HVAC Contractors: 1-Day Assessment

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 1-day assessment is designed to evaluate the parameters of a successful deployment of FIELDBOSS® HVAC Contractor on Dynamics 365.

Deliverables

• A Business Process Review that assesses your case management, opportunity management, job site and asset management, estimating, service call management, quoted work, service task management, mobile, work order, service/maintenance contract management, installation and project management, invoicing, purchasing, inventory, payables, banking and financial accounting and reporting.
• A Data Migration Review
• A Training and Go Live Review
• An Infrastructure Review
• A Software License Review
• A Project Cost and Timeline Estimate