BEST PRACTICE BACK-OFFICE OPERATIONS

• Advanced account, building and elevator/escalator tracking.

• Integrated violation and testing management

• Focused on estimate –> job –> invoice velocity.

• Configurable maintenance contracts, scheduling, and invoicing.

• Project tracking including AIA billing, project task management and more.

• Integrated SharePoint document management.

• Do it yourself service calendar views.

• Do it yourself dashboards.

• Do it yourself automation – workflow, time approval, maintenance billing, and more.

SALES SO YOU CAN GROW YOUR BUSINESS

• Real time margin on service jobs, maintenance contracts, and installation projects

• Integrated service call estimating, job management and invoicing process

• Dynamics 365 lead and opportunity management.

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CUSTOMER PORTALS BY MICROSOFT POWER APPS

• Configure to meet your client needs.

MOBILE YOUR WAY

• Mobile configured to match your technician management needs.

• Extensive checklist functionality

• Maintenance control procedure (MCP) mobile checklists

• Mobile Health and safety procedure checklists and enforcement

• Secure app that is either Android Play Store or Apple App Store download.

• True offline mobile capabilities.

• Voice control to fill out forms while keeping hands free.

WHAT'S YOUR ROLE?

ACCOUNTING

IT
PROFESSIONALS

FIELD STAFF

 LOW COST "RAPID IMPLEMENTATIONS"
FOR GROWING CONTRACTORS 

How fast can we implement FIELDBOSS software?

"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.

"WE ARE ALL POINTED IN THE SAME DIRECTION"

It’s very empowering when you have the right tools. Not just the right tool for now, but the right tool for the future. FIELDBOSS allows us to quantify our business’ strengths and opportunities more accurately. With that new visibility, changes necessary to continue our success will be based on hard data. We just never had that before. We are looking at our business in full colour now.

"WE CAN NOW FOCUS ON GROWING OUR BUSINESS"

My favorite improvement is that each day when I review and approve timecards from the previous day, I can see the exact number of hours and cost of labor on every single job.  This helps with providing more accurate quotes in the future and identifying ways to increase efficiency in the future. I am a FIELDBOSS mega fan, and I'm only still learning to utilize the system's full capabilities.

Check out our FIELDBOSS Elevator Screenshot Library