FIELDBOSS

FIELDBOSS

FIELDBOSS is a robust field service management software designed for HVAC and elevator contracting businesses, offering a unified platform for efficient operations.

Location: Canada
Software Type: Web App

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Description

FIELDBOSS is a comprehensive field service management software specifically built for HVAC and elevator contracting industries. Integrated within Microsoft Dynamics 365, FIELDBOSS provides complete visibility and control over both office and field operations. The platform consolidates various functionalities including financial management, project management, and operational oversight into a single system, enhancing efficiency and scalability for contractors.

Key features of FIELDBOSS include:
- CRM: Manage customer relationships effectively with built-in tools.
- Project Management: Streamline project workflows from initiation to completion.
- Maintenance Management: Automate scheduling and tracking of maintenance tasks.
- Invoicing and Payroll: Simplify financial processes with integrated invoicing and payroll capabilities.
- Mobile Accessibility: Enable field technicians to access data and complete tasks on-the-go.

FIELDBOSS also supports integrations with popular accounting and ERP systems such as QuickBooks and Microsoft Dynamics 365, making it a versatile solution for businesses aiming to modernize their operations. The platform is suitable for various sizes of organizations and offers flexible pricing based on user requirements, ensuring that as contractors grow, the platform can adapt to their changing needs.

In addition, FIELDBOSS provides a range of resources including blogs, customer stories, and training videos to help users maximize their experience with the software. The commitment to ongoing support ensures that users can optimize their operations and achieve better results.

Features

Comprehensive CRM

Manage customer relationships, track interactions, and enhance client satisfaction through integrated CRM tools.

Project Management Tools

Organize and oversee project workflows efficiently, ensuring timely completion and resource allocation.

Mobile Field Service Management

Equip field technicians with mobile access to critical information, allowing for real-time updates and task management.

Maintenance Scheduling

Automate the scheduling of maintenance tasks to improve operational efficiency and reduce downtime.

Financial Integration

Seamlessly integrate with financial systems like QuickBooks for streamlined invoicing and payroll processing.

Reporting and Analytics

Utilize advanced reporting tools to analyze performance metrics and make informed business decisions.

Tags

Field ServiceHVACElevatorBusiness ManagementSoftware

Documentation & Support

  • Documentation
  • Support
  • Online Support
  • Updates