What Does Being “All In” on the Microsoft Cloud Platform Really Mean?

Cloud platforms are reshaping business operations, and field service management is no exception. The ability to access data, coordinate teams, and manage operations from anywhere offers a level of flexibility and efficiency that traditional systems can’t match. But what does it mean to fully commit to a cloud platform, and how does this commitment impact … Continued

Meet the FIELDBOSS Team at NAEC and MSCA 2024

We’re thrilled to share some exciting news from the FIELDBOSS team! This September, as part of our continued commitment to the field service contracting industry, we’re attending two major conferences: United Convention and Expo 2024 From September 23-26, six of our talented team members will head to Atlantic City, New Jersey, for United Convention and Expo … Continued

QuickBooks and Your HVAC Business: Signs You’re Ready for an Upgrade

As your HVAC business expands, the complexity of your operations naturally increases. Initially, QuickBooks might serve well in handling basic accounting tasks efficiently. However, the demand for your software system grows as your business evolves.  What once seemed adequate can quickly become a constraint, impeding your ability to scale operations effectively.   To stay competitive in … Continued

Driving Smarter Succession Planning in Elevator Businesses Through Technology

Many businesses are family-owned and passed down through generations in the independent elevator contractor industry. But what happens when someone wants to retire, or an unexpected situation occurs? Who will replace the existing business operators?  This is where business succession planning comes in. It’s a proactive approach to identifying and developing new leaders to take … Continued

Elevating Excellence: FIELDBOSS Wins Big at Resco Next with Industry Vertical Excellence Award

TORONTO, ON – FIELDBOSS, a leading provider of integrated software management solutions for the elevator industry, is proud to announce its receipt of the prestigious Industry Vertical Excellence Award at the recent 2024 Resco Next conference in Vienna, June 4-5. Under the innovative leadership of President and CEO Jonathan Taub, FIELDBOSS has achieved significant recognition … Continued

How FIELDBOSS and AI Enhance Safety Inspections and Improve Worksite Safety

The field service industry is undergoing a transformative shift towards digital transformation, with health and safety processes taking center stage.  Traditional pen-and-paper safety inspections are becoming obsolete due to their inefficiencies and inability to meet evolving safety standards, putting workers at risk. Innovative technologies like FIELDBOSS, powered by Microsoft Dynamics 365 Business Central, leverage artificial … Continued

4 Ways Microsoft Copilot for Outlook Enhances Sales Workflow Efficiency

In today’s fast-paced field service business landscape, staying ahead of the curve is essential for success. That’s where Microsoft Copilot for Outlook comes in. Microsoft Copilot for Outlook is like having a virtual assistant right in your email inbox. It’s a tool powered by artificial intelligence (AI) that helps streamline your email management and sales … Continued

How Cloud ERP Mitigates Risk for Elevator Companies

In a world where security and efficiency are paramount, staying ahead means embracing innovation. If you haven’t transitioned your business management systems to the cloud, you’re not alone. Clinging to in-house servers for data protection might seem like the safer option, but it ultimately holds your elevator business back — leaving it vulnerable to financial, … Continued

Fast-Track Customer Service with the Field Service Call Center App from FIELDBOSS

9-1-1 dispatchers aren’t the only ones who know the importance of responding quickly to emergencies.  Field service contractors also know the value of fast and efficient responsiveness when a commercial customer’s air conditioner breaks or requires elevator maintenance. They also understand how challenging it can be to manage field technicians, dispatchers, and customer service representatives … Continued