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.
Maximize 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.
Ensure consistency across quotes with tailored templates and self-service formatting.
Quickly convert CRM lead records into opportunities and create professional quotes in one click.
Take advantage of FIELDBOSS’ highly configurable maintenance contract estimating templates.
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.
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.