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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

Built for service professionals, by service professionals, mHelpDesk helps modern service pros grow their business. A top-rated field service software, mHelpDesk offers a comprehensive set of automation tools that allows businesses to manage their field technicians more efficiently, book jobs, manage work orders, invoice clients, manage billing, and get paid 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

Small and medium-sized service businesses

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not 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

$99.00/month
Free Version 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 2.0 / 5
ease 3.0 / 5
features 2.0 / 5
design 2.0 / 5
support 1.0 / 5

Pros & Cons from Real Users

Pros

  • The price is good. Also, it's nice to have a software that can do scheduling and invoicing, as well as send estimates.

Cons

  • The company claims it is very customizable, but we did not find the customizable features very helpful. Its customizable, but only in their contained boundaries, and it wasn't what we were needing. We've had consistent issues with our sales tax rates syncing with QB, and it has caused a lot of problems and wasted time. It's also not very user friendly, and the customer service isn't great.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

FIELDBOSS
Founded: 2014
Canada and United States
fieldboss.com

Company Information

mHelpDesk
Founded: 2009
United States
www.mhelpdesk.com

Alternatives

Alternatives

Jobber

Jobber

Jobber Software
GeoOp

GeoOp

Geo

Categories

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

Categories

Appliance Repair Supported
Cleaning Services Supported
HVAC Supported
IT Service Supported
Oil and Gas Supported
Plumbing Supported
Scheduling Supported
Service Dispatch Supported
Work Order 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

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 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 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 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 Not Supported
Room Booking 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

Business Management Features

Billing & Invoicing Supported
CRM Not Supported
Employee Management Supported
Financial Management Supported
Inventory Management Supported
Marketing Management Not Supported
Order Management Not Supported
Point of Sale (POS) Not Supported
Project Management Not Supported
Purchasing Not Supported
Scheduling Not Supported
Time & Expense Tracking Supported
Training Management Not Supported
Vendor Management Not Supported

Cleaning Services Features

Billing & Invoicing Supported
Client Management Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Payroll Management Not Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Work Order Management Supported

Contractor Management Features

Contractor Database Not Supported
Insurance Tracking Not Supported
License Tracking Not Supported
Permit Tracking Not Supported
Skills & Competencies Not Supported
Task Management Supported
Work Hour Tracking Supported

Equipment Maintenance Features

Customer Database Supported
Dispatch Management Supported
Equipment Tracking Supported
Inventory Control Supported
Job Management Supported
Maintenance Scheduling Supported
Warranty Tracking Supported
Work Order Management 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

IT Service Features

Contract Management Supported
Incident Management Supported
IT Asset Management Supported
Knowledge Management Not Supported
Release Management Supported
Self Service Portal Supported
Service Catalog Supported
Service Reporting Supported
Ticket Management Supported

Landscape Management Features

Billing & Invoicing Supported
Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
Groundskeeping Supported
Inventory Control Supported
Irrigation Tracking Supported
Job Management Supported
Landscape Design Supported
Mobile Access Supported
Payroll Management Not Supported
Plant Database Not 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 Not Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Oil and Gas Features

Compliance Management Not Supported
Equipment Management Supported
Inventory Management Supported
Job Costing Not Supported
Logistics Management Not Supported
Maintenance Management Not Supported
Material Management Not Supported
Project Management Not Supported
Resource Management Not Supported
Scheduling Supported
Work Order Management 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

Security System Installer Features

Billing & Invoicing Supported
Customer Management Supported
Document Imaging Not Supported
Inventory Management Supported
Job Costing Supported
Lead Management Supported
Quotes / Estimates Supported
Scheduling Supported
Work Order Management Supported

Work Order Features

Contract Management Not Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Supported
Job Management Supported
Preventive Maintenance Supported
Quotes / Estimates Supported
Recurring Appointments Supported
Routing Supported
Scheduling Supported
Task Management Supported

Integrations

Birdeye Not Supported
Google Calendar Not Supported
Google Workspace Not Supported
Mailchimp Not Supported
Microsoft 365 Supported
Microsoft Dynamics 365 Business Central Supported
Microsoft Dynamics GP Supported
Microsoft OneDrive Supported
Microsoft Outlook Supported
Microsoft Power BI Supported
Microsoft SharePoint Supported
QuickBooks Online Not Supported
Square Appointments Not Supported
Square POS Not Supported
Square Payments Not Supported
Stripe Not Supported
Twilio Not Supported
WordPress Not Supported

Integrations

Birdeye Supported
Google Calendar Supported
Google Workspace Supported
Mailchimp Supported
Microsoft 365 Not Supported
Microsoft Dynamics 365 Business Central Not Supported
Microsoft Dynamics GP Not Supported
Microsoft OneDrive Not Supported
Microsoft Outlook Not Supported
Microsoft Power BI Not Supported
Microsoft SharePoint Not Supported
QuickBooks Online Supported
Square Appointments Supported
Square POS Supported
Square Payments Supported
Stripe Supported
Twilio Supported
WordPress Supported
Claim FIELDBOSS and update features and information
Claim FIELDBOSS and update features and information
Claim mHelpDesk and update features and information
Claim mHelpDesk and update features and information