Last Updated
Overview
FieldBoss provides specialized field service management, consolidating financial and field operations into a single platform for full visibility. Despite the complexity of initial data migration, its robust feature set and unparalleled customization capabilities empower growth. Overall, FieldBoss’s proven stability and vertical expertise make it a dependable choice for specialty contractors.
Overall Rating
Based on 9 users reviews
4.8
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
FieldBoss Specifications
Work Order Management
Scheduling & Dispatching
Mobile Access
Customer Management
What Is FieldBoss?
FieldBoss is an end-to-end business management system built on the Microsoft Dynamics 365 cloud platform, explicitly designed for HVAC and elevator contractors. It manages the entire service lifecycle, from initial work order creation to final financial reporting. The platform’s key features include automated document generation and mobile functionality, empowering technicians to track service calls and maintenance checklists.
FieldBoss Pricing
The vendor offers the following four plans with custom FieldBoss pricing for each:
- FB Essentials
- FB Professional
- FB Enterprise
- FB Private Equity
Disclaimer: The pricing is subject to change.
FieldBoss Integrations
The system supports integration with several platforms, such as:
- QuickBooks
- Microsoft Dynamics 365
Who Is FieldBoss For?
FieldBoss software is ideal for various industries and sectors, including:
- Real estate
- Construction
- Heating, ventilation, and air conditioning (HVAC)
Is FieldBoss Right For You?
If your elevator or HVAC contracting business seeks an enterprise-grade solution that eliminates data silos and provides vertical specialization, FieldBoss might be the definitive choice. Its integration with Microsoft Dynamics 365 Business Central ensures stability and longevity, making it a compelling solution for growing companies.
Still have queries about the FieldBoss software? Contact our customer support team at (661) 384-7070, who will address all your concerns to help you make the right decision.
FieldBoss Features
FieldBoss software automates the creation, delivery, and real-time tracking of field service invoices, ensuring optimal cash flow and precision. Built on Microsoft Dynamics 365, it supports flexible formatting and customizable templates for complex billing, including maintenance contracts and project invoicing options.
The platform manages the entire work order lifecycle, streamlining processes from initial assignment through final billing. It increases the first-time fix rate by quickly matching jobs to qualified technicians, providing real-time visibility into costs and profitability, and enabling one-click conversion to invoices.
This functionality simplifies time tracking and payroll. It ensures timely, accurate payments by integrating directly with Dynamics 365 Business Central, eliminating the need for manual data consolidation. The platform also offers mobile time entry and built-in payroll analytics for enhanced process efficiency.
FieldBoss features intelligent scheduling features to optimize your field service operations and response times. The system uses AI for route planning, reducing travel costs while maintaining high customer service levels. It enables dispatchers to quickly match job requirements to the right technician and adapt schedules using the customizable visual schedule board.
Efficiently manage every complex project from initiation to completion using comprehensive project management tools. It simplifies workflows by providing task management, document handling, and accurate billing options, such as milestone or progress billing.