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FIELDBOSS

New Elevator Contractor Software Enhancements for Dynamics CRM

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We're excited to announce that FieldBoss has released a new elevator contractor software version. We have a lot of great new features in this release, including over 100 new elevator fields to be tracked as well as major improvements to real time margin visibility for work orders, maintenance contracts and projects, as well as significant updates to our mobile solution. And speaking of our mobile solution, don't forget to contact us about our new lower mobile user pricing!

Marketing

Social Listening - Sentiment monitoring through Twitter integration
Campaign Management - Integrated email marketing and drag and drop task management
Marketing Business Intelligence - Use of Power BI as an analytics engine

Sales

Create Opportunities from Cases - Streamline sales lead and opportunity creation from cases
Enhanced Word and email templates - Automate case and sales communication responses

Elevator Service

Enhanced Elevator Tracking - Significant additional (100+) additional elevator fields now tracked
Enhanced Maintenance Contract Tracking - New billing engine to automate billing and renewal process with real time
Maintenance Contract profit tracking. Enhanced Work Order Management - Real time profit visibility
Enhanced Modernization \ Project Enhancements - Real time profit visibility
Document Management - SharePoint integration and document management enhancements
Elevator Location Mapping - Map view of elevators under contract or to be serviced in Google or Bing map
Integration with Dynamics GP - Real time cloud or premise based integration with Dynamics GP accounting
Mobile Enhancements - Updates to work orders, service tickets, maintenance and case management, pictures and signatures

Accounting

Requisitions - Workflow enabled requisitions with data entry enhancements
SmartList Designer - Create GoTos forms, navigation lists, SmartLists, and web pages from a SmartList record
Take Company Offline - Limit company access for maintenance
Document Attach - Now add documents into Dynamics GP directly from a scanner
Reverse Fiscal Year - Ability to reverse the GL year end close process
Copy and Paste to General Ledger - Ability to paste from Excel to Dynamics GP General Ledger

Learn more here or contact us for more information.

by FieldBoss - A Gold Certified Microsoft Partner in Toronto, Canada

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