Knowledge Management is Power in the Field

Knowledge Management

For service leaders, knowledge management must be a top priority. One reason? As field workers retire, companies are losing significant amounts of “tribal knowledge” that isn’t well-documented anywhere except in those technician’s minds. Customer expectations are higher than ever, and service organizations simply cannot afford to operate in a massive brain drain. Another reason is that companies increasingly recognize how powerful the collective knowledge of their workforce could be, if only every employee could access it. Knowledge management is power in the field.

But wait a minute, what is knowledge management?

Gartner defines knowledge management as “the formalized management of intellectual assets, enabling effective action through their use… which promotes a collaborative and integrative approach to the creation, capture, organization, and use of intellectual assets”.

The lack of knowledge at the point of service results in extended downtime for customers, secondary service visits, low productivity and lost revenue. Proper knowledge management benefits all stakeholders:

Customer Satisfaction

With real-time access to customer service history and equipment details, technicians will be able to diagnose and resolve problems faster, improve utilization and productivity, and resolve more customer issues on the first visit. Customers will have a better service experience, improved product uptime, and faster answers using self-service customer portal.

Money in Your Pocket

Field service organizations that leverage knowledge management have higher first-time fix rates, better Service Level Agreement compliance, and improved profit margins.

Dynamic Checklists Empower Your Service Technicians

Service technicians generally find themselves on their own when providing field services. However, this does not mean they have to be without access to key knowledge and insight. Nowadays, thanks to checklists and file libraries, they can remain connected to the know-how they need to provide quality service. Dynamic checklists enable workers to perform efficiently and effectively thus maximizing productivity and customer satisfaction.

Checklists also ensure conformity and compliance and guarantee that processes are standardized across the board. This means that all your customers receive the same level of quality service regardless of the level of experience and expertise of the assigned technician.

Service Excellence and Efficiency Through Shared Knowledge

With knowledge management, you can ensure that all team members share the same data by applying information captured in the field to business processes and practices. Whether online or offline, your employees in the field will have access to all the necessary information to ensure that your customers receive the right response on the first visit.

Centralize Knowledge Base in Cloud

Even if different teams create the content, having a centralized warehouse to publish the content makes it more effective to manage, maintain, and share. Data Silos, fragmented content, and disparate applications cost more and lower the user experience. With cost-effective and secure cloud storage, field service organizations can keep the information consistent, up-to-date, and available in real time, anytime and from any location.


A connection between key business tools provides your service technicians with access to the same information as your back-office team while they are on site with customers. This means, for example, that they have a complete overview of a customer’s history, previous product issues, and all the necessary handbooks, guidelines, SLAs, and more. And all of this adds up to a higher first-time-fix rate and more efficient customer service.

Capitalize on Knowledge Accumulated by Field Service Technicians

Integration with your CRM makes it possible for field service technicians to provide increased customer insight and overview to back-office employees. With shared access to information like follow-up visits, device models, upgrades and more, field service workers and back-end representatives can work together to increase cross-selling and upselling initiatives.

By linking field techs with each other and with back office personnel, mobile technology keeps everyone within the organization in sync, transcending the limitations of geography. Whether you have technicians that are retiring, off sick, or busy on another job, automating and sharing data reduces the risk of having a single point of information. A connected mobile device helps build an easily accessible knowledge base so field workers can access information anywhere, anytime, regardless of their location.

Knowledge is the key to success for any business. Collecting valuable field service information like documentation, product manuals, video tutorials, and invaluable accumulated knowledge from experienced service technicians empowers your field staff, and leads to increased employee and customer satisfaction.

Contact FIELDBOSS for a free demo and start building your knowledge base today.

This entry was posted in Elevators, HVAC and tagged , on by .

7 Ways to Avoid Business Risks with HVAC Service Software

HVAC field service organizations are under a lot of pressure in today’s competitive environment, as more companies are entering the space, new technology is being developed and deployed, and customers have higher expectations for service than ever before. In order to be successful, HVAC management must be able to identify the greatest risks and apply effective solutions before they become a problem. Whether technicians call in sick, appointments are cancelled without notice, or a new regulation is put in place, risks are all around. Disruptions like these can be a logistical nightmare to resolve if you don’t have the systems in place to shift resources in real-time.

Here are 7 ways to avoid business risks with a comprehensive HVAC service software:

Risk 1: Single Point of Information

Solution: Build the company knowledge base

Mobile technology links field techs with each other and with back office staff, keeping everyone within the organization in sync and transcending the limitations of geography. Whether you have technicians that are retiring, off sick, or busy on another job, automating and sharing data reduces the risk of having a single point of information. A connected mobile device helps build an easily accessible knowledge base so field staff can access information anywhere, anytime, regardless of their location.

Risk 2: New Regulations: Staying Compliant & Avoiding Fines

Solution: Automate dates, inspections, checklists

In today’s environment, compiling manual information on a spreadsheet is not enough to prevent critical issues from slipping through the cracks. Constant attention and technology are required to prevent the accumulation of risk factors that can lead to violations and fines. An end-to-end HVAC service management software will automatically and continuously update information, collect critical data, and issue alerts on violations, inspections, fines, and jobs for HVAC service companies.

Risk 3: Unknown KPI’s

Solution: Increase Business Intelligence

In order to identify revenue-generating opportunities and profit throttling snags, your company must have software that can collect the necessary data from your technicians and provide quick answers to key questions. Once you collect the information you want to analyze, service dashboards display it in easy to read, real-time charts and graphs. Being able to link operational and financial modules offers an opportunity to have detailed visibility into both your processes and profitability. With increased transparency comes the ability to identify and target money-making opportunities or financial pitfalls that would otherwise go unnoticed and unaddressed.

Risk 4: Slow Billing Cycle

Solution: Eliminate Paper

While sales and profit look great on paper, cash is what keeps your business afloat. That’s why it’s so important to stay on top of your company’s invoicing, billing and collection cycle. A paper-based system creates complicated paper trails, resulting in lost work orders and invoices. With such a system, accountability is difficult to track, revenue can be lost, and a company’s reputation compromised. The key to simplifying the paper trail is automating work orders and invoice processing so that virtually all manual and paper methods are replaced by automated functions that limit input errors and streamline processes. Not only does automation solve issues in the field, it also simplifies administrative functions by reducing data entry, eliminating transcription of work orders, and jumpstarts the billing process so that cash flows into the business more quickly.

Risk 5: Cancelled Service Calls

Solution: Create Visibility in the Scheduling Calendar

What happens when your technicians are on their way to a job and the customer suddenly cancels or isn’t home? With automated scheduling and dispatch together with a connected mobile device, a cancelled appointment no longer means wasted time. A dispatcher can easily re-assign that technician to another nearby job. As well, the technician can catch up with a maintenance job closest to his location by simply viewing the map on his mobile device. The map shows his current position, and techs can easily zoom in and out to see which upcoming maintenance jobs are nearby. No more time wasted or money lost for cancelled service calls.

Risk 6: Revenue Leakage

Solution: Provide Real-Time Warranty Information

Warranty and service contract leakage happens when a technician performs a service at no charge, assuming it’s covered by the customer’s contract. An end-to-end HVAC service software will not only help spot the “leaks,” but also “plug” them by providing service techs with the warranty and contract information they need, when they need it, to ensure they won’t give away service or parts for free. It will also alert you when the contract is about to expire so you can be sure to resign the customer to a new contract.

Risk 7: Seasonality

Solution: Build a Preventive Maintenance Program

The phone rings off the hook when it’s freezing cold and steaming hot, right? Naturally, business generally booms when the weather is at its most extreme. What all of this means for the HVAC business owner is that cash flow fluctuates seasonally, as do technician hiring schedules and customer calls. However, with an HVAC service software solution, you can build a successful preventive maintenance program to help maintain revenue during the down seasons. When homeowners sign up for these services, it means they’ll pay an annual fee for preventative HVAC check-ups during the spring and fall so you’re busy and making money all year.

A comprehensive HVAC service management software solution helps protect your company from unexpected events that can disrupt day to day operations and effect your bottom line. Manage business risks by ensuring that all your company data and knowledge are collected and stored in one cohesive system so you always stay one step ahead.

Contact FIELDBOSS to find out how we can help your HVAC company avoid business risks.

This entry was posted in HVAC and tagged , , , on by .

4 Ways HVAC Software Can Optimize and Organize Your Service History

Superior service is becoming increasingly important for HVAC companies attempting to differentiate themselves from the competition. Are you still on the fence about why it makes sense to invest in HVAC field service management software to improve your service? Here are 4 ways HVAC software can optimize and organize your service history to help set you apart with excellent service.

1. Keep an Up-to-Date, Real-time Customer Database

If you use a rolodex or address book to keep track of customers, it’s probably hard to keep their most recent contact information, let alone their service history, on file. It’s easy for manual customer management systems to quickly become disorganized and outdated. Also, address cards and contacts apps don’t have fields to record information about service calls, work performed, or notes on their equipment.

The best way to keep an up-to-date customer database is to use HVAC software that will keep your customer database uncluttered and updated in real-time. With HVAC software, you’ll be able to digitally store, automatically update and save all information related to your customers, such as their address, their phone number, their email address and any alternate contacts who are added to their file. You can also record information about your customer’s equipment, their service history and any service agreements they have with you. So, when you want to reference a customer’s account, you’ll be able to see much more than their name and a telephone number scribbled on a 2×4 card.

2. Real-Time Information on Service Calls

Many HVAC technicians don’t take notes about a customer’s equipment or what they observed on a service call. Those that do tend to scribble them onto a notepad, or whatever paper they can find. These notes rarely make it back to the office and if they do, most are not legible.

A comprehensive HVAC service software that offers mobile access to technicians in the field makes it easy and effective for them to log and reference notes about the customer, the current call and their prior service history while on site. Mobile access allows techs to go paperless in the field. From a tablet or smartphone, techs can complete and update their jobs along with materials, parts, labor and other charges on a work order. They can even add pictures or video for further and more detailed information.

When techs have mobile access, it also helps them look prepared, organized, and able to provide top-notch customer service. A customer is looking for all of these things, and will be more likely to become a returning customer if your techs are consistently organized and providing excellent customer service.

3. Set Reminders for Services

With so many customers, assets, and service calls, it can be challenging to remember when a customer’s due for service or needs follow-up. With automatic alerts to notify you of your maintenance jobs, detailed checklists with tasks, all the historical data of previous work done and parts used, and so much more, your HVAC service company will always be organized, efficient and prepared for every maintenance job. With an all-inclusive HAVC contractor software solution, implementing these programs has never been easier.

4. Renew Service Agreements Before They’ve Expired

An end-to-end HVAC service software allows alerts to be set up to automatically email anyone in the company (or even customers) when contracts are about to expire. This way, you know well in advance when to start working on a contract renewal so that an existing contract never falls through the cracks. You can also get automatic email notifications or dashboard views when contracts aren’t hitting the profit benchmark you set for your company.

Preventive maintenance and service contracts are the most profitable source of revenue for HVAC service companies. Businesses that perform preventive maintenance out-earn companies that don’t. Give your technicians and office employees the tools they need to sell, renew, and manage contracts.

Clearly, there is no better way to improve customer service, increase field service technician utilization, and boost service efficiency than with a comprehensive HVAC service software. By equipping your technicians with the right tools, you can start providing the best service possible to your customers, while increasing business profitability.

Contact FIELDBOSS for a free demo.

This entry was posted in HVAC and tagged , , , , , on by .

Ditch the Paperwork and Increase Efficiency With FIELDBOSS Mobile Forms and Checklists


Ask yourself a simple question: How does your field service team handle forms for maintenance, service and inspections nearly two decades into the 21st century? If you answered “on paper,” you may not have made it to this century yet, but you’re also not alone. Many field service businesses still rely on paper forms and checklists. This opens up plenty of room for error, from misplaced papers and mis-keyed entries, to inconsistent processes and procedures. The solution? Ditch the paperwork!

Replacing paper-based forms and checklists for maintenance, service, and inspections with customized field service mobile forms and checklists enables the standardization of processes and procedures across the entire organization. The technician can follow and document approved maintenance or service procedures, including the performance of tests and collection of data, while on-site which is automatically synched to the back office.

FIELDBOSS’s automated mobile forms and checklists enable your field team to easily capture required information, add notes and pictures, and go completely paperless while streamlining workflow for inspections and maintenance schedules with an easy to follow to-do list.

The benefits of mobile forms and checklists:

    Your business is unique and so are your forms and checklists. Whether it’s industry-specific or for different kinds of service calls, with configurable mobile forms and checklists, you can empower your technicians with clear instructions to reduce the margin of error.
    Advanced feature that prompts additional questions or actions based on the technician’s answers.
    With ever-changing regulations, complicated equipment and so many customers, it can be hard to stay on top of what needs to be done. Automated checklists mean no step is ever skipped so you always stay compliant and avoid fines.
    Have checklists automatically applied to inspection or maintenance work orders and synched directly to technician’s mobile.
    Mandatory fields ensure no part of the inspection or procedure is missed before a work order can be closed out.
    Removing the need for a technician to return to the office to hand in paperwork allows for more time spent making money.
    With the ability to customize forms and utilize automatic calculations, submitted data is always accurate and instantaneous. Technicians can also note when each task is completed, and follow up with pictures and notes.
    Your technicians follow the same procedures to keep your standards consistent and high, completing the same work each time.

Connected mobile forms play an essential role in streamlining workflows and driving operational efficiencies by enabling a flow of information directly from the field into the back office system. The result is measurable improvements in time savings and information quality. Drive consistency, efficiency and compliance within your field services team with FIELDBOSS’s mobile forms and checklists.

Contact FIELDBOSS or request a demo to see how mobile forms and checklists can save your field service company time and money.

This entry was posted in Elevators, HVAC and tagged , , on by .

Help Wanted: Changing the Perception of the HVAC Trade


Most kids dream of growing up to be professional athletes, dancers, doctors or even video game designers. Not many dream about becoming HVAC technicians. The negative perception of working in the trades has contributed to the growing labor shortage epidemic facing not only the HVAC industry but other skilled trades as well.

So how can industry representatives tackle one of their biggest challenges?

The first step is changing the perception of the HVAC industry.

Ultimately, in order to change its destiny, the HVAC industry will need to change the way outsiders perceive them. For too long, the image of a career in trades has been a terrible cliché. Many believe that trade jobs are dirty and dangerous, that they require little skill or thinking, and that they offer virtually no career advancement. Pop culture depicts trade workers as bumbling, poor, uneducated, lazy, and rude. These stereotypes couldn’t be further from the truth. HVAC contractors are professionals in a highly technical field who work to preserve livelihoods, structures, and the environment.  Those involved in the industry must take advantage of every opportunity to highlight who they are, what they do, and how they do it.

This lesser view of the trades has created a culture where vocational programs have seen decreased enrolment. Technical colleges have had to cut programs that would offer opportunities for veterans, young adults, and others looking for fulfilling careers to gain the certifications they need to secure skilled positions. With a decrease in a trained workforce, many HVAC businesses are unable to find qualified, skilled workers.

One major misrepresentation is the idea that HVAC and other skilled-trades careers require hard work for low pay. The reality is, however, that the median income wage for HVAC mechanics and installers, last measured in 2017 by the U.S. Bureau of Labor Statistics, was $47,080. In many cases, this wage can be earned without completing a four-year degree.

It’s not that finding a job in the trades means needing no education after high school. Most regulators and employers require certificates, certifications or associate degrees. But those cost less and take less time than earning a bachelor’s degree. HVAC students also have opportunities to learn through apprenticeships, which allows them to incur less debt and gain quicker entry into the workforce than students completing a 4-year college/university degree. People with career and technical educations are also more likely to be employed than their counterparts with academic credentials, and significantly more likely to be working in their fields of study. The industry must market the HVAC trade as a comparable option to the traditional college/university path. Encourage children to explore the trades. It might not be their career path, but allow it to be an option. Teach them to appreciate the training and education that goes into learning a skill.

The industry must do a better job of making a career in HVACR “sexy”. The HVAC industry has long been considered a dinosaur when it comes to innovation and adoption of technology — an image the industry is still fighting today, even as the industry itself is in the midst of a technological evolution. It’s time to sell young professionals on the transformation happening in this industry, and how innovations like AI, IOT and field service software are automating and simplifying work. Many HVACR technicians use IOT, work in smart homes and buildings, use cloud-based monitoring and controls, and so much more.

The skilled trades deficit developed over decades. We can start to shrink the gap if we emphasize all the benefits the skilled trades have to offer and market it in a flashier, modern way. The HVAC industry has not only a tremendous opportunity, but an obligation, to communicate to the younger generation and potential job-seekers the exciting career opportunities this industry has to offer.

FIELDBOSS stays current on industry trends to keep you informed on what’s happening in the HVACR world.  Read our blog and sign up for our newsletter  for all the latest news.

Read here to find out how the HVACR industry is tackling the labour shortage.

This entry was posted in HVAC and tagged , on by .

Cashing Out. What’s Your Exit Strategy?

Exit strategy

There are two types of business sales in the field service industry.  One kind is a stress sale, where businesses are basically given away because the owners never gave thought to an exit strategy until it was too late. The other is a premium sale, where the business is sold based on assets plus three to five times pre-tax earnings. To receive a premium, the owner must begin working on his exit strategy years before he will need it. The problem is that often the business owner will have an overinflated view of what his company is worth, and how quickly he will get paid. From the moment you go into business you should be planning how to maximize your value to avoid becoming a risky business.

Here are the elements of a successful exit strategy for field service contractors:

Profitability – Can you accurately prove the profitability and cash flow of your maintenance contracts? If your business management system does not properly allocate costs against the work orders and contracts, your valuation will be subject to discounting.

Automated Business Processes – Is your business dependant on manual processes from key administrative employees? While every successful business has key employees, if your business processes are manual or dependant on multiple disconnected software products, you will take a hit on the cost to transition your operation to something more streamlined. Buyers will also discount your valuation because you are not operating as profitably as you could be.

Low Risk – If you are using manual or disconnected software systems, buyers will discount your valuation or lock you in longer to make sure that when they take over, there are no surprises that only the owner can deal with. Businesses with documented processes are a lot less dependant on the owner or the people who are loyal to him.

Riskier businesses are less attractive and draw a lower price than efficiently run businesses who use a comprehensive field service management software to take the guesswork out of valuating your business. Contractors whose operations systems are not properly connected to what is happening in the field or in the back office always pay a price when it is time to defend their valuation. If you plan on selling your field service business one day, investing in a system now that shows you are connected to and in control of your operation will help you obtain a better selling price and a shorter transition commitment.

FIELDBOSS is a comprehensive field service software solution designed to continuously expose the vital signs of your business. If you’re thinking about selling your field service business, let us help you create a profitable business that will be appealing to acquisition candidates and sell quickly for an attractive profit. Contact us here.

This entry was posted in Elevators, HVAC and tagged , on by .

Marijuana Legalization a Game Changer for the Field Service Industry

marijuana legalization

On October 17, 2018, the Federal government legalized the use of recreational marijuana in Canada. While many Canadians celebrated what’s come to be called “National Cannabis Day”, not everyone was feeling as jubilant. These changes to the legal status of marijuana have raised occupational health and safety concerns for many employers, especially for those in construction and field service where safety is already a concern and workers must be alert at all times. Millions of Canadians take risks every day in dozens of demanding “safety-sensitive” occupations: elevator mechanics working in shafts, commercial and industrial HVAC technicians working on rooftops or with dangerous refrigerants, and many more. With the legalization of recreational pot, business owners are facing some serious challenges: liability if a stoned employee causes an accident, pushback from workers who resist random drug and alcohol tests, and the lack of a settled standard around either how much cannabis is too much, or how to measure it.

Here are a few things contractors should know in order to reduce the safety risks that may arise from cannabis legalization:

The legalization of marijuana does not mean that employees can be impaired at work. Employers will have the right to set rules for non-medical use of marijuana in the workplace in much the same way that employers currently set rules for use of alcohol. In particular, employers may prohibit the use of marijuana at work or during working hours and may also prohibit employees from attending work while impaired. This zero tolerance policy should be recorded in a written drug and alcohol policy.

The duty to accommodate does extend to medical marijuana. As an employer, contractors have obligations under the Human Rights Code. If an employee is authorized to use cannabis for a medical purpose, the employer must treat it like any other medication and may have a duty to accommodate. The employer may be required to offer to the employee an alternative job that can be properly and safely done while using medical cannabis, if such a role exists.

However, the duty to accommodate is not without limits. If accommodating the employee will raise serious safety and health concerns on the site or significantly increase costs of operations, contractors may be exempt from providing the accommodation. Accommodating an employee does not mean that you should ever let employees carry out their duties while impaired, especially when driving, operating heavy machinery, or working at heights.

Contracting companies’ best line of defence for the legalization of cannabis in Canada starts with an updated drug and alcohol policy. Contractors should work with a legal adviser to ensure their drug and alcohol policies are clear and up to date. It is also important to ensure employees sign a written acknowledgment that they have read and understood the policy in its new and revised form

Train Your Employees About Dangers and Policy. Contractors should educate employees about the dangers of using equipment and working at heights while under the influence of cannabis. Although there have been numerous public education campaigns about the dangers of alcohol impairment, there is less public education about the impact of cannabis on a person’s reaction time and alertness. Employees may be under the misimpression that cannabis has little impact on their ability to work safely. Employees should also be taught all aspects of the new drug and alcohol policy with a particular emphasis on recognizing impairment in others and what to do if you suspect someone is impaired on-site.

With the construction industry already heavily regulated, it’s important now more than ever to make certain your company is in full compliance.  FIELDBOSS stays current on industry trends to keep you informed. Read our blog and sign up for our newsletter for all the latest news.

For more information:

This entry was posted in Elevators, HVAC and tagged , on by .

70,000+ Attend AHR 2019 in Atlanta

The International Air-Conditioning, Heating, Refrigerating Exposition (AHR Expo), which began in 1931, has grown into the event of the year for the HVACR industry. AHR 2019 was just held in Atlanta, Georgia. A lot has changed since the show was last held there 18 years ago. This years expo drew more than 70,000 attendees and more than 2,100 exhibitors, and hosted industry professionals from every state in America and 165 countries worldwide.

The AHR Expo provides a unique forum for the entire HVACR community to come together and share new products, technologies, and ideas. Everyone from major manufacturers to innovative new start-ups attended, and exhibitors showcased and demonstrated a variety of the latest HVACR-related products. More than 70 free, one- and two-hour sessions were presented by experts from prominent industry-leading organizations. Sessions were designed to allow for easy integration of valuable education time into attendees’ overall Show agendas.

This year FIELDBOSS was excited to unveil Version 3.0 of its HVAC contractor management software at The Software Center. The show was a huge success, and we thank everyone from around the world who stopped by the booth. We look forward to seeing you all at the AHR Expo in Orlando next year!

This entry was posted in HVAC and tagged , on by .

HVAC Salaries Continue to Rise

Skilled trades professionals continue to earn high wages, according to The National Center for Construction Education and Research (NCCER) 2018 Construction Craft Salary Survey. More than 130 industrial and commercial construction companies across the U.S., representing over 350,000 employees, participated in the survey. The most significant pay increase was for HVAC technicians as HVAC salaries continue to rise.

Of the 32 construction positions surveyed, average annual salaries ranged from $47,700 to $92,500. Project supervisors and program managers topped the list, earning over $88,000 and $92,500 respectively. Professions earning more than $65,000 include boilermaker, mobile crane operator, tower crane operator, millwright, industrial electrician, power line worker, pipe welder, instrumentation technician, and combo welder. Additionally, seven more craft areas made more than $60,000 per year.

The most significant pay increase was for HVAC technician, up 20 percent from previous years. Since NCCER’s previous survey of 2015 salaries, the average annual pay for HVAC technicians has increased the most (20%), from $52,026 in 2015 to $62,472 in 2018.

The HVACR industry is stable and thriving, HVAC technician salaries continue to rise, there are jobs to be filled and HVACR companies are busy. This is truly an exciting time to be a part of the HVACR industry.

FIELDBOSS stays current on industry trends to keep you informed on what’s happening in the HVACR world.  Read our blog and sign up for our newsletter  for all the latest news.

Read here to find out how the HVACR industry is tackling the labour shortage.

This entry was posted in HVAC and tagged on by .

6 Ways Your Field Service Business is Stronger with Microsoft Dynamics 365 and FIELDBOSS

Dynamics 365 and FIELDBOSSFIELDBOSS was built for the Microsoft Cloud and within Microsoft Dynamics 365. Dynamics 365 is the next generation of intelligent business applications that empowers your service organization to transform and evolve. This solution connects CRM and ERP capabilities with custom-made applications that work together seamlessly as one connected system. The result is a powerful tool that will increase productivity, cut costs, streamline processes, meet customer needs and capture new opportunities.

Here are 6 Ways Your Field Service Business is Stronger with Microsoft Dynamics 365 and FIELDBOSS:

1.      End-to-End Field Service Management
An end-to-end field service software solution is vital to the success of any field service operation. Given the increased complexity of the field service industry and constantly evolving best-practices, field service operations that don’t use a comprehensive software solution are out-performed by competitors that do.

FIELDBOSS stands out because it is a complete end-to-end solution that allows our system to show important metrics such as profit on a work order in real-time. From customer relationship management, to field dispatch resources, to accounting, and enterprise resource planning (ERP) – our end-to-end, seamless integration provides an unprecedented level of clarity that, when combined with other FIELDBOSS tools, drives new opportunities and new levels of service.

2.      Connected Interactions
FIELDBOSS empowers technicians with a 360-degree view of customers and real-time guidance to improve resolution time and earn customer trust. By using the common data model in Microsoft Dynamics 365, all core information such as customer and product data is saved in one central place. Access to this data is available in real-time across multiple applications within the Dynamics 365 suite.

3.      Integration to Outlook and Other Microsoft Technologies
Since Microsoft has many common technologies that businesses already employ such as MS Outlook, Office and Exchange, they’re the clear winner in integrating those technologies with Dynamics 365. Even though some organizations choose to work with other platforms, most of them are still working with MS Outlook, Office and Exchange. These organizations will find integration to be more challenging and limiting in terms of functionality.

4.      Development and Flexibility
One reason we chose to build FIELDBOSS within Microsoft Dynamics 365 is for development. The Microsoft Dynamics platform employs common, universal web standards such as Java, .Net and HTML. This means that field service businesses have the advantage of developing their own customizations based on their individual needs without having to rely on a single or specific type of programming language. And, if they don’t have the capabilities in-house to handle these customizations, there is an extensive network of trusted, experienced partners (like Rimrock Corporation) that can effectively handle their needs.

5.      Real-time Customer Data
For an organization determined to create superior customer engagement, end-to-end integration offers another strong competitive advantage. Enhanced visibility and control of customer information to field technicians on site can ensure that warranty repairs are properly made, non-warranty repairs are invoiced, and new warranty upsell opportunities are taken advantage of. Dynamics 365 and FIELDBOSS will ensure that customer data is shared and synched in real-time across the organization to be of optimal use to sales, marketing, and customer service.

6.      Future Proofing Your Business
No organization invests more in research and development than Microsoft. Our approach when developing FIELDBOSS was to leverage the best technology and functionality platform available . So while Microsoft’s focus is on R&D and innovation, we can focus on solving industry problems and staying ahead of industry trends. The result is that FIELDBOSS customers are always future proofing their businesses, reducing technological risk and protecting the company valuation.

FIELDBOSS and Microsoft Dynamics 365 deliver a powerful combination of business management software with field service management.  Contact us to find out how FIELDBOSS can help boost productivity and profitability, as well as improve customer service.

This entry was posted in Elevators, HVAC and tagged , on by .