FIELDBOSS 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

FIELDBOSS

4.8

(11)

Pricing

Pricing available upon request

About FIELDBOSS

FIELDBOSS is an innovative, flexible, and scalable business management software built specifically for Elevator and HVAC contracting companies to gain complete visibility into every aspect of service performance.

Built within the Microsoft cloud platform, FIELDBOSS consolidates financial, operational, and field service management into a single, all-in-one system that minimizes technical overhead, increases efficiencies, and never needs replacing.

FIELDBOSS helps Elevator and HVAC contractor companies modernize the workplace, improve profitability, and prime their business for sustained growth. Combine our expertise with a modernized system, and all aspects of your business are improved, leading to increased competitiveness and happier customers.

• Consolidate financial, operational, and field service management into a single software to minimize technical overhead and increase efficiency.
• Boost profitability and improve daily operations.
• Become a service leader and compete against big industry names.
• Modernize the workplace and prepare your business for the future.
• Plan for inevitable key stakeholder and business changes.

FIELDBOSS is the last Elevator and HVAC...

business management software you’ll ever need; built on a Microsoft platform you can trust. • Configurability to meet your unique requirements. • Integration for an all-in-one system. • Scalability to grow with you indefinitely. • Comprehensive functionality to cover your whole operation from field to finance. • Innovation to modernize your workplace. • Intuitive for your people to use by leveraging the Microsoft User Interface • Centralized to connect every piece of the business in one place. • Superior Operational execution for seamless transitions and consistently valuable support • Dedicated to customer success, becoming a true partner for the life of the business. • Reliable as the first and only Microsoft-based management solution built for the HVAC and Elevator industry. • Knowledgeable experts in industry best practice that share experiences and leverage their skills to develop the best tailored solution. • Proven Delivery with a vetted and refined methodology that limits risk and the complexity normally found in software solutions. Other Elevator and HVAC software often only cover a limited number of industry functions, which burdens your technology stack by requiring multiple systems (ie accounting and finance) that don’t integrate. You’re left with inflexible products that can’t be configured and scaled with changing business needs, often built on proprietary, unknown software platforms that are laggards when it comes to progress. With other solutions, it’s nearly impossible to gain full visibility of your business performance for proactive, profitable changes, which puts you at risk with changing industry requirements and regulations, and a rapidly diversifying workforce. Most solutions are designed in a silo, holding your business back from modernizing and staying competitive to meet the quickly evolving Elevator and HVAC markets. FIELDBOSS does it better. With FIELDBOSS, your solution is backed by industry titan Microsoft, built on its constantly evolving, cloud-based solutions that put innovation at the top. From there, we layer on years of industry expertise and experience in field service to help move businesses forward, adeptly transitioning and guiding the digital transformation, moving the knowledge in the minds of your best experts into a centralized system that puts more control back into the hands of the operational people. Our extensive industry knowledge, experience, and expertise crafted the ultimate all-in-one Elevator and HVAC solution to innovate your business from the inside out. Don’t get stuck in the cycle of replacing limited, legacy systems over again – FIELDBOSS is the last Elevator and HVAC business management software you’ll ever need, built on future-proof Microsoft technology you can rely on.

FIELDBOSS Screenshots

FIELDBOSS Pricing and Plans

Starting price: CA$20,000.00

Free Trial

Free Version

Basic

CA$20,000.00

No plan information available

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FIELDBOSS Features

Popular features found in Field Service Management
Alerts/Notifications
Billing & Invoicing
Calendar Management
Contact Database
Electronic Signature
GPS
Inventory Management
Mobile Access
Online Time Clock
Quotes/Estimates
Routing
Service History
More features of FIELDBOSS
Accounting
Accounting Integration
Activity Dashboard
Activity Tracking
API
Barcode/Ticket Scanning
Budgeting/Forecasting
Chat/Messaging
Checklists
Collaboration Tools
Compliance Management
Contract/License Management
CRM
Customer Database
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Data Capture and Transfer
Data Import/Export
Data Synchronization
Dispatch Management
Document Management
Document Storage
Drag & Drop
Equipment Tracking
Estimating
File Storage
Invoice Management
Job Costing
Job Management
Job Tracking
Knowledge Management
Lead Management
Location Tracking
Maintenance Scheduling
Mobile App
Multiple Projects
Offline Access
Performance Management
Price and Cost Calculations
Prioritization
Productivity Analysis
Project Tracking
Proposal Management
Purchase Order Management
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Reminders
Reporting & Statistics
Route Optimization
Safety Management
Scheduling
Secure Data Storage
Supplier Management
Task Management
Task Scheduling
Team Collaboration
Technician Management
Template Management
Third-Party Integrations
Time & Expense Tracking
Timesheet Management
Time Tracking
Workflow Management
Work Order Management

FIELDBOSS Integrations

Dynamics 365 Business Central

Dynamics 365

FIELDBOSS User Reviews

Overall Rating

4.8

Ratings Breakdown

82%

18%

Secondary Ratings

Ease of Use

4.5

Value for money

4.6

Customer support

4.9

Functionality

4.6

Matt L.

Verified reviewer

Facilities Services

1001-5000 employees

Used daily for less than 12 months

Reviewed December 2023

FIELDBOSS and Elevators

Two words... "no regrets." The product and the FIELDBOSS team met or exceeded our expectations. If I had to decide again, I would definitely select FIELDBOSS.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The know field service and the elevator industry. Built on a Microsoft platform offering security and robustness. Accessible from anywhere on any device. Real-time access to data. Power BI reports and dashboards. Integrated with Business Central for Accounting. Views are easily configurable by end users. Mature sales and implementation teams. Customer-focused and knowledgeable support team. They listen to their customers.

Cons:

I don't have a lot of cons or complaints regarding FIELDBOSS. Certainly, we had our issues during implementation, but nothing was unique to FIELDBOSS. Any issues or requests we had were responded to quickly. General observations for any implementation... document your processes ahead of time, spend a lot of time cleaning your data, and do not try to implement every feature at the same time.

Reasons for switching to FIELDBOSS

We needed a modern, secure, cloud-based solution in the elevator industry. Our goal was to replace all of our legacy systems (multiple) with one system. FIELDBOSS had the elevator knowledge. They were built on a Microsoft platform offering security and robustness. Their mobile solution was easy to use. FIELDBOSS' sales and technical teams were excellent during the decision-making process.

Deneen M.

Verified reviewer

Utilities

11-50 employees

Used daily for more than 2 years

Reviewed October 2023

FieldBoss Review

We have been able to improve processes and scorecard metrics.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

For me, the ability to download data is most important. I like the transparency of the system. We are able to see what is going on. The ease of processing paperwork with views and dashboards. FieldBoss allows us to improve our processes.

Cons:

Would like to see more ability to build reports in FieldBoss instead of downloading into excel. Reports that have no short learning curve. The most difficult thing about FieldBoss is the learning curve. For someone who does not have their process well defined it can be complicated. The most difficult part of the integration is the data migration. You need to actually have data to migrate.

Reasons for choosing FIELDBOSS

It was a full ERP included an integrated accounting system.

Reasons for switching to FIELDBOSS

The ability to get at the data, support and customization.

Melissa K.

Verified reviewer

Construction

51-200 employees

Used daily for less than 12 months

Reviewed October 2023

Review

FB has allowed for a more robust system in the sense of tracking projects, or quotes to WO's to invoices.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The ability to group items together for purposes of review...WO's, projects, etc. Helps to get an overall picture.

Cons:

Some of the titles are interchangeable within different forms which makes it a little bit more challenging to define specific titles...Customer/account are used interchangeably in different forms, but what customer means in one form does not mean the same in the other form. The platform is very open so there is lots of room for things to be reopened and changed. This makes it hard to lock down a point in time.

Reasons for switching to FIELDBOSS

Opportunity for a more automated system that works well with microsoft which helps with reporting

Stephen T.

Verified reviewer

Construction

51-200 employees

Used daily for more than 2 years

Reviewed October 2023

Business in Real Time and in Full Colour

As an ERP it has been great but I liked to switch to talking about their support team. We have seen the FIELDBOSS team grow and our favorite points of contact move on to bigger roles in the company. We always had a concern that the new person would not offer the same level of support but we've been proven wrong time and time again. The culture they have and the standards they set are consistent and this builds a strong bond between our companies.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

When we looked at FIELDBOSS we realized its workflows were extremely well interconnected. We knew immediately FIELDBOSS could help us improve our workflows, our productivity and our performance. In an industry where pricing is highly competitive our advantage comes from the efficiencies we create delivering our service. FIELDBOSS plays an integral role in giving us the edge we need, providing data in real time and allowing us to see our business metrics in full colour.

Cons:

Not much. There were somethings still in development at the time such as progress billing functionality and purchase orders tracking. I'm aware no system is an answer to everything but these two areas were going to be key for us. FIELDBOSS make a commitment to develop these areas and they are now an integral part of our FIELDBOSS experience.

Reasons for choosing FIELDBOSS

FIELDBOSS is built on the Dynamics 365 platform which offers the best security and continuous improvements across the largest userbase available. In addition FIELDBOSS leadership shared with us their vision for the next 3-5 years which convinced us they would be a valuable partnership in our continued success. The team made a promise to us and have delivered it over the last 3+ years!!

Jeff H.

Verified reviewer

Facilities Services

1001-5000 employees

Used daily for less than 12 months

Reviewed November 2023

FIELDBOSS in the Elevator Industry

Highlly positive experience with the team, we will be continuing to rollout the product to further businesses over the coming year.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

Their team has been very collaborative and supportive during a challenging rollout process. The product itself offers a seamless cloud experience while providing a level of data visibility that our organization could have only dreamed of under prior ERPs.

Cons:

Very little to report on the con side. Like all rollouts we have experienced so hiccups - but these are almost exclusively from our users not following the new process set for them during the rollout.

Reasons for switching to FIELDBOSS

To harmonize our ERPs under a state-of-the-art cloud based system

Alan R.

Verified reviewer

Mechanical or Industrial Engineering

11-50 employees

Used daily for more than 2 years

Reviewed October 2023

FieldBoss for Independent Elevator Installation, Maintenance and Service Repair

I was an early adopter with FieldBoss and have now been using the product for more than eight years. I would say I have a close relationship with its development team and have very much enjoyed working with them as the solution has become what it is today.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

FieldBoss is based upon the robust and ever improving Microsoft Dynamics platform which is highly customizable. The FieldBoss Team listen to the issues that matter to building services contractors and find ways to improve the product through regular upgrades. Support is always quick to respond and provide accurate and detailed response to solve operational problems, which are usually caused by the user's incomplete data or failure to follow a business flow in the correct order.

Cons:

There are a small number of improvements that I would like to see, most of which usually have their genesis in some restriction mandated by Microsoft on their core records. FieldBoss is responsive towards finding alternative solutions to those minor issues, through upgrades or quicker customized fixes.

Reasons for choosing FIELDBOSS

I wanted a cloud-based solution that would work well with a Mobile platform. MS Dynamics seamless interaction with other MS products, such as Excel and Word is also a natural advantage.

Reasons for switching to FIELDBOSS

FieldBoss had full integration from its MS Dynamics platform to a standard accounting package and the integration with RESCO Mobile CRM which is, in my opinion, a superior mobile solution.

Andrew O.

Verified reviewer

Construction

51-200 employees

Used daily for less than 12 months

Reviewed November 2023

Fieldboss and Business Central Implementation

I have positive experience with Fieldboss due to its comprehensiveness, customization options, ease of use, efficiency improvements, integration capabilities, robust reporting, reliable customer support, and scalability as key factors contributing to my satisfaction with the software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I find value in Fieldboss due to its comprehensive nature, customization options, ease of use, integration capabilities, efficiency improvements, robust reporting, reliable customer support, and scalability, making it a preferred choice for managing field service operations.

Cons:

The pricing structure of Fieldboss may be on the higher side especially for smaller businesses or startups.

Joy G.

Verified reviewer

Construction

11-50 employees

Used daily for more than 2 years

Reviewed October 2023

Specialty Elevator Company Loves Fieldboss

Fieldboss works very well for our company. Any issues are answered quickly and efficiently. The system can be customized which was a major selling point for us.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Web based access so we can access all of our projects from anywhere. Instant access to project details, schedule dates, contact information. Fieldboss has so many features; endless possibilities.

Cons:

There are so many options that training can be come overwhelming. (this is a good problem to have...just time consuming). If I started over I would start with basic functions and then add additional functions as time allowed for training.

Reasons for choosing FIELDBOSS

Customization option.

Alysia C.

Verified reviewer

Construction

11-50 employees

Used daily for less than 2 years

Reviewed October 2023

FieldBoss review

Very good. They understand what I am trying to accomplish and they are patient as I implement my vision for FieldBoss.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

That it understands field service requirements.

Cons:

That it is an additional cost for fillable forms to be part of the mobile platform. That BI is an added cost. Just add this in so buyers don't feel like there is a constant adder.

Reasons for choosing FIELDBOSS

After creating a short list of 5 then having demos, we narrowed it down to 3. In speaking to my network within this industry, another person had also implemented FieldBoss.

Verified

Reviewer

Facilities Services

51-200 employees

Used daily for more than 2 years

Review source

Reviewed March 2019

Platform for the future