Case Study: Action Elevator achieves PE-ready growth and streamlined operations with FIELDBOSS

Action Elevator completes FIELDBOSS platform transformation in 8 months

Action Elevator, an independent elevator contractor based in Maryland, faced significant challenges with its aging software platform. As a private equity-backed company poised for rapid growth, its old system could not support the need for multi-entity expansion, clean data reporting for investors, or efficient acquisition onboarding. The platform's limitations threatened to hinder Action Elevator's ability to scale without sacrificing its high service standards, making a change necessary.

The company partnered with FIELDBOSS, implementing its Dynamics 365-based field service solution. With the support of Liberty Advisor Group for program management, the implementation was completed on time and on budget in eight to nine months. The results provided Action Elevator with on-demand reporting for investors, mobile visibility for field technicians, and a formal CRM for sales tracking. The FIELDBOSS platform delivered a scalable foundation built for future growth and diligence-readiness.

Action Elevator