FIELDBOSS HVAC Contractor-3 hr Briefing & Demo

FIELDBOSS offers a comprehensive HVAC contractor management 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 3-hour guided demo will walk you through how FIELDBOSS HVAC Contractor Management on Dynamics 365 could help you.

Agenda

Hour 1

A detailed business process review of your service/maintenance contract management, installation and project management, case management, opportunity management, job site and asset management, estimating, service call management, quoted work, service task management, and mobile.

Hour 2

A detailed business process review of service/maintenance contract management, installation and project management, invoicing, purchasing, inventory, payables, banking and financial accounting and reporting.

Hour 3

A detailed review of data migration, training requirements and go live planning. Project cost estimate and timelines.