FIELDBOSS is an end-to-end field service management solution built within Microsoft Dynamics 365. FIELDBOSS is a flexible and configurable platform that allows you to work the way you want to work, now and in the future. Our focus is to help you get the most out of your labour resources and deliver the information you and your staff need to run your business more efficiently, profitably, and with lower risk.

Leverage the Microsoft platform

FIELDBOSS is built within the Microsoft Power Platform, which includes Dynamics 365 – a collection of business applications that empowers your field service business to transform and evolve.   This makes FIELDBOSS a scalable, flexible and configurable solution that forward-thinking contactors can use to support their profitability and growth strategy.

Delivering high-quality service matters

FIELDBOSS connects CRM (customer relationship management) for sales with job costed based service, maintenance and project tracking with ERP (enterprise resource planning) accounting capabilities layered with industry specific functionality that work seamlessly as one connected system. The result is a powerful platform that will increase productivity, cut costs, streamline processes, meet customer needs, and position you to capture new opportunities.  

FIELDBOSS Field Service Software: Meet Bill

FIELDBOSS Features

– Dynamics 365 lead and opportunity management
– Account, building and device management
– Native Office 365 and Microsoft SharePoint integration for Document Management
– Native Dynamics GP integration
– Integrated service call estimating, job management and invoicing process
– Modernization and construction estimate and cost tracking
– Equipment certification and testing management
– Violations management
– Project task management
– Real time margin on jobs, maintenance contracts and installation projects
– Microsoft Universal Resources Scheduler service calendar
– Purchasing automation
– Time approval automation
– Inventory management
– Configurable document templates
– Maintenance contract billing automation
– Configurable mobile equipment maintenance procedure (MCP) checklists
– Configurable health and safety procedure checklists
– Configurable workflow automation
– Native Dynamics GP integration for fully featured accounting functionality
– Microsoft PowerBI Views

For more information on FIELDBOSS Contractor Management software, please visit FIELDBOSS or contact us today.