FIELDBOSS

08/13/2026

Learn how you can detect elevator issues before they become emergencies.

Join us for a webinar hosted by Elevator World Inc. on August 20 (11 AM EST/10 AM CST) and see how the CEDES Elevate and FIELDBOSS integration is transforming elevator maintenance.

We'll share real-world examples of how today's alerts are being used in the field to detect issues early, prioritize service calls, and make more informed maintenance decisions. Plus, get a first look at the newest alerts designed to provide even greater insight into equipment health and performance.

Register: https://okt.to/EFDJjq

07/30/2026

Here's what's on the agenda for 𝙐𝙣𝙛𝙖𝙞𝙧 𝘼𝙙𝙫𝙖𝙣𝙩𝙖𝙜𝙚, September 28 in Chicago:
𝗦𝗲𝘀𝘀𝗶𝗼𝗻 𝟭: 𝗔𝗜 𝗶𝗻 𝘁𝗵𝗲 𝗘𝗹𝗲𝘃𝗮𝘁𝗼𝗿 𝗪𝗼𝗿𝗹𝗱: 𝗧𝗵𝗲 𝗚𝗼𝗼𝗱, 𝘁𝗵𝗲 𝗕𝗮𝗱, 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗨𝗴𝗹𝘆
This session is about where North American elevator contractors stand on AI (backed by real benchmark data), and what separates a sound AI foundation from one that quietly puts your competitive position at risk.

𝗦𝗲𝘀𝘀𝗶𝗼𝗻 𝟮: 𝗬𝗼𝘂𝗿 𝗦𝗺𝗮𝗿𝘁𝗲𝘀𝘁 𝗣𝗲𝗼𝗽𝗹𝗲 𝗔𝗿𝗲 𝗗𝗿𝗼𝘄𝗻𝗶𝗻𝗴 𝗶𝗻 𝘁𝗵𝗲 𝗪𝗿𝗼𝗻𝗴 𝗪𝗼𝗿𝗸
This session is about freeing your back office from the approvals, data entry, and reconciliations eating up their week, so your team can spend their time on the work that actually needs them.

𝗦𝗲𝘀𝘀𝗶𝗼𝗻 𝟯: 𝗕𝘂𝗶𝗹𝗱 𝗩𝗮𝗹𝘂𝗲 𝗼𝗿 𝗕𝘂𝗿𝗻 𝗜𝘁
This session is about the governance calls that decide whether AI builds real value in your business, or quietly costs you it.

This morning event is complimentary, whether or not you're attending NAEC. Just be sure to register: https://okt.to/wWqZJO

07/15/2026

Join us at NAEC for a free morning session worth clearing your calendar for.

On Monday, September 28, FIELDBOSS is hosting 𝙐𝙣𝙛𝙖𝙞𝙧 𝘼𝙙𝙫𝙖𝙣𝙩𝙖𝙜𝙚: a half-day session held the morning of NAEC 2026, before the conference floor even opens (8:30 am to 12:30 pm). It's built for elevator contractor owners, controllers, service coordinators, and office managers who want AI working for their business, not bolted onto it.

NAEC runs September 28 through October 1 in Chicago, and this session is open to attendees and non-attendees alike.

This isn't an AI hype talk. And it isn't a product demo. We're talking about governance in one of the most heavily regulated trades in field service, what compliance actually demands, and what it takes to build value in your business instead of quietly burning it.

If you know an elevator contractor who should be in that room, do us a favor and share this post.

Save the date, and register here: https://okt.to/COLpdx

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!