Field service operations don’t fail because of big, dramatic problems. They fail because of a thousand small ones: commissions calculated on spreadsheets, technicians missing dispatch updates, quotes that take too long to build, and alerts that never turn into action.
FIELDBOSS 7.0 fixes those problems.
This release introduces integrated field sales with automated commissions, a completely refreshed mobile experience built for how technicians actually work, and the highly anticipated CEDES integration that transforms elevator alerts into immediate, trackable action. Built for HVAC, elevator, and specialty contractorswho need clarity and control as they scale, Version 7.0 strengthens the foundation for smarter, faster, and more connected field operations.
FIELDBOSS 7.0 Release Highlights
Version 7.0 delivers six major feature releases that address the operational gaps contractors face every day. From keeping field teams informed to automating commission structures, each enhancement is designed to reduce manual work, improve consistency, and give you better visibility into what’s happening across your field service business.
Here’s what’s new.
1.Dispatch Text Notifications
Keep field teams informed with automated SMS alerts.
Clear communication in the field is critical, especially for urgent work. Dispatch Text Notifications allow dispatchers to automatically send SMS alerts to technicians when Service Activities are assigned. The feature supports flexible controls at both the Business Unit and Service levels and allows updated dispatch details to be resent if changes occur.
Key Benefits:
- Automatically notify technicians by SMS when dispatched
- Force SMS for emergency or after-hours services
- Keep SMS optional for routine work, with dispatch deciding per call
- Resend updated job details when service information changes occur before work begins
- Reduce missed communication and manual follow-up
Feature Availability: Configurable
2.Quote Scopes of Work
Create professional, consistent quotes without repetitive work.
The Scope of Work feature enables sales users to insert predefined rich-text scope templates, edit the rich-text content directly within quotes, and generate polished PDF proposals, all within the system.
Key Benefits:
- Standardize scope language for consistent, professional quotes; no retyping from scratch
- Format and emphasize key terms, conditions, or deliverables with rich text styling
- Build quotes from multiple scope blocks in any order, making it easy to append standard warranty or disclaimer language every time
- Tailor any standard scope with job-specific details before sending
- Generate professional proposal PDFs directly in FIELDBOSS
Feature Availability: Always On
3.Quote Pricing Grid
Edit pricing and costs in real time, right from the Quote form.
Sales users can adjust pricing, costs, quantities, and tax fields directly from the Quote form using a purpose-built, editable pricing grid.
The read-only list has been replaced with a controlled, real-time editing experience that preserves pricing and tax logic while allowing flexibility.
Key Benefits:
- Edit quantities, costs, and pricing directly in the grid; no drilling into individual lines
- Apply a single markup or margin across all costs to instantly set your selling price
- Eliminate pricing errors that come from manually recalculating line by line
Feature Availability: Always On
4.Automated Sales & Field Commissions
Replace manual commission tracking with a fully automated, system-driven framework.
The Commissions Framework automatically generates commission records when an Opportunity is won, using predefined schedules, caps, multipliers, and commissionable amounts. It supports both office sales teams and field technicians while ensuring data integrity through safeguards that prevent accidental edits.
The result: Commissions are now consistent, auditable, and aligned with actual system data.
Key Benefits:
- Automatically generate commission records upon Opportunity closure
- Support role-based, seniority-based, and work-type-based commission structures
- Prevent unauthorized or accidental edits
- Improve auditability and reporting across teams and business units
- Eliminate spreadsheets and manual tracking errors
Feature Availability: Configurable
5.Structured Sales with Recommendation Types
Quoting just became faster, more consistent, and easier to scale.
Recommendation Types introduce a reusable framework for common sales scenarios—acting as templates that predefine Scopes of Work, Products, commission behavior, and mobile availability. By selecting a Recommendation Type on a Field Request, Opportunity, or Quote, users eliminate repetitive setup and ensure consistency across every stage of the sales process.
The result: scalable quoting, standardized workflows, and automated commission logic.
Key Benefits:
- Automatically add predefined Scopes of Work and Products to quotes
- Standardize pricing for common jobs like controller replacements or major repairs
- Drive consistent commission behavior tied to work type
- Enable future automation based on structured work types
Feature Availability: Configurable
CEDES Integration: Intelligent Alerts, Built into the Workflow
Version 7.0 introduces the highly anticipated CEDES integration, bringing real-time elevator health alerts directly into FIELDBOSS.
By connecting CEDES Elevate’s IoT monitoring with FIELDBOSS field service workflows, alerts don’t just notify; they trigger action. Teams can dispatch immediately, document outcomes automatically, and maintain a complete operational record inside the system of record.
What Contractors Gain
- Real-time alerts tied directly to service activity
- Faster, alert-driven dispatch for shutdown events
- Clean handling of false alerts without disruption
- Full visibility into alert history and service outcomes
What’s Coming Next: Additional alert types (Door Health, Door Damage, Ride Health, and Enhanced Shutdown Alerts with richer diagnostic context) will be available in Q3 2026 as an optional extension for customers using the CEDES integration.
Why It Matters
By combining CEDES IoT intelligence, FIELDBOSS mobile field execution, and the power of the Microsoft platform, field service contractors gain a practical path toward predictive maintenance thereby improving uptime, safety, and compliance without adding operational complexity.
A Fresh Mobile Experience for the Field
FIELDBOSS Mobile gets a major refresh in Version 7.0, with a redesigned interface built for speed, clarity, and real-world field conditions. The updated UI makes it easier for technicians to navigate jobs, capture information, and stay focused on their work, with cleaner layouts, smarter flows, and a more modern look and feel. Everything is designed to reduce friction in the field, improve adoption, and keep work moving, whether technicians are online or offline.
See FIELDBOSS 7.0 in Action
FIELDBOSS 7.0 brings service, sales, commissions, and intelligent alerts into one connected platform. From a refreshed mobile experience to predictive insights and automated workflows, Version 7 is built to help contractors move faster and stay in control.
But more than that, it’s built to eliminate the small frustrations that add up over time: the missed texts, the manual commission calculations, the quotes that take too long, the alerts that never become action. When those friction points disappear, your team can focus on what truly matters: delivering great service, closing more work, and growing your business with confidence.
Whether you’re running a 10-person HVAC shop or managing hundreds of elevator units across multiple cities, FIELDBOSS Version 7.0 gives you the tools to operate with more clarity, more consistency, and more control.
Schedule a demo to see what’s new and what’s next.
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