additionally, businesses that require a solution that can integrate with their existing CRM, ERP, or other enterprise systems will find Salesforce Field Service to be an ideal fit. The platform's robust integration capabilities enable businesses to centralize data, automate workflows, and gain valuable insights into their field service operations.

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Top Alternatives in Field Service Management Software


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ServiceTitan

simPRO

Workiz

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