FIELDBOSS

FieldBoss automates workflow for companies in the field service industry. It allows those companies to dramatically improve their efficiency and reduce their operating costs while improving the level of customer service that they can provide to their customers. It is comprehensive in capabilities and easy for the widest variety of users to adopt. FieldBoss is developed on the Microsoft Dynamics CRM platform.

FieldBoss was created under the idea that any size business, small to large, should be able to utilize technological advances to stay competitive in the field service industry. Without the utilization of technology, supported by experience and trusted partners like FieldBoss, it can be costly and challenging for companies to thrive and grow in industries where so many moving parts like, technicians, trucks, parts, contracts, routes and schedules have to be managed.

Such technological capabilities and expertise should not be only available to larger service providers. The low, per user, monthly fee makes FieldBoss accessible to any size company.

Video Overview

Leverage Microsoft Solutions

FieldBoss is built within Dynamics CRM and incorporates various other Microsoft tools and services to meet your exact business needs.

Integrate to Accounting

You can integrate FieldBoss with all popular accounting systems. It will integrate best with Microsoft Dynamics GP financial and inventory management so that you can organize, operate, analyze, and manage your business using software from a single vendor, Microsoft.

Works in a Browser or in Microsoft Outlook

FieldBoss is web based and works on any browser and any device or within Microsoft Outlook for guaranteed user adoption. Because FieldBoss works within Microsoft Outlook, sales people are more inclined to adopt structured sales processes and training is easy, as most employees are already comfortable on Outlook and the entire Microsoft Stack.

Elevator Tracking

Use FieldBoss to set up and track elevator information that is essential for all aspects of your business.

Contracts, locations, elevator cars, specifications, inspections, service tickets, workflow, parts and labour all in one place.

Identify service requests as covered or not covered. Automatically create work orders, track and renew contracts into sales opportunities and invoices.

Give technicians in the field and staff in the office all the collective knowledge regarding the equipment you service and work with everyday. Fields can be configured for every part you need to track for reporting, billing and repairing purposes.

Never lose key information for your business again.

Equipment Tracking

Set up and track elevator information that is essential for all aspects of your business. Contracts, locations, elevator cars, specifications, inspections, service tickets, workflow, parts and labour all in one place. Identify service requests as covered or not covered. Automatically create work orders, track and renew contracts into sales opportunities and invoices.

Generator Tracking

Set up and track generator information that is essential for all aspects of your business. Contracts, locations, elevator cars, specifications, inspections, service tickets, workflow, parts and labour all in one place. Identify service requests as covered or not covered. Automatically create work orders, track and renew contracts into sales opportunities and invoices.

Heating, Ventilation and Air Conditioning Equipment Tracking

Set up and track HVAC information that is essential for aspects of your business. Contracts, locations, HVAC, specifications, inspections, repairs, workflow, parts and labour all in one place. Identify service requests as covered or not covered. Automatically generate work orders, track and renew contracts into sales opportunities and invoices.

Integrated Document Management

All the right documentation available when it is needed, where ever it is needed. With Microsoft SharePoint any document can be associated with sites, equipment, customers, opportunities and other records so that no one is ever stuck, searching, or calling for the information they need. In the field or in the office, access key information that runs your business.

Lead and Opportunity Tracking

Convert marketing inquiries and responses into leads or sales opportunities with one click. Assign quotas to sales staff and track their activities for improved sales effectiveness. Learn where your company’s leads are generated, your most profitable sales staff and your lead to conversion rate.

Maintenance Contract Management

Track maintenance contracts for each specific elevator, building and owners. Proactively manage renewals through built in updates triggered by deadlines. Schedule maintenance routines to technicians and the equipment needed.

Marketing List and Campaign Management

FieldBoss is built within Microsoft Dynamics CRM, so it contains comprehensive marketing functionality. This includes dynamic marketing list management and campaign tracking. With additional ISV software, you can add web site form integration, web site click tracking, email marketing and customer surveys. Know where you generate your leads and sales while obtaining timely client feedback.

Marketing, Sales, Operations, and Management Dashboards

With FieldBoss for Elevator Contractors, every role has a specific dashboard so your staff stay focused on the key activities they need to do for better customer service and higher profits. Dashboards have complete drilldown capability and can be displayed on any mobile device so you are always connected to your customers. Learn what jobs really cost and where your company makes most of its money by utilizing FieldBoss’ one click reporting.

Mobility, Route Optimizaton and GPS Tracking

Maximize technician utilization by optimizing call routing with integrated Google or Bing map technology. Empower your field staff with configurable mobility features including photo/video capture to elevator or service call records and customer approval signature capture for immediate billing. FieldBoss works on mobile devices; including iPhone, Android, Windows smart phones and tablets.

Modernization Management

Comprehensive project management functionality that ensures on time and on budget delivery. Complex and lengthy jobs are made more manageable and everyone who needs visibility into progress can access information on a moment’s notice. Do not miss a project deadline, opportunity to bill your client or a critical step needed to complete the modernization.

Project Tracking

Comprehensive project management functionality that ensures on time and on budget delivery. Complex and lengthy jobs are made more manageable and everyone who needs visibility into progress can access information on a moment’s notice. Do not miss a deadline, opportunity to bill your client or a critical step needed to complete the project.

Schedule and Dispatch

Sophisticated case management, integrated dispatch capabilities and escalation rules ensure on-demand service and break fix requests never “fall through the cracks”, and are tracked and billed every time. Track planned and actual time against contracts or standard billable rate tables and auto-generate service follow-up to ensure quality and customer satisfaction.