Tailored Pricing to Fit Your Field Service Needs

FIELDBOSS is an adaptable and extendable all-in-one business management solution that serves elevator and HVAC contractor organizations of varying sizes and growth stages. Depending on your unique needs, FIELDBOSS includes both standard and advanced functionality, reporting, and requirements specific to the industry from day one, accessible with lower cost of setup, ownership, and ongoing management and maintenance.

FB Essentials

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Description Foundation for Growth
Typical User Count 5 – 25
Typical Entity Count 1
Functionality Sales, dispatch, service, violations, maintenance, projects, mobile
Business Process Main users have multiple roles
Planning Engagement Duration 5 – 10 hours fixed fee​
Onboarding Duration & Timeline 60 – 125 hours
6-8 Weeks
Typical Customizations Quotes, Proposals, Purchase Orders, & Invoices
Accounting System Integration Third party accounting system using excel file import – export for purchase orders, invoices, time sheets
Reporting Standard FB Role Based Dashboards + Power BI Reports
Managed Services Support, enhancements, upgrades, monitoring, and access to concierge services. Learn More

FB Professional

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Description Fully Integrated with Dynamics 365 Business Central
Typical User Count 15 – 50
Typical Entity Count 1
Functionality FB Essentials plus optional inventory management, maintenance checklists, automation and portals
Business Process Some users have multiple roles and some users have specific roles
Planning Engagement Duration 10-30 hours fixed or variable fee
Onboarding Duration & Timeline 125 – 300 Hours
8 – 20 Weeks
Typical Customizations Fields, Forms, Workflow Automation, Quotes, Proposals, Purchase Orders, Invoices, Workflow Automation,
Accounting System Integration Dynamics 365 Business Central
Reporting Standard FB Role Based Dashboards + Power BI Reports
Managed Services Support, enhancements, upgrades, monitoring, and access to concierge services. Learn More

FB Enterprise

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Description Fully Integrated with Dynamics 365 Business Central
Typical User Count 50 – 500
Typical Entity Count 1 – 3
Functionality FB Professional plus custom configuration, automation, reporting and business intelligence
Business Process Some users have multiple roles and some users have specific roles
Planning Engagement Duration 30 – 60 hours variable
Onboarding Duration & Timeline 250+
24 – 32 Weeks
Typical Customizations Fields, Forms, Workflow Automation, Quotes, Proposals, Purchase Orders, Invoices, Workflow Automation
Accounting System Integration Dynamics 365 Business Central
Reporting Standard and Client Specific FB Role Based Dashboards + Power BI Reports
Managed Services Support, enhancements, upgrades, monitoring, and access to concierge services. Learn More

FB Private Equity

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Description Dynamics 365 Business Central with Multi Entity Management
Typical User Count 250+
Typical Entity Count 3 – 20
Functionality FB Professional plus custom configuration, automation, reporting and business intelligence. D365 Business Central with Multi entity management fully integrated by branch.
Business Process Centralized and shared back office processes to efficiently meet the needs of multiple business units.
Planning Engagement Duration Variable by client
Onboarding Duration & Timeline Situation Specific
Situation Specific
Typical Customizations Fields, Forms, Workflow Automation, Quotes, Proposals, Purchase Orders, Invoices, Workflow Automation,
Accounting System Integration Dynamics 365 Business Central
Reporting Standard and Client Specific FB Role Based Dashboards + Power BI Reports
Managed Services Support, enhancements, upgrades, monitoring, and access to concierge services. Learn More
Managed Services
Support

Technical suport for FIELDBOSS, Dynamics 365, Business Central
Hotfix application for Microsoft and FIELDBOSS issues

Enhancements

Creation or adjustments of forms, views, workflows, and mobile
Minor enhancements of up to 2 hours effort
“How To” questions that require less than 2 hours of help

Upgrades

Dynamics 365 storage mangement, plug in failures
Full engineering effort for major release upgrades in both sandbox and production
Includes necessary documentation and training on new features
Issue resolution regarding customer unique configurations and customizations

Monitoring

Dynamics 365 storage mangement, plug in failures
Dataverse and Power Platfrom notificaitons from Microsoft
FIELDBOSS Integration failures

Concierge Services

License additions/changes/renewal mangement
Dedicated FB customer relationship staff member
Operational Contractor Benchmarking

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