Coolfront

Coolfront

Flat rate pricing & agreement management for contractors

4.3/5 (414 reviews)

Coolfront Overview

Coolfront is a cloud-based field service management software used by HVAC, plumbing and electrical contractors to manage and complete work orders. Coolfront’s mobile app is integrated with a database that stores predetermined, set rates for all services and product repairs. The database is regularly updated to reflect the latest prices of different product parts. Contractors can also update their service charges in the mobile app on a regular basis.

The Coolfront mobile app supports offline modes of operation and lets technicians add customer details anytime and from anywhere. These details are later synchronized with the company’s server whenever internet access is available. Technicians also have an option to use the Coolfront product book containing price details of various spare parts. The book is updated every 90 days and allows customers to compare prices of one company's products with the other.

Coolfront provides maintenance agreements and invoices to all customers after the completion of a job. The software provides desk managers with real-time updates about the jobs completed by technicians in a day, as well as helps with the allocation of jobs to field technicians & contractors. Desk managers can also get insight on the queries searched by customers in the product database.

Coolfront provides a “historical data” tab option that provides technicians with visibility on the jobs they've completed in the past. The application offers workflow management features that ensure the smooth transition of financial & technical data from the field to office. Coolfront integrates with QuickBooks Online, enabling the submission of invoices directly to the company's accounts team, as well as the calculation of total expenditure and revenue.

Pricing

Starting from
N/A
Pricing options
Free Trial
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

Coolfront Reviews for UK Users

Overall rating
4.3/5
85% positive reviews
208
Excellent
145
Very good
47
Average
10
Poor
4
Terrible
John W.

perfect solution for field techs (creating work orders, pricing jobs, collecting payments)

Used Daily for 6-12 months
Reviewed on 30/04/2019
Review Source: Capterra

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)

Response from Coolfront

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Chris R.

CoolFront

Used Daily for 2+ years
Reviewed on 30/04/2019
Review Source: Capterra

I love that we are using less paper. Being able to see, edit, and advise technicians about the pricing and notes when they are in the field and I am in the office (or even running errands!) is great. Having the past history to look at is very helpful. The customer service at CoolFront has been good when we have needed help.

Pros

We use the software on iPads with data, so I can keep an eye on the technicians and see real time what they are entering into a service ticket.
We have it linked to Payzer for accepting credit cards, and I can also see that immediately, as well as get an email notification when the payment is processed. We also offer Greensky Financing, and that is linked as well.
The customers appreciate that we are "green" and using less paper.

Cons

The search function for older tickets isn't always user friendly.
I wish I had more control over when a ticket is archived.
We have 5 years of back data, and when I tried to integrate with Quickbooks, it created a lot of headaches for us with the past data. It ended up not being worth it and I turned it off.
I don't like that technicians can create different profiles for the same address just by forgetting to capitalize a letter or even entering a wife's name when the last time it may have been the husband's.

Response from Coolfront

Thanks for the awesome review, Chris!! We appreciate it and we are so happy you love Coolfront and have reaped all of the benefits.

Stay Cool!
Kate @ Coolfront

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Mike S.

Coolfront is way beyond all others in every aspect of their products and services.

Used Daily for 2+ years
Reviewed on 13/04/2019
Review Source: Capterra

Awesome experiences all around. If feels good to know that I’ll never have to research into any other programs because I’m at home with this one:

Pros

Coolfront has been, without exception, has always been way above the top notch in all aspects of their products (Apps, Add-Ons) and their services (Their in house Cutomer Service and all of their ADD-On’s Custom Service Crews). They have all been, every time I’ve had a need, been only a phone call away. It most literally felt like I was the only one calling them, as if I am the only one that has any questions or needs. They have always gone way beyond my expectations. Keeping in mind that I am a very small company- this very small fish has always been treated to swimming in their very big pond. I am looking forward to getting started with other Add-Ons like their mobile payment solutions program.

Cons

I’ve got nothing. I have not experienced any thing negative during my 4-5 years experience with Coolfront, To Your Success, and the Maintenance Program

Response from Coolfront

Wow, Mike. What an incredible review. We shared your comments with the entire company!! Thanks for being a stellar customer.

Stay Cool!
Kate @ Coolfront

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Jennifer D.

Coolfront in HVAC Applications

Used Daily for 2+ years
Reviewed on 19/04/2019
Review Source: Capterra

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.

Response from Coolfront

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Chris H.

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

Used Daily for 2+ years
Reviewed on 28/09/2017
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Coolfront Pricing

Starting from
N/A
Pricing options
Free Trial
Value for money

Coolfront's pricing is entirely usage-based. It charges $1.73 for every work order created using the Coolfront mobile app and $2 for every work order through Coolfront Books.

These fees can be incorporated into job prices and passed on to customers.

Coolfront Features

  • API
  • Customer Database
  • Invoice Management

  • Accounting Integration
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • Billing & Invoicing
  • Calendar Management
  • Client Portal
  • Customisable Reporting
  • Data Import/Export
  • Document Management
  • Electronic Payments
  • Inventory Management
  • Inventory Tracking
  • Reminders
  • Reporting & Statistics
  • Search Functionality
  • Third Party Integration

Additional information for Coolfront

Key features of Coolfront

  • API
  • Ad hoc reviews
  • Built-In database
  • Calendar Sync with google
  • Change order management
  • Client database
  • Communications calendar
  • Contractor management
  • Digital signature
  • Dispatch management
  • Document review
  • Electronic signature capture
  • Invoices
  • Maintenance scheduling
  • Offline access
  • Order approval
  • Order management
  • Price management
  • QuickBooks integration
  • Real Time Updates
  • Service level management
  • Signature workflow
  • Subcontractor management
  • Thumb print identification
  • Work Order management

Benefits

• Coolfront lets technicians manage their work orders and product approvals on smartphones/ tablets and eliminates the need for paper documents.

• The software helps technicians charge customers according to rates detailed in the product database of the mobile app.

• A historical data view option enables technicians to compare the number of jobs they've completed each month against their set targets.

• Coolfront provides maintenance agreement documents and invoices as soon as a technician files a job completion report on their tablet/smartphone.

• The software sends automated email and call reminders to customers informing them about regular maintenance visits by technicians, as well as confirms the time and date of the visit.

Coolfront FAQs

Below are some frequently asked questions for Coolfront.

Q. What type of pricing plans does Coolfront offer?

Coolfront offers the following pricing plans:

Free Trial: Available

Coolfront's pricing is entirely usage-based. It charges $1.73 for every work order created using the Coolfront mobile app and $2 for every work order through Coolfront Books.

These fees can be incorporated into job prices and passed on to customers.

Q. What are the main features of Coolfront?

Coolfront offers the following features:

  • API
  • Ad hoc reviews
  • Built-In database
  • Calendar Sync with google
  • Change order management
  • Client database
  • Communications calendar
  • Contractor management
  • Digital signature
  • Dispatch management
  • Document review
  • Electronic signature capture
  • Invoices
  • Maintenance scheduling
  • Offline access
  • Order approval
  • Order management
  • Price management
  • QuickBooks integration
  • Real Time Updates
  • Service level management
  • Signature workflow
  • Subcontractor management
  • Thumb print identification
  • Work Order management

Q. Who are the typical users of Coolfront?

Coolfront has the following typical customers:

Mid Size Business, Small Business

Q. What languages does Coolfront support?

Coolfront supports the following languages:

English

Q. What type of pricing plans does Coolfront offer?

We do not have any information about what Coolfront pricing plans

Q. Does Coolfront support mobile devices?

We do not have any information about what devices Coolfront supports

Q. What other apps does Coolfront integrate with?

Coolfront integrates with the following applications:

Dropbox, Google Calendar, QuickBooks

Q. What level of support does Coolfront offer?

Coolfront offers the following support options:

FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials