Field Service Management Software Features
FIELDBOSS is a field service management platform built natively on Microsoft Dynamics 365 Business Central, and its features connect the full service lifecycle — from first call to final invoice — for elevator, HVAC, and specialty trade contractors.
Every FSM Capability, One Platform
Most field service software covers part of the job and leaves the rest to spreadsheets, side tools, and manual reconciliation. FIELDBOSS covers all of it. Dispatch, work orders, inspections, and technician performance live in the same system as job costing, billing, payroll, and reporting, so nothing has to be re-entered or stitched together after the fact.
Every feature below is built into the platform, not layered on top of it. That is what lets a family-owned HVAC business standardize how work gets done, and lets a multi-entity elevator contractor manage hundreds of technicians without losing sight of a single job.
Field Operations
Scheduling
Build technician routes and dispatch service calls from one schedule board, with SMS notifications keeping crews and customers aligned in real time.
Work Orders
Create, assign, and close work orders with automatic costing and full service-activity tracking, so every job ties back to the right account and contract.
Mobile App
Give technicians offline-first access to work orders, GPS routing, and safety checklists — no signal required to keep the job moving.
Call Center
Route inbound service calls in one click, matching agents to building locations without switching between systems.
CRM
Track leads, quotes, and customer relationships alongside sales commissions, so sales and service run on the same data.
Safety
Run safety tests and health-and-safety questionnaires from the field, with every completion and violation logged to an audit trail.
Maintenance
Automate preventive maintenance schedules and multi-divisional service contracts, turning recurring visits into predictable revenue.
Projects
Manage multi-phase jobs with budgets, labor, material, and subcontractor costing rolled into one view of project profitability.
Inventory
Track parts across warehouses and trucks, and automate replenishment so technicians arrive with what the job requires.
Tool Tracking
Check tools in and out by technician, with a full audit history that protects against loss and shrinkage.
Financial Control
Quoting
Turn recommendations into priced quotes and convert accepted quotes directly into work orders, with costing carried through automatically.
Invoicing
Automate billing at the account level, with credit memos and invoice automation built to keep cash moving.
Payroll
Manage time cards, wage categories, and labor rates in the same system that captures the field work driving them.
ERP (D365 Business Central)
Run financials natively inside Microsoft Dynamics 365 Business Central, with field data flowing straight into the general ledger.
Scale & Intelligence
Reporting
Monitor account profitability, margins, and technician productivity through Power BI and Microsoft Fabric.
IoT
Connect equipment sensors to FIELDBOSS for real-time monitoring and predictive maintenance alerts.
Multi-Entity
Manage time cards, wage categories, and labor rates in the same system that captures the field work driving them.
AI & Automation
Purpose-built AI agents review time cards, classify work orders, and brief technicians at clock-in — automating the routine so people handle the exceptions.
Ready to Put Every FIELDBOSS Feature to Work?
Book a focused, 30-minute walkthrough built around the way your business actually works.
