FIELDBOSS

06/11/2026

People ask what software does. The better question is: what does it change?

Ask Action Elevator Company, and they won't talk about features. They'll talk about how the business runs now.

From the field to the office, teams gain more visibility, real accountability, and connected workflows that actually talk to each other.

No more guessing. No more disconnected processes. Just a business that runs with clarity.

Hear what changed for Action Elevator after implementing FIELDBOSS: https://okt.to/JpIYsL

The biggest impact isn’t the system—it’s how the business starts to...

06/09/2026

We're launching a new mini-series. And this is where it starts.

Featuring three people who've lived the reality of technology transformation in the field service industry:

John Marshall Jr., COO, Action Elevator Company (a H.I.G. Capital company)
Michael Atkinson, Principal, Liberty Advisor Group (a Resultant Company)
Corey Barss, VP of Operations, FIELDBOSS

The best advice Action Elevator can give?
Stop thinking 20 days ahead. Start thinking 20 years ahead.

The platform that solves your problem today might be the one holding you back tomorrow. Growth exposes the gaps in your systems, and by then, switching costs are high.

When evaluating software, ask yourself: Where do I want this business to be in 20 years, and can this platform get me there?

Watch for the BEST advice for contractors choosing software: https://okt.to/DJozjQ

Most companies choose systems based on today’s problems. The better...

05/29/2026

Microsoft 365 E7 is here. And it matters for field service contractors.

On May 1, Microsoft launched The Frontier Suite, its first new enterprise licensing tier since 2015.

This shift will directly impact how HVAC and elevator contractors operate, from technology integration to field service capabilities.

So what exactly does E7 mean for your business?

Find out: https://okt.to/UlMtOi

Learn about Microsoft 365 E7's (The Frontier Suite) licensing shifts and what it means for field service contractors.

05/14/2026

Struggling with scheduling chaos, slow invoicing, or low first-time fix rates?

Here are 10 ways HVAC businesses can use field service technology to work more efficiently, grow quickly, and stay ahead of the competition.

Think automated quotes, smarter dispatching, mobile tools, improved cash flow, and real-time business insights.

Check it out: https://okt.to/UovxLu

Discover 10 ways HVAC field service software revolutionizes your business. Stay ahead of the competition. Read now!

05/11/2026

Field service projects shouldn't feel like controlled chaos.

You know the kind… deadlines get missed, billing opportunities are lost, and important steps are forgotten. When your service work, maintenance contracts, and project management are all in different systems, it is easy for things to slip through the cracks.

A complete field service project management software can solve these problems.

With everything in one place, your team has full visibility and direct access to the information they need. This helps them report progress, stay on schedule, and finish projects in accordance with the requirements.

Service, maintenance, and projects are all managed in one system. You no longer have to switch between different tools or wonder what has been billed or what still needs to be done.

When your team has the right tools, you don't just meet client expectations. You surpass them.

Find out how FIELDBOSS can help you manage your projects: https://okt.to/qtgXUL

Efficiently manage every project from start to finish! FIELDBOSS provides field service project management software on the MS cloud. Try now!

05/07/2026

Did you hear the news? Microsoft just launched its first new enterprise licensing tier in over a decade.

On May 1, 2026, Microsoft introduced Microsoft 365 E7 (officially called The Frontier Suite), marking the company's first enterprise licensing addition since E5 in 2015.

This is a significant shift in how enterprise software is structured, and it will directly impact mechanical and field service contractors.

So, what does E7 mean for HVAC and elevator businesses? How does it change the technology landscape for field service operations? And how should contractors prepare?

We're helping clients understand what this shift means and how to leverage it for operational advantage. Read the full breakdown: https://okt.to/tAjJeV

Learn about Microsoft 365 E7's (The Frontier Suite) licensing shifts and what it means for field service contractors.

04/28/2026

Your HVAC business is growing. Your QuickBooks setup? Not so much.

If you're piecing together job costing in spreadsheets, chasing down technician notes, or wondering why you can't get a clear picture of profitability, QuickBooks might be the bottleneck.

This guide walks through the signs it's time to move on and the benefits of switching to software built for HVAC contractors.

Read it here: https://okt.to/uRd3o7

Learn how QuickBooks became the default bookkeeping software for many HVAC businesses and the top 9 signs it may be time for you to move on. Read now!

04/14/2026

Two great events. Two impactful presentations. One clear message: AI is here, and contractors want to know how to use it.

March took us to NAEC in California and CMPX in Toronto, where our team presented on AI applications for elevator and HVAC contractors.

Attendees were taking photos of slides, asking follow-up questions, and sharing how they're already thinking about implementation. At CMPX, we spent three days connecting with hundreds of HVAC professionals, discussing practical AI applications and demonstrating real value.

The feedback from both events was clear: contractors aren't asking if AI matters. They're asking how to apply it, where to start, and what actually delivers ROI.

That's the conversation we're here for.

04/02/2026

We compared 15 elevator software platforms so you don't have to.

Service management, maintenance tracking, compliance, mobile apps, integrations—we looked at it all.

Whether you're shopping or just curious what's out there, this breakdown gives you the full picture: https://okt.to/Q5u2Om

Looking for the best elevator software solution for your service contractor business? We've outlined the best 15 on the market. Check it out!

03/16/2026

📢 FIELDBOSS 7.0 is live! 📢

Built to eliminate the small problems that slow down field service operations...

For your field teams:
🔹 Automated dispatch SMS so nothing gets missed
🔹 Refreshed mobile experience that's faster and clearer
🔹 CEDES integration (elevator) turns IoT alerts into trackable work orders

For your sales process:
🔹 Quote templates and pricing grids that close deals faster
🔹 Automated commission tracking that's consistent, auditable, and involves zero spreadsheets
🔹 Recommendation Types that standardize common sales scenarios

Whether you're running a 10-person HVAC shop or managing hundreds of elevator units, Version 7.0 gives you the tools to operate with more clarity, consistency, and control.

Learn more: https://okt.to/524c7g