About FIELDBOSS
FIELDBOSS is a field service management software from Rimrock Corporation designed for the HVAC and elevator industries. It combines CRM, scheduling, and maintenance management so businesses can manage operations efficiently. The platform provides payroll and accounting features, ensuring financial tasks are integrated with service management. Built on Microsoft Dynamics 365, FIELDBOSS offers scalability to meet the growing needs of contractors in these sectors. This software is particularly beneficial for organizations that want a comprehensive solution without the need for frequent replacements or upgrades. Key capabilities: CRM Scheduling Maintenance Management Payroll Accounting Best for: HVAC and elevator contractors that need an all-in-one solution for field service management.
FIELDBOSS by Rimrock Corporation is an all‑in‑one field service management solution purpose‑built within Microsoft Dynamics 365 for HVAC, elevator, and specialty contractors. Designed to consolidate financial, operational, and mobile field service workflows into a unified platform, FIELDBOSS delivers out‑of‑the‑box capabilities for work orders, dispatch, customer management, job costing, invoicing, and analytics—all on Microsoft’s proven cloud infrastructure The user interface of FIELDBOSS aligns closely with the familiar Dynamics 365 “ribbon” and module‑driven layout, reducing the learning curve for users already versed in Microsoft’s ecosystem. Navigation menus are context‑sensitive, and custom dashboards can be arranged via simple drag‑and‑drop. Technicians in the field access a streamlined mobile UI—optimized for tablets and smartphones—that mirrors the desktop experience, ensuring consistency across devices At its core, FIELDBOSS offers comprehensive functionality across key FSM domains: CRM for managing customer and equipment data; dispatch boards with drag‑and‑drop scheduling; maintenance contracts and recurring billing; project tracking with AIA billing support; estimating and quoting; inventory and purchasing; and embedded reporting via Power BI. Distinctive features include built‑in violation management for elevator contractors and a recommendations‑tool tracker for HVAC sales teams.
Pros & Cons
- Tailored for elevator and HVAC, addressing unique needs.
- Consolidates operations, reducing software sprawl.
- Leverages a powerful, familiar platform.
- Designed to grow with your business.
- Offers complete insight into service performance.
- Primarily focused on elevator/HVAC (less ideal for other sectors).
- All-in-one systems can have a steeper learning curve.
- Core integrations might be essential.
Features
Key features
Consolidates financial, operational, and field service management into a single system, eliminating the need for multiple disparate software solutions.
Specifically designed to meet the unique needs and workflows of elevator and HVAC contractor businesses.
Seamlessly integrates with the Microsoft Dynamics 365 business suite, leveraging its power and extending its capabilities for field service.
Allows for easy integration with QuickBooks for simplified accounting while utilizing FIELDBOSS's field service functionalities.
Designed to adapt and grow with the business, meeting current needs and accommodating future expansion.
Offers mobile capabilities for field technicians, enabling them to access information and manage tasks remotely.
Includes features to automate various field service processes, increasing efficiency and reducing manual effort.
Provides robust reporting capabilities for gaining insights into service performance, technician analytics, and other key business metrics.
Offers tools for managing maintenance schedules, contracts, and service history.
Facilitates efficient handling of service requests, work orders, and customer communication.
Provides data and insights related to technician performance and productivity.
Offers a 360-degree view of customers, their buildings, and the equipment serviced.
Includes functionalities for managing field service projects, potentially for installations or larger service engagements.
Additional features
Manages customer relationships, providing a comprehensive view of interactions, service history, and equipment.
Enables the creation and management of service estimates and quotes for customers.
Facilitates the scheduling and assignment of technicians to service calls and jobs.
Handles preventative maintenance schedules, service contracts, and recurring service tasks.
Manages the procurement of parts and supplies, as well as inventory levels.
Creates and manages invoices for completed service work.
Likely integrates with accounting systems (like QuickBooks, as mentioned elsewhere) to manage financial transactions related to field service.
Provides tools to manage sales processes related to service contracts or new installations.
Allows for the efficient scheduling of service appointments and technician availability.
Creates, assigns, tracks, and manages service work orders.
Enables the planning, execution, and monitoring of field service projects.
Likely integrates with payroll systems to manage technician compensation based on work performed.
Provides a mobile application for field technicians to access information, update work orders, and communicate.
Generates reports and analytics on various aspects of field service operations.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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About FIELDBOSS
FIELDBOSS is a field service management software from Rimrock Corporation designed for the HVAC and elevator industries. It combines CRM, scheduling, and maintenance management so businesses can manage operations efficiently. The platform provides payroll and accounting features, ensuring financial tasks are integrated with service management. Built on Microsoft Dynamics 365, FIELDBOSS offers scalability to meet the growing needs of contractors in these sectors. This software is particularly beneficial for organizations that want a comprehensive solution without the need for frequent replacements or upgrades. Key capabilities: CRM Scheduling Maintenance Management Payroll Accounting Best for: HVAC and elevator contractors that need an all-in-one solution for field service management.
FIELDBOSS Details
FIELDBOSS's In-App Market Place
Does FIELDBOSS have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), CAD (C$), GBP (£), AUD (A$), EUR (€), JPY (¥), CNY (¥), INR (₹), RUB (₽), MXN ($), BRL (R$), KRW (₩), TRY (₺)
Pros & Cons
- Tailored for elevator and HVAC, addressing unique needs.
- Consolidates operations, reducing software sprawl.
- Leverages a powerful, familiar platform.
- Designed to grow with your business.
- Offers complete insight into service performance.
- Primarily focused on elevator/HVAC (less ideal for other sectors).
- All-in-one systems can have a steeper learning curve.
- Core integrations might be essential.
FIELDBOSS's Support Options
Email Address
sales@fieldboss.comContact
+1 855-804-2677FIELDBOSS's Alternatives
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