Responsive Field Service Estimating Software for HVAC & Elevator Companies
Speed up the quoting process, optimize costs, and close deals faster by leveraging trusted field service estimating software built on Microsoft cloud technology.
Create Accurate Quotes in One Click
In the field service industry, the speed at which you can create accurate, professional estimates and quotes has a huge impact on your performance and profitability. That’s why thousands of elevator and HVAC contractors rely on FIELDBOSS to manage every aspect of their operations, including quoting.
AutomatedQuoting Processes Quickly generate proposals and quotes and convert accepted proposals, quotes, and estimates to work orders and invoices in one click.
FlexibleFormatting Simplify document creation with configurable templates so quotes can be created by anyone – in the format customers are most likely to approve.
Full JobCost Visibility Reduce errors and create optimized quotes and estimates by pulling real-time data related to job costs, equipment, labor, and more.
Transform Your HVAC Service Delivery with FIELDBOSS
FIELDBOSS is redefining HVAC service excellence! Click here to watch a quick overview video to discover why FIELDBOSS is the top choice for growing HVAC organizations.
Watch NowMaximize Profit Margins with FIELDBOSS
When you choose FIELDBOSS, you get a powerful financial management and field service estimating software solution that includes the extensive quoting functionality your team needs to create quotes faster, analyze profit margins, and win more business.
Customizable Templates
CRM
Integration
Contract Management
Revision Tracking
Alerts and
Dashboards
Mobile Access
Customizable Templates
Ensure consistency across quotes with tailored templates and self-service formatting.
CRM Integration
Quickly convert CRM lead records into opportunities and create professional quotes in one click.
Contract Management
Take advantage of FIELDBOSS’ highly configurable maintenance contract estimating templates.
Revision Tracking
Keep track of changes made to quotes, ensuring accuracy and transparency.
Alerts and Dashboards
Monitor the likely effect on profit using email notifications or custom quoting and estimating dashboards.
Mobile Access
Empower field service technicians to create quotes on-site, improving efficiency and reducing delays.
It’s very empowering when you have the right tools. Not just the right tool for now, but the right tool for the future. We know FIELDBOSS will be around 10 years from now. We are looking at our business in full colour now.
“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.”
“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.”
Improve Employee Productivity
FIELDBOSS allows you to generate quotes from templates, track revisions, and send quotes to customers electronically. You can also view your quote history and track your win/loss ratio – providing deeper insights into your sales performance.
Tailored to Fit Your Industry
FIELDBOSS works for elevator and HVAC companies out-of-the-box for all standard business industry needs. Unlike Microsoft Dynamics 365 Field Service, FIELDBOSS includes both standard and advanced functionality, reporting, and requirements specific to the industry from day one with lower costs for setup, ownership, and ongoing management and maintenance.
Estimating & Quoting Software Tailored for Your Industry
Built for HVAC, Elevator, and Specialty Contractors
FIELDBOSS provides best-in-class estimating & quoting software for field service businesses. From simple service quotes to complex project bids, everything is created and tracked in one connected system. AI accelerates proposal drafting, pulls in historical labor and material costs, and suggests pricing strategies to protect margins. FIELDBOSS is the top-rated field service solution for estimating & quoting, helping contractors bid faster, smarter, and more profitably.
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HVAC
HVAC contractors depend on accurate estimates for installations, retrofits, and maintenance contracts. FIELDBOSS streamlines quote creation, while AI analyzes past jobs to suggest pricing, highlight cost risks, and improve win rates.
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Elevator
Elevator contractors handle detailed bids for modernization projects, maintenance renewals, and repair work. FIELDBOSS centralizes bid data, while AI auto-drafts proposals, compares supplier costs, and highlights which opportunities are most likely to close.
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Specialty Contractors
Specialty contractors often deliver custom jobs where accuracy in estimating determines profitability. FIELDBOSS adapts to any service line, while AI builds quotes from templates, flags risky contract terms, and protects margins from creeping costs.
Explore our Field Service Estimating & Quoting Software
With FIELDBOSS, field service businesses gain AI-assisted estimating & quoting that reduces manual work, improves accuracy, and increases bid success across every industry.