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FIELDBOSS Version 2.0 Release Notes - March 2015
FIELDBOSS HVAC 2.0 is our major update following version 1.7 released in January 2015. Version 2.0 adds a
substantial amount of HVAC contractor required functionality and contains over 100 new features and technology
enhancements.
SALES MANAGEMENT ENHANCEMENTS
SALES MANAGEMENT
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Complete new end-to-end sales process based on industry best practices for opportunity management,
quoting and estimating, work order and job costing through to invoicing and reporting. Manage your
estimated gross profit on the quote/estimate and through every step of work on both small and large jobs in
near real-time. Manage all sales tasks and activities including email tracking and task management to gain a
complete up-to-the minute view of your sales and service work.
Fix integration costing for Write-in products.
ESTIMATING
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Completely new cost categorization across quoting, work orders and projects:
o Labor hours and costs
o Material
o Subcontractor
o Expenses
o Equipment hours and costs
Customer specific pricing for rates and markups with the ability to override defaults (with sufficient security)
and see near real-time updates of margin and profit.
MOBILE ENHANCEMENTS – SALES
QUOTES
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Support of product bundles with FIELDBOSS quoting and costing.
Revise Quote' support
ENHANCED VIEWS
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Ability to create a record directly from a lookup view.
Configuration of associated views
PERFORMANCE
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PDF Viewer for Android and Windows desktop apps.
Sync optimization: almost twice as fast on a large sync.
Change various JScript to plug-ins across FIELDBOSS to ensure improved and more reliable performance for
office and mobile users.
Enhanced workflows for internal and external email communication.
Improvements to override functionality in quotes, work orders and invoices.
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RESCO MOBILE
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Enhancements to RESCO mobile platform.
SERVICE MANAGEMENT ENHANCEMENTS
CASE MANAGEMENT
Best practice Case Management processes for Sales, Service, and internal communication with field (ex. parts,
issues, scheduling).EQUIPMENT TRACKING
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Over 40 new heating and cooling specific fields for tracking work performed and measurements on a work
order.
MAINTENANCE CONTRACT MANAGEMENT
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Flexible creation of user-defined Contract Types and Equipment Types to allow each installation to configure
their own for reporting and tracking purposes.
Maintenance Contract escalations to track up to 5 years of price changes.
Maintenance Contract profit reporting and dynamic charts.
Added “Special Conditions” and “Exclusions” multi-line text fields to the Maintenance Contract
SERVICE ACTIVITY MANAGEMENT
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Added “Division” lookup to the Service Activity and Project forms to identify what Division the Project is
under and what Division the Service Activity (labor) is allocated to. This allows technicians to work across
division and ensure their labor cost gets posted to the correct division.
Over 50 new Health and Safety tracking metrics for work performed in the field.
Track Equipment sign-out and check-in to ensure you know who has a piece of equipment at any time and
the history of scheduling.
Move “Copy to actual button” on Service Activity from form to ribbon.
Filter Job Site when an Account is selected and Equipment when a Job site is selected on the Service Activity.
OZONE DEPLETION SUBSTANCE COMPLIANCE
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New “Ozone Depleting Substance” tracking to provide the ability to update government regulated activities
for HVAC.
PROJECT MANAGEMENT
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Added a “Project Manager” look-up to the case, opportunity, project, quote, and work order and invoice
forms.
New Project reports and dynamic charts to help you manage your projects and financial metrics.
New filtered views on a project for all cost categories to quickly see details that make up labor, material,
subcontractor and expenses.
Automatic % complete calculations for projects.
Calculate costing for Equipment used on site.
Billing Methods for Projects:
o Billing % complete controlled by Project Manager with comparison against actual % complete.
o Milestone Billing (unlimited)
Over 30 new reports, views, charts and dashboards to manage your sales, service and financial metrics.
INVOICING MANAGEMENT
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Added new Payment Terms integration (from GP to FIELDBOSS). Updated Customer/Account integration for
default Payment Terms from GP to FB.
Added system-wide default for Payment Terms in configuration settings. This will be used if an Account
does not have a selected Payment Terms.
New Sales Tax Engine with flexible setup and integration with Dynamics GP.
Payment Terms calculations in FIELDBOSS to mirror Dynamics GP.
WORK ORDER MANAGEMENT
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Clean up alignment in the Work Order screen/form.
PURCHASING MANAGEMENT
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Track Purchase Order commitments against work orders and projects. This provides near real-time updates
of purchase orders committed costs and actual costs against work orders and projects. There is the
additional ability to update work order and project actual costs after you invoice a customer to reflect
correct margin and profits.
MOBILE ENHANCEMENTS - SERVICE
EXPENSE TRACKING
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Capture expenses in the field on the mobile device.
TIME TRACKING
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Ability to override actual hours with automatic update of the end date/time.
GPS TRACKING
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Update GPS coordinates for Job Site when performing work.
Configurable tracking of GPS coordinates for mobile technicians.
EQUIPMENT TRACKING
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Complete access to all job site and equipment history.
GPS coordinates updates on all scheduled maintenance to determine quickly identify maintenance work
upcoming near your location.
HEALTH AND SAFETY
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Ability to update Health and Safety information remotely for work performed in the field.
ENHANCED VIEWS
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Ability to create a record directly from a lookup view.
Configuration of associated views
PERFORMANCE
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PDF Viewer for Android and Windows desktop apps.
Sync optimization: almost twice as fast on a large sync.
Change various JScript to plug-ins across FIELDBOSS to ensure improved and more reliable performance for
office and mobile users.
Enhanced workflows for internal and external email communication.
Improvements to override functionality in quotes, work orders and invoices.
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RESCO MOBILE
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Enhancements to RESCO mobile platform.
HUMAN RESOURCE ENHANCEMENTS
SKILLS AND CERTIFICATIONS
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Created a new “Skills and Certificate” entity with various fields to track technician skills and
certifications/tickets.
SECURITY ROLES
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Update FIELDBOSS specific security roles for all new entities and development based on user feedback.
INTEGRATION ENHANCEMENTS
INTEGRATION TO DYNAMICS GP
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Added a new “Integration Y/N” field in the configuration settings. This will hide/enable certain fields
depending on whether your company is using the integration to GP or not.
Added 2 new labor rate fields on the Labor Rate tables called Shift Premium 1 and Shift Premium 2. This will
allow customers to add additional costs to an existing labor rate for shift premiums.
INTEGRATION TO SHAREPOINT
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SharePoint integration for documents stored in FIELDBOSS/CRM.
TECHNOLOGY ENHANCEMENTS
MICROSOFT EXCHANGE SERVER
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Additional Exchange Email Support
MICROSOFT DYNAMICS CRM 2015
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Support for CRM 2015
Use of CRM 2015 Business Rules.
Use of CRM 2015 Roll-up calculated fields.
Use of CRM Business Processes and compatibility with Dynamics CRM 2015 business process flows.
Enhanced optimization of plug-ins for calculated real-time costs and profit.
Created system setting for integrated versus non-integrated environments to remove fields as appropriate.
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