Easy to use for the most part, but the training is definitely beneficial. Technical support is second to none.
Capterra
Their team has been very collaborative and supportive during a challenging rollout process. The product itself offers a seamless cloud experience while providing a level of data visibility that our organization could have only dreamed of under prior ERPs.
Capterra
The software does NOT work with QuickBooks as we were lead to believe which was the biggest factor for us when we decided to purchase.
Capterra
Very little to report on the con side. Like all rollouts we have experienced so hiccups - but these are almost exclusively from our users not following the new process set for them during the rollout.
Capterra
Customer support is great, very friendly, so helpful and very knowledgeable and always there to help no matter what.
GetApp
The ability to group items together for purposes of review...WO's, projects, etc. Helps to get an overall picture.
GetApp
Some simple things such as multiple emails being sent a quote at the same time is frustrating.
GetApp
Some of the titles are interchangeable within different forms which makes it a little bit more challenging to define specific titles...Customer/account are used interchangeably in different forms, but what customer means in one form does not mean the same in the other form. The platform is very open so there is lots of room for things to be reopened and changed. This makes it hard to lock down a point in time.
GetApp
Comprehensive CRM package at a reasonable price.
Software Advice
For me, the ability to download data is most important. I like the transparency of the system. We are able to see what is going on. The ease of processing paperwork with views and dashboards. FieldBoss allows us to improve our processes.
Software Advice
Not easy to customize, some aspects are stilted, different platform versions are inconsistent.
Software Advice
Would like to see more ability to build reports in FieldBoss instead of downloading into excel. Reports that have no short learning curve. The most difficult thing about FieldBoss is the learning curve. For someone who does not have their process well defined it can be complicated. The most difficult part of the integration is the data migration. You need to actually have data to migrate.
Software Advice
