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FieldBoss: New Elevator Contractor Software Enhancements


elevator contractor software version. We have a lot of great new features in this release, including over 100 new elevator fields to be tracked as well as major improvements to real time margin visibility for work orders, maintenance contracts and projects, as well as significant updates to our mobile solution. And speaking of our mobile solution, don’t forget to contact us about our new lower mobile user pricing!

ELEVATOR CONTRACTOR SOFTWARE ENHANCEMENTS

Marketing

Social Listening – Sentiment monitoring through Twitter integration Campaign Management  – Integrated email marketing and drag and drop task management Marketing Business Intelligence – Use of Power BI as an analytics engine

Sales

Create Opportunities from Cases – Streamline sales lead and opportunity creation from cases Enhanced Word and email templates – Automate case and sales communication responses

Elevator Service

Enhanced Elevator Tracking – Significant additional (100+) additional elevator fields now tracked Enhanced Maintenance Contract Tracking – New billing engine to automate billing and renewal process with real time Maintenance Contract profit tracking. Enhanced Work Order Management – Real time profit visibility Enhanced Modernization \ Project Enhancements Real time profit visibility Document Management – SharePoint integration and document management enhancements Elevator Location Mapping– Map view of elevators under contract or to be serviced in Google or Bing map Integration with Dynamics GP – Real time cloud or premise based integration with Dynamics GP accounting Mobile Enhancements – Updates to work orders, service tickets, maintenance and case management, pictures and signatures

Accounting 

Requisitions – Workflow enabled requisitions with data entry enhancements SmartList Designer – Create GoTos forms, navigation lists, SmartLists, and web pages from a SmartList record Take Company Offline – Limit company access for maintenance Document Attach – Now add documents into Dynamics GP directly from a scanner Reverse Fiscal Year – Ability to reverse the GL year end close process Copy and Paste to General Ledger – Ability to paste from Excel to Dynamics GP General Ledger

Learn more here or contact us for more information.

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