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 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.
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Pricing
Starting Price:
$40 per month
Company Information
FIELDBOSS
Founded: 2014
Canada and United States
fieldboss.com
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online
FIELDBOSS Frequently Asked Questions
FIELDBOSS Product Features
Billing and Invoicing
Contact Database
Supported
Contingency Billing
Supported
Customer Portal
Supported
Customizable Invoices
Supported
Hourly Billing
Supported
Invoice History
Supported
Online Invoicing
Supported
Project Billing
Supported
Recurring/Subscription Billing
Supported
Service Ticket Billing
Supported
Tax Calculator
Supported
Billing Portal
Not Supported
Dunning Management
Not Supported
Mobile Payments
Not Supported
Multi-Currency
Not Supported
Online Payments
Not Supported
Payment Processing
Not Supported
CRM
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
Field Service Management
Billing & Invoicing
Supported
Contact Database
Supported
Contract Management
Supported
Customer Database
Supported
Dispatch Management
Supported
Electronic Signature
Supported
Mobile Access
Supported
Quotes / Estimates
Supported
Routing
Supported
Scheduling
Supported
Service History Tracking
Supported
Time Clock
Supported
Work Order Management
Supported
Inventory Management
Not Supported
Payment Collection in the Field
Not Supported
Project Management
Budget Management
Supported
Collaboration Tools
Supported
Cost-to-Completion Tracking
Supported
Customizable Templates
Supported
Idea Management
Supported
Milestone Tracking
Supported
Time & Expense Tracking
Supported
Agile Methodologies
Not Supported
Client Portal
Not Supported
Gantt Charts
Not Supported
Kanban Board
Not Supported
Portfolio Management
Not Supported
Resource Management
Not Supported
Traditional Methodologies
Not Supported
Quoting
Catalog Management
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
Automated Quoting
Not Supported
Client Portal
Not Supported
Recurring Billing
Customer Portal
Supported
Discount Management
Supported
Invoice History
Supported
Deferred Billing
Not Supported
Dunning Management
Not Supported
Multi-Currency
Not Supported
Multi-Period Recurring Billing
Not Supported
Payment Processing
Not Supported
Recurring Donations
Not Supported
Subscription Billing
Not Supported
Scheduling
Alerts/Notifications
Supported
Appointment Scheduling
Supported
Automated Scheduling
Supported
Calendar Management
Supported
Employee Scheduling
Supported
Group Scheduling
Supported
Multi-Location
Supported
Online Scheduling
Supported
Real-time Scheduling
Supported
Resource Scheduling
Supported
Class Scheduling
Not Supported
Facility Scheduling
Not Supported
Interview Scheduling
Not Supported
Meeting Room Booking
Not Supported
Payment Processing
Not Supported
Reservations
Not Supported
Room Booking Management
Not Supported
Service Dispatch
Billing & Invoicing
Supported
Contract Management
Supported
Customer Database
Supported
Job Management
Supported
Job Tracking
Supported
Mobile Access
Supported
Routing
Supported
Scheduling
Supported
Service History Tracking
Supported
Technician Management
Supported
Work Order Management
Supported
Call Center Management
Not Supported
Inventory Control
Not Supported
Self Service Portal
Not Supported
