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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FIELDBOSS Lift 2.8 is here!

FIELDBOSS Lift 2.8 is now available for new and existing customers!

With version 2.8, FIELDBOSS Lift 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 2.8 adds new features and performance enhancements that continue to streamline elevator contractor business processes.

FIELDBOSS Lift 2.8, key enhancements include:


Progress Billing

New to FIELDBOSS Lift, Progress Billing allows users to create milestones and bill for multiple milestones per invoice. It is now possible to create a ‘draft’ schedule of values for contractors and architects to approve prior to developing an invoice, permitting multiple adjustments before posting. This new feature also allows customers to see the history to date on a Project by each Request for Payment.


New Inventory Functionality

FIELDBOSS Lift 2.8 includes the ability to completely track and manage inventory. New integrated functionality allows customers to track quantities, prices, and purchasing history of inventory items. The items are applied to jobs, used in the field, and therefore costed into current work. With this, warehouse inventory can still be managed by the Accounting and Purchasing side of the company.


Add Parts or Charges to a Service Activity from Mobile Device 

Version 2.8 extends the innovative functionality released in previous versions to further optimize the Service Activity feature by providing the ability for a technician in the field to attribute materials (inventory and non-inventory) directly to the service ticket. Along with the ability to update time, work performed, and follow up work required, technicians can now physically apply products to the job to ensure accurate job costing.


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, please contact [email protected] to schedule an upgrade.

If you would like more information on FIELDBOSS Lift 2.8, please fill out the form below:

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5 Reasons Field Service Companies Choose Microsoft Dynamics 365 and FIELDBOSS

FIELDBOSS was built for the Microsoft Cloud and within Microsoft Dynamics 365. Dynamics 365 is the next generation of intelligent business applications that enable your service organization to grow, evolve and transform. This solution unifies CRM and ERP capabilities with purpose-built applications that work seamlessly together to help manage specific business functions and allow your organization to transform to meet customer needs and capture new opportunities.


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 in the marketplace and new best practices, field service operations that don’t deploy effective solutions are out-performed by competitors that do. Increasingly, best-in-class businesses are adopting such tools. FIELDBOSS stands out because it is a complete end-to-end solution that is fully integrated to accounting. This allows our system to show important metrics such as profit on a work order in real-time.

The Aberdeen Group reports that “65 percent of incoming service requests require a field visit or dispatch. Nearly 26 percent of these dispatches require secondary or additional follow-up visits, thereby making the effective management of field resources and the overall field service organization extremely vital in the pursuit of service excellence.”

2.      Connected Interactions

FIELDBOSS provides employees and technicians with 360⁰ information, from any location to improve resource productivity and customer satisfaction. When using the common data model in Microsoft Dynamics 365, you save all core information such as customer and product data in a central place and have access to this data in multiple applications within the 365 suite. Using an app, you can also query sources such as product catalogues as master data.

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 difficult and limiting in terms of functionality.

4.      Development and Flexibility

The 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.      Superior Customer Service

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 generated by field service contacts is spread across the organization to be of optimal use to sales, marketing, and customer service.


FIELDBOSS and Microsoft Dynamics 365 deliver a powerful combination of business management software with field service management.  Other Microsoft solutions can be seamlessly integrated to boost productivity and profitability, as well as improve customer service.  Contact FIELDBOSS here for more information about how the Microsoft suite of business management solutions can take your business to new heights.

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Ontario Releases Elevator Availability Action Plan in Response to TSSA Report

After a short delay, the Ontario government has finally responded to the TSSA’s report on elevator availability and reliability. The Ontario government announced its elevator availability action plan to address all of the recommendations included in the final report. This phased-in action plan will make Ontario the first jurisdiction in the world to establish elevator repair timelines.

Ontario’s elevator availability action plan includes the following proposed actions and projected timelines:

  • Enhancing access to elevators for first responders (mid-2018).
  • Enhancing enforcement of elevator safety regulation by TSSA to ensure elevators are adequately and proactively maintained (fall 2018).
  • Addressing the labour supply of elevator mechanics through consultations to determine options to meet labour market demands (fall 2018).
  • Creating future standards for elevator repair timelines, including proposing any necessary legislative and regulatory amendments, to be informed by the data collected by TSSA — making Ontario the first jurisdiction worldwide to do so (2018 through 2019).
  • Developing education and awareness materials for building owners and residents to support compliance with requirements for notice of service disruptions (fall 2018 and into early 2019).
  • Creating new standards for conducting traffic analyses and the minimum number of elevators in new residential and institutional high-rise buildings through changes to the Ontario Building Code (beginning 2018 through 2021).
  • Establishing baseline data through proposed legislative and regulatory changes creating reporting requirements for elevator outage data and making the data publicly available (early to mid-2019).
  • Designating an appropriate regulatory body to administer and enforce requirements regarding elevator availability, including standards for elevator repair and timelines, and to advise on associated compliance costs for elevator contractors and owners (late 2019).


THE TSSA Final Report

The elevator availability action plan is in response to on-going concerns related to elevator reliability and availability and the lack of data on the topic. As a result, the Technical Standards and Safety Authority (TSSA), in partnership with the Ministry of Government and Consumer Services (MGCS) and the Ministry of Municipal Affairs (MMA), engaged Retired Superior Court Justice Douglas Cunningham to author an independent study, with support from Deloitte’s Public Sector Strategy team. The final report was released on January 25th, 2018. Ontario’s elevator availability plan aims to define and enhance elevator reliability by ensuring building owners perform preventive maintenance to reduce the thousands of annual entrapments and other unscheduled shutdowns.

According to retired Justice Douglas Cunningham’s 57-page report, “There are currently no minimum preventive maintenance standards in Ontario to minimize future availability issues. Compliance with minimum maintenance standards for safety, shown to signal more effective preventive maintenance practices, is at an all-time low.”

Cunningham also reports that only one in five residential buildings are meeting minimum rules for scheduled maintenance tasks.

Other recommendations include forcing contractors to report outages over 48 hours or when half the elevators in a building are out of service — 80 per cent of buildings have only one or two lifts — and having a defined plan to restore service.

Cunningham believes the problems that trigger elevator outages are a “diverse and complex set of interrelated issues” including maintenance, capacity problems and labour shortages.

In Ontario, the TSSA are responsible for regulating elevators, from licensing to inspections, and ensuring that all devices conform to current regulations, codes and standards. There are over 20,000 elevators in Ontario located in approximately 10,000 residential and institutional buildings. This equates to over 655,000 elevator trips each day.

Tracy MacCharles, the Minister of Government and Consumer Services said “Having access to a working elevator shouldn’t be considered a luxury, especially for those with disabilities, the sick and the elderly. Our proposed actions would position Ontario as a world leader for elevator repair timelines and ensure those who need elevator access, have access.”

Rimrock Corporation is committed to developing FIELDBOSS Lift for contractors and consultants to help with the compliance associated with the elevator availability action plan. 

  • With the click of a button, you can create an email campaign to notify your customers if their elevators fall under a new rule or regulation.
  • Safety manuals and equipment handbooks are  accessible on mobile apps, technicians can communicate with the office immediately or see which qualified technicians are available and in the area for help.
  • Checklists can be completed online and the back office will know immediately when tasks are finished or if something was missed.
  • Automate regularly scheduled maintenance calls so no inspection or procedure ever gets missed.
  • Automatically and continuously update information, collect critical data, and receive alerts on violations, complaints, inspections, fines, hearings, jobs, and permits for property owners, managers, and service companies.


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.

Contact FIELDBOSS today and learn how FIELDBOSS Lift can help ensure your company is compliant with the new rules and regulations.


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Update on Revoked Directors Order for Single Speed Elevators

Surprise and anger from elevator industry professionals were ignited last year when the TSSA decided  to revoke a three-year-old order to upgrade single-speed elevators. Many felt the decision was made without industry consultation and raises questions about the basis for the order in the first-place that leaves the public’s safety at risk.

Since then, CECA has been working non-stop to express their views to the TSSA and to demand answers as to the logic behind the seemingly rash decision. The TSSA’s decision to revoke this order has also become a part of CECAs discussions on the Reliable Elevator Act.

Here is an update and summary of some key points that were discussed between CECA and the TSSA about the revoked Directors Order for single-speed elevators:

CECA is not pleased that a Director’s Order that we see as safety improvement work was revoked putting the riding public in general at risk but especially seniors and the handicapped.

CECA is not pleased that what we had understood as previously established protocol was bypassed (We had always understood that one of the primary functions of EDAC and FAC was to review both the content and wording of director’s orders before they are released to ensure that both the implementation and message delivery was optimised to maximise the enhancement of safety. Granted, there are situations where the urgent nature of a safety concern may not allow the luxury of the time required for a full review process, but this situation certainly does not fall into that category).

CECA is willing to help provide some more accurate numbers of the actual number of single speed elevators that have been upgraded since the ruling was issued and how many are left to do. It seems clear that the numbers that we have heard from TSSA and what is being reported in the media is quite inaccurate. The initial numbers from our members seem to indicate that about 50% of the single speed elevators that existed at the time that the order was issued have already been upgraded and made safer.

TSSA indicated in writing that in the future, the TSSA will give EDAC and or FAC the opportunity to participate in fine tuning the wording of new Director’s Orders.

TSSA indicated that the TSSA would give us this opportunity even if the TSSA again made a decision to issue a ruling that the TSSA clearly knew that contractors were opposed to.

CECA requested the data that the original order was based on and the new data that resulted in revoking of the order. The TSSA indicated that they would consider providing this and would get back to us. CECA is pushing for their data.

CECA also requested that the TSSA provide the list of installation numbers that TSSA’s database has listed as single speed elevators, so that we can give the TSSA some of CECA’s information to update the TSSA’s database. TSSA indicated that the TSSA would consider providing this and would get back to us. CECA is still pushing for their data.

CECA also requested that the TSSA provide the list of installation numbers that TSSA’s database has listed as single speed elevators, so that we can give the TSSA some of CECA’s information to update the TSSA’s database. TSSA indicated that the TSSA would consider providing this and would get back to us. CECA is still pushing for their data.

We will continue to work on behalf of our CECA members in this matter. Please continue to express your own thoughts and concerns directly to your connections at TSSA, because the committee is of the opinion that the TSSA did this partially because they figured that CECA and our members would give less push back than other stakeholders in this decision. Everything that we do to demonstrate to TSSA that we will not simply back down will help us be considered more seriously in future decisions.

FIELDBOSS is a proud and supportive member of CECA.

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HVACR Refrigerant News: The Future of HFC’s and the Kigali Amendment

The US refrigerant industry is once again in the dark as to the future of HFC’s. Last month, the D.C. Circuit Court denied to rehear its decision made earlier this year on HFC bans in the case Mexichem Fluor, Inc., v. EPA.  By denying the petition the court upheld its ruling: no EPA ban of HFC’s under Section 612.  Perhaps this ruling wouldn’t be a big deal if the US had ratified the Kigali Amendment. However, as revealed at a forum hosted by the Hudson Institute, President Trump is still undecided as to whether he will support the Kigali Amendment.

Next Moves

Honeywell has said it is turning to the US Supreme Court to push for a judicial review of the ruling. They are disappointed that the US Federal Appeals Court refused to order an en banc review of the earlier decision made by three judges.

The Air-Conditioning, Heating, and Refrigeration Institute (AHRI) said it was not surprised by the court’s decision.

“En banc review is a high bar,” said Francis Dietz, vice president, public affairs, AHRI. “This decision in no way alters our industry’s commitment to the global phase down of HFCs and we are confident that avenues other than Section 612 of the Clean Air Act exist to regulate them in the United States.” If by ‘avenues other than section 612’ he means the Kigali Amendment, he might want to think again.

George David Banks, White House international energy and environment advisor, spoke at an event at the Hudson Institute on Monday, February 5 stating “The president wants to make sure that any international environment agreement does not harm U.S. workers. If the president does decide to support Kigali … it will largely be because he wants to create U.S. jobs.”

The D.C. Court ruling against the EPA ban of HFC’s has the potential to affect implementation of the Kigali Amendment, should it be ratified. Because the court has decided to let the original decision stand, the ruling will go into effect immediately, SNAP Rules 20 and 21 will be vacated, and enforceable implementation of the Kigali Amendment may need another path for the regulation of HFCs in the United States.

Future of HFC’s

Regardless of this ruling, HFCs are unlikely to experience a new surge in popularity. The transition from HFCs in favor of safer solutions such as HFOs that reduce the greenhouse gas impact of refrigerants, aerosols, solvents, and blowing agents is already well underway. California, for example, is implementing a program to reduce HFC emissions 40 percent by 2030, and has already begun to adopt phase out requirements for some applications covered by SNAP.

AHRI has been researching alternative refrigerants since 2011 through their Low-GWP Alternative Refrigerants Evaluation Program. The final phase of the research program is flammable or mildly flammable low-global warming potential (low-GWP) refrigerants that are under consideration to replace those currently in use. The program is jointly funded at $5.6 million by AHRI, ASHRAE, the California Air Resources Board, and DOE.

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.

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FIELDBOSS Feature: Save Time by Mass Updating Maintenance Pricing

Recently, a new customer approached us with a question. On their old custom built system, when it came time to updating specific maintenance contracts, they were required to adjust each one individually. This was incredibly time consuming and our client wanted to know if there was a better way. We’re happy they asked because our answer to them was YES. FIELDBOSS can save them time by mass updating the maintenance pricing on any number or type of contracts they choose.

How it works

FIELDBOSS is linked to Dynamics 365 which utilizes Microsoft Excel. Using these tools, FIELDBOSS is able to export the data (in this case, all maintenance contracts that had not increased in the last 3-5 years), make a mass change via writing the query in excel, and reimporting the data in a matter of minutes.

Competitors with custom built systems do not have the ability to perform mass edits because they don’t have the integration with Microsoft Excel. The ability to mass edit your data in a very simple and efficient way, without the need for programming or assistance, is a huge advantage in the field service business. Not only will it save you time but money as well.

Contact FIELDBOSS to learn more about our unique features or to set up a free demo.

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The Real Cost of Running a Paper-Based Field Service Company

Many of the processes involved in the field service industry can be time-consuming, redundant and labor intensive for both office staff and field technicians. Paper-based processes and manual systems don’t have a place in today’s fast-paced, on-demand world where customers are expecting immediate results. Field service management software offers streamlined ways to manage the process in which quotes, work orders, time-sheets and billing are completed, without large administrative hours needed to input data. Processing and transmitting data on paper is not only slow and inefficient, but is also costly for the company and their customers. Paper also presents a high-risk for human error and illegibility, lacks data validation and can easily get misplaced after a job is completed. The real cost of running a paper-based field service company is not only loss of revenue, but time, customers, data and your sanity as well.

The problem with relying on paper

  • Lost, damaged or misplaced documents result in lost data, loss of revenue, privacy violations and lost customers.
  • Paper requires manual entry, increasing the risk of human error.
  • Technicians spend time filling out long, tedious forms, keeping them organized and secure, and returning them to the office.
  • Technicians and back office staff spend hours on paperwork resulting in lost productivity, wasted space and increasingly higher operating costs.
  • No visibility into how the business is performing, what is working and where improvements can be made.
  • Billing time is slow as it can take weeks to receive paperwork, enter it into the system, get it approved and sent out to the customer.

Benefits of a paperless process

Paper slows things down

Without a digital process in place, data collected in the field on a paper form must be brought back to the office before it can be processed and used.

Removing paper from your business processes benefits your company with increased productivity by making sharing and collaboration easier, and saving time. Automating your business processes eliminates delays in completing necessary paperwork and getting it sent to the right person, making workflows and reporting faster. Storing paperwork and files in a Cloud database lets you access them from anywhere, so even if you aren’t in the office, you can get the information you need.

Contact FIELDBOSS and let us help you boost business efficiency, save time and money, and improve data accuracy and security. It’s time to get out from under that pile of paper.

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IoT Offers Both Opportunities and Risks for the Independent Contractor

The Internet of things (IoT) is the network of physical devices that are embedded with electronics, software, sensors, and internet connectivity which enables these objects to connect and exchange data. It is estimated that the IoT will consist of about 30 billion objects by 2020. For contractors, IoT is something that presents both opportunities and risks.


IoT is used to relay equipment performance data so that failures are communicated the instant they happen. Data can also be used to predict failures before they happen. OEM’s are creating quite a lot of buzz in the field service industry. The main messaging being that by having an “eye in the sky” the OEM or service company can reduce the need to send a technician on site as frequently, thereby reducing costs and minimizing out of service time. Given the acute shortage of labour in the industry, anything that can help reduce service or maintenance calls would make sense to promote.


IoT is new, unproven and brings up the following points for contractors to consider:


1.      Is it possible that remote monitoring results in increased service calls if the sensor data generates either false positive readings, or readings that are inconclusive?

2.      Does the IoT capability expose the service provider to increased performance expectations by the building owner?

3.      Does the IoT capability expose both the service provider and building owner to increased liability in the event of an accident?

4.      What is the cost vs benefit of implementing an IoT platform vs using experienced technicians who follow schedules and procedures?

5.      Who owns the data? The technology company? The service provider? The building owner?


OEM’s have put a stake in the ground with IoT that is here to stay. They have also given the independent contractor another angle to compete. IoT offerings by OEM’s will be expensive so independent contractors should be able to compete on price as the Microsoft Platform that FIELDBOSS is built in is IoT ready. If you would like more information about how FIELDBOSS can help you stay competitive in the world of IoT, please contact us today.

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Why Elevator Mechanics Had the Highest Employment Growth Rate in 2017

Automation may have made elevator operators obsolete, but it’s quite the opposite for those who install and repair elevators. Elevator Mechanic shot up the Canadian Business ranking of Canada’s Best Jobs in 2017. It had the highest growth rate and rose from No. 74 in 2016 to No. 10 in 2017.,

Median Salary: $83,844
Salary Growth (2010–2016): +16%
Total Employees: 7,000
Change in Employees (2010–2016): +94%

What fueled the tremendous growth in the need for elevator mechanics?

The booming construction market is fueling the demand for high-rises, and by extension, elevators. Adding to the construction boom is the Canadian Press investigation last year that revealed a ‘crisis’ in faulty elevators. As a result, there are plenty of opportunities for elevator mechanics as landlords’ scramble for qualified contractors to maintain their systems. Although Canada’s construction boom has led to tremendous growth in the need for elevator technicians— the number of elevator mechanic jobs have grown 94% in Canada – the field is having serious growing pains.

Clearly, elevator mechanics are in short supply. Like other occupations in the skilled labour force, elevator technicians get overlooked when students graduating from high school start looking for careers. As well, there are more people retiring than those coming into the workforce to replace them leaving a huge void to fill.


Elevator mechanics face many challenges

Elevators are complex and becoming even more so. Elevator technology is moving so fast that it’s near impossible for technicians to keep pace. “Smart elevators” use algorithms to shuttle passengers more efficiently, and some technologies adjust the heat and air conditioning of office floors based on where people land. Meanwhile, technicians must also deal with elevators that date back to the 1930s, which can be unpredictable. With multiple cars that sometimes dispatch seemingly at their own will, a mix of old and new technologies that make them stubborn to fix, and new flight speeds of 100 floors per minute, being an elevator technician is a tough job.

Along with the challenge of keeping up with the technology is the challenge of keeping pace with maintenance calls. As property owners try to cut costs, technicians are reporting a dangerous lack of maintenance. As well, with the lack of skilled technicians and the increasing number of elevators to be serviced, some technicians rush through hundreds of maintenance jobs per month, reportedly with time limits as quick as seven minutes per visit. Politicians are pushing new policies, but still, increasing numbers of citizens are getting stuck inside elevators, stuck with dangerous ones, if not stuck with the stairs.

Moving forward

Politicians have initiated new legislation. Ontario introduced the Maintenance Control Program for Elevating Devices in 2014, telling mechanics exactly which tasks to perform each month, down to vacuuming the pit. Toronto Member of Parliament Han Dong has also introduced the Reliable Elevators Act, which mandates maintenance timelines and data collection on elevator traffic.

Elevator maintenance is a high-paying job, yet there’s still a mismatch of supply and demand. More mechanics need to be trained, if only to ease the demand on those already working in the field. There is obviously a great need for qualified technicians and an abundance of opportunity for a well-paying career.

FIELDBOSS is a proud member of NAEC, CECA & ECNY. We have studied elevator industry trends, participated in association meetings, and partnered with our elevator customers to develop and enhance our software to meet your unique business needs. Visit us here to request a free demo of our software.

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