FIELDBOSS HVAC Contractor Management Software

Take control of every aspect of HVAC service performance with a proven field service and business management system built within Microsoft Dynamics 365.

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Innovative Business Management Software Built for Modern HVAC Contractors

Eliminate the burden, risks, and cost of maintaining multiple disconnected systems with an all-in-one field, finance, and business management solution for growing HVAC contractors.

Customized for the HVAC Industry

Stay connected in real-time to your customers, your staff, and the equipment you service. FIELDBOSS was designed by a team of industry and Microsoft technology experts to help optimize the resources you already have.

Developed with Industry Best Practices

From front office to back office to the technicians in the field, we configure FIELDBOSS best practices to align with the way your organization is structured and teach you how to leverage a proven field service solution.

Delivered on Trusted Microsoft Cloud Technology

We let Microsoft do the heavy lifting so we can focus on the HVAC industry. Built on the highly secure and innovative Microsoft Cloud platform means your business is always protected, your team is connected, and your systems are future proof.

Dedicated to Customer Success

We are obsessed with providing effective and timely support–making sure our customers are happy and getting the most out of FIELDBOSS. Customer success drives every feature we create, every best practice we support, and every innovation we bring to the industry.

FIELDBOSS Features

With unrivaled mobile and reporting capabilities, FIELDBOSS includes hundreds of HVAC industry specific features to improve operational visibility, increase process efficiencies, and strategically expand your field service organization.

Service

Work order management
Job costing
Dispatch and scheduling
Quoted repair
Visual scheduling

Sales

Built on world-class Microsoft CRM platform
Sales activity management
Leads, opportunities, and pipeline tracking
Sales reporting

Accounting

Accounting and ERP software integration
Cash management
Purchasing and inventory management
General ledger
Payroll

Mobile

On the go service tickets and field requests
Time, tool, and material tracking
Inspection and safety checklists

Maintenance

Contract management
Service scheduling automation
Recurring contract billing
Maintenance reporting

Reporting

Pre-built reports and dashboards for HVAC contractors
Customer portal
Margin reporting
Power BI integration

Client Spotlight:

ICOM Mechanical

Discover how an industrial refrigeration company in Edmonton, Alberta uses FIELDBOSS to work remotely, track labor costs, and keep their growing operations organized.

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Connect with FIELDBOSS

Are you interested in learning how FIELDBOSS can help streamline your HVAC operations and capitalize on growth? Contact us today for an expert consultation, online demo, or cost estimate.