Highlights : About FIELDBOSS

FIELDBOSS is built within the Microsoft Power Platform, which includes Dynamics 365 – a collection of business applications that empowers your field service business to transform and evolve. This makes FIELDBOSS a scalable, flexible and configurable solution that forward-thinking contactors can use to support their profitability and growth strategy.

FIELDBOSS connects CRM (customer relationship management) for sales with job costed based service, maintenance and project tracking with ERP (enterprise resource planning) accounting capabilities layered with industry specific functionality that work seamlessly as one connected system. The result is a powerful platform that will increase productivity, cut costs, streamline processes, meet customer needs, and position you to capture new opportunities.



Product Details
Features
Dynamics 365 lead and opportunity management
Account, building and device management
Native Office 365 and Microsoft SharePoint integration for Document Management
Native Dynamics GP integration
Integrated service call estimating, job management and invoicing process
Modernization and construction estimate and cost tracking
Equipment certification and testing management
Violations management
Project task management
Real time margin on jobs, maintenance contracts and installation projects
Microsoft Universal Resources Scheduler service calendar
Purchasing automation
Time approval automation
Inventory management
Configurable document templates
Maintenance contract billing automation
Configurable mobile equipment maintenance procedure (MCP) checklists
Configurable health and safety procedure checklists
Configurable workflow automation
Native Dynamics GP integration for fully featured accounting functionality
Microsoft PowerBI Views