Recently, a new customer approached us with a question. On their old custom built system, when it came time to updating specific maintenance contracts, they were required to adjust each one individually. This was incredibly time consuming and our client wanted to know if there was a better way. We’re happy they asked because our answer to them was YES. FIELDBOSS can save them time by mass updating the maintenance pricing on any number or type of contracts they choose.
How it works
FIELDBOSS is linked to Dynamics 365 which utilizes Microsoft Excel. Using these tools, FIELDBOSS is able to export the data (in this case, all maintenance contracts that had not increased in the last 3-5 years), make a mass change via writing the query in excel, and reimporting the data in a matter of minutes.
Competitors with custom built systems do not have the ability to perform mass edits because they don’t have the integration with Microsoft Excel. The ability to mass edit your data in a very simple and efficient way, without the need for programming or assistance, is a huge advantage in the field service business. Not only will it save you time but money as well.
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