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.

About FIELDBOSS

FIELDBOSS is an end-to-end field service software solution built on the Microsoft Dynamics Platform.

FIELDBOSS streamlines complex operations and is the easiest way to connect field service contractors to their customers and equipment. FIELDBOSS empowers companies to deliver exceptional customer experiences in the field while providing real-time profitability information to management.

The organization is led by a team of Chartered Professional Accountants and Certified Microsoft Technology Specialists who have been providing the highest level of service in the Microsoft solution consulting industry since 1989. FIELDBOSS offices are located in Toronto, Canada and New York City, USA.

Pricing

Starting Price:
$40 per month

Integrations

API:
Yes, FIELDBOSS offers API access

Ratings/Reviews

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ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
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Company Information

FIELDBOSS
Founded: 2014
Canada and United States
fieldboss.com

Videos and Screen Captures

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Product Details

Platforms Supported
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online

FIELDBOSS Frequently Asked Questions

Q: What kinds of users and organization types does FIELDBOSS work with?
Q: What languages does FIELDBOSS support in their product?
Q: What kind of support options does FIELDBOSS offer?
Q: What other applications or services does FIELDBOSS integrate with?
Q: Does FIELDBOSS have an API?
Q: Does FIELDBOSS have a mobile app?
Q: What type of training does FIELDBOSS provide?
Q: How much does FIELDBOSS cost?
Q: What pricing for support is available for FIELDBOSS?
Q: What pricing for training is available for FIELDBOSS?

FIELDBOSS Product Features

Billing and Invoicing

Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Online Invoicing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator
Billing Portal
Dunning Management
Mobile Payments
Multi-Currency
Online Payments
Payment Processing

CRM

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

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management
Inventory Management
Payment Collection in the Field

Project Management

Budget Management
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Idea Management
Milestone Tracking
Time & Expense Tracking
Agile Methodologies
Client Portal
Gantt Charts
Kanban Board
Portfolio Management
Resource Management
Traditional Methodologies

Quoting

Catalog Management
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management
Automated Quoting
Client Portal

Recurring Billing

Customer Portal
Discount Management
Invoice History
Deferred Billing
Dunning Management
Multi-Currency
Multi-Period Recurring Billing
Payment Processing
Recurring Donations
Subscription Billing

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Employee Scheduling
Group Scheduling
Multi-Location
Online Scheduling
Real-time Scheduling
Resource Scheduling
Class Scheduling
Facility Scheduling
Interview Scheduling
Meeting Room Booking
Payment Processing
Reservations
Room Booking Management

Service Dispatch

Billing & Invoicing
Contract Management
Customer Database
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Call Center Management
Inventory Control
Self Service Portal

Tradesman Job Management

For Builders
For Electricians
For HVAC
For Plumbers
For Roofers
For Field Service Businesses
Quoting
Scheduling
Job Tracking
Invoicing
Reporting
Dispatch Management
Payments
Customer Database
Contract Management
Time Tracking