FieldBoss
by FieldBoss Inc. (Resco)
Field service on Microsoft Dynamics
Highlights
Capabilities
Media
www.fieldboss.com
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 7.2
Support 5.0
Value 5.5
Integrations 8.0
AI Capabilities 5.0
Features
55 features confirmed across
14categories· Showing confirmed capabilities only
AI & Automation6features
AI Powered Sales RecommendationsSales RecommendationsAutomation RulesCreate, Design and Manage Workflows for Repetitive TasksCRM automation and workflowsAI Powered App SummariesAI TranscriptionAI-Powered SummariesAI Field Auto-FillFIELDBOSS AI Agents
Mobile & Field Tools5features
Offline ModeJob Checklists And PhotosSafety ChecklistsTechnician Mobile AppMobile field service toolsMobile Web App for Service ProvidersMobile field service accessField Inspections and Issue Tracking
Technician Management5features
Time TrackingTime TrackingChecklistsForms & ChecklistsCommission TrackingCommissions ManagementHR and Employee PortalsHR managementCertification ManagementAsset certification management
CRM & Sales5features
CRMCRMLead ManagementSales pipeline managementContract ManagementContract managementAutomated Customer Touchpoints And SequencesReview Collection and Response Automation
Accounting Integration5features
Job CostingJob costingAccounting IntegrationAutomated PayrollPayrollCash Flow ManagementCash Flow ManagementBudgetingBudgeting/Forecasting
Platform & Customization5features
Audit TrailAudit TrailsThird-Party IntegrationMulti-LocationMulti-entity consolidated reportingScheduling And Dispatch IntegrationUI EmbeddingEmbedded AI
Scheduling & Dispatch4features
SchedulingScheduling and dispatchDispatchingWork OrdersProject ManagementProject Management
Reporting & Analytics4features
AnalyticsTechnician AnalyticsReportingReporting and DashboardsDesign Your Own ReportsAnalytics and custom dashboardsCentralized DashboardCustom dashboards and pre-built reports
Equipment & Asset Management4features
Equipment TrackingEquipment TrackingIoT IntegrationIoT integrationAsset ManagementEquipment Maintenance TrackingEquipment history and maintenance agreement tracking
Compliance & Safety4features
Legislative And Regulatory TrackingRegulatory compliance trackingCode Enforcement TrackingCompliance EnginePrioritized RecommendationsSales RecommendationsAuditsSafety inspections
Invoicing & Payments3features
InvoicingInvoicing and billingMulti-Currency SupportMulti-currency supportMilestone Or Percentage BillingProgress Billing
Inventory Management3features
Inventory ManagementInventory trackingPurchase OrdersPurchase OrdersWarehouse ManagementWarehouse Management (WMS)
Estimating & Quoting1feature
Quoting & EstimatesSales quoting
Training & Education1feature
Mobile-Friendly LearningMobile field access
Integrations 7 across 6 categories
Productivity 2
Active Directory
Azure Active Directory
Microsoft 365
Microsoft 365
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.
