FIELDBOSS HVAC CONTRACTOR MANAGEMENT SOFTWARE

The HVAC Contractor Software that works the way you do!

Built within Microsoft Dynamics 365, FIELDBOSS is a flexible and configurable platform

designed to accommodate your unique business and workflow requirements and allows you to work the way you want to work, now and in the future.

 

Our focus is to help you get the most out of your labour resources and deliver the information you and your staff need to run your business more efficiently, profitably, and with lower risk.

FIELDBOSS is designed for commercial HVAC contractors, or contractors who service both commercial and residential markets.

FIELDBOSS FEATURES

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

BEST PRACTICE BACK-OFFICE OPERATIONS

  • Advanced account, building and device tracking.

  • Integrated equipment inspection reports

  • Focused on estimate –> job –> invoice velocity.

  • Configurable maintenance contracts, scheduling, and invoicing.

  • Project tracking including AIA billing, project task management and more.

  • Integrated SharePoint document management.

  • Do it yourself service calendar views.

  • Do it yourself dashboards.

  • Do it yourself automation – workflow, time approval, maintenance billing, and more.

SALES SO YOU CAN GROW YOUR BUSINESS

  • Real time margin on service jobs, maintenance contracts, and installation projects.

  • Integrated service call estimating, job management and invoicing process

  • Dynamics 365 lead and opportunity management.

CUSTOMER PORTALS BY MICROSOFT POWER APPS

  • Configure to meet your client needs.

MOBILE YOUR WAY

  • Mobile configured to match your technician management needs.

  • Extensive checklist functionality

  • Mobile Inspections

  • Mobile Health and safety procedure checklists and enforcement

  • Secure app that is either Android Play Store or Apple App Store download.

  • True offline mobile capabilities.

  • Voice control to fill out forms while keeping hands free.

 LOW COST "RAPID IMPLEMENTATIONS"
FOR GROWING CONTRACTORS 

How fast can we implement FIELDBOSS software?

TRUSTED BY THE BEST 
Companies of every shape & size have made FIELDBOSS their software of choice.

"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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Take a look at our FIELDBOSS HVAC Screenshot Library

SEE OUR HVAC/R CONTRACTOR MANAGEMENT SOFTWARE IN ACTION

Watch our videos

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Flexible & Configurable

Drive Business Growth

Boost

Efficiency

Increase

Profitability

Mitigate

Risk

A.C.E Controls

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