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
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
