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What is Field Pros?

Field Pros, the premier CRM/ERP system crafted by professionals with a deep understanding of the service industry, empowers companies to monitor all facets of their operations—from managing fleets to overseeing projects and processing payments. We enable service-oriented companies to operate smoothly and productively. With over 35 years of experience in managing service businesses, our founders have leveraged their extensive industry insights and innovative artificial intelligence to develop a state-of-the-art cloud CRM tailored for the service sector. Our platform caters to a diverse range of trades, ensuring every company can harness advanced technologies that enhance operational efficiency and effectiveness. By integrating our solutions, businesses can streamline their processes and improve overall performance.

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.

Media

Media

Integrations Supported

Docusign
Google Ads
Google Analytics
Mailchimp
QuickBooks Online
QuickBooks Online Advanced
Twilio
Zillow Rental Manager

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

https://fieldpros.ai/contact/

Pricing Information

$40 per month

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Chromebook
Linux

Customer Service / Support

24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

Field Pros

Company Location

United States

Company Website

fieldpros.ai/

Company Facts

Organization Name

FIELDBOSS

Date Founded

2014

Company Location

Canada and United States

Company Website

fieldboss.com

Categories and Features

CRM

Call Logging
Email Marketing
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Task Management

ERP

CRM
Dashboard
Inventory Management
Order Management
Project Management
Reporting/Analytics
Sales Management

Field Service Management

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

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

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