Preventive Maintenance Software with One-Step Scheduling & Invoicing
FIELDBOSS Maintenance is a preventive maintenance and service contract management module built natively on Microsoft Dynamics 365 Business Central for HVAC, elevator, and specialty contractors. It ties every Maintenance Contract to the customer, the building, and the equipment being serviced, then uses that one record to drive scheduling, dispatch, and billing automatically.
What Do You Get With FIELDBOSS Maintenance Management Software?
FIELDBOSS Maintenance connects the contract, the schedule, the field work, and the billing in one record — including One-Step Scheduling & Invoicing that processes every maintenance visit due in a period at once, instead of running each contract through the process separately. That’s the difference between maintenance tracked across contracts, schedules, and invoices by hand, and maintenance built into the platform running the rest of the business.
One Record for the Customer, Building, and Equipment
Every Maintenance Contract in FIELDBOSS connects directly to the customer, the Building Location, and the specific equipment being serviced.
One record holds the full relationship between who the customer is, where the equipment lives, and which devices are covered under the agreement. Office and service teams work from that same source of truth instead of reconciling separate spreadsheets or side systems for contract terms and asset details.
- Customer, Building Location, and equipment linked in one contract record
- Full service and equipment history against every asset
- Single source of truth for scheduling, dispatch, and billing downstream
Process a Month of Maintenance in One Step
FIELDBOSS schedules and invoices all maintenance due within a selected time period in a single step, instead of processing each contract or device on its own.
That single step covers multiple contracts and devices at once, cutting the manual processing — and the risk of scheduling or invoicing the same maintenance more than once — that comes with running each contract through the process separately. Service Schedules still generate the underlying Work Orders and Service Activities automatically, and Service Task Templates attach a defined checklist to each device by month so technicians know what to complete and the office can confirm it was done.
- All maintenance due in a period scheduled and invoiced in one step
- Manual processing reduced across contracts and devices
- No duplicate scheduling or duplicate invoicing
- Work Orders and Service Activities generated from the Service Schedule
Maintenance Work Dispatched to the Field
The FIELDBOSS Mobile App delivers assigned maintenance work to technicians, and every completed visit logs directly against the equipment’s service history.
Dispatch, scheduling, and field execution stay tied to the same contract and equipment record, so what was promised in the contract and what was completed in the field never drift apart. Service history builds against each asset automatically, giving owners a complete record without a separate step to log it.
- Maintenance work dispatched to technicians through the mobile app
- Completed service recorded against equipment history
- Continuous visibility from contract to completed work order
Maintenance Billing Automation Across Every Contract
Recurring maintenance billing runs directly off the Maintenance Contract, consolidating multiple agreements onto a single invoice and generating Bulk Contract Billing records for multiple devices at once.
That cuts down the manual entry that comes with large maintenance portfolios. Devices placed on Maintenance Hold are automatically excluded from scheduled maintenance and invoiced at zero cost while they’re out of service, so contractors never bill a customer for downtime.
- Recurring billing generated directly from the Maintenance Contract
- Multiple contracts consolidated onto a single invoice
- Bulk Contract Billing across multiple devices at once
- Maintenance Hold excludes out-of-service equipment from scheduling and billing
Maintenance Management Built for Your Trade
The maintenance details that matter most vary by trade — device holds, monthly recurring revenue, cross-trade checklists — but FIELDBOSS keeps all of it on the same connected contract and schedule.
Coordinate maintenance across every elevator and lift in your portfolio. Connect each Maintenance Contract to a specific device, and place units on Maintenance Hold — excluded from scheduling and billing — when they’re down for modernization or repair, so compliance records stay clean and no customer is billed for downtime.
Turn recurring maintenance into predictable revenue. Service Schedules generate maintenance Work Orders automatically, and Contract Billing consolidates multiple agreements onto a single invoice, so your office spends less time on renewals and more time protecting monthly maintenance revenue.
Standardize maintenance across every service line and asset type. Service Task Templates define the checklist technicians follow by device and month, so crews working different trades complete consistent work and the office gets visibility into what was actually done.
FIELDBOSS hasn’t just modernized our operations—it’s given us the capacity to grow without hiring ahead of demand.
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Works With Your Existing Tools
Frequently Asked Question
Yes. FIELDBOSS supports recurring Contract Billing, so maintenance invoices generate directly from the contract instead of being built one at a time. Multiple Maintenance Contracts for the same customer can also be consolidated onto a single invoice.
No. FIELDBOSS schedules and invoices all maintenance due within a selected time period in one step, across multiple contracts and devices at once. This keeps the same maintenance from being scheduled or billed twice.
Yes. Maintenance Contracts and Contract Billing give owners direct visibility into recurring maintenance revenue as it’s earned, not just at renewal.
Yes. Products, parts, and supplies attached to a Service Schedule flow directly onto the Work Orders it generates, keeping billing accurate for contracts invoiced in arrears.
Devices can be placed on Maintenance Hold, which removes them from scheduled maintenance and invoices them at zero cost until they’re back in service.
Ready for Maintenance That Runs Itself?
See how FIELDBOSS ties every Maintenance Contract to scheduling, dispatch, and billing in one connected platform.
What Is Preventive Maintenance Software?
Preventive maintenance software schedules and tracks recurring service work before equipment fails, rather than after. FIELDBOSS ties every Maintenance Contract to the customer, the building, and the specific equipment being serviced, then uses that record to generate the schedule, the dispatch, and the invoice automatically. It runs natively on Microsoft Dynamics 365 Business Central, so maintenance scheduling and billing share the same platform as the rest of the business.
What Is a Maintenance Contract?
A Maintenance Contract is the agreement that defines the recurring service a customer is entitled to, tied to a specific Building Location and piece of equipment. In FIELDBOSS, the Maintenance Contract drives the Service Schedule, which in turn generates the Work Orders technicians complete and the invoices the customer receives. Because scheduling, dispatch, and billing all reference the same contract, a change made in one place — a new device added, a device placed on hold — carries through automatically.