Follow Up Boss Field Service Integration

Bridge the Gap Between Lead Won and Job Done

Efficiently manage leads and day-to-day operations by triggering Arrivy tasks directly from Follow Up Boss contacts, keeping data flowing smoothly without manual handoffs.

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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.

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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.

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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.

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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.

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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.

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“ efficiently. ”

Danielle Boenisch

Ambia Solar

Hear What Our Customers Have to Say!

The team at Arrivy has been FAR SUPERIOR to any other program we were looking at. The program works perfectly as a way to keep my operations, sales, field techs, and clients on the same page.

Mark Bouquet

Creative Carpet

Integrating with Arrivy was pretty easy. And we really appreciate the responsiveness of the Arrivy team.

John Foshee

My Porter

This is by far the best home services platform out there. Extremely customizable and can virtually do anything you can think of.

Luis Alvarez

Alco Windows

Arrivy is easy to use, allows for easy data collection, allows all of our information to pass through our entire work process, and it allows our customers to be involved in the process.

Benji Watters

Earth Right Energy

Our customers and team love Arrivy's functionality! We have reduced service calls, complaints and mistakes.

Cameron Robertson

Super Easy Storage

The team has been great to work with and completed the implementation quickly. Great team to work with.

Danielle Boenisch

Ambia Solar

Frequently Asked Questions

Arrivy is a field service and operations management platform designed to plan, dispatch, execute, and track work across field teams, warehouses, and customers. It supports scheduling, routing, digital forms, real-time visibility, customer communication, reporting, and integrations across operational systems.

Arrivy is built to support growth across teams, locations, and job volume. It supports multi-location operations, role-based access controls, high-throughput scheduling, and flexible integrations, allowing organizations to scale without redesigning workflows.

Yes. Arrivy offers 50+ native integrations with CRM, calendar, accounting, and payment systems, along with APIs and webhooks for custom integrations and automation platforms. This keeps operational data synchronized across your existing systems.

When a Contact is created or a Deal Stage changes in Follow Up Boss, Arrivy automatically generates or updates the corresponding task. This eliminates manual handoffs between sales and operations and ensures every closed deal moves directly into scheduling and execution.

Yes. Deal Stage updates in Follow Up Boss can automatically trigger predefined workflows in Arrivy, including task creation, scheduling, dispatching, and customer notifications. This ensures that once a deal progresses, operations begin without delays.

Arrivy provides real-time job visibility linked to Follow Up Boss records. Sales and office teams can monitor appointment status, job progress, and completion updates without switching platforms, improving transparency across departments.

The integration syncs Contact and deal data directly into Arrivy tasks, eliminating duplicate data entry. Field teams access job details inside the Arrivy mobile app, while updates flow back to maintain accurate records across systems.

Yes. Once a task is created through Follow Up Boss, Arrivy enables automated customer notifications, real-time crew tracking, and service updates. This improves day-of-service communication and enhances the overall customer experience.

Arrivy uses industry-standard security practices, including data encryption in transit and at rest, role-based access controls, and regular backups to protect customer data.

Arrivy provides end-to-end onboarding support, including guided setup, configuration assistance, and role-based training sessions. Customers also have access to documentation and in-product assistance through the SAL AI help center.

Arrivy provides 24/7 live support via chat, email, and phone. Support teams assist with onboarding, troubleshooting, and ongoing operational questions to ensure customers stay productive.

Yes. Arrivy supports compliance-driven operations with structured data capture, audit-ready records, role-based permissions, and traceable workflows. Teams can collect required proof in the field and maintain complete records for reviews, reporting, or audits.

Arrivy uses role-based access controls to ensure users only access what they are authorized to. Permissions can be configured by role, team, or workflow, helping organizations protect data and scale securely.

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