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FIELDBOSS HVAC CONTRACTOR MANAGEMENT SOFTWARE

The power of the Microsoft cloud,

customized for the HVAC contracting market.

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Microsoft

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Office 365

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Dynamics 365

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Power BI

The all-in-one solution with world class mobile, unrivalled reporting capabilities, and 100's of HVAC industry specific features built for the modern HVAC contractor.

MAINTENANCE CONTRACT Management 

Automate the maintenance process by building schedules for when your technicians need to be on site and adding reminders, so they never miss a scheduled maintenance. FIELDBOSS will handle the contract management, work order generation, scheduling, service in the field and financial reporting of all your contracts.  

EQUIPMENT specific data and
history 

Your team can quickly and easily access equipment repair and maintenance history, parts used on that equipment and more.  A complete audit trail of service history and previous repairs by themselves or other technicians will empower staff to identify and solve issues the first time. 

CUSTOM EQUIPMENT 
Maintenance Checklists 

Technicians can perform pre-defined maintenance checklists per style of equipment and visit frequency on their mobile devices. These reports are available internally for review and externally to your customers so you can show the value of the maintenance you perform.  

FIELDBOSS FEATURES

Flexible & Configurable

Drive Business Growth

Boost

Efficiency

Increase

Profitability

Mitigate

Risk

FIELDBOSS offers the most up-to-date features based on the most current Microsoft technologies for for commercial HVAC contractors, or contractors who service both commercial and residential markets. With FIELDBOSS, you are better connected to your customers, field staff and the devices you service.

BEST PRACTICE OPERATIONS

  • Service call from request to resolution 

  • Focused on estimate > job > invoice velocity 

  • Service calendar and dispatching 

  • Maintenance contract management  

  • Construction and large project management, profitability, and billing  

  • Job costing for every work order 

SALES TO GROW YOUR

BUSINESS

  • Customer relationship management tools to manage accounts, building locations, contacts, and equipment 

  • Lead, opportunity, and quote management 

  • Integrated activity management to track customer contacts, emails, appointments and more 

REPORTING FOR MANAGEMENT VISIBILITY

  • HVAC contractor best practice reporting 

  • Role based dashboards 

  • Margin reports by customer, building location, maintenance contracts, salesperson and more 

  • Configurable reports and KPI’s by user and role 

  • Customer facing portal  

  • Fully integrated with Excel and PowerBI 

COMPREHENSIVE ACCOUNTING SOLUTION

  • Microsoft Dynamics 365 Business Central 

  • Fully featured including GL Dimensions, Electronic Banking and payment processing, AI based cash management, PowerBI reporting and more

  • Purchase order from technician request to committed cost to vendor payments 

  • Inventory management and truck stock 

  • Payroll processing and burden rate job costing

AWARD WINNING MOBILE

  • Detailed equipment and building service history available to technicians at all times 

  • Field request automation to expedite requests from the field to queues in the office 

  • Configurable checklists for standardizing work performed, completing maintenance and more 

  • Secure app that works on all Android and Apple devices with true offline mobile capabilities 

HVAC INDUSTRY SPECIFIC FEATURES

  • Detailed equipment specific data 

  • Health and safety checklists 

  • Customizable equipment inspection forms 

  • Skills and certificate tracking 

  • Tool management 

  • Microsoft Teams for staff collaboration 

TRUSTED BY THE BEST 

Companies of every shape & size have made FIELDBOSS their software of choice.

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"PERFECT FOR OUR BUSINESS"

We are a busy 30+ year-old commercial air conditioning company. Our previous system was outdated and no longer supported. We spent nearly 2 years looking for the best solution that fit our needs. Our research led us to FIELDBOSS. From the initial consultation to the final product, the staff at FIELDBOSS were great to work with. They were upfront with the challenges and details we would face switching systems. We have been operating with FIELDBOSS for years now, our staff is now on the same page, our customers are receiving great communication and detailed information. We now operate much more efficiently and can take on any customer, project or job that comes to us.

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"WE GAINED NEW BUSINESS BY SENDING QUOTES & ESTIMATES FASTER"

It did not take long for us to realize that FIELDBOSS could help keep our business functioning during the COVID-19 lockdown. By using the recommendation field request and then leveraging opportunity and activity management, we were able to convert the field recommendations directly into quotes that were emailed out as PDF's to our customers. They had more time to properly consider preventive maintenance and they responded by emailing us purchase order numbers. All of this translated to our field technician’s utilization rates meeting or exceeding what we were experiencing before the lockdown.

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SEE OUR HVAC/R CONTRACTOR MANAGEMENT SOFTWARE IN ACTION

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