Flexible Field Service CRM for HVAC & Elevator Contractors
Better manage customer interactions, track service history, and improve satisfaction levels with field service CRM software built on the world class Microsoft CRM platform.
Deliver a Personalized Customer Experience
At the core of any successful field service operation is a strong customer relationship management (CRM) strategy. FIELDBOSS excels at putting your customers, sales, and service at the forefront of everything. Our innovative field service CRM software provides you with the tools you need to gain a deeper understanding of your customer’s business and boost sales effectiveness.
TrackEvery Interaction Manage every service call and email with a centralized CRM database that can be accessed from anywhere.
AutomateDaily Tasks Reduce time-consuming data entry and record updates with CRM automation and helpful workflows to align your sales, marketing, and service teams.
ImproveSales Efficiency Quickly track, manage, and analyze customers and prospects across your sales pipeline.
Enhance Your Customer Relationships with FIELDBOSS
FIELDBOSS offers a wide range of CRM tools that can help you strengthen your customer relationships and provide exceptional service. Built on the world-class Microsoft CRM platform, our user-friendly elevator and HVAC CRM software allows your team to access the customer insights they need – whenever and wherever they need them.
Sales
Marketing
Customer Service
Reporting
Scheduling
Mobile
Sales
Give your sales people the right tools to effectively track and manage sales, leads, opportunities, quotes, and pipeline.
Marketing
Monitor multiple opportunities to ensure they are being nurtured, developed, and closed.
Customer Service
Simplify customer interactions and stay connected to your clients by integrating with other services and channels.
Reporting
Increase sales responsiveness and quote accuracy with organizational and role specific dashboards and reports.
Scheduling
Maximize customer service levels by efficiently matching requirements with the right resources.
Mobile
Empower field staff with the accessible data and tools they need to submit quote requests, update activity, and get recommendations from anywhere.
It’s very empowering when you have the right tools. Not just the right tool for now, but the right tool for the future. We know FIELDBOSS will be around 10 years from now. We are looking at our business in full colour now.
“Jonathan and his team continually work to provide end-to-end value through a collaborative effort in understanding your business’ processes by providing effective and efficient solutions.”
“PERFECT FOR OUR BUSINESS”
“We’ve worked with the team and the FIELDBOSS platform for 4+ years now. The curated CRM platform is tailored to provide a solution for service-based trades in a variety of industries. Jonathan and his team continually work to provide end-to-end value through a collaborative effort in understanding your business’ processes by providing effective and efficient solutions.”
Boost Employee Productivity
Take your field service operation to the next level with an all-in-one business management solution built specifically for the elevator and HVAC industry. Our flexible field service CRM software is designed to help you improve visibility, cross-team collaboration, and retention across your entire organization.
Improve Customer Satisfaction
With a complete view of a customer’s history and preferences, every member of your team from the office to the field will be able to provide the most attentive and personalized service experience to each individual customer.
CRM Tailored for Your Industry
Built for HVAC, Elevator, and Specialty Contractors
FIELDBOSS provides best-in-class field service CRM functionality. Powered by AI, it helps contractors prioritize accounts most likely to renew, flag at-risk customers, and summarize key customer interactions. FIELDBOSS is the top-rated field service solution for CRM, giving contractors the visibility and insights needed to build stronger, longer-lasting relationships.
-
HVAC
HVAC contractors need CRM tools that go beyond storing customer details. FIELDBOSS tracks equipment history, maintenance agreements, and service records at scale—while AI highlights contract renewal opportunities, suggests upsells, and ensures recurring revenue is never missed.
Explore our HVAC CRM Software -
Elevator
Elevator contractors manage complex contracts tied to individual assets across multiple buildings. FIELDBOSS CRM links every elevator to its service history, contract terms, and property manager. AI identifies profitable accounts, forecasts renewals, and ensures commitments are never overlooked.
Explore our Elevator CRM Software -
Specialty Contractors
Specialty contractors often juggle niche service lines with unique workflows. FIELDBOSS CRM adapts to those requirements, while AI flags risky contract terms, highlights clients at risk of churn, and ensures service data is always accessible for your teams.
Explore our Field Service CRM Software
With FIELDBOSS, contractors gain a complete customer management system enhanced by AI—helping you win more bids, grow renewals, and strengthen client relationships across every industry.