AI TOOL PROFILE
FIELDBOSS Field Service Management Software
- Operations
- Field Service Management
- HVAC contractors
- Elevator contractors
- Specialty service contractors
- Private equity groups managing service businesses
Pricing
Mobile user licenses start from $90 per user/month and back office licenses from $185 per user/month. One-time implementation fees range from $50,000 to $100,000.
At a glance
- Best for
- HVAC contractors, Elevator contractors, Specialty service contractors, Private equity groups managing service businesses
- Key use cases
- HVAC Maintenance Operations, Elevator Contract Management, Field-to-Office Billing Workflow, Multi-Entity Financial Consolidation
- Integrations
- Microsoft Dynamics 365, QuickBooks
- Official website
- Visit fieldboss official website
How AI is used
FIELDBOSS is a field service management tool designed for the HVAC and elevator industries. It combines CRM, scheduling, and financial management into a single platform built on Microsoft Dynamics 365 technology, which may help reduce the need to manage separate tools for office and field operations.
The software is designed for service contractors, specialty contractors, and private equity groups managing multiple entities. It supports the service lifecycle, including lead tracking, estimating, dispatch, work order completion, and invoicing.
Buyers should note that the system offers different levels of onboarding and functionality, from base operations to custom needs. Because it is built on the Microsoft ecosystem, buyers should confirm how it fits with their existing IT infrastructure and budget for implementation costs.
Key Features
Field Service CRM
Tracks customer interactions, equipment history, and service records to provide a view of customers and assets.
Visual Scheduling and Dispatch
A scheduling board that helps match jobs with technicians based on skills and location for dispatch in real time.
Maintenance Management
Supports the automation of recurring preventive maintenance agreements and bulk scheduling.
Mobile Field Application
Provides technicians with access to schedules, work orders, and checklists, including offline capabilities.
Financial and Payroll Integration
Connects technician timesheets and job hours to payroll and general ledger accounting.
Project Management
Supports tracking of construction and retrofit projects, including WIP and profitability tracking.
Use Cases
HVAC Maintenance Operations
Using pre-defined checklists and automated PM agreements to support scheduled equipment servicing.
Elevator Contract Management
Linking assets across multiple buildings to their specific service history and contract terms.
Field-to-Office Billing Workflow
Converting field recommendations into quotes and invoices to support billing cycles.
Multi-Entity Financial Consolidation
Consolidating financials across multiple business units for private equity groups using Dynamics 365 configurations.
Integrations
- Microsoft Dynamics 365
- QuickBooks
FAQ
What industries is FIELDBOSS designed for?
- FIELDBOSS is built specifically for HVAC contractors, elevator contractors, and other specialty service contractors.
Does FIELDBOSS have a mobile app for technicians?
- Yes, it includes a mobile application with offline capabilities, allowing technicians to access work orders and schedules without a signal.
How much does FIELDBOSS cost?
- Pricing starts at $90 per month for mobile users and $185 per month for back office users, with one-time implementation fees between $50,000 and $100,000.
What accounting software does FIELDBOSS integrate with?
- FIELDBOSS integrates with Microsoft Dynamics 365 Business Central and QuickBooks.
Source category: Operations
Source subcategory: Field Service Management
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