A New Speed Record – 1 Month FIELDBOSS Implementation

September 9, 2020
2 min read

Our client, a growing 12-person Elevator Company in Quebec, recently went live on FIELDBOSS 4.0 in just one month. How did we do it? There were three key things that came together.

1. The owner made time for our up-front planning agenda and was clear as to what he wanted.

2. The client team made the overall implementation process extremely efficient by following our business process best practice suggestions.

3. The staff were diligent about completing the up-front implementation requirements.

4. The company is using FIELDBOSS as a non-integrated solution which means that they are maintaining their existing accounting system.

This installation was unique because most of the forms and configuration records were created in French.

FIELDBOSS understands that purchasing and implementing a business management solution is a personal and specific experience for each company. It is for this reasons we developed a FIELDBOSS stand-alone version. With the stand-alone version, Excel files are created that can be imported into the accounting system. Implementing without our integrated Dynamics GP accounting system greatly reduces costs and implementation time. This allows smaller businesses to use their current accounting systems while FIELDBOSS keeps track of sales and estimates, customer service and dispatch, quoted work and service calls, maintenance and projects, timesheets and invoicing as well as required client and elevator data. This translates to a faster, less complex and less expensive implementation.

Built within Microsoft Dynamics 365, FIELDBOSS is a configurable platform that enables contractors to work the way they want to work today and adapt as their business grows and their needs evolve. The Microsoft Dynamics 365 platform helps you get the most out of your staff and delivers the information you need to run your business more efficiently, profitably, and with lower risk. This elevator service client is a great example of what can be accomplished when using an “out-of-the-box” FIELDBOSS environment.

Curious about our stand-alone version? Give us a call. We would be happy to answer all of your questions.