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What is FIELDBOSS?

FIELDBOSS is a comprehensive software solution for field service management, designed specifically on the Microsoft Dynamics Platform. It streamlines intricate operations, facilitating seamless connections between field service contractors, customers, and the necessary equipment. By equipping organizations with real-time insights into profitability, FIELDBOSS enhances decision-making for management teams. The company is overseen by a dedicated group of Certified Microsoft Technology Specialists and Chartered Professional Accountants, who have been delivering exceptional services in the Microsoft consulting sector since 1989. Additionally, FIELDBOSS has established offices in both New York City, USA, and Toronto, Canada, further expanding its reach in the market.

What is Astea Alliance?

The latest version of Alliance harnesses the expertise of two leading figures in the service management field, providing a field service software solution that aims to elevate customer satisfaction, drive business growth, enhance brand reputation, and improve client retention. This comprehensive platform covers all aspects of the service lifecycle, offering an integrated system that encourages data sharing among team members while ensuring transparency across various departments. It allows for a smooth transition through the various stages, from sales to service execution, invoicing, and reporting, creating a cohesive operational workflow. Furthermore, the modern, web-inspired user interface (UI) empowers employees to streamline their tasks by focusing exclusively on the critical information pertinent to their responsibilities. As a result of these improvements, organizations can anticipate not only heightened operational efficiency but also a more unified approach among their teams toward achieving shared objectives. Overall, this innovative solution is poised to significantly transform the service management landscape.

Media

Media

Integrations Supported

Docusign
Microsoft 365
Microsoft Dynamics 365 Business Central
Microsoft Dynamics GP
Microsoft Excel
Microsoft OneDrive
Microsoft Outlook
Microsoft Power Apps
Microsoft Power Automate
Microsoft Power BI
Microsoft SharePoint

Integrations Supported

Cisco Webex
JD Edwards EnterpriseOne
Microsoft Dynamics SL
QuickBooks Online
SAP Business One
Salesforce Agentforce Marketing

API Availability

Has API

API Availability

Pricing Information

$40 per month

Pricing Information

Pricing not provided

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Supported Platforms

SaaS
Windows

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

FIELDBOSS

Date Founded

2014

Company Location

Canada and United States

Company Website

fieldboss.com

Company Facts

Organization Name

Astea International

Date Founded

1979

Company Location

United States

Company Website

www.astea.com

Categories and Features

Billing and Invoicing

Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Online Invoicing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Project Management

Budget Management
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Idea Management
Milestone Tracking
Time & Expense Tracking

Quoting

Catalog Management
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Recurring Billing

Customer Portal
Discount Management
Invoice History

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Employee Scheduling
Group Scheduling
Multi-Location
Online Scheduling
Real-time Scheduling
Resource Scheduling

Service Dispatch

Billing & Invoicing
Contract Management
Customer Database
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Categories and Features

Equipment Maintenance

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Maintenance Management

Asset Tracking
Calibration Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Resource Scheduling
Room Booking Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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