FIELDBOSS vs. Formitize Comparison


FIELDBOSS	Formitize	+	+
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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 Thousands of businesses around the world use Formitize everyday to perform a range of business activities. They’ve developed an intimate knowledge of Formitize and here, we give them centre stage to share their experiences about how and why Formitize works for them. Transform to a paperless business with instant templates from our FormBank or simply use the drag and drop Form Builder to build the perfect forms for your business. Incredible visibility, automated reminders & updates with so many features to help streamline your job management. It’s time to get your health & safety forms and processes paperless and compliant. No more carrying around folders of outdated information. Everyone has access to latest versions, all the time. Finally! All of your sales and customer information in one place. Schedule and automate with smart, complete job management.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
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 Businesses searching for a solution to improve their services and increase sales
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing $40 per month Free Version Free Trial	Pricing $29.99 per user pm Free Version Free Trial
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 5.0 / 5 ease 4.0 / 5 features 5.0 / 5 design 5.0 / 5 support 5.0 / 5 Read all reviews
	Pros & Cons from Real Users Pros Dream to use once all set up. Great for on the road Inspection forms for technicians to fill out. CRM is very good. Customer service is great. Cons Difficult to get head around the terminology and the setup process.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information FIELDBOSS Founded: 2014 Canada and United States fieldboss.com	Company Information Formitize Founded: 2012 Australia formitize.com/en/
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Categories Billing and Invoicing CRM Field Service Management Project Management Quoting Recurring Billing Scheduling Service Dispatch Tradesman Job Management	Categories Building Maintenance Cleaning Services Field Service Management Forms Automation HVAC Landscape Management Maintenance Management Pest Control Plumbing Scheduling Service Dispatch Tradesman Job Management
Field Service Management Features Billing & Invoicing Contact Database Contract Management Customer Database Dispatch Management Electronic Signature Inventory Management Mobile Access Payment Collection in the Field Quotes / Estimates Routing Scheduling Service History Tracking Time Clock Work Order Management Scheduling Features Alerts/Notifications Appointment Scheduling Automated Scheduling Calendar Management Class Scheduling Employee Scheduling Facility Scheduling Group Scheduling Interview Scheduling Meeting Room Booking Multi-Location Online Scheduling Payment Processing Real-time Scheduling Reservations Resource Scheduling Room Booking Management Service Dispatch Features Billing & Invoicing Call Center Management Contract Management Customer Database Inventory Control Job Management Job Tracking Mobile Access Routing Scheduling Self Service Portal Service History Tracking Technician Management Work Order Management Show More Features Billing and Invoicing Features Billing Portal Contact Database Contingency Billing Customer Portal Customizable Invoices Dunning Management Hourly Billing Invoice History Mobile Payments Multi-Currency Online Invoicing Online Payments Payment Processing Project Billing Recurring/Subscription Billing Service Ticket Billing Tax Calculator CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies Quoting Features Automated Quoting Catalog Management Client Portal Contact Management Customer Accounts Customizable Branding Discount Management Forms Creation Pricing Management Product Configurator Proposal Management Recurring Billing Features Customer Portal Deferred Billing Discount Management Dunning Management Invoice History Multi-Currency Multi-Period Recurring Billing Payment Processing Recurring Donations Subscription Billing	Field Service Management Features Billing & Invoicing Contact Database Contract Management Customer Database Dispatch Management Electronic Signature Inventory Management Mobile Access Payment Collection in the Field Quotes / Estimates Routing Scheduling Service History Tracking Time Clock Work Order Management Scheduling Features Alerts/Notifications Appointment Scheduling Automated Scheduling Calendar Management Class Scheduling Employee Scheduling Facility Scheduling Group Scheduling Interview Scheduling Meeting Room Booking Multi-Location Online Scheduling Payment Processing Real-time Scheduling Reservations Resource Scheduling Room Booking Management Service Dispatch Features Billing & Invoicing Call Center Management Contract Management Customer Database Inventory Control Job Management Job Tracking Mobile Access Routing Scheduling Self Service Portal Service History Tracking Technician Management Work Order Management Tradesman Job Management Features Contract Management Customer Database Dispatch Management For Builders For Electricians For Field Service Businesses For HVAC For Plumbers For Roofers Invoicing Job Tracking Payments Quoting Reporting Scheduling Time Tracking Show More Features Building Maintenance Features Asset Tracking Commercial Properties Customer Database Dispatch Management Inventory Management Job Costing Job Management Maintenance Scheduling Residential Properties Routing Scheduling Work Order Management Cleaning Services Features Billing & Invoicing Client Management Dispatch Management Inventory Control Job Management Mobile Access Payroll Management Quotes / Estimates Recurring Appointments Routing Scheduling Service History Tracking Work Order Management Forms Automation Features Approval Process Control Archiving & Retention Collaboration Document Indexing Drag & Drop Full Text Search Remote Document Access Rules-Based Workflow Text Editing Version Control HVAC Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Maintenance Scheduling Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management Landscape Management Features Billing & Invoicing Contract Management Customer Database Dispatch Management Groundskeeping Inventory Control Irrigation Tracking Job Management Landscape Design Mobile Access Payroll Management Plant Database Quotes / Estimates Routing Scheduling & Appointments Work Order Management Maintenance Management Features Asset Tracking Billing & Invoicing Calibration Management Dispatch Management Inventory Control Inventory Management Key & Lock Management Mobile Access Planning Calendar Predictive Maintenance Preventive Maintenance Purchasing Scheduling Service History Tracking Technician Management Work Order Management Pest Control Features Billing & Invoicing Customer Service History Dispatch Management Fleet Management Inventory Control Mobile Access Pest Activity Tracking Pesticide Usage Tracking Property Layouts Quotes / Estimates Scheduling Plumbing Features Billing & Invoicing Customer Database Dispatch Management Inventory Control Job Management Mobile Access Quotes / Estimates Routing Scheduling Service History Tracking Technician Management Work Order Management
Integrations Docusign MYOB AccountRight Mailchimp Microsoft 365 Microsoft Dynamics 365 Business Central Microsoft Dynamics GP Microsoft Excel Microsoft OneDrive Microsoft Outlook Microsoft Power Apps Microsoft Power Automate Microsoft Power BI Microsoft SharePoint QuickBooks Online Xero Zapier Show More Integrations View All 13 Integrations	Integrations Docusign MYOB AccountRight Mailchimp Microsoft 365 Microsoft Dynamics 365 Business Central Microsoft Dynamics GP Microsoft Excel Microsoft OneDrive Microsoft Outlook Microsoft Power Apps Microsoft Power Automate Microsoft Power BI Microsoft SharePoint QuickBooks Online Xero Zapier Show More Integrations View All 6 Integrations
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