# Page 2 | FieldEdge Flat Rate Mobile Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is FieldEdge Flat Rate Mobile the right HVAC solution for you? Explore 448 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/132009/Coolfront/reviews --- FieldEdge Flat Rate Mobile 4.3 (448) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Page 2 - Reviews of FieldEdge Flat Rate Mobile ## Showing most helpful reviews Showing 26-50 of 448 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JW John W. Assistant to the Regional Manager Facilities Services Used the software for: 6-12 months ### "perfect solution for field techs (creating work orders, pricing jobs, collecting payments)" April 30, 2019 5.0 The price database has helped us charge more accurately and profitably. Perfect solution for our techs to create professional, digital work orders, price jobs/quote jobs, receive customer authorization, and collect payments in the field; however, does not fully automate office (need to utilize separate software solutions for accounting, CRM, scheduling. email, creating service contracts, etc.) Pros it's exactly what we needed for the field techs at service calls. it's the perfect solution for family business/ independent contractors to create professional, digital work orders, receive customer authorization and collect payments in the field. The parts database and ability to customize rates/add custom installs makes pricing jobs and quoting customers seamless. Integrates with quickbooks for invoicing/accounting and coordinates with google calendar (what we use for scheduling) Also, it's affordable , it was something we could actually afford to try out with no huge comittment and ended up loving it (no subscription fees/pay per workorder). In addition, the price database has helped us charge more accurately and profitably) Cons inability to add custom fields to work order template (i.e. there is no field to specify/enter model/sn# for equipment being serviced on the work order; we have to type it into the customer notes section.) also, need a separate CRM. although we LOVE coolfront for the field techs, this software does NOT function like a CRM so do NOT think it's a 1-software solution to automate your office/completely go digital. we still keep a file drawer of paper files and use google contacts/google calendar (which is something we aim to go "fully digital" with, but now that we rely on coolfront for the field service software it's been challenging finding a CRM to add-on that allows us to keep using coolfront for the workorders, payments, and parts/pricing database.) and, small thing, but when emailing a copy of the work order to the customer, it generates an auto email but does not let you type in a custom subject line or message into the actual email message (you have to add any notes into the customer notes section of the work order itself) Review Source Response from Xplor Technologies May 9, 2019 Hi John - thanks for the thoughtful feedback. We really appreciate you taking the time to write it all out. I'm glad you've reaped the benefits of more profit!! Stay Cool! Kate @ Coolfront JR Janet R. Dispatcher/ CSR Consumer Services Used the software for: 2+ years ### "I love this dispatching program, it's awesome and you can find anything with a quick search !!" March 25, 2022 5.0 I love the built in /integrated pricing. Easy to find parts and pricing is already in there, parts, labor, all of it !! It's great !! Pros Ease of use...from A-Z, I'm a very happy user. Cons Can be difficult to use at first but once fully trained, it goes like clockwork. Review Source JD Jennifer D. Office Manager Consumer Services Used the software for: 2+ years ### "Coolfront in HVAC Applications" April 19, 2019 5.0 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. Pros 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. Cons 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. Review Source Response from Xplor Technologies June 5, 2019 Thank you for the fabulous feedback, Jennifer!! We're so happy to hear how Coolfront is a great addition to your company :) Stay Cool! Kate @ Coolfront Bryan A. company owner Used the software for: 6-12 months ### "COOLFRONT has been a very pleasurable and user friendly software system for us." March 8, 2018 5.0 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 . Review Source KM Katelyn M. Co-Owner Used the software for: ### "Coolfront is behind the times" November 14, 2015 2.0 Cool front is great in looking for a flat rate pricing app. However, they are lacking in ALOT of features. Theres no way to keep in contact with customers to keep your brand top of mind. They claim to have connectivity to quickbooks online and this is not true. Ive used the software. They charge you PER LINE on every work order. Image this can run up a bill pretty quick. And in cool fronts case it depletes your work orders very fast. You wonder why 50 work orders are gone like that. Because they are deceiving and not charging you for work orders they are charging you PER LINE. Not to mention the will even insult you if you tell them you don't like the pricing structure or try to give them suggestions. This to me is poor customer service. If they can't take feedback they won't get any where. We paid almost $200 for these guys running their software in less than a month. We moved over the Housecall Pro and have NEVER looked back. Housecall is a dream compared the cool front. No they don't have the pricing but you can import the pricing into housecall pro and away you go. 100X more features and a flat monthly fee. We paid $344 for 6 months of service. Thats a no brainer. Cool front on the other hand - id stay away. Review Source Response from Xplor Technologies November 16, 2015 Hi Katelyn - Thanks for your honest review. We're sorry Coolfront did not work for your company's needs. We're constantly working to push out new features and graciously accept the patience of our customers. I'd like to clarify a few of your comments! -Email your Coolfront customers- Coolfront's new customer export feature allows you to export your customer list for email marketing or direct mail so you can stay top of mind. -Integration with QuickBooks Online- Coolfront is fully integrated with QuickBooks installed but is not integrated with QuickBooks Online. We're working on that feature but there is no launch date quite yet. In the meantime, we do have a work around for QuickBooks Online. -Coolfront charges every 4th line item- Coolfront will charge the $1.59 per 4th line item - not every line item. I'm so sorry you had a poor experience with our customer service. We get great feedback from customers about our support. I will be sure to pass your comments along. Kate B HM Heather M. Office manager Building Materials Used the software for: 2+ years ### "Coolfront Payments by Clearent" April 19, 2019 4.0 We've been working with Coolfront 5+ years and never had an issue that was not resolved quickly. Pros Simple to use, straight forward flat rate pricing, current industry equipment/parts pricing embedded in software and always improving and adding new products. Never gave us a reason to consider moving. Cons Recently bought out and informed we will need to use Clearent for our merchant processing. Called to clarify and given the word that our current processor will not be compatible with the planned platform changes to come July 2019. Perhaps I misunderstood but I'm under the impression that we must switch to their desired processor. What about signed agreements and contract cancellation fees from our current merchant processor? I have a feeling this is going to be expensive and possibly painful. Review Source Response from Xplor Technologies June 5, 2019 Thank you for your review, Heather!! We really value it :) Stay Cool! Kate @ Coolfront JL Julian L. Operations Coordinator Consumer Services Used the software for: 2+ years ### "Overall Good Product " April 22, 2019 4.0 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. Pros 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. Cons 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. Review Source Response from Xplor Technologies June 5, 2019 Hello Julian! Thank you for writing in, we truly value your feedback!! Stay Cool :) Kate @ Coolfront RM Rebecca M. Administrative Office Assistant Used the software for: 6-12 months ### "I use this everyday, all day, and do like it. I just wish it did a bit more & had a few more things" April 20, 2018 5.0 In-field invoicing & pricing. Ease of scheduling. Parts reorder simplified. 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. Review Source EM Edward M. owner Consumer Services Used the software for: 6-12 months ### "HVAC contractor going from paper to Coolfront" January 3, 2020 4.0 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. Pros 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. Cons 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. Reason for choosing FieldEdge Flat Rate Mobile n/a Review Source Response from Xplor Technologies January 6, 2020 Thank you for your feedback, Edward. If you are using Quickbooks and Coolfront, there is a way for you to manage your sales tax between the two programs. Our support team would be more than happy to walk you through and answer any questions or provide further assistance for you! VR Verified Reviewer Office assistant Consumer Services Used the software for: 2+ years ### "Coolfront has helped us a lot" May 3, 2019 5.0 Overall we have been very pleased with Coolfront. We have been using it for about 3 years now. The customer service is fantastic. Any time we have had a problem (which has not been much, and usually our own fault) customer service has been more than happy to help us and always so friendly. Pros Our technicians love that they can just type in a repair and get the pricing. It makes things much easier for them. Then be able to print out a copy of the work order for the customer right there on the spot. They are using Epson mobile printers and the combination in great. Cons Two things I have heard the technicians say that they would like is to be able to click on a customers phone number and call right from Coolfront, and the same thing with the address. They would like to be able to access Google maps right from the customers address in Coolfront Review Source JK Joshua K. Owner Consumer Services Used the software for: 6-12 months ### "Coolfront is good but striving to achieve greatness " April 30, 2019 5.0 I have been using Coolfront for 9 months now and they are truly making an effort to improve but I'm really waiting to see if this is going to be worth it as a long term solution. Pros Coolfront has fixed many of the bugs and random updating problems from the past. It integrates well with quickbooks and now offers payment options on the invoice with automated follow up survey options. There is a large database of repairs and equipment that makes invoicing quick and easy. Cons Coolfront really really needs a downloadable app. Integration to quickbooks could be more advanced by applying payments collected on the job to the proper account upon sync. There us a lack of Lennox equipment and the pricing of the existing Lennox equipment is not accurate ($200 air filter?). The "get savvy" link would be much more useful by allowing customization. The technician assigned to the job should correlate to the email address that is seen on the invoice. The amount of invoices used does match the amount of invoices I've been charged for (Overcharged). Review Source Response from Xplor Technologies June 5, 2019 Thank you for your feedback and 5-star review, Joshua!! Stay Cool! Kate @ Coolfront CU Christine U. Manager Consumer Services Used the software for: 2+ years ### "Notifications and searching" May 2, 2019 3.0 I usually have no problem getting an answer when I ask. However, I feel that Coolfront is not willing to look into changes or upgrades based on user suggestions. It's always "no, sorry, it doesn't do that." Pros I like that we can search repairs and easily send the work order to the customer. Cons There is no way to be notified of a work order being approved by a customer other than to ask the customer to do an extra step. It is very difficult to search for a person. We should be able to search and find a work order/customer whether its in archive or not. It would be nice to search a customer and see their entire history. Review Source Response from Xplor Technologies May 9, 2019 Hey Christine - I'm sorry about the responses you've gotten regarding product feedback. We are really appreciative of your feedback and do communicate to the dev team. Please keep them coming!! Stay Cool :) Kate @ Coolfront JB Jennifer B. Office Manager Construction Used the software for: Less than 6 months ### "Coolfront Review" August 31, 2018 1.0 My overall experience with Coolfront has not been what I expected it to be. I was expecting to be blown away with ease of access and have more time to spend on other projects. Instead of freeing up the dispatching and invoicing time it has added to our work load. Pros The Coolfront software is easily accessible to technicians in the field and simplifies the billing process. Cons I'm highly disappointed that the Coolfront team is not working on the reporting process. If you are someone that relies on reports you are out of luck. Searching is a manual process because the filtering process doesn't work well. It takes too long and you have to switch between Work Orders and Archived Work Orders, change the dates, and hope for the best. Although the Coolfront software is compatible with Quickbooks there is still manual retrieval involved to move invoices over to Quickbooks. It is time consuming. There is more focus from Coolfront on the paid advertising and takes up most of the screen on my computer monitor. There are only a few inches of the screen devoted to work orders, unless you pull up an actual work order. I don't want advertisements taking up my entire screen. I'm under the impression more time is spent on gaining advertisers than improving the software. The potential is there to be great but it's not anywhere near great. Review Source Response from Xplor Technologies September 10, 2018 Thank you for the feedback Jennifer! We appreciate the feedback of knowing where we stand with our users and where we can improve upon. This will be mentioned to our development team, along with our leadership team. Our goal is exactly what you stated, to have a solution that's easy to use and effective in managing your business. We'll do everything we can to ensure that happens! JG Jenny G. Office Manager/Owner Construction Used the software for: 2+ years ### "Fast, Easy Billing" April 12, 2019 4.0 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. Pros Entering customers is quick and easy. Adding repairs is also simple with the search bars. Cons 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. Review Source Vladimir V. Operations Manager, HVAC Service Technician Construction Used the software for: 6-12 months ### "Excellent software for invoices and scheduling " May 5, 2019 5.0 Pros Integrated features such as scheduling onto Google calendar and ability to customize repairs, requires customer approval beforehand so that there’s no question on payment Cons Lags when synchronizing across multiple devices, sometimes doesn’t find previous customer service history accurately Reason for choosing FieldEdge Flat Rate Mobile Price and overall ability in what we were looking for in field software Review Source Response from Xplor Technologies May 9, 2019 Thanks, Vladimir for the review! Glad you like the Google Calendar Add-On :) Stay Cool! Kate @ Coolfront CH Chris H. Owner / operator Retail Used the software for: 2+ years ### "I have been using CoolFront for over five years now and couldn't be more satisfied!!" September 28, 2017 5.0 Being a user and believer in Flat Rate this software makes it easy...one less headache to deal with!!! 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. Review Source John L. President Construction Used the software for: 2+ years ### "A little difficult navigating the newest version. " September 28, 2017 3.0 Originally it was easier to navigate, but the newest version is not easy. It's actually more time consuming. Pros The pricing ease makes it easier for quotes. But the new software is difficult to navigate making it time consuming. Cons Difficult to navigate. Sometimes the parts cost has to many to choose ands other times it's not enough. Review Source RS Robert S. Comfort Adviser Consumer Services Used the software for: 1-2 years ### "Coolfront Usage" April 15, 2019 5.0 Reduces paperwork somewhat but customers prefer a printout for records. We have seen better profits on repairs with the flat rate program. Am quite satisfied overall with only a few things that could be more useful. I would recommend this program to others. Pros It has large repair database which saves time. Is relatively easy to use if you use correct numbers. Customers seem to approve of it. Updates often and stays current. Cons Does not allow you to save estimates. Archives them and treats them as completed work orders. This causes some erroneous billings to occur because it syncs with Quickbooks and creates invoices when work has not been done. A bit difficult to search for estimates without date. Only saves certain number in Archives. Review Source Response from Xplor Technologies May 6, 2019 Hi Robert! Thanks for the review :) Did you know you can print and email invoices? That may appeal to your customers who want more of a "hard" copy. Appreciate your feedback! Stay Cool! Kate @ Coolfront CT Clifton T. Owner Utilities Used the software for: 2+ years ### "Coolfront has the features I need for my HVAC business" October 30, 2019 5.0 Good software, fair price for all you get and good support team. Pros 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. Cons 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. Review Source Response from Xplor Technologies November 7, 2019 Thank you for the positive review Clifton! It's great to hear that you've started your own business and that Coolfront is part of your success. cheryl L. office manager Used the software for: 2+ years ### "Good value for cost" October 2, 2017 3.0 Pros Cost effective. Data base with suppliers is good. Use on mobile device. Assign permissions. Ease of use. Cons There is no where to store MMSN or when filters are changed with the exception of glance back. It will not sync multiple phone numbers and pulls up billing addresses. Review Source MB Melissa B. Office manager Consumer Services Used the software for: 2+ years ### "Always great service and " April 30, 2019 5.0 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! Pros Ease of use and always coming up with new innovative ideas and apps. Cons 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. Review Source Response from Xplor Technologies May 9, 2019 Hey Melissa! Too many benefits to list? Wow, we like to hear that :) Thanks for the great review. Stay Cool! Kate @ Coolfront JI Jeff I. Owner Construction Used the software for: 2+ years ### "We have used Coolfront for 4 years, and find it a valuable tool for our company. " September 28, 2017 5.0 less paperwork, easy to access from anywhere, easy to see what happened on previous service calls. 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) Review Source RS Roger S. Comfort Advisor/Technician Consumer Services Used the software for: 6-12 months ### "Excellent product for routine maintanence techs. " August 30, 2018 4.0 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. 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. Review Source Response from Xplor Technologies 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! TR Tony R. Service Manager Used the software for: 2+ years ### "Excellent. Changed our service department for the better. " October 3, 2017 5.0 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. Review Source Response from Xplor Technologies October 4, 2017 Tony, all of us here at Coolfront appreciate your business! LR Lori R. Used the software for: 1-2 years ### "Good choice, but need some improvements!" June 19, 2018 4.0 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. Review Source Similar Products Featured