Insightful Field Service Reporting Software
Use field service reporting software to leverage real-time data and make smart business decisions that minimize risk and maximize profits.
Take the Guesswork Out of Reporting
Transform raw data into accurate, timely information and actionable business decisions with reporting software built for elevator, HVAC, and specialty field service contractors. With FIELDBOSS, you get a centralized business, financial, and field service management solution with industry-ready reports, dashboards, and analytics.
TrustYour Data Analyze and present data using always accurate information from one centralized database.
MakeImpactful Decisions Customize reports and dashboards for optimal business oversight and enhanced decision-making.
AnalyzePerformance Dive deeper into your Dynamics 365 data with AI-driven visualizations from Power BI—embedded into your business applications.
Why Choose FIELDBOSS for Elevator
Discover the FIELDBOSS difference! Watch this short video and see why more elevator contractors are choosing us to drive their operations to new heights with FIELDBOSS.
Watch NowMake Critical Business Decisions with Confidence
FIELDBOSS makes it easy to report with confidence and minimize risk. Our reliable field service and HVAC reporting software comes equipped with pre-built out-of-the-box reports for WIP, violation management, technician and staff performance, and maintenance details. Developed and delivered on trusted Microsoft cloud technology, your data is safe and secure, and accessible right when you need it.
Custom Dashboards
Margin Reporting
External Reporting Entity
Custom Dashboards
Gain a panoramic view of your enterprise, revealing invaluable data. Uncover lucrative clients, identify top performers, and pinpoint operational enhancements.
Margin Reporting
Unlock valuable point-in-time margin analysis for accounts, buildings, and contracts, optimizing customer relationships and identifying review areas.
External Reporting Entity
Share data strategically with consultants or stakeholders. Take control by defining data and timing, seamlessly populating designated content.
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.”
Visualize KPIs Through Power BI
Monitor your key performance indicators with visually compelling, intuitive Power BI dashboards in FIELDBOSS. Our pre-built dashboards are easy to understand – helping you analyze data effortlessly and extract valuable insights for informed decision-making and practical corrective actions.
Stand Out From the Competition
Differentiate yourself from competitors with the FIELDBOSS Customer Portal. Providing a self-service, user-friendly and secure customer portal demonstrates a commitment to customer service and modern technology. Position your business as innovative and customer-centric, giving yourself an edge in sales opportunities and enhancing your overall reputation in the industry.
Reporting Software Tailored for Your Industry
Built for HVAC, Elevator, and Specialty Contractors
FIELDBOSS provides best-in-class reporting software for field service businesses. Every job, contract, and financial record feeds into real-time dashboards and configurable reports. AI enhances visibility by surfacing anomalies, forecasting trends, and highlighting actionable insights. FIELDBOSS is the top-rated field service solution for reporting, helping leaders make faster, data-driven decisions.
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HVAC
HVAC contractors need to measure profitability across seasonal service agreements, installations, and emergency work. FIELDBOSS consolidates operational and financial data, while AI predicts demand spikes and highlights underperforming contracts.
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Elevator
Elevator contractors must track uptime, contract compliance, and project costs. FIELDBOSS Reporting ties asset performance to contracts and projects, while AI forecasts maintenance demand and identifies areas for margin improvement.
Explore our Elevator Reporting Software -
Specialty Contractors
Specialty contractors manage diverse service lines with unique metrics. FIELDBOSS adapts reporting to your workflows, while AI highlights profitability by job type, identifies at-risk accounts, and surfaces growth opportunities.
Explore our Field Service Reporting Software
With FIELDBOSS, field service businesses gain AI-powered reporting that transforms raw data into actionable insights—supporting smarter decisions and stronger performance across every industry.