End-to-End Field Service Solutions for Dynamics 365
FIELDBOSS seamlessly integrates with Microsoft Dynamics 365 Business Central to bring all your HVAC and Elevator operations management together with accounting in one, trusted, intuitive platform.
Centralize All Your Elevator and HVAC Operational Management
FIELDBOSS is built directly within the Dynamics 365 Sales and Service CRM application and is fully integrated with Dynamics 365 Business Central for seamless operational and financial management in one place. Our Dynamics 365 Business Central integration has hundreds of touch points and is configurable and scalable, with low or no-code options and a variety of client specific requirements to choose from.
Seamlessly Connect Your Field Service Operations with Microsoft Dynamics 365
It is not enough for an integration to just bring data in, it must also automate, optimize, provide visibility, and give you control over every area of your elevator or HVAC business. Microsoft Dynamics 365 is a proven trusted platform for FIELDBOSS to bring you:
Keep all your master records, such as accounts, contacts, payment terms, tax schedules, and more, in one integrated Microsoft platform.
Provide teams with innovative tools to manage inquiries, customers, and field service pipelines. Track customer interactions, prioritize jobs, automate follow-ups, and generate forecasts, to increase customer retention and improve revenue.
Access and manage customer information, service status, costs, invoicing, and collaborate across departments to improve response times, automate service processes, increase customer satisfaction, and improve service efficiency.
Manage all your inventory items, quantities, and location data with Dynamics 365 Business Central and automatic updates in your FIELDBOSS solutions.
Quickly and easily create and approve timecards with the FIELDBOSS integration in Dynamics 365 Business Central payroll or the payroll system of your choice.
Integrates with Business Central to bring all aspects of your finance and operations alongside field service management to automate invoicing, billing, payment details, purchase orders, reporting, and more. master records, payment terms, tax schedules, and more.
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.”