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FieldBoss

by FieldBoss Inc. (Resco)

Field service on Microsoft Dynamics

FieldBoss - by FieldBoss Inc. (Resco) - Field Service Management (FSM) software - logo 6.0 Good See breakdown →

Highlights

AI-Enhanced63 Features5 Integrations

Capabilities

Per User Mobile App
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About This Product

Field service management solution built natively on Microsoft Dynamics 365 for commercial HVAC, mechanical, and fire protection contractors. Unifies field operations, financials, compliance tracking, and back-office management in a single Dynamics-based platform.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
No
Free tier
No
Public API
Yes
Deployment
Cloud

AI Approach

AI-Enhanced

AI supplements traditional workflows. AI augments specific tasks within an otherwise traditional product. Useful, but not the primary reason to buy.

FSH Score Breakdown

Ease of Use
5.0
Features
7.3
Support
5.0
Value
5.5
Integrations
8.0
AI Capabilities
5.0

Customer Reviews

Features

63 features confirmed across 16categories· Showing confirmed capabilities only

Platform & Customization13features

Audit TrailAudit TrailsScheduling And Dispatch IntegrationCustom BrandingCustomizable brandingCustom TemplatesTemplate managementData ImportData import/exportDocument ManagementDocument storageThird-Party IntegrationThird-Party integrationsUI EmbeddingEmbedded AI
Show 5 more
Centralized Data StorageNear Real-Time Access to Critical InformationData ExportData synchronizationBack Office Data SyncTeam Collaboration

Scheduling & Dispatch5features

SchedulingScheduling and dispatchWork OrdersWork order managementDispatchingDispatch managementProject ManagementProject ManagementAuto Filtering Change Request Project Selection

Inventory Management5features

Inventory ManagementInventory trackingPurchase OrdersPurchase OrdersBarcode ScanningBarcode/Ticket scanningSupplier ManagementVendor TrackingSupplier management

Mobile & Field Tools5features

Offline ModeOffline ModeJob Checklists And PhotosDigital SignaturesElectronic signatureField Inspections and Issue TrackingTechnician Mobile App

Technician Management5features

Time TrackingTime TrackingCommission TrackingCommissions ManagementChecklistsChecklistsSafety Documentation ManagementSafety managementInternal Employee CommunicationTeam collaboration

CRM & Sales5features

CRMCRMContract ManagementContract managementAutomated Customer Touchpoints And SequencesLead ManagementLead managementReview Collection and Response Automation

Reporting & Analytics4features

ReportingReporting and AnalyticsAnalyticsReporting & AnalyticsCentralized DashboardJob Productivity and Labor Tracking

Accounting Integration4features

Job CostingJob costingAutomated PayrollPayrollBudgetingCash Flow ManagementCash Flow Management

AI & Automation4features

AI Powered App SummariesAI Powered Sales RecommendationsAutomation RulesAutomationDual Knowledge Base Architecture

Estimating & Quoting3features

Quoting & EstimatesEstimatingLabor and Material Cost CalculationProposal Management

Invoicing & Payments2features

InvoicingInvoicing and billingMilestone Or Percentage Billing

Customer Communication2features

Client PortalCustomer portalNotificationsAlerts/Notifications

Equipment & Asset Management2features

Equipment TrackingEquipment TrackingAsset ManagementCentralized master records

Compliance & Safety2features

Code Enforcement TrackingCompliance EngineSafety Management

Fleet & GPS Management1feature

GPS TrackingLocation tracking

Training & Education1feature

Mobile-Friendly LearningMobile access

Integrations 5 across 5 categories

Accounting 1
QuickBooks Online

QuickBooks

CRM 1
Microsoft Dynamics 365
Communication 1
Outlook
Field Service 1
Resco
Data & Automation 1
Microsoft Power BI

Power BI

Pricing

Model
Per User
Starting at
Contact for pricing
Notes
Per-user pricing on top of Microsoft Dynamics 365 license. Contact for custom quote. Demo required.

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