Description

FIELDBOSS HVAC Contractor Management is an end-to-end solution built within Microsoft Dynamics 365. FIELDBOSS is designed for commercial HVAC contractors, or contractors who service both commercial and residential markets. FIELDBOSS is a flexible and configurable platform that allows you to work the way you want to work, now and in the future. Our focus is to help you get the most out of your labour resources and deliver the information you and your staff need to run your business more efficiently, profitably, and with lower risk.

Company Description

FIELDBOSS was developed by its parent company, Rimrock Corporation. Rimrock is a consulting firm specializing in Microsoft Dynamics 365, Azure and Dynamics GP software solutions for the field service industry. Established in 1989, our staff are both Microsoft technology specialists and HVAC industry experts drawing upon their years of system implementation experience to deliver quality solutions and support to our clients.

Microsoft Certifications

• Gold Enterprise Resource Planning
• Silver Cloud Customer Relationship Management
• Silver Small and Midmarket Cloud Solutions

Features

• Dynamics 365 lead and opportunity management
• Account, building and equipment management
• Native Office 365 and SharePoint integration for Document Management
• Integrated service call estimating, job management and invoicing process
• Equipment certification and testing management
• Project estimate and cost tracking
• Project task management
• Real time margin on jobs, maintenance contracts and installation projects.
• Microsoft Universal Resources Scheduler service calendar
• Purchasing automation
• Time approval automation
• Inventory management
• Configurable document templates
• Maintenance contract billing automation
• Configurable mobile equipment maintenance procedure checklists
• Configurable health and safety procedure checklists
• Configurable workflow automation
• Native Dynamics GP integration for fully featured accounting functionality
• Microsoft PowerBI Views

Videos

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