Estimating & Quoting
Achieve the margin you expect on maintenance and project work, by integrating estimates and quotes into your sales and delivery processes.
Margin and Profit Tracking on Maintenance, Jobs, and Service
Real-time tracking of profits shows visibility into how much money you are earning on a job and how jobs are trending at any time.
Customer Service & Case Management
One of the most popular features in FIELDBOSS is case management. With cases, everything your organization needs to deal with is logged, assigned and flagged for follow-up. Business processes are easily automated, things stop falling through the cracks, and everyone’s stress level goes down.
Scheduling and Dispatch
Manage individuals, teams, and assets using the FIELDBOSS multi-dimensional scheduling and dispatch tools.
Maintenance Contracts and Service Agreements
Throughout your customer’s contract life cycle, FIELDBOSS manages all aspects of their service agreement with you. Visibility and immediate access to accurate contract information not only drives billing velocity, it also empowers your field service teams to identify new sales opportunities that proactively drive customer’s satisfaction and additional revenue.
Equip your technicians with FIELDBOSS Mobile and give them the information they need to get the job done right in the shortest amount of time.
Mapping Field Staff & Resources on a Mobile Device
Optimize field staff utilization and productivity using geo-location data to map staff, equipment and service activity types. Color coding identifies scheduled appointments, preventive maintenance opportunities, existing customers, prospects and more.