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 FIELDBOSS  ELEVATOR CONTRACTOR MANAGEMENT SOFTWARE

The power of the Microsoft cloud,

customized for the elevator contracting market.

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Microsoft

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Office 365

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Dynamics 365

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Power BI

The all-in-one solution with world class mobile, unrivalled reporting capabilities, and 100's of elevator industry specific features built for the modern elevator contractor.

Safety Test and Violation Management 

Manage periodic elevator testing requirements and violations from start to clearance to avoid costly fines and penalties. FIELDBOSS ensures compliance by automating data capture, workflow, and reporting requirements so the work gets done correctly, the first time.  

Elevator specific data and
history 

Elevator mechanics and office staff can easily access equipment repair and maintenance history, upcoming service, contract status and more. All elevators have a full work history and 100’s of fields to track details on the machinery, hoistway, doors, cabs, fixtures and much more.  

Elevator Maintenance Checklists 

Mechanics can perform pre-defined maintenance checklists per style of equipment and visit frequency on their mobile devices. These reports are available internally for review and externally to your customers so you can show the value of the maintenance you perform.  

FIELDBOSS FEATURES

Flexible & Configurable

Drive Business Growth

Boost

Efficiency

Increase

Profitability

Mitigate

Risk

FIELDBOSS offers the most up-to-date features based on the most current Microsoft technologies for elevator service contractors. With FIELDBOSS, you are always connected to your customers, field staff and the elevators you service.

BEST PRACTICE OPERATIONS

  • Service call from request to resolution 

  • Focused on estimate > job > invoice velocity 

  • Service calendar and dispatching 

  • Maintenance contract management  

  • Modernization and new construction project management, profitability, and billing 

  • Job costing for every work order 

SALES TO GROW YOUR

BUSINESS

  • Customer relationship management tools to manage accounts, building locations, contacts, and devices 

  • Lead, opportunity, and quote management 

  • Integrated activity management to track customer contacts, emails, appointments and more 

REPORTING FOR MANAGEMENT VISIBILITY

  • Elevator contractor best practice reporting 

  • Role based dashboards 

  • Margin reports by customer, building location, maintenance contracts, salesperson and more 

  • Configurable reports and KPI’s by user and role 

  • Customer facing portal  

  • Fully integrated with Excel and PowerBI 

COMPREHENSIVE ACCOUNTING SOLUTION

  • Microsoft Dynamics 365 Business Central 

  • Fully featured including GL Dimensions, Electronic Banking and payment processing, AI based cash management, PowerBI reporting and more

  • Purchase order from mechanic request to committed cost to vendor payments 

  • Inventory management and truck stock 

  • Payroll processing and burden rate job costing

AWARD WINNING MOBILE

  • Detailed elevator and building service history available to mechanics at all times 

  • Field request automation to expedite requests from the field to queues in the office 

  • Configurable checklists for standardizing work performed, completing maintenance and more 

  • Secure app that works on all Android and Apple devices with true offline mobile capabilities 

ELEVATOR INDUSTRY SPECIFIC FEATURES

  • Violation and elevator deficiency reporting 

  • Safety test management 

  • Detailed elevator specific data 

  • MCP inspection checklists 

  • Skills and certificate tracking 

  • Microsoft Teams for staff collaboration  

TRUSTED BY THE BEST 

Companies of every shape & size have made FIELDBOSS their software of choice.

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"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.

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"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.

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"FIELDBOSS IS GOING TO GIVE US THE OPPORTUNITY TO GROW"

Mundane tasks that used to take days, I can now perform in only an hour. Billing Automation is probably the biggest time saver for us. The ability to see a clearer picture of job costing and where we are profitable will allow us to make the changes we need to be successful. This allows us to be more organized, giving us the opportunity to focus on other projects, rather than pushing paper around the office all day.

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SEE OUR ELEVATOR  CONTRACTOR MANAGEMENT SOFTWARE IN ACTION

Watch our videos

Schedule a demo

FIELDBOSS is a proud member of: 

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