Dynamic Sales Software for HVAC & Field Service Industries

Screenshot - Sales

Accelerate Your Sales Processes

To thrive in the field service business, your salespeople need the right tools to effectively track leads, manage opportunities, and create quotes for all types of work. Built on Microsoft Dynamics 365, FIELDBOSS provides the high-powered CRM platform required to deliver full transparency into customer relationship activities and simplified quoting for sales.

Manage<br>Sales Activity Manage
Sales Activity
Easily track and analyze leads and opportunities in one centralized location.
Boost<br>Sales Efficiency Boost
Sales Efficiency
Close deals faster with automated communications and access to real-time sales performance data.
Improve<br>Quote Accuracy Improve
Quote Accuracy
Create, modify, and share professional quotes at lightning speed with the push of a button.

FIELDBOSS Sales Overview

Learn how the FIELDBOSS sales module makes the quoting process seamless for both the technicians in the field and employees in the office.

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Win More Business with Sales Software from FIELDBOSS

FIELDBOSS is an innovative business and field service management solution that includes robust sales functionality for HVAC and elevator contracting companies. With built-in sales processes and useful mobile sales tools, FIELDBOSS is highly configurable to fit your specific sales management needs.


Get a 360 degree view of all your customers, their buildings, and the equipment you service.

Account Management

Record, track, and analyze customer job histories while managing communication and payments.

Flexible Quoting

Give your technicians the ability to convert customer quotes into work orders with one click and manage them in one place.

Leads & Opportunities

View, manage, and act on leads and opportunities, so you can close jobs quickly and grow your business.

Sales Activity

Maintain an accurate and organized client history including Outlook emails, phone calls, and appointments.

Pipeline Reporting

Visualize your sales teams performance with built-in sales dashboards and margin reporting.

Selco Elevators Ltd. Logo

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.

Stephen Taylor
March Elevator Logo

“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.”

March Elevator Logo


“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.”

Automate Quotes and Estimates

Increase sales, improve service procedures, and generate more revenue with automated estimating and quoting in FIELDBOSS. Our sales software and tools are easy to learn and adopt, with the familiar Microsoft user interface, mobile integration, and one click conversion of lead records into opportunities.

Quickly Respond to Recommendations

FIELDBOSS connects all of your financial, operational, and field service management in one platform to reduce errors and increase sales process efficiencies. When a field service technician adds recommendations for additional preventative work that should be completed, your sales team gets automatically notified and has the option to create a quote and convert it to a work order at any time.

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