New Release: FIELDBOSS 3.0 for HVAC Contractors

FIELDBOSS 3.0 is now available for new and existing HVAC customers!

With version 3.0 FIELDBOSS customers are now able to manage progress billing for construction projects and inventory stock levels within the system much more efficiently.

In addition to the two major functionality improvements, version 3.0 adds new features and performance enhancements that continue to streamline HVAC contractor business processes.

FIELDBOSS 3.0 for HVAC, key enhancements include:

Progress Billing

New to FIELDBOSS HVAC, Progress Billing allows project ‘phases’ to be tracked and billed as work on the phase progresses, with the system automatically managing retainage (holdback) for phases in accordance with AIA standards. This new feature also allows an ‘Application for Payment’ to be generated and sent to the customer, which can be adjusted at any time.

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New Inventory Functionality

FIELDBOSS 3.0 introduces support for inventory management integrated with Dynamics GP. New functionality allows customers to view stock levels at warehouse locations directly in Dynamics 365, and mark inventory items as allocated once the Work Order is created. Once an item is out of stock, users can receive a warning when placing a Work Order for these items.

Wage Categories

Version 3.0 extends the innovative functionality released in previous versions to further optimize the Service Activity feature by providing the ability to ensure compliance with ‘Prevailing Wages’ as required by law and/or contractual agreement. When a Time Card is completed, FIELDBOSS will use the appropriate “burdened cost” for job costing purposes. This feature is an optional extension of Labor Rate tables and can be setup and used only if needed for a specific Work Order or Project.

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Field Requests

Version 3.0 includes the ability to create a ‘Field Request’. This can be used by technicians in the field to create and track requests for services, parts, or other information on their mobile device. This request is routed to the office, which then tracks the request to completion. This feature provides the back office the ability to more effectively queue, prioritize, act and follow up on requests from the field.

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Major Update to Maintenance Contracts 

FIELDBOSS 3.0 introduces significant changes to the way Maintenance Contracts are created and managed, as well as how Maintenance Invoices are generated. In 3.0, a single Maintenance Contract can be used for many different billing cycles, including: monthly, annual, three-year and five-year on the same invoice. Additionally, a new view has been added to quickly identify contracts that are due for annual “escalations”. Maintenance invoices can now be generated for the current month or can be generated in advance for dates in the “next month”.

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There are more updates and enhancements included in these releases that are not highlighted in this blog post. And as always, we have also implemented several smaller improvements and fixes.

If you are a current customer looking to upgrade, or would just like some more information on FIELDBOSS 3.0, please contact us .

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