FIELDBOSS

Manage field service operations, scheduling, billing, and customer relationships.

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  • Overview
  • Features
  • Pricing
  • Pros
  • Cons
  • Reviews

FIELDBOSS Overview

  • Updated November 18, 2025

FIELDBOSS is a comprehensive field service management solution built on Microsoft Dynamics 365, designed to help service-based businesses streamline daily operations. It provides tools for scheduling, dispatching, invoicing, and customer relationship management, while also offering strong reporting and compliance features.

The platform helps businesses improve efficiency, enhance communication, and deliver better service by centralizing operations into one reliable, easy-to-use system that supports growth and customer satisfaction.

Key Features

  • Work Order Management: A centralized system keeps track of work orders, schedules tasks, and updates progress accurately. Tasks are completed more efficiently and on time as a result.
  • Scheduling and Dispatching: Managers can assign technicians quickly and optimize routes across job sites. Travel time decreases, and service productivity improves significantly.
  • Customer Relationship Management: Customer details, service history, and communication records are stored in one platform. Stronger client relationships and better customer satisfaction become easier to achieve.
  • Mobile Access: Technicians receive access to work orders, job information, and updates while in the field. Communication improves, and service delivery moves faster.
  • Maintenance Management: Preventive and recurring maintenance schedules are tracked accurately. Downtime is minimized, and customer equipment and assets last longer.
  • Billing and Invoicing: Payment processing is simplified through integrated billing tools. Timely invoicing and faster collections support stronger cash-flow management.
  • Reporting and Analytics: Customizable dashboards and detailed reports provide clear insights into performance and compliance. Decision-making becomes more accurate and well-informed.

Price

Plan Name Typical User Count Key Inclusions
FB Essentials 5 – 25 users Sales, dispatch, service, violations, maintenance, projects, mobile; Excel-based import/export for accounting; Power BI dashboards; onboarding (~60–125 hrs), planning (5–10 hrs); dedicated support, upgrades, minor customizations included
FB Professional 15 – 50 users Includes all FB Essentials features plus optional inventory, maintenance checklists, automation, portals; integrated with Dynamics 365 Business Central; extended onboarding/planning; Power BI dashboards; dedicated support and enhancements
FB Enterprise 50 – 500 users Builds on Professional with custom configuration, advanced BI/reporting, more entities (1–3); longer planning and onboarding; Dynamics 365 Business Central integration; tailored dashboards; full support and enhancements
FB Private Equity 250+ users All Enterprise-level features, with multi-entity management (3–20 entities); centralized back-office processes; full Dynamics 365 Business Central integration; variable planning/onboarding; full customizations and support

Check Pricing details: https://www.fieldboss.com/pricing/

Pros

Competitor Pros of FIELDBOSS
Jobber FIELDBOSS delivers deeper industry focus for HVAC and elevators and ties directly into Microsoft Dynamics 365. That gives stronger integration and scalability than Jobber’s simpler setup.
ServiceTitan FIELDBOSS uses Microsoft Dynamics 365 which offers enterprise-level infrastructure and pre-built industry workflows. That avoids heavy customization and long setup times often required by ServiceTitan.
Simpro FIELDBOSS integrates everything into Dynamics 365 and comes purpose-built for compliance and asset tracking. That contrasts with Simpro’s more generic trade scheduling and project management focus.
ServiceMax FIELDBOSS gives a tailored experience specifically for HVAC and elevator firms within Dynamics 365, which suits niche contractors better than ServiceMax’s broader, OEM-oriented platform.
Key to Act (Wennsoft) FIELDBOSS has ready industry workflows and Microsoft backbone built-in. That lets HVAC and elevator contractors avoid the cost and time of molding a general-purpose CRM like Act.

Cons

Competitor Cons of FIELDBOSS 
Jobber FIELDBOSS comes with higher complexity and longer implementation compared to Jobber’s lightweight, user-friendly tool tailored for small home service teams.
ServiceTitan FIELDBOSS may require deeper Microsoft technical knowledge and delivers higher setup overhead compared to ServiceTitan, which is built for faster adoption in residential services.
Simpro FIELDBOSS’s integration with Dynamics 365 may feel overwhelming or too heavyweight for smaller trade contractors who prefer Simpro’s more straightforward interface.
ServiceMax FIELDBOSS is focused on specific industries and may lack some of the broad field execution features and inventory controls that ServiceMax offers for complex equipment environments.
Key to Act (Wennsoft) FIELDBOSS’s reliance on Dynamics 365 means higher licensing and implementation investment. Act might offer cheaper entry with greater flexibility if firms need a basic, customizable CRM.

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