FIELDBOSS Version 4.0


We continuously update our FIELDBOSS software introducing new features, bug fixes, and performance enhancements. We also plan major new releases based on feature and technology improvements from our customers as well as to take advantage of new capabilities in the Microsoft Dynamics 365 Platform. Microsoft is now upgrading Dynamics 365 with two major, mandatory releases or “waves” per year.

Our newest release, FIELDBOSS 4.0 is now in development and testing. We anticipate it will be available for previews by March 30 2020. It is a mandatory upgrade for existing clients, to be completed no later than September 28, 2020, which is the date Microsoft has notified customers worldwide that certain features will no longer be supported. For example, the Service Calendar will be replaced by a new Universal Resource Scheduler.


Version 4.0 is a substantive upgrade to the underlying Microsoft platform. The new user interface is a more efficient design and the new service calendar is a material improvement over the current one used today. Here are some exciting new features coming to FIELDBOSS 4.0:

  • Support the new Service Scheduling in D365.  This will replace the Service Calendar and provide scheduling/dispatch a substantial improvement in flexibility, ease of use and automation.
  • New Maintenance Contract Parent Entity and automation for setting up new contracts.
  • New Safety Testing functionality for quoting and scheduling regulated safety testing.
  • Convert sub-grid associated views to editable grids.
  • New Utilities Tool to help automate installations, upgrades and data migration.


After we complete the upgrade of our client base, we are planning to release FIELDBOSS 4.5, which will focus on features and functionality. The FIELDBOSS 4.5 release is being planned prioritizing the following features: 

  • Enhanced Job Costing and Estimating for large projects / jobs using a more granular Work Breakdown Structure (WBS).
  • Improvements in Purchasing automation including adding to existing PO’s and the ability to create PO’s in the field.
  • Enable “Point-in-time” historical Job Cost/WIP reporting.
  • The ability to handle Truck Stock (inventory in field).
  • Improvement in Expense Tracking with the ability to manage expenses from the field to the job and and/or use Excel Online D365 feature for inputting expenses.
  • Improvements to Service Activities and Time Cards including automation, data migration, budgeting, variances, banked time, mileage and Time Card approval.
  • Enhanced Billing Automation for best practices and to standardize emailing, printing, voiding, deposits and overall document generation.
  • Review and optimization of Integration with Dynamics GP including vendor integration fields, balance owing for account, building location and project.
  • Performance improvements for application functionality and workflows.
  • Many additional features focused on enhanced capability, ease of use and automation.

As a single, integrated system, FIELDBOSS provides you with the tools you need to run your business more efficiently, and leverage the resources you already have. Click here to watch our new videos, and be sure to subscribe to stay up to date with our latest features and functionality.

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Meet Bill! The FIELDBOSS Whiteboard Video is Live.

FIELDBOSS is excited to announce the release of our new whiteboard video. With so much functionality within our software, it can sometimes be challenging to explain to potential customers how they can benefit from ditching their paper process for FIELDBOSS.

Our Meet Bill video offers a quick look at how our customers benefit from using FIELDBOSS. As a single, integrated system, FIELDBOSS provides our customers with the tools they need to connect their field technicians, managers, customers, and data while tackling their most complicated field service challenges.

So click below to Meet Bill and learn how to win new business, keep customers happy and increase revenue.

Contact FIELDBOSS for a free demo.

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Automate Your Maintenance & Service Contracts

MaintenanceDoes this sound familiar? A customer expects the cost of some item on the work order to be covered by their service contract, but the technician isn’t able to confirm either way. Are parts included? Does the customer qualify for discounts on the labor rate? Without readily available contract information, technicians are put on the spot and often end up doing work for free or not billing for parts.

Without a system in place to facilitate communication between the field, back office, and your billing department, cash will flow out of a business just as quickly as it flows in. This lost income, or “leakage” will undermine efforts to grow your organization’s service revenues. With the right tools to automate, organize, and expose contract details, you will reduce leakage while increasing revenue and customer satisfaction. Here are some helpful tips:

1. Set up expiring maintenance contracts

Alerts can 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.

2. Track inventory for service contracts

Hard to find or expensive parts might be required for certain preventative maintenance or regularly scheduled visits. These can be part of the setup of the maintenance contracts. You can also add automatic alerts to notify the right people when to order the right parts for each regularly scheduled visit so they are ready for each job at the time it is scheduled.

3. Set up automated email campaigns and workflows to sell contracts

Sales people and customers can be automatically notified when a customer is not under contract but could be. You can also set up email campaigns and workflow automation to automatically contact customers, encouraging them to sign up for service contracts.

4. Keep technicians informed

Techs can stay informed with up-to-date warranty, equipment, customer, and service contract information. This will make sure there is no more free service and unpaid parts.

5. Use contract profitability alerts

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 field 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. Don’t miss out on revenue that is already in your pocket.

For more information on how you can automate your maintenance and service contracts, contact us here. 

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