FIELDBOSS FOR HVAC CONTRACTORS
Version 1.5 Release – June 8, 2014                                                                                           LIVE DEMO Button2

Overview

  • Most significant release to date for FieldBoss.
  • Release of New FieldBoss HVAC specific version.
  • Incorporate new CRM 2013 features like Activity Feeds improved form layouts and Business Rules to make FieldBoss easier to use with more business process automation.
  • Significant new job costing capabilities to calculate and track real-time costs, gross margin and profit for work orders and/or projects.
  • A new billing engine for maintenance (service) contracts with flexible billing cycles and automatic invoice generation.
  • A new extensive integration to Dynamics GP.
  • A new fully configurable sales tax engine.
  • New Certificate tracking for refrigerant, leak test and technician brazing.
  • New Health and Safety tracking on work performed in the field.
  • New features for mobile to improve efficiency, communication and automation of field activity.
  • One point of entry on mobile device for field technician’s time and work that will update all relevant data in both FieldBoss (service call, schedule, maintenance, work orders, labor cost) and Dynamics GP Payroll.