FIELDBOSS vs. FieldInsight Comparison


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About FIELDBOSS is a leading field service management solution built specifically for Elevator and HVAC inside Microsoft Dynamics 365. Designed for contracting companies to automate processes, optimize existing resources, and stay connected to customers in real time, FIELDBOSS enables complete visibility and control over every aspect of service and business performance. By consolidating financial, operational, and field service management into a single, integrated software solution with Microsoft Dynamics 365, FIELDBOSS allows you to minimize technical overhead, increase efficiencies, and remove the risks, manual efforts, and costs of trying to run your business using multiple systems.	About FieldInsight (previously Scheduleflow) is a complete scheduling and job management software solution for field service businesses. With FieldInsight, small to medium-sized HVAC businesses can quickly keep track of recurring jobs, call-backs, and service jobs through the platform's live calendar and runsheet. FieldInsight also offers a simple to use invoicing and quoting solution to help field service businesses get paid sooner and faster.
Platforms Supported Windows Supported Mac Supported Linux Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported
Audience FIELDBOSS is designed for Elevator, HVAC and Specialty Contractors to optimize the resources they already have, so they can achieve their vision and purpose, at whatever stage of growth they are at.	Audience HVAC service businesses with 1 to 150 technicians
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Supported Online Not Supported
API Offers API Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $40 per month Free Version Not Supported Free Trial Not Supported	Pricing $50.00/month/user Free Version Not Supported Free Trial Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Not Supported Webinars Not Supported Live Online Supported In Person Not Supported
Company Information FIELDBOSS Founded: 2014 Canada and United States fieldboss.com	Company Information FieldInsight Founded: 2009 Australia www.fieldinsight.com/scheduleflow
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Categories Billing and Invoicing Supported CRM Supported Field Service Management Supported Project Management Supported Quoting Supported Recurring Billing Supported Scheduling Supported Service Dispatch Supported Tradesman Job Management Supported	Categories Field Service Management Supported HVAC Supported Plumbing Supported Service Dispatch Supported Tradesman Job Management Supported
Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management Supported Customer Database Supported Dispatch Management Supported Electronic Signature Supported Inventory Management Not Supported Mobile Access Supported Payment Collection in the Field Not Supported Quotes / Estimates Supported Routing Supported Scheduling Supported Service History Tracking Supported Time Clock Supported Work Order Management Supported Service Dispatch Features Billing & Invoicing Supported Call Center Management Not Supported Contract Management Supported Customer Database Supported Inventory Control Not Supported Job Management Supported Job Tracking Supported Mobile Access Supported Routing Supported Scheduling Supported Self Service Portal Not Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Show More Features Billing and Invoicing Features Billing Portal Not Supported Contact Database Supported Contingency Billing Supported Customer Portal Supported Customizable Invoices Supported Dunning Management Not Supported Hourly Billing Supported Invoice History Supported Mobile Payments Not Supported Multi-Currency Not Supported Online Invoicing Supported Online Payments Not Supported Payment Processing Not Supported Project Billing Supported Recurring/Subscription Billing Supported Service Ticket Billing Supported Tax Calculator Supported CRM Features Calendar/Reminder System Supported Call Logging Supported Document Storage Supported Email Marketing Supported Internal Chat Integration Supported Lead Scoring Supported Marketing Automation Integration Supported Mobile Access Supported Quotes / Proposals Supported Segmentation Supported Social Media Integration Supported Task Management Supported Territory Management Supported Project Management Features Agile Methodologies Not Supported Budget Management Supported Client Portal Not Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Not Supported Idea Management Supported Kanban Board Not Supported Milestone Tracking Supported Portfolio Management Not Supported Resource Management Not Supported Time & Expense Tracking Supported Traditional Methodologies Not Supported Quoting Features Automated Quoting Not Supported Catalog Management Supported Client Portal Not Supported Contact Management Supported Customer Accounts Supported Customizable Branding Supported Discount Management Supported Forms Creation Supported Pricing Management Supported Product Configurator Supported Proposal Management Supported Recurring Billing Features Customer Portal Supported Deferred Billing Not Supported Discount Management Supported Dunning Management Not Supported Invoice History Supported Multi-Currency Not Supported Multi-Period Recurring Billing Not Supported Payment Processing Not Supported Recurring Donations Not Supported Subscription Billing Not Supported Scheduling Features Alerts/Notifications Supported Appointment Scheduling Supported Automated Scheduling Supported Calendar Management Supported Class Scheduling Not Supported Employee Scheduling Supported Facility Scheduling Not Supported Group Scheduling Supported Interview Scheduling Not Supported Meeting Room Booking Not Supported Multi-Location Supported Online Scheduling Supported Payment Processing Not Supported Real-time Scheduling Supported Reservations Not Supported Resource Scheduling Supported Room Booking Management Not Supported	Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management Not Supported Customer Database Supported Dispatch Management Supported Electronic Signature Supported Inventory Management Supported Mobile Access Supported Payment Collection in the Field Supported Quotes / Estimates Supported Routing Not Supported Scheduling Supported Service History Tracking Supported Time Clock Supported Work Order Management Supported Service Dispatch Features Billing & Invoicing Supported Call Center Management Not Supported Contract Management Supported Customer Database Supported Inventory Control Supported Job Management Supported Job Tracking Supported Mobile Access Supported Routing Not Supported Scheduling Supported Self Service Portal Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Show More Features HVAC Features Billing & Invoicing Supported Customer Database Supported Dispatch Management Supported Inventory Control Supported Job Management Supported Maintenance Scheduling Supported Mobile Access Supported Quotes / Estimates Supported Routing Not Supported Scheduling Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported
Integrations Docusign Supported MYOB Not Supported Microsoft 365 Supported Microsoft Dynamics 365 Business Central Supported Microsoft Dynamics GP Supported Microsoft Excel Supported Microsoft OneDrive Supported Microsoft Outlook Supported Microsoft Power Apps Supported Microsoft Power Automate Supported Microsoft Power BI Supported Microsoft SharePoint Supported QuickBooks Online Not Supported QuickBooks Online Advanced Not Supported Xero Not Supported Show More Integrations View All 13 Integrations	Integrations Docusign Not Supported MYOB Supported Microsoft 365 Not Supported Microsoft Dynamics 365 Business Central Not Supported Microsoft Dynamics GP Not Supported Microsoft Excel Not Supported Microsoft OneDrive Not Supported Microsoft Outlook Not Supported Microsoft Power Apps Not Supported Microsoft Power Automate Not Supported Microsoft Power BI Not Supported Microsoft SharePoint Not Supported QuickBooks Online Supported QuickBooks Online Advanced Supported Xero Supported Show More Integrations View All 5 Integrations
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