FIELDBOSS Software


 

Serving field service vendors since 1989, FIELDBOSS is an end-to-end solution built within Microsoft Dynamics. The system is geared towards medium to large sized HVAC companies in both commercial and residential markets. The system can be deployed in either a web-based or on-premise deployment, and is both Mac and PC compatible including use on mobile devices.

Features offered within FIELDBOSS include billing and invoicing, contact management, scheduling and dispatching, work order management, inventory management as well as GPS tracking. Additional features of FIELDBOSS include customer service and case management, estimating and quoting, marketing, sales management, equipment tracking, and a client portal for customers. The system also offers field mobility, so users can have access to the system while on the job or on-the-go.

For new users, the FIELDBOSS support team assists with implementation, as well as ongoing support via email, phone or an online portal.

 

FIELDBOSS - Active job sites
 
  • FIELDBOSS - Active job sites
    Active job sites
  • FIELDBOSS - Dashboard
    Dashboard
  • FIELDBOSS - Email messages
    Email messages
  • FIELDBOSS - Equipment
    Equipment
  • FIELDBOSS - Service calendar
    Service calendar
  • FIELDBOSS - Work orders
    Work orders
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 8, Windows 10

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Ryan from GSDAC
Specialty: HVAC
Number of employees: 51-200 employees Employees number: 51-200 employees

February 2017

February 2017

Perfect for our Business

Ease-of-use

Functionality

Product Quality

Customer Support
N/A

We are a busy 30+-year-old commercial air conditioning company. Our previous system was outdated and no longer supported. We spent nearly 2 years looking for the best solution that fit our needs. Our research led us to Fieldboss. From the initial consultation to the final product, the staff at Fieldboss were great to work with. They were upfront with the challenges and details we would face switching systems. We have been operating with Fieldboss for over a year, our staff is now on the same page, our customer is receiving great communication and detailed information. We now operate much more efficiently and can take on any customer, project or job that comes to us.