+
+

Related Products

  • Odoo
    1,714 Ratings
    Visit Website
  • Connecteam
    10,601 Ratings
    Visit Website
  • WEX Field Service Management
    67 Ratings
    Visit Website
  • Visual Planning
    120 Ratings
    Visit Website
  • Sage Intacct
    8,776 Ratings
    Visit Website
  • Resco Field Service+
    4 Ratings
    Visit Website
  • WERX
    35 Ratings
    Visit Website
  • Datagate Telecom Billing
    12 Ratings
  • Melio
    2,212 Ratings
    Visit Website
  • Xero
    5,952 Ratings
    Visit Website

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

Field service management software for every industry. From streamlining routes to in-depth reporting and analysis, SMART Software is with you side by side to help your service company thrive and expand. Our top-notch software support team constantly proves itself to be the best in the business and includes on-site training. Streamline your operations while keeping all of your important customer and business data in one place. Our inventory management, equipment tracking, time management, and reporting boosts your bottom line. Keep track of all aspects of Service Issues, from ticketing and technician routing to inventory control and vehicle maintenance. We forecast vault cash differently than any processor or ATM software on the market. Our customers are returning 20% of their vault cash using ATM SMART. SMART includes a fully integrated, powerful, and successful CRM solution to manage the relationships with your customers, vendors, and sales prospects.

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 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

Field service businesses

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 Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$40 per month
Free Version Not Supported
Free Trial Not Supported

Pricing

$74.99
$19 for next 10 users
$15 for next 10 users
$10 per user after that
Free Version Not Supported
Free Trial Not 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 Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

FIELDBOSS
Founded: 2014
Canada and United States
fieldboss.com

Company Information

SMART
Founded: 1998
United States
www.smart.software

Alternatives

Alternatives

GeoOp

GeoOp

Geo
Freshservice

Freshservice

Freshworks

Categories

CRM Supported
Project Management Supported
Quoting Supported
Recurring Billing Supported
Scheduling Supported
Service Dispatch Supported

Categories

Asset Tracking Supported
Compliance Supported
Contact Management Supported
Help Desk Supported
Inventory Control Supported
Issue Tracking Supported
Lead Management Supported
Portal Supported
Route Planning Supported
Service Dispatch 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

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 Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management 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 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

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Supported
Compliance Tracking Supported
Controls Testing Supported
Environmental Compliance Supported
FDA Compliance Not Supported
HIPAA Compliance Not Supported
Incident Management Supported
ISO Compliance Not Supported
OSHA Compliance Not Supported
Risk Management Not Supported
Sarbanes-Oxley Compliance Not Supported
Surveys & Feedback Not Supported
Version Control Not Supported
Workflow / Process Automation Supported

Contact Management Features

Activity Management Not Supported
Appointment Management Supported
Contact Database Supported
Contact History Supported
Contact Import/Export Supported
Customer Pipeline Supported
Email Marketing Supported
Group Management Supported
Interaction Tracking Supported
Lead Management Supported
Prospecting Tools Supported
Sales Pipeline Management Supported
Search / Filter Supported
Segmentation Not Supported
Shared Contacts Supported
Social Media Integration Not Supported

Employee Monitoring Features

Activity Monitoring Not Supported
Browsing History Not Supported
Email Monitoring Not Supported
Keystroke Recording Not Supported
Productivity Analysis Supported
Remote Control Not Supported
Screen Activity Recording Not Supported
Time & Attendance Not Supported
Time Tracking Supported

Help Desk Features

Alerts / Escalation Supported
Automated Routing Not Supported
Community Forums Not Supported
Customizable Branding Supported
Document Storage Supported
Email Integration Supported
Incident Management Supported
Interaction Tracking Supported
IT Asset Management Supported
Knowledge Base Supported
Known Issue Management Supported
Live Chat Not Supported
Multi-Channel Communication Not Supported
Multiple Brands / Products Not Supported
Network Monitoring Not Supported
Real-time Chat Not Supported
Self Service Portal Not Supported
Service Level Agreement (SLA) Management Not Supported
Ticket Management Not Supported

Inventory Control Features

Allocation Supported
Barcoding Supported
Cost Tracking Supported
Forecasting Not Supported
Item Management Supported
Order Management Supported
Procurement Management Not Supported
Reorder Management Not Supported
Serial Number Tracking Supported
SKU / UPC Codes Supported
Supplier Management Supported

Inventory Management Features

Alerts/Notifications Supported
Barcoding / RFID Supported
Forecasting Not Supported
Inventory Optimization Not Supported
Kitting Supported
Manufacturing Inventory Management Supported
Mobile Access Supported
Multi-Channel Management Supported
Product Identification Supported
Reorder Management Not Supported
Reporting/Analytics Supported
Retail Inventory Management Not Supported
Supplier Management Supported
Warehouse Management Supported

Issue Tracking Features

Assignment Management Supported
Dashboard Supported
Escalation Management Supported
Issue Auditing Supported
Issue Scheduling Supported
Knowledge Base Supported
Project Management Supported
Recurring Issues Supported
Scheduling Supported
Task Management Supported

Lead Management Features

Activity Tracking Supported
Campaign Management Supported
Lead Capture Supported
Lead Distribution Not Supported
Lead Nurturing Supported
Lead Scoring Not Supported
Lead Segmentation Not Supported
Pipeline Management Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Route Planning Features

Capacity Planning Not Supported
Drag & Drop Scheduling Supported
Driver Management Supported
Emergency Dispatch Supported
GPS Tracking Supported
Performance Metrics Supported
Route Costing Not Supported
Territory Management Supported

Transportation Dispatch Features

Billing & Invoicing Supported
Computer Aided Dispatch Supported
Customer Database Supported
Emergency Dispatch Supported
Fuel Management Not Supported
Mileage Tracking Supported
Order Management Not Supported
Routing Supported
Scheduling Supported
Vehicle Tracking Supported

Integrations

Docusign Supported
Meetrics 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

Integrations

Docusign Not Supported
Meetrics 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
Claim FIELDBOSS and update features and information
Claim FIELDBOSS and update features and information
Claim SMART Software and update features and information
Claim SMART Software and update features and information