Who Uses This Software?

HVAC, Plumbing, & Electrical Contractors moving to app-based work order management. Includes a thorough flat-rate pricing database of over 30,000 repairs but supports any pricing model.


Average Ratings

311 Reviews

  • 4 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Version
    Yes
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Profit Strategies
  • www.coolfront.com
  • Founded 1999
  • United States

About Coolfront

Ideal for smaller to mid-size contractors, Coolfront provides you with the tools you need to be more profitable, efficient and consistent. On average, new Coolfront users can see a 25% boost in their overall revenue within the first year! Included in Coolfront is scheduling, dispatching, mobile work orders, flat-rate pricing, integrations to Quickbooks and more! The best part is that it's zero-cost! Test out Coolfront today and get started with your first 50 work orders for free!


Coolfront Features

  • Billing & Invoicing
  • Customer Database
  • Dispatch Management
  • Inventory Control
  • Job Management
  • Maintenance Scheduling
  • Mobile Access
  • Quotes / Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Technician Management
  • Work Order Management
  • Billing & Invoicing
  • Commercial / Industrial
  • Contract Management
  • Customer Database
  • Electronic Signature
  • Mobile Access
  • Quotes / Estimates
  • Scheduling
  • Time Tracking
  • Work Order Management
  • Billing & Invoicing
  • Contact Database
  • Contract Management
  • Dispatching
  • Electronic Signature
  • Inventory Management
  • Mobile Access
  • Payment Collection in the Field
  • Quotes/Estimates
  • Routing
  • Scheduling
  • Service History Tracking
  • Time Clock
  • Work Order Management
  • Billing & Invoicing
  • Commercial/Industrial
  • Cost Database
  • Data Import/Export
  • Equipment Maintenance
  • Financing Management
  • Labor Rates
  • Quotes/Proposals
  • Scheduling
  • Takeoff
  • Billing & Invoicing
  • Call Center Management
  • Contract Management
  • Customer Database
  • Inventory Control
  • Job Management
  • Job Tracking
  • Mobile Access
  • Routing
  • Scheduling
  • Self Service Portal
  • Service History Tracking
  • Technician Management
  • Work Order Management

Coolfront Reviews Recently Reviewed!


Overall the implementation of CoolFront has changed our dynamic and lead to more equipment retros.

Sep 28, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The ability of the office staff to be able to quote repairs and assists techs in the field is awesome. It used to be we would have to wait for the technicians help to price out water heaters, etc - but now we can handle that right over the phone. Pricing seems in line with the products we purchase and it is great to not have to send out invoices.

Cons: Honestly the new search engine seems like a back track completely. Our techs miss the narrow down by field function. Not automatically seeing the code numbers when searching is a downgrade. The new search seams to glitch frequently and has lead to a lot of frustrated technicians. Honestly i have received feedback from every tech that the new search is terrible and they "hate it." That is our biggest downfall with the program right now. Also, it would be amazing to be able to add a discount in any amount right from the ticket. There are many times that prefab discounts don't apply. And it would be AMAZING to be able to reorder items after you put them on the ticket.

I have been using CoolFront for over five years now and couldn't be more satisfied!!

Sep 28, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, I love the repair look up format. Customer service is awesome and I have never had to wait on hold or have someone call me back. Being able to read, write or check the status of a work order from anywhere is great. The customers love the invoice format and the fact it is emailed to them right there on the spot! It integrates with Payzer which makes taking credit cards or financing so easy!! I especially love the customer surveys that are automatically sent out and being able to pass a gift along to a new customer or a customer having a birthday or anniversary! It integrates with quickbooks and google calendars...love that!!!

Cons: I wished we could sent a email to a customer letting g them know we are on the way. Being able to separate invoices by counties or municipalities for year in license payment.

Overall: Being a user and believer in Flat Rate this software makes it easy...one less headache to deal with!!!

Best Flat Rate Pricing Program that is continually growing!

Sep 08, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to learn & use. Straightforward and simple for the customer to understand. Send work-orders, estimates or invoices directly to customer's email.

Cons: Integration. We have to manually move each work-order from CF into our accounting software. This is just a matter of linking (with QuickBooksOnline) and then this thing will be unstoppable for us!!

Overall: Love the way it streamlines everything for the technician in the field. The Coolfront team is great and they are continually improving their services and spectrum. Only star missing is on Features & Functionality, because it is (for us) a stand-alone program that does not integrate with our accounting software (QuickBooksOnline), yet. Prospective users - you can't go wrong with this! Definitely add eTouch for extremely effective customer feedback & review collection!

Recommendations to other buyers: Get eTouch! No kidding. Best customer feedback and review utility so far. I'm not sure what magic they perform, but our customer response ratio is very high (80+%) and feedback is beneficial for improvements.

We use it daily

Oct 06, 2017
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: It isn't complicated to use for my techs. The mobile app is easy. The customer must approve the repairs before work is done.

Cons: 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.

Overall: It helped us integrate into a service based software for our techs to use in the field instead of using hand written invoices.

We have used Coolfront for 4 years, and find it a valuable tool for our company.

Sep 28, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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)

Overall: less paperwork, easy to access from anywhere, easy to see what happened on previous service calls.

I use this everyday, all day, and do like it. I just wish it did a bit more & had a few more things

Apr 20, 2018
5/5
Overall

4 / 5
Ease of Use

2 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: I like that it syncs to Google Calendar & Quickbooks. I also enjoy the Parts Cart for resupplying the technicians. I enjoy easily being able to find repairs to bill them to the work order/invoice. I like being able to add custom repairs, discounts and pricing.

Cons: I don't like that the billed time/cost of part don't show on the internal view of the work order/invoice. I don't like that I can't run a report of average hours/dollars for each technician, since those values don't sync over into Quickbooks when the invoice does. I wish there was a way to "Pause" a work order so that the technician can return to it later due to possible part delay, weather delay or other circumstance. I wish we could customize the line item field for repairs other than creating a repeat custom repair for those time that it is an unusual circumstance or repair. I would like to be able to run some sort of report of what dollar/hour per work order/invoice we are tracking within the app itself.

These are just a few of the items I would like to see within the Coolfront App.

Overall: In-field invoicing & pricing. Ease of scheduling. Parts reorder simplified.

Excellent product for routine maintanence techs.

Aug 30, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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.

Vendor Response

by Profit Strategies on September 10, 2018

Thanks for the great review Roger! We're going to have our Trade Specialist get in touch with you to offer some assistance with the Trane repairs!

Coolfront has streamlined our billing process.

Sep 28, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money

Pros: 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.

Cons: 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.

It works well. I wish it was easier to search for customers & if they merged better.

Oct 09, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: 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.

Cons: 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.

Overall: emailing of invoices & receipts. Flat rate pricing.

Finally able to bill upon completions in the field.

Dec 05, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: 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.

Overall: I think it saves the company and makes the dreaded end of the month billing obsolete.

It's a nice program. Have been using it for a couple of years and have no real complaints.

Oct 02, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Pro the software is usable in offline mode. The fact customer's are stored online and pay supporters are saved is excellent.

The ability to assign management duties to individuals controlling their level of interaction. Google calendar integration is great.

Cons: Cons, I do wish the navigation between screens was't so involved. A common menu through the app would make it easier as opposed to the back button. And currently it is only compatible with QuickBooks to synch with. A feature which I'm sure is nice but I don't use QuickBooks which makes my bookkeeping all manual. No ability to download invoices as spread sheet. Search feature is good but could be simplified. Dispatching can be a little confusing if more than 5 tech's. The app doesn't work well with some of our other office management software.

Overall: Easier usage. No storage for paper invoices.

Very robust pricing matrix for nearly anything you might run into

Sep 05, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: The system is very intuitive and surprising pretty acculturate when it comes to vendor prices and how they can use that to calculate your invoices . The signature feature is also nice and its looks very sleek in front of customers.

Cons: That being said from a field prospective its great and simple to use but dispatching on the other hand could use a little work. For one scheduling 20 plus calls in a day can become a nightmare especially when you have people calling in to change appointment times. Hopefully one day they will make a new interface for desktops its over complicated right now compared to other software services coming from the scheduling end of things.

Overall: Other than the above mentioned things everything else in my opinion works nearly perfectly for us and they also do a good job of updating the prices pretty consistently.

Vendor Response

by Profit Strategies on September 10, 2018

Thanks for the great review Ryan! We've mentioned this to our development team and it's something we can hopefully implement in the near future! Are you currently using the Google Calendar feature?

Coolfront allows us to bill at the location & also for integration into our other systems.

Mar 15, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I enjoy that it allows technician to quote and bill at the location. Also that they can request the parts they used to be replenished. I like that the invoices sync with our accounting software (Quickbooks) for billing and our Google Calendar for scheduling. Each tech can see their scheduled day laid out in order with location & what the service to be performed is. Very simple to employ. Having each tech, office admin and manager being able to use an individual login takes much of the scheduling confusion from the service techs.

Cons: I don't like that there aren't any reports that can be run to find work orders outstanding that fall outside the parameters of: Last 30 days, This month, This week.

I don't like that the hours required for the selected repairs aren't shown on the "internal version" of the printed invoice/work order. That would be very helpful for payroll and flat rate billing.

Overall: Integration & simplification.

Efficient and effective

Sep 28, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

Cons: 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.

Overall: Uniform pricing, and an easy, understandable process for customer approval of repairs.

I like Coolfront!

Sep 10, 2018
5/5
Overall

5 / 5
Ease of Use

2 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
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Pros: I can copy & paste all pertinent info. into my follow-up documents.

Cons: I have to go to Archive and enter specific dates, to get any work order from a previous week. Simply entering that date, will not pull up the work order. Also, there is no allowance made for cancellations. We are paying for Work Orders that get canceled, which makes me hesitate to enter them ahead of time. This also affects our scheduling.

Overall: I can enter Work Orders, and our techs can retrieve all of the customers' information on their phones. This facilitates a smooth transition from one appointment to the next, without having to check in with the office. The efficiency of entering Work Orders once, with the office and techs having access, saves time and minimizes miscommunication .

Vendor Response

by Profit Strategies on September 12, 2018

Hi Jessen, thanks for the review! We always appreciate customer feedback and it seems you're throughly enjoying the Coolfront app!

Very good. Readily accepted and implemented by service technicians.

Oct 06, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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".

Cons: 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.

Overall: Cost reduction overall of processing service related billing and customer tracking. Also reduction in preprinted forms. Repairs data base that is always up to date. Made is a more profitable service company due to uniform pricing and makes it easy for tech to price out job.

Best bang for your buck!

Sep 01, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: 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.

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

Overall: 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.

Recommendations to other buyers: Its is a good product! I hope it continues to evolve! Maybe with a GPS or map functions. Or a time card feature.

Capterra loader

COOLFRONT has been a very pleasurable and user friendly software system for us.

Mar 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: We had tried 2 other scheduling software providers prior to finding COOLFRONT. In both cases the experience was stressful and was not beneficial to our company's production and therefore our bottom line. COOLFRONT has had 2 positive effects on our business. Not only did it solve our scheduling conflict issues, but also gave us access to new, up-to-date, flat rate pricing that has increased our bottom line and helped us become a more productive service company.

Cons: If there was one thing I would change about COOLFRONT, It would be to give ADMIN the ability to make changes to the cost of a part. When management feels like a customer needs a discount for that part or service, in my opinion, It would be much easier to simply adjust the cost of the entry that a tech has already found in the COOLFRONT data base, instead of having to make up a custom repair and price for that part .

Good choice, but need some improvements!

Jun 19, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Allowing real-time access to customer work orders and not having to keep up with "paper"work. I like that it syncs with our computer software, which makes it easier to receive work orders for invoicing faster for billing purposes. This will allow the customer to receive their invoice faster and allow payments to be accepted on the job site. The ability to be able to do that stood out to me and my technicians, making our jobs easier and more productive.

Cons: An improvement needed was to be able to work offline - sending and receiving customer information. Having the need for wifi slows the process of receiving work orders & invoices to the billing department from the technicians while they are out in the field.

Excellent. Changed our service department for the better.

Oct 02, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Glance back is extremely helpful. Merge it is also extremely helpful.

Email button to send invoice or receipt to customer is great.

Able to use system off line is very important to us. Cellular service is not great in our area.

Cons: Would like to add more default email addresses. For example, when I send to customer I would also like accounting to get the invoice as well as myself ( Service Manager)

Parts Cart doesn't show up all the time so it quit thinking about it. When I view a techs work order I don't see Parts cart.

Vendor Response

by Profit Strategies on October 04, 2017

Tony, all of us here at Coolfront appreciate your business!

Highly Recommend!!

Sep 01, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: We no longer have missing invoices. We can now read what the technicians types in, compared to the written invoices. User friendly, and very easy to train our new employees with this software. I would highly recommend, this has made our lives easier in the field and in the office!

Overall: We have been with Coolfront from the Beginning, and i would highly recommend this to any HVAC / Plumber or Electrician.

Recommendations to other buyers: I don't know if it would be possible, but I would love to have something for timesheets, so as the invoice is completed to track the timing and sync to Quickbooks. We always have a hard time having our technicians hand in the timesheets daily.

Very easy to work with

Oct 10, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: That our techs have access to flat rate pricing and being it is web based have access on any tablet, laptop, desktop or phone if necessary

Cons: Invoices that are still open or pending drop off into archives. Would like to see the system only sense the paid invoices drop into archives automatically after the current time it does it and leave other not mark paid to be manually archived

Overall: Gives us the ability to be a more paperless company where the majority of our invoices get emailed verses printed and mailed out and as a result can get payment faster when customer is not home to make payment at time of service

Life changing software for your HVAC business!Get this now!Having the history available is awesome!

Sep 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Integrates with Quickbooks easily. Keeps a history (Glance Back) of previous service calls for the customer that is super easy to review. Updates database frequently to keep abreast of changing commodity prices (refrigerant, etc.). Zero cost to business to use. Hands down, the best choice for any HVAC business! Uses the same flat rate as Profit Strategies, but in an electronic, searchable form.

Overall: Consistent pricing helps me and my customers know that if I send Tech A or Tech B out, the price will be the same because they are using the same flat rate book! Also, customer history and Quickbooks integration is the cats' meow! Highly recommend this software for any HVAC, Plumbing or Electrical Contractor out there as a zero cost way to get into the flat rate pricing model.

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

Mar 08, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: 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.

Cons: 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.

Using coolfront has been a good investment for my company.

Oct 02, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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?

Super user friendly

Jun 04, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

Cons: 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.

Overall: 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

The program runs well. Our cost per repair clicked is High. Repair database has too many options!

Jul 18, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: Convenience of quoting repairs to homeowners is very nice. Having the ability to report to customer the cost of repairs on the spot is a nice feature.

Cons: Far too many repair options for very similar repairs. Repairs database is not fully customizable to company usage to limit search times but does offer features for company and tech favorites for regularly used repairs.

Overall: Ease of service billing.

Vendor Response

by Profit Strategies on September 26, 2017

Thank you for your comments in your review. Since that time our parts search database has been upgraded to a new version. We hope that you are enjoying more ease in repair options.

It could be better.

Sep 28, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Easy to dispatch techs. Customer approval works great for pricing approval. Glance back is great for techs.

Cons: 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.

Coolfront has changed the way we perform service call for the better and with ease.

Oct 18, 2017
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: 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.

Cons: 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.

A Must Have for new business

Apr 12, 2017
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Support Staff

Add ons

Cons: Speed I would like for it to operate faster

Overall: If you are starting or have an existing business in the plumbing, HVAC, or electrical trade this software will keep your pricing competitive and will help you business be profitable. It has happened to all of us at least once, were we bid a job and think we are making money, but in all reality we aren't. We didn't figure in all our overhead, such as tires, oil, insurance, tools, etc. This software may not always be the easiest to navigate, so before you get all bent out of shape call customer support. They are the most energetic support team I have ever dealt with. Hell they even give you the opportunity to try it for FREE.

Vendor Response

by Profit Strategies on June 20, 2017

Mark- thank you for review and we are pleased that you are using the Coolfront software and enjoying it! We are always here to answer any questions you may have.

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

Oct 11, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: 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.

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

The new features are terrible! Go back!!!

Sep 28, 2017
5/5
Overall

2 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The program itself is awesome! Before the new update I could make and complete a ticket in minutes ease of use and teach ability to new techs was outstanding. Go back to before the new update!

Cons: The new search option is terrible. It deletes everything I type into it because it's trying to "guess" what I'm looking for!And makes finding parts so much harder!. Just slows the system down and becomes a pain.

Overall: No more carrying around huge price books! Customers love the fact they can see what all customers pay and know they are being treated fairly.

I use Coolfront daily and it makes my job easier.

Sep 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: Overall a good program and handy for service technicians. So much easier to read than the hand writing of some of the technicians out there.

Pros: I like that my technicians can get glance backs of previous visits to customers homes. Also like that there is a spot that we can share information with our technician on the ticket that can't be seen by the customer.

Cons: I would like to be able to time stamp start and stop times of tickets as well as search past ticket by typing in a date rather than have to scroll through months and months.

So much better than Flat Rate Books!

Mar 12, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: I use coolfront on a daily basis and without it there would be a lot of lost jobs. We can quote water heater replacements and some repairs directly from the office. Our technicians use ipads on the site to run the program and collect payment - it is simple for them and gets payment quickly.

Cons: The new search feature is worse than the previous search feature. However the Coolfront team is constantly making changes, updates, and actually listening to customers in making improvements.

Stan's Experiance

Sep 01, 2016
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: After investing electronic devices you have electronic invoices. as you build a customer base CoolFront will populate the invoice for you. This saves time and helps the techs get the right invoice information.

Cons: Every once and a while the program will do something goofy.

Overall: CoolFront is a way to economically get into electronic invoicing. since we have started with CoolFront they have added more repairs. They do a good job of listening to me to help keep cost up to date.

Recommendations to other buyers: be able to do a tech profitability to see how the tech are doing.

Cool Front helps me by pricing products competitively

Sep 28, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money

Pros: I like having a web-based invoice it helps my customer be able to organize our transaction and keep records a lot more simple what the less of a chance to lose the invoice like most filed paperwork in the average home

Cons: Sometimes the navigation can be aggravating and sometimes you will type things in I believe around and then get booted off of the application and lose the information in which you have typed however this does not happen very often

This app is fairly easy to use and I feel it makes you more profitable

Sep 28, 2017
4/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like the offline capabilities the flat rate pricing and the ability to search for parts. The fact that it works with QuickBooks is awesome and the glance back feature for customers is really nice to be able to see what you've done in the past at that particular account

Cons: I don't like the fact that some manufacturers and some part numbers are not supported. It is not easy to make a custom services on the user end also a really big con is a user cannot see the price for a part or service before adding it to a work order

Overall: Integration with QuickBooks integration with Google Calendar and I feel it makes me more profitable

Love this software!

Apr 19, 2018
4/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: This software/program is so easy to use. You just search, click and it's done and on your service tickets! So simple!

Cons: It doesn't have a way to upload pictures nor documents. This is very important feature when your service workers are in the field.

Vendor Response

by Profit Strategies on April 23, 2018

Hi Blair and thanks for the review! We actually have an integration with DropBox which would allow you to upload pictures/documents/videos right to your work order. It's a free integration and we'd be happy to assist you with the integration! :)

Since using Coolfront, our work order workflow has improved greatly, and our pricing is consistent.

Oct 02, 2017
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Available in the cloud, so it's accessible anywhere. The software also works offline, for the most part. The best part is that the software is based on flat rate pricing, and that makes pricing and completing work orders fast.

Cons: Sometimes finding repairs in the database is a difficult task. Although the search function gets better over time, some repairs just don't seem to come up when searching for the logical keywords that you would first think to use.

Overall: Consistent pricing from customer to customer for similar repairs. Flat rate pricing also helps us to charge appropriate prices that are fair for both us and the customer.

very easy to use. All of our employees love it

Sep 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of using it. It's up front and easy to use. It's very self explanatory. It gives you all of the fields that need to be filled in. I also love that it has internal notes section where we can write notes that only the office can see

Cons: That we get charged when we have to go in and change a name or address or customer info on an invoice

Overall: Helps keep our office and out service technicians organized so that invoices do not get overlooked

`better scheduling software ` upload pics `pricing upgrades ` sync faster to QB

Oct 03, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: very easy to use

Mobile friendly

scheduling off line is easy

like how it keeps me logged on

price is pretty comparable to other software

Cons: the pricing of equipment side of the software

does not have map location of employees

routing of jobs

uploading pictures to include with work order

Overall: To be able to include notes that are hidden from customers and also notes that customers can see.

We like the ability to sync with Quick Books.

It could be better

Feb 19, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: Dispatching capabilities and being able to see past invoices for a customer you are working on at that moment. Also like being able to enter notes.

Cons: Search functions and price increases

Overall: What they did not explain up front is that after 3 line items you get charged for another invoice. If you try a line item and decide to delete it for another, it still counts as a line item; no room for experimenting. The sort and search features leave a lot to be desired. Prices have been raised 4 times since I began with this program...under two years ago.

Vendor Response

by Profit Strategies on June 20, 2017

Larry- Thank you for continuing to use Coolfront. We would be happy to assist you in getting more comfortable with the search options.

Very easy to use, and good for smaller companies.

Sep 28, 2017
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: They are constantly updating their database and software. We rarely have issues with it's functionality. You can use it offline so if you don't have reception it will still work and you can then have it sync the next time you do.

Cons: The parts database is not comprehensive enough for a residential and commercial HVAC company. You can't import the database into Desco / ESC dispatching software.

Coolfront is a great tool to use for scheduling our service calls.

Oct 06, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: Great selection of repairs items to use. Very easy training for our technicians. Works very well on phone or ipad for our technicians.

Cons: Finding previous call in archive. Filter system is touchy and has to be exact, can't be close. When scrolling if you click on call, then it goes all the way back to the beginning.

Overall: Invoicing and receipt right away for customers. Able to have customer signatures on the forms

Coolfront has made our services so much easier for our Service Technicians and Customers.

Sep 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The technicians are able to find every repair that is needed to complete their service call without having to constantly call into the office.

Cons: Coolfront has been wonderful and the only issue we have is we would like to see the entire month available rather than today , tomorrow etc.

Overall: Maintaining our customers and being able to email them through Coolfront has been easier than us always mailing out receipts and invoices.

We use it and like it.

Oct 06, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Easy to use. Super simple changing things. I love the internal notes for privacy. It's an easy program to teach new staff. I love the auto populating feature from Quickbooks records.

Cons: It's a bit expensive. I don't like that if I make a mistake with pricing, I get charged for another ticket. I wish it has a more detailed billing, it seems as tho I get billed a lot, but there is no way to prove it....

Overall: Less handwritten tickets. Auto entry to Quickbooks, easier entries to customer files, the ability to keep techs informed. Ability to track parts on order...

The software has been a godsend for technicians in the field.

Sep 28, 2017
5/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: I can be detail oriented when writing invoices. I can show the customer and email on the spot their actual cost and its legible.

Cons: Parts search(especially the new format) can be frustrating. More so dues to "wording" and the search engine doesn't "connect the dots" so to speak.

Overall: Keeps cost more consistent company wide and provides room for specific call details we weren't able to keep organized in the past.

The database is so large it is hard to find repairs sometimes.

Oct 02, 2017
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: My techs can add pricing on the spot and my customer immediately gets to approve and get a receipt.

Cons: Difficulty finding repairs. Would love if the data base was broke down where if its a plumbing call, the technician only sees plumbing repairs and if it is a hvac repair, the technician only sees hvac repairs. Also, would like to be able to set different price points for plumbing vs. hvac. The plumbing quite often seems a little high for our area while the hvac is on target, but we can't differentiate rates or mark ups for each trade.

Best thing that has happened to my business.

Oct 02, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The ease of use. Customer can see that the prices are fixed and that helps out a lot. They know that we are not fixing prices to different areas.

Cons: No really bad sides to this software. More so to my phone service provider when I'm in an area that doesn't have good cell Service it takes a while to write up an invoice.

Overall: Not over charging and not under charging. No more money left on the table.

Helps us out in the office a lot!

Sep 28, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: My favorite part of coolfront is not having to deal with the technicians hand written tickets. We can easily access parts, prices, and it makes it much easier and quicker for us in the office!

Cons: My least favorite part would be going through old archived tickets, I wish you could just type in the dates you need to go to but its really not that much of an inconvenience.