FIELDBOSS® Feature of the Month: Accounting & Service Systems Integration

March 9, 2017
Elevators, HVAC, Microsoft Dynamics GP
2 min read

FIELDBOSS®’s most complex and valued feature for field service organizations is the integration of their accounting and service systems. FIELDBOSS® has hundreds of awesome features but the one we had to get right first was connecting a strong accounting system to a strong service system. With an integrated system, management, office staff and field tech’s will increase productivity and do their jobs more efficiently and effectively. If you run disconnected business systems, it can result in additional effort to re-enter information such as customer information or job data. This wastes time and resources, and leads to data discrepancies and lost revenue.

Our approach when developing FIELDBOSS® was to leverage the best technology and functionality platform available so we could focus on solving industry problems and staying ahead of industry trends. The key to the system is our ability to update a work order in real time with accounting information so users have a constant view of revenue, costs, margins and markups. With 42 integration points, the work order and other objects, such as projects and dashboards, are updated continuously. Currently integrated with Microsoft GP, we plan to expand our accounting system integration to other commonly used accounting systems in the near future.

So what happens when you use an integrated system like FIELDBOSS®? You get an optimized system that helps you: invoice faster, increase your revenue, grow your business and leave a trail of happy customers.

Contact FIELDBOSS® to learn more about all the amazing features.

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