Follow Up Boss Field Service Integration
Bridge the Gap Between Lead Won and Job Done
WORKFLOW AUTOMATION
Automated Sales-to-Ops, In Sync
Automate your sales-to-operations handoff by triggering Arrivy tasks automatically from Follow Up Boss Contact and Deal Stage changes. For every Contact, Arrivy creates and updates tasks as stages change, keeping data in sync and building a complete, accurate record without manual effort.
REAL-TIME JOB VISIBILITY
Complete Job Visibility Across Every Team
Keep office teams informed throughout the day with real-time job progress updates, follow-up reminders, and appointment notifications powered by Arrivy’s Follow Up Boss integration, so everyone stays aligned and ahead of schedule.
DIGITAL FIELD DOCUMENTATION
Eliminate Paperwork with Digital Forms
Replace manual paperwork with Arrivy’s Digital Forms. Convert BOLs, inspection sheets, evaluation forms, and more into auto-populating documents that pull data from any source. Perform complex calculations, complete checklists, and generate PDFs instantly.
CONNECTED CUSTOMER EXPERIENCE
Keep Every Customer Connected
Deliver a smooth day-of-service experience by letting customers track crew locations in real time and receive updates as work progresses, keeping them informed, confident, and engaged throughout the service visit.
Arrivy and Follow Up Boss Capabilities
Turn Follow Up Boss activity into coordinated, trackable work with full visibility across teams.
Integrated Bookings
Arrivy automatically creates tasks when a Contact is added or a Deal Stage changes in Follow Up Boss.
Teams Stay Connected
Field teams access job details in the Arrivy mobile app and send real-time updates back to office teams.
Stage-Based Task Control
Define which Follow Up Boss Contact stages trigger Arrivy task creation, so only the right leads become jobs.
Custom Field Mapping
Map any Follow Up Boss Contact field to Arrivy task fields to carry the right data into every job.
Template & Group Setup
Automatically assign Arrivy templates and groups to incoming tasks based on Follow Up Boss Contact field values.
24/7 Customer Support
Get round-the-clock access to Arrivy’s support team to ensure uninterrupted assistance as you optimize your operations.
Grow your business with Arrivy
The leading field service platform for teams to schedule jobs, dispatch, invoice, track performance, and get paid.
“ efficiently. ”