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HVAC Contractors: 3-Day Workshop

Rimrock Corporation

A briefing and detailed assessment of FIELDBOSS HVAC Contractor Management for Microsoft 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 3-day workshop provides an in-depth evaluation of how FIELDBOSS® HVAC Contractor Management on Dynamics 365 could help you.

Agenda

Day 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.

Day 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.

Day 3

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

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