Our Methodology

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Get the Most Out of Your FIELDBOSS Solution

Elevator and HVAC companies come to FIELDBOSS seeking an innovative, industry-driven solution and team of experts they can rely on to drive their business forward, forever. With decades of industry experience, the largest team of certified Microsoft Technology Specialists, and a proven methodology–that’s exactly what they get.

Expert<br>Planning Expert
Work hands-on with our team to establish timeline, cost, and risk certainty.
Dedicated<br>Onboarding Team Dedicated
Onboarding Team
Let us take the lead on configuration, data migration, training, and go live.
Responsive<br>Support Responsive
Post implementation transition to support, enhancements, and upgrades.

Reach Your Full Potential

The proven FIELDBOSS methodology is designed to help our clients get the most out of their software. We provide you with the resources, education, and support to harness the benefits of your field service software.

1. Sales

At FIELDBOSS, our sales process starts with education and transparency. To foster long-term relationships and set your field service business up for success, we provide prospective customers with all the product, pricing, and planning information you need. From customized product demos to references from our many happy customers, we can show you exactly how FIELDBOSS will fit within your processes and why it’s the right fit for your operations.

2. Planning

Our planning process is used to bridge the gap between our customers, our staff, and our software. Typically lasting 4-6 weeks, the planning engagement is a series of meetings with experienced FIELDBOSS consultants and project managers to identify your software requirements, establish a timeline and budget, set expectations, and uncover any risks before committing.

3. Onboarding

Our onboarding projects follow an implementation methodology that typically takes 8-16 weeks from kick off to go live. We have budgets, specific tasks, and deliverables for system configuration, data migration, training, testing, go live assistance, and even post go live support. Our project managers track deadlines and provide a transparent view of the project progress to our customers throughout the process.

4. Support

Before, during, and after your software implementation, we offer the highest level of responsive service and support performed by senior staff with deep technical and industry knowledge. We value your time and have dedicated staff ready to answer questions and resolve your issues.

5. Enhancements

As the industry changes or your business expands, so do your software requirements. At FIELDBOSS, our talented team of experts are always here to help with system enhancements. We take the time to understand the issue and work with you to design a solution that fits both the short-term need and long-term vision of your system and business.

6. Upgrades

When selecting field service software, it’s important to know that the company behind it is focused on continuous improvement. That’s why 10 years ago we made the decision to build FIELDBOSS on the trusted Microsoft platform. As a software provider, we always make sure you are running at peak performance. In addition to regular patches, hot fixes, and upgrades, we develop one new major product release every year based on features requested by our clients, our sales team, and our experienced consulting staff.

One System for Life

With a scalable, all-in-one business management solution built on Microsoft cloud technology, FIELDBOSS customers gain visibility into every aspect of operational, field service, and financial performance. They also get a system that scales indefinitely for growth and an investment that provides value forever.

Guaranteed User Acceptance

FIELDBOSS takes the time to really understand all parts of your business to lower overall project risk and immerse users in the customer journey from start to finish. Combined with an intuitive, user-friendly solution and hands-on training from a team of experts, FIELDBOSS software has a wildly successful adoption rate by executives, field workers, and administrative staff.