SERVICE FEATURES

Optimize Every-Day Workflows and Produce Next-Level Results!

The FIELDBOSS mobile solution uses the Resco Mobile CRM app. Running on any smartphone and tablet, it connects natively to Dynamics 365 and seamlessly to our contractor management solution. It will boost productivity, improve data quality, increase communication and help make sure that being out of the office doesn’t mean being out of the loop. 

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Account, Building, and Equipment Data

  • Comprehensive account tracking and management

  • Comprehensive building and equipment tracking

Read More >
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WORK
ORDERS

  • Track job by status

  • Track jobs by material availablity

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JOB COSTed
work orders

  • Comprehensive real time job costing with real time integration to Dynamics 365 Business Central

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DISPATCH
BOARD

  • Set filters by roles, territories, organizational units, resource types

  • Map view shows location of resources

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TECHNICIAN
MANAGEMENT

  • Track by group or skill

  • Bill by group or skill.

  • Track certifications and licenses

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SAFETY TEST MANAGEMENT

  • Configurable checklists including job hazard assessment, personal protection and more

Read More >
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VIOLATION MANAGEMENT

  • Set filters by roles, territories, organizational units, resource types

  • Map view shows location of resources

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INVOICING

  • Track by group or skill

  • Bill by group or skill.

  • Track certifications and licenses

Read More >
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  • Configurable checklists including job hazard assessment, personal protection and more

Read More >

CUSTOMER
PORTAL

SALES
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SALES

  • Customer Relationship Management

  • Leads & Opportunities

  • Sales Activity

  • Quoting

  • Sales Reporting

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MAINTENANCE

  • Contract Management

  • Scheduling Automation

  • Billing Automation

  • Inspections

  • Maintenance Reporting

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PROJECTS

  • Project Management

  • Task Management

  • Billing

  • Project Reporting

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REPORTING

  • Dashboards

  • Margin Reporting

  • Customer Portal

  • PowerBI

  • Exernal Reporting Entity

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SERVICE

  • Account, Building & Equipment Data

  • Work Orders

  • Job Costing

  • Dispatch Board

  • Technician Management

  • Safety Test Management

  • Violation Management

  • Invoicing

  • Service Reporting

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MOBILE

  • Service Tickets

  • Equipment Tracking

  • Time Tracking

  • Inspection & Safety Checklists

  • Material Tracking

  • Purchase Orders

  • Sales Recommendations

  • Tool Tracking

  • Field Requests

  • Resco Mobile Platform

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ACCOUNTING

  • Dynamics 365 Business Central

  • QuickBooks & Other Systems

  • Financial Reporting

  • General Ledger

  • Banking

  • Accounts Receivable & Payable

  • Purchasing

  • Inventory

  • Payroll

  • Human Resources​

INSPECTIONS

Technicians can choose from a list of digital Inspection templates that already include the resources, information, and data to make data entry easier, more accurate, and more efficient.

Learn about each feature
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SAFETY TEST MANAGEMENT

Designed to assist with managing pre-determined or equipment mandated testing requirements. Staff can see, schedule, dispatch, perform and update testing through a defined process so you never miss equipment safety requirements again.

Learn More >

INVOICING

Designed to assist billable service, quoted repair, maintenance contracts and large project invoicing. Our system is designed to help you excel in all invoicing efforts and also improve the experience for both your customers and your staff.

Read More >
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INVOICING

  • Based on Microsoft Word templates

  • Configurable by customer type, preference, and or job type

  • Accommodate complex customer invoicing requirements

Read More >
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SALES

Customer Relationship Management

Leads and Opportunity
Management

Sales
Activity

Quoting

Reporting

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SERVICE

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MAINTENANCE

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PROJECT

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MOBILE

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SALES

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REPORTING

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ACCOUNTING

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SERVICE

  • Account, Building, and Equipment Data

  • Work Orders

  • Job Costing

  • Dispatch Board

  • Technician Management

  • Safety Test Management

  • Violation Management

  • Invoicing

  • Reporting

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MAINTENANCE

  • Contract Management

  • Scheduling Automation

  • Billing and Billing Automation

  • Inspections

  • Reporting

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PROJECT

  • Project Management

  • Task Management

  • Billing

  • Reporting

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MOBILE

  • Service Tickets

  • Equipment Tracking

  • Time Tracking

  • Inspection Checklists

  • Material Tracking

  • Purchase Orders

  • Sales Recommendations

  • Safety Checklists

  • Tool Tracking

  • Field Requests

  • Resco Mobile Platform

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SALES

  • Customer relationship management

  • Leads and opportunities

  • Sales activity

  • Quoting

  • Reporting