FIELDBOSS vs. Formitize Comparison


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Built for industries like utilities, energy, manufacturing, and construction, it enables technicians to manage work orders, perform inspections, track assets, and handle preventive maintenance seamlessly. With offline-first architecture and secure data synchronization, teams can capture and access critical information in remote areas or environments with limited connectivity. The drag-and-drop form designer, GPS routing, barcode scanning, and scheduling tools allow you to customize workflows to meet the unique needs of your field operations. Managers gain real-time visibility into job status, resource allocation, and performance metrics, making it easier to schedule tasks, dispatch teams, and generate detailed reports. 4 Ratings Visit Website WERX 30 DAY FREE TRIAL! No credit card required. Plans as low as $49/m. 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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 No more carrying around folders of outdated information.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 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 Businesses searching for a solution to improve their services and increase sales
Support Phone Support Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Supported 24/7 Live Support Supported Online Supported
API Offers API Supported	API Offers API 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 $29.99 per user pm 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 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 Supported Webinars Not Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Supported
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 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 Building Maintenance Supported Cleaning Services Supported Field Service Management Supported Forms Automation Supported HVAC Supported Landscape Management Supported Maintenance Management Supported Pest Control Supported Plumbing Supported Scheduling 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 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 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	Field Service Management Features Billing & Invoicing Supported Contact Database Supported Contract Management 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 Supported Scheduling Supported Service History Tracking Supported Time Clock Supported Work Order Management Supported Scheduling Features Alerts/Notifications Supported Appointment Scheduling Supported Automated Scheduling Supported Calendar Management Supported Class Scheduling Supported Employee Scheduling Supported Facility Scheduling Supported Group Scheduling Supported Interview Scheduling Not Supported Meeting Room Booking Not Supported Multi-Location Supported Online Scheduling Supported Payment Processing Supported Real-time Scheduling Supported Reservations Supported Resource Scheduling Supported Room Booking 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 Supported Scheduling Supported Self Service Portal Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Tradesman Job Management Features Contract Management Supported Customer Database Supported Dispatch Management Supported For Builders Supported For Electricians Supported For Field Service Businesses Supported For HVAC Supported For Plumbers Supported For Roofers Supported Invoicing Supported Job Tracking Supported Payments Supported Quoting Supported Reporting Supported Scheduling Supported Time Tracking Supported Show More Features Building Maintenance Features Asset Tracking Supported Commercial Properties Supported Customer Database Supported Dispatch Management Supported Inventory Management Supported Job Costing Supported Job Management Supported Maintenance Scheduling Supported Residential Properties Supported Routing Supported Scheduling Supported Work Order Management Supported Cleaning Services Features Billing & Invoicing Supported Client Management Supported Dispatch Management Supported Inventory Control Supported Job Management Supported Mobile Access Supported Payroll Management Supported Quotes / Estimates Supported Recurring Appointments Supported Routing Supported Scheduling Supported Service History Tracking Supported Work Order Management Supported Forms Automation Features Approval Process Control Supported Archiving & Retention Supported Collaboration Supported Document Indexing Supported Drag & Drop Supported Full Text Search Supported Remote Document Access Supported Rules-Based Workflow Supported Text Editing Supported Version Control Supported 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 Supported Scheduling Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Landscape Management Features Billing & Invoicing Supported Contract Management Supported Customer Database Supported Dispatch Management Supported Groundskeeping Supported Inventory Control Supported Irrigation Tracking Supported Job Management Supported Landscape Design Not Supported Mobile Access Supported Payroll Management Supported Plant Database Supported Quotes / Estimates Supported Routing Supported Scheduling & Appointments Supported Work Order Management Supported Maintenance Management Features Asset Tracking Supported Billing & Invoicing Supported Calibration Management Supported Dispatch Management Supported Inventory Control Supported Inventory Management Supported Key & Lock Management Supported Mobile Access Supported Planning Calendar Supported Predictive Maintenance Supported Preventive Maintenance Supported Purchasing Supported Scheduling Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported Pest Control Features Billing & Invoicing Supported Customer Service History Supported Dispatch Management Supported Fleet Management Supported Inventory Control Supported Mobile Access Supported Pest Activity Tracking Supported Pesticide Usage Tracking Supported Property Layouts Supported Quotes / Estimates Supported Scheduling Supported Plumbing Features Billing & Invoicing Supported Customer Database Supported Dispatch Management Supported Inventory Control Supported Job Management Supported Mobile Access Supported Quotes / Estimates Supported Routing Supported Scheduling Supported Service History Tracking Supported Technician Management Supported Work Order Management Supported
Integrations Docusign Supported MYOB AccountRight Not Supported Mailchimp 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 Xero Not Supported Zapier Not Supported Show More Integrations View All 13 Integrations	Integrations Docusign Not Supported MYOB AccountRight Supported Mailchimp 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 Xero Supported Zapier Supported Show More Integrations View All 6 Integrations
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