Field Service Compliance Software for Elevator, HVAC & Specialty Contractors
FIELDBOSS Safety is a compliance management module built natively on Microsoft Dynamics 365 Business Central for elevator, HVAC, and specialty contractors. It tracks safety test due dates, results, violations, and defects against the equipment being tested, keeping compliance work in the same system as scheduling, work orders, and quoting.
Safety Checklist Compliance for Every Piece of Tested Equipment
FIELDBOSS Safety keeps every safety test, violation, and piece of compliance documentation attached to the equipment it covers, from the moment a test comes due through the completed filing with the governing body. Due dates renew automatically after a passing result, failed tests convert directly into scheduled work, and multiple tests consolidate onto a single Work Order or Quote — so compliance stops depending on someone remembering to follow up.
Know What’s Due Before It’s Overdue
FIELDBOSS tracks every safety test’s due date against the equipment it covers.
Each test stays tied to its governing body or jurisdiction, giving office teams one place to see what’s due, what’s overdue, and which regulatory requirement applies — no separate spreadsheet or paper log required.
- Due and past-due safety test tracking
- Direct equipment linkage for every test
- Governing body or jurisdiction tracking per test requirement
Let a Passing Test Reset the Clock
Automatic Due-Date Renewal moves the next due date forward the moment a Safety Test passes.
The new due date is calculated directly from the required testing period, so there’s no separate recalculation step and no dependency on someone remembering to update the schedule.
- No manual recalculation after a passing test
- Automatic forward movement of the next due date
- Testing cycle kept current without office follow-up
Turn a Failed Test Into Scheduled Work
Violations and defects found during a Safety Test are tracked against the test that produced them.
The required follow-up work is scheduled and managed like any other job, so a failed result turns into a work order instead of a note that gets lost after the visit.
- Violations and defects tracked against the Safety Test
- Follow-up work scheduled and managed like any other job\
- Full visibility into every finding after the visit
Group Testing Instead of Handling It Device by Device
FIELDBOSS consolidates multiple Safety Tests onto a single Work Order.
A single Quote covers multiple devices, or Safety Tests can be grouped by category, so a multi-device visit is scheduled and billed as one job instead of several.
- Multiple Safety Tests consolidated onto one Work Order
- One Quote covering multiple devices
- Safety Tests grouped by category for easier scheduling
Submit Compliance Documentation Automatically
Direct Regulatory Submission sends compliance documentation straight to the governing body.
FIELDBOSS integrates directly with regulatory bodies to create posted violations, removing the manual filing step from the testing cycle.
- Automatic submission of compliance documents
- Direct integration with regulatory bodies
- Posted violations created directly through the integration
FIELDBOSS Safety Built for Your Trade
Every trade tests different equipment against different codes, but the tracking, renewal, and documentation workflow stays the same in FIELDBOSS.
Track state and local elevator compliance testing on every unit in the portfolio, from annual inspections to entrapment log requirements. Violations found during a test convert directly into scheduled repair work, so a certification lapse never catches the office by surprise.
Standardize refrigerant handling and environmental compliance checks across every technician and route. Each completed test renews its own due date automatically, so environmental compliance keeps pace with call volume instead of falling behind it.
Manage safety testing across multiple trades and jurisdictions from a single system, each tracked against its own governing body. Related tests consolidate onto one Work Order, so a multi-trade crew clears a building’s compliance work in a single visit.
We chose FIELDBOSS because it brought everything we needed into one system—service scheduling, invoicing, and real-time reporting. It was exactly what we were missing.
Explore Related Features
Maintenance
Safety Tests are tracked against the same equipment records used for preventive maintenance.
Works With Your Existing Tools
Frequently Asked Question
Yes. Test results are recorded directly against the Safety Test, including whether the equipment passed or failed.
Yes. Safety test due dates are tracked in FIELDBOSS, so the office sees what’s upcoming and what’s already past due.
Yes. Violations found during testing are tracked against the Safety Test, so the required follow-up work is scheduled and managed.
Yes. When a Safety Test is completed with a passing result, FIELDBOSS moves the due date forward automatically based on the next required testing period.
Yes. Every Safety Test is tracked against the governing body or jurisdiction responsible for its requirements — OSHA, a state or provincial authority, or another regulator — so the right compliance standard applies automatically.
See How FIELDBOSS Keeps You Compliant
A 30-minute walkthrough of Safety Test tracking, violations, and defect management for your team.
What Is Field Service Compliance Software?
Field service compliance software — sometimes called safety checklist software — tracks regulatory testing, certifications, and inspection deadlines for the equipment a contractor services, then keeps a record of results, violations, and corrective work. The FIELDBOSS Safety module applies this directly inside FIELDBOSS: a due test, a scheduled visit, and a recorded result all use the same Quote, Work Order, and equipment records as the rest of the system, so compliance work never lives in a separate spreadsheet or paper log.