ACCOUNT, BUILDING & EQUIPMENT DATA
Technicians have direct access to all building information such as contract status, access information, and contacts. All equipment at the site is displayed with a full history of work and known specs. Techs can see work performed by themselves or others, dates, details, follow-ups, pictures, and documents.
Track and monitor the progress of a job from scheduling to assignment, as well as throughout the job's progress until completion/payment. Choose how you want to track: by status or even material availability.
WORK ORDERS
Never fly blind again with real-time job costing on every work order. Get detailed costing, margin, overhead and profit on every job as it happens. Labor costs are tied to individual technician burden rates. Integrated purchasing and inventory management for actual and committed material costs through Dynamics Business Central.
JOB COSTING
FIELDBOSS schedule board is the ultimate tool for your dispatching team! Visualize your service staff as they drive to, arrive at, and complete their jobs throughout the day. The board can be customized by roles, skills, territories and much more.
DISPATCH BOARD
TECHNICIAN MANAGEMENT
Technicians have unique skills, qualifications and specialties. In FIELDBOSS, you can track licensing and certification per technician. The system then uses that information to help you pick the right technician for the job the first time.
SAFETY TEST MANAGEMENT
Safety Test Management allows you to easily manage pre-determined or equipment mandated testing requirements. Staff can see, schedule, dispatch, perform and update testing through a defined process ensuring you never miss equipment safety requirements again.
VIOLATION MANAGEMENT
Manage violations from start to clearance to avoid costly fines and penalties. FIELDBOSS ensures compliance by tracking and automating violation dates, statuses, and defects while helping to monitor the remediation to completion. Violation Management is configurable by jurisdiction.
INVOICING
FIELDBOSS is designed to assist in all the core invoicing methods field service companies use today, such as billable service, quoted repair, maintenance contracts and large project invoicing. Can also accommodate complex customer invoicing requirements. With multiple invoice templates designed for different customer types, preferences, and/or job types, your client will receive their invoice with the details they need to approve the payment in a timely manner.
SERVICE REPORTING
Reporting to help you better service your customers! Be alerted to troubled assets, track jobs open too long, monitor material delays and identify key service department metrics all in one place. Finally know which technicians are the most efficient, who recieves the most callbacks and what margin you are making on your biggest customers with extensive Dynamics 365 charts and dashboards.
