Essentials for HVAC Contractors: 1-Hr Briefing

Rimrock Corporation

A guided tour of the FIELDBOSS HVAC Contractor Management for Dynamics 365.

FIELDBOSS® Contractor offers a comprehensive field service management software solution right within the Microsoft Dynamics platform. The flexible and scalable software platform connects to your customers and their equipment, streamlines operations, and empowers your staff.


This overview demonstration explains how FIELDBOSS addresses the most common HVAC contractor business processes including

  • Case management
  • Opportunity management
  • Job site and asset management
  • Estimating
  • Service call dispatch
  • Work order
  • Mobile, maintenance/service contracts
  • Installation and project management
  • Comprehensive accounting functionality