Custom Modules/Reports Mobile Workforce Plus by Actsoft

Plumbing
Field Service

Keywords

Dispatching Scheduler, Intra-Company Messaging

Soundbite

A plumbing company’s customers were frustrated when provided four to six hour arrival windows. This made it difficult for customers to plan their days around expected service.

Results

After adopting the Dispatching Scheduler and Intra-Company Messaging, the plumbing company had greater insight into the location and status of available plumbers. The company dispatcher re-routed plumbers based on customer requests and provided more accurate – and faster – arrival windows.

ROI

Customer satisfaction increased by 25% and plumbers were contacted 50% faster.

Electrical
Field Service

Keywords

Mobile Timekeeping

Soundbite

An electrical company’s office manager was frustrated when trying to process payroll, as engineers’ and electricians’ timecards were frequently missing, late, or full of errors.

Results

Using our Mobile Timekeeping feature, employees clocked in and out and recorded breaks/lunches on their mobile devices. The data was shared with the payroll system and the office manager digitally approved the entries before processing payroll each week.

ROI

Payroll was conducted on-time 100% of the time and field- and office-staff efficiency increased by 30%.

HVAC
Field Service

Keywords

Mobile Payments (powered by Stripe)

Soundbite

An HVAC company wanted to provide faster payment options in order to improve cash flow. They previously had customers mail a check or call their office to pay a service bill.

Results

With our Mobile Payments feature, customers provided payment via a quick and secure debit/credit transaction after service was completed.

ROI

Customers were happy with the ability to easily provide payment and better cash flow management resulted in more resources for sales and marketing efforts.

Towing Company
Professional Service

Keywords

GPS Tracking, Handset Tracking

Soundbite

A towing company needed to accelerate their response time to stranded motorists and monitor the safety of their drivers.

Results

GPS Tracking provided-time data on driver locations so dispatchers could route the nearest available driver to a motorist. Handset Tracking allowed them to track drivers outside of their vehicle in case a roadside incident occurred.

ROI

Customers were reached 20% faster and safety practices were better communicated and enforced.

Armored Transport
Professional Service

Keywords

GPS Tracking

Soundbite

Focusing on safety and security, an armored transport firm needed to track their fleet and employees from pick-up to delivery.

Results

Using our Handset and GPS Tracking features, the firm monitored positions of their resources and verified that drivers and trucks were always in the proper positions.

ROI

Their safety and delivery efficiency increased by 30% while customer satisfaction increased by 50%.

Landscaping Company
Field Service

Keywords

Wireless Forms

Soundbite

A landscaping company discovered that their landscapers wasted a lot of time filling out paper forms by hand. Plus, the landscapers’ inputs were incomplete and inaccurate.

Results

After adopting Wireless Forms, the company was able to efficiently complete required forms during and after projects. Photo capture provided proof of job completion and decision logic prompted landscapers to submit the right amount and type of detail.

ROI

Landscapers had 15% more availability each week.

Electrical Company
Field Service

Keywords

Mobile Timekeeping

Soundbite

An electrical company was frustrated by the time and expense incurred each time their crews left job sites to clock in and out.

Results

Using Actsoft’s Mobile Timekeeping feature, the electricians and estimators submitted their time punches on mobile devices. The crews were more productive on-site, the projects were completed faster, and the company was more profitable.

ROI

Projects were completed 30% faster.

Courier Service/Delivery Company
Transportation

Keywords

Job Dispatching

Soundbite

A courier service relied on costly human resources (such as paper and phone calls) to provide dispatch instructions. The process resulted in miscommunication amongst employees and delivery delays.

Results

After switching to our Job Dispatching tool, the courier service provided digital work orders to their drivers – which resulted in faster, more accurate, and more secure deliveries.

ROI

Delivery speed increased by 15% and customer satisfaction increased by 30%.

Oil and Gas Company
Oil and Gas

Keywords

Wireless Forms

Soundbite

An oil and gas company struggled with processing safety/compliance paperwork. Engineers did not submit their completed forms on time each time. Written info was missing or difficult to understand. And, when safety protocols were updated, managers and crews were not always informed about the new requirements.

Results

Using Wireless Forms, engineers were able to complete and submit safety and compliance checklists from their mobile devices. Managers also updated the form fields anytime new protocols were rolled out. The real-time data transfer helped the office better analyze critical workplace behaviors and procedures.

ROI

Efficiency increased by 25%.

Skyscraper Construction
Construction

Keywords

Asset Tracking

Soundbite

A commercial construction company needed to prevent the theft and unauthorized use of valuable equipment left overnight at construction sites. The ability to track these assets would protect the assets. Leaving equipment overnight would boost productivity by reducing daily transport to and from the site.

Results

With our asset tracking capabilities, the commercial construction company was able to always the positions of each tracked asset. They verified availability of the equipment while preventing theft, helping them save money and complete projects faster.

ROI

They improved project timeline speed by 10% and reduced shrinkage by 90%.

Landscaping
Field Service

Keywords

Fleet Tracking

Soundbite

A landscaping business wanted to have greater insights into how their fleet vehicles were being operated on a day to day basis. The owner was concerned that landscapers were excessively speeding and/or idling when using the company-assigned trucks.

Results

With Actsoft’s fleet tracking capabilities, the landscaping company was able to monitor the locations, historical speeds, and idle time used by each respective vehicle. The tracking put a stop to harmful driving habits and increased profitability.

ROI

Fuel savings were improved by 20%.

Fire Equipment
Field Service

Keywords

Wireless Forms

Soundbite

A fire equipment company required a method of tracking which fire extinguishers had been properly inspected at properties. Paper-based forms were taking too much time for their technicians in the field.

Results

Using Actsoft’s Wireless Forms, they were able to have technicians fill out inspection forms on mobile devices. Their technicians could submit digital forms with photos, helping speed up the process and reduce errors.

ROI

Productivity increased by 15%.

Cleaning Services Company
Professional Service

Keywords

Intra-Company Messaging

Soundbite

A cleaning services company had difficulty in receiving timely and detailed updates from their field technicians. Phone calls were inadequate to providing job status and also potential availability for the next assignment.

Results

Our application’s Intra-Company Messaging capability made it easier for administrators to instantly message their cleaning employees while they were on-site and also en route to new assignments. Stronger, more frequent communications resulted in higher accountability and enhanced transparency.

ROI

Communication was strengthened by 25% and customer satisfaction grew by 50%.

Staffing Agency
Professional Service

Keywords

Wireless Forms, decision logic

Soundbite

A staffing agency experienced headaches and disorganization due to too many paper processes for employees and candidates to fill out. They received information slowly and sometimes without all the proper fields completed.

Results

With Actsoft, the company streamlined its paper processes with digital solutions. Decision logic guided users through the form completion process, so there were no mistakes/omissions and it empowered them to get data quicker.

ROI

Efficiency was increased by 20%.

Nonprofit Organization
Professional Service

Keywords

Wireless Forms, inventory management, fleet tracking, asset tracking

Soundbite

A nonprofit organization needed a way to conduct more thorough inventory management and obtain greater insight into the location and usage of their fleet vehicles and assets.

Results

With our solution, they were able to digitally track inventory using Wireless Forms. Our solution also provided data on where and how their investments and resources were being used.

ROI

Efficiency increased by 10% and shrinkage decreased by 20%.

Lawn Maintenance
Field Service

Keywords

Work Order Scheduling, Job Dispatching

Soundbite

A lawn maintenance company wanted to instantly send new work order information to their field employees. This would help employees move faster from job to job and minimize unproductive idling and downtime.

Results

Our application enabled the lawn maintenance firm to save time and optimize productivity by digitally sending work orders and instructions to employees’ mobile devices.

ROI

The company was able to schedule and complete several new jobs per week, delighting new customers and satisfying existing customers.

Companies Across All Industries Agree: AnchoRock is the Most Powerful Construction Safety Management Tool Available

Construction companies from every vertical and sub-trade rely on AnchoRock’s powerful safety management software. With automated solutions, any-device accessibility, and detailed reporting capabilities, AnchoRock helps construction companies digitize their safety programs and automate daily field tasks from the job site, the office, or anywhere in between.

Safety Made Simple

AnchoRock makes it easy to manage your safety and compliance program from any device, all within our easy-to-use app. including:

Toolbox Talks
Job Hazard & Pre-Task Planning (JHA)
Inspections & Observations
Incident Management
COVID-19 TOOLKIT
Certifications & Training
Safety Docs

Bring Your Safety Program Into The 21st Century

If your construction company is still reliant on printouts and PDFs for certification tracking and reporting,it’s time to bring your safety management into the 21st century.Complete every field safety requirement and maintain all OSHA compliance and record keeping without ever skipping a beat. Keep your program lean and above-board without a thought.

No triple clicking or settings hide-and-seek. Just a single dashboard to create, manage, submit, report, log, edit, or distribute anything related to your safety program.

Trucking Company
Transportation

Keywords

Fleet Tracking, GPS Tracking

Soundbite

A trucking company needed to track their fleet’s positions and ensure their rigs were driven in safe, fuel-efficient ways.

Results

With our software’s fleet tracking capabilities, supervisors had visibility into the truck locations as well as speeding behaviors and idling time.

ROI

They reduced the frequency and degree of vehicle maintenance and also decrease fuel costs by 15%.

Transit Authority
Transportation

Keywords

GPS Tracking, Handset Tracking, Mobile Timekeeping

Soundbite

A major transit authority was looking to track field employee positions to drive greater accountability in their workforce. They also wanted their field employees to have a convenient way to clock in and out each day.

Results

With our software’s GPS tracking tools, the transit authority was able to review employees’ current and previous positions, ensuring they were always at the proper field locations. Field employees were also able to register time punches on mobile devices, eliminating extra trips to the office.

ROI

Productivity increased by 20%.

Landscaping Company
Field Service

Keywords

Landscaping, Job Dispatching, Public Wireless Forms, customer requests, work orders

Soundbite

A landscaping company needed to accept customer requests electronically and dispatch new work orders to their landscapers at any time and from any place.

Results

Using Wireless Forms and Job Dispatching, the company was able to digitally accept and then dispatch new work orders to their landscapers. By elimating manual processes, the company addressed more customer requests – which drove more revenue.

ROI

Revenue increased by 10%.

Construction Company
Construction

Keywords

Safety and Compliance, Wireless Forms, Intra-Company Messaging

Soundbite

A construction company struggled with meeting project deadlines. They needed a solution to improve the speed of communication (with their crews at job sites) and safety/compliance processes (without sacrificing quality).

Results

Using Actsoft apps, managers received quicker and more detailed updates about compliance and safety practices, project statuses and timelines. Their crews communicated and completed checklists digitially, which allowed them more time each day to work and stay safe.

ROI

They met project deadlines 15% faster.

Logistics Company
Transportation

Keywords

Inventory Management, Wireless Forms, Barcode Scanning

Soundbite

A logistics company needed to take inventory of their warehouses’ packages. They experienced delays and errors from their handwritten and paper checklist process.

Results

With Actsoft Wireless Forms, they now conduct inventory digitally. Barcode Scanning also eliminated the need to type in information manually, saving time while enhancing accuracy.

ROI

Their inventory processes were completed 30% faster.

Event Security Company
Professional Service

Keywords

Geofences, GPS Tracking, Handset Tracking, Alerts

Soundbite

A security company that provides guards for special events required a better way to monitor worker locations when on the job.

Results

With our Geofence feature, supervisors drew digital boundaries around event locations. They were then able to monitor their guards’ activities and ensure they stayed on-site. If a guard left the event perimeter while on shift, supervisors received a digital alert.

ROI

Event safety and customer satisfaction increased by 15%.

Property Management
Professional Service

Keywords

Job Dispatching, scheduling, Dispatching Scheduler, maintenance requests, work orders

Soundbite

A property management firm experienced inefficiencies when manually scheduling maintenance requests. This process often resulted in slower service for tenants and more complaints.

Results

With our software’s Scheduling and Job Dispatching capabilities, they were able to digitally assign new jobs to maintenance techs and helped address residence requests faster.

ROI

They resolved an additional five maintenance requests per week, on average.

Fencing Company
Construction

Keywords

Wireless Forms, photo capture

Soundbite

A fencing company needed to document project progress in greater detail so they could provide clients with status updates.

Results

Using our Wireless Forms feature, field employees digitally documented their progress along with photos of completed fencing work. The new process provided supervisors and clients a better understanding of where things stood each day.

ROI

Customer satisfaction increased by 10%.

Cleaning Service
Field Service

Keywords

Public Wireless Forms, Wireless Forms, customer service

Soundbite

A cleaning service company need to obtain customer approval and feedback from recently completed cleaning jobs. They wanted dynamic insights into customer satisfaction, without using paper-based surveys.

Results

With our Public Wireless Forms feature, the cleaning service business sent each client a digital survey upon job completion. Using comment fields and radio buttons, clients submitted ratings and suggestions on how to improve customer service.

ROI

With data about service quality, customer satisfaction increased by 20%.

Appliance Repair
Field Service

Keywords

Wireless Forms

Soundbite

An appliance repair company needed to drive higher customer satisfaction and reduce the amount of manual processes their technicians had to regularly carry out.

Results

Using Actsoft solutions, the appliance repair company was able to streamline job estimates with digital forms and later document “before vs. after” (with photo proof of the completed service). Their techs gathered signature proof to ensure service was completed.

ROI

They increased revenue by 15% from strengthening customer loyalty and referrals.

Reviewing Employee Timesheets

Industry

Drilling

Integration

ADP

Key Features

Mobile Timekeeping

Situation

A drilling company needed a way to review employee timesheet records for inaccuracies before exporting them to their payroll system.

Solution

Company administrators exported .CSV files of timesheet data for analysis each week. After timekeeping gaps and mistakes were identified and corrected, administrators sent the data to ADP for processing.

Impact

By reviewing timekeeping data before sending it to ADP, administrators reconciled instances of unapproved overtime and reduced unnecessary payroll costs.

Security Services
Professional Service

Keywords

GPS Tracking, Handset Tracking

Soundbite

A security services company needed to ensure their security guards remained vigilant (and at a worksite) for the entire duration of a job.

Results

With our software’s GPS Tracking capability, the company’s administrators accessed and verified the locations of their guards. They were able to prove the locations of their guards throughout each shift, meeting and exceeding customer requirements.

ROI

Productivity and customer loyalty increased by 25%.

Courier Service
Transportation

Keywords

GPS Tracking, fleet tracking

Soundbite

A courier service needed a way to keep their fuel costs optimized while they performed their time-sensitive deliveries for customers daily.

Results

Using fleet tracking with Actsoft solutions, the courier service was able to get near real-time locational data on where their vehicles were and how they were being driven. Whenever excessive idle time, speeding, or inefficient routes were taken, they could identify these practices and implement policies to actively prevent them from burning excess fuel.

ROI

Their fuel costs decreased by 15%.

Generating New Customers

Industry

Transportation

Integration

Insightly

Key Features

Job Dispatching

Situation

A transportation company creates new customers in Insightly but needed a way to have this information shared with our solution to eliminate the need to enter similar data in our platform.

Solution

An integration between Insightly and our platform enabled the transportation company to automatically have new customers generated in our solution every time they were initially created in Insightly.

Impact

As a result, the transportation company’s saved multiple hours each week by not having to generate new customer data in two different systems each time a new account was created.

Construction
Construction

Keywords

GPS Tracking, fleet tracking, asset tracking

Soundbite

A construction company needed a way to verify that their various assets in the field and fleet vehicles were kept secure and free from unauthorized, after-hours usage.

Results

With our platform’s GPS Tracking capability, the company was able to view the GPS positions of their equipment and construction vehicles. This helped them reduce fuel costs, keep costly equipment safer, and prevent theft or misuse.

ROI

The potential for theft was reduced by 75%.

Saving Binary Data to Dropbox

Industry

Snow Removal

Integration

Dropbox

Key Features

Wireless Forms

Situation

A snow removal contractor needed to save binary data (such as images and signatures) to their Dropbox account whenever employees and technicians submitted a digital form using our software.

Solution

By integrating with our software, the snow removal company was able to save images and signatures to Dropbox. This enabled them to effectively store (and later access, when needed) these valuable pieces of information.

Impact

As a result, office employees were able to complete job documentation workflows faster and with less manual effort on a daily basis, as the company had a way to automate the saving of binary form data.

Plumbing
Field Service

Keywords

GPS Tracking, fleet tracking, Handset Tracking, Job Dispatching

Soundbite

A plumbing company needed to be able to track the locations of their plumbers and work trucks, so that they could make the best decisions for assigning new service requests.

Results

Our software’s GPS Tracking capability helped them identify where their plumbers and vehicles were in relation to new customer locations. They saved time and fuel costs by routing the nearest available resources.

ROI

Fuel costs were reduced by 10%.

Pool Construction
Construction

Keywords

Wireless Forms, data collection

Soundbite

A pool construction company was dealing with excessive amounts of paperwork during the completion of their projects that hampered deadlines, caused confusion, and cost too much money.

Results

With our solution’s Wireless Forms feature, the pool construction company was able to streamline data collection. Their field employees completed forms faster, with fewer errors, and with fewer delays.

ROI

Digital forms saved the company 30% on delays and annual paper costs.

Painting Company
Field Service

Keywords

Work orders, scheduling, Dispatching Scheduler, Job Dispatching

Soundbite

A painting company needed a more effective way of scheduling work orders so they could better serve their customers and easily identify employee availability.

Results

Using our Dispatching Scheduler and Job Dispatching features, the painting company was able to plan out new jobs in advance for their employees. This allowed them to more evenly distribute workloads and ensure customers were given up-to-date arrival times for service.

ROI

They completed two additional painting projects per week for customers.

Saving Binary Data to Google Drive

Industry

Paving Contractor

Integration

Google Drive

Key Features

N/A

Situation

A paving contractor required a way to save binary data to their Google Drive account from our application (after Wireless Forms were submitted).

Solution

Our solution’s capabilities helped the paving contractor save binary data types to a Google Drive folder, making it easier for them to manage their information and various systems used for business.

Impact

By saving binary data types to Google Drive, the paving contractor had a more effective way to manage and store work order/form data. They also saved time for their back-office team during daily operations.

Automatically Produce Appointments in Google Calendar

Industry

HVAC

Integration

Google Calendar

Key Features

Job Dispatching

Situation

An HVAC business manually produced new service appointments in Google Calendar any time they were created separately in our solution.

Solution

Compatibility between our software and Google Calendar enabled the HVAC company to have these work appointments automatically created in Google Calendar.

Impact

As a result, the company decreased the amount of time spent on manual input of data and was able to attain greater consistency across back-office processes. The integration helped their employees receive the knowledge they needed to complete jobs effectively across all systems.

Generating New Clients Using Salesforce

Industry

Painting

Integration

Salesforce

Key Features

N/A

Situation

A painting business using Salesforce to manage its customer relationships also used our software platform to dispatch out new work orders to their painters each day. They wanted a way to easily create new clients in our application whenever new contacts were first created in Salesforce.

Solution

The integration enabled new customers to automatically be generated in our solution (based off data from their Salesforce account). This automation made it easier for the painting business to manage work orders and customer data.

Impact

Through this process, the painting business experienced a drastic reduction in manual data entry. This enabled their office-based processes to become more efficient, productive, and streamlined.

Fencing Company
Construction

Keywords

Wireless Forms, Job Dispatching, work orders, organization

Soundbite

A fencing business required an efficient method to collect information from the field during daily projects and also send new information to their workers in the field, free of paper usage.

Results

With our software’s Wireless Forms feature, the company was able to reduce the usage of paper in their office when dispatching orders and receiving completed forms, keeping their HQ operations more organized and streamlined.

ROI

With less clutter, they experienced a substantial increase in overall organization and efficiency.

Reducing Clutter with Imported Info

Industry

Fencing

Integration

Pipeliner

Key Features

N/A

Situation

A fencing business using Pipeliner needed an efficient way to update existing customer information in this application whenever it was updated in our software.

Solution

Due to compatibility between both software solutions, the fencing business was able to have corresponding customer information updated in Pipeliner whenever it was updated in our application.

Impact

As a result of this capability, the fencing business spent less time updating customer information and it was more accurate from the start. A reduction in manual processes for their back-office team helped their organization run more efficiently and with less clutter involved.

Exporting Timekeeping Data

Industry

Home Remodeling

Integration

Dropbox

Key Features

Mobile Timekeeping

Situation

A home remodeling business used Dropbox and required an easier method to have their timekeeping data exported to this application each week.

Solution

Our solution’s ability to export timesheet data helped the home remodeling contractor store this critical workforce information in Dropbox. Our organization’s solutions for the business can enable this process to automatically happen on a once-per-week basis.

Impact

With less manual data entry and all timesheet records saved on an additional platform, the home remodeling contractor increased overall efficiency and reduced critical data loss. Plus, with the records being saved automatically every week, the potential for essential processes like payroll to be overlooked was reduced.

Importing Contact Information

Industry

Landscaping

Integration

Quickbase

Key Features

N/A

Situation

A landscaping company used both our software and Quickbase to help conduct their day-to-day operations. However, they required a more efficient way to carry over customer contact information from our application.

Solution

The landscaping business was able to have customer information imported into Quickbase from our solution, preventing the need for duplicate manual data entry.

Impact

As a result, their company fostered a more streamlined experience when it came to organizing and dispatching new work order information to their landscaping professionals in the field. They reduced the inefficiencies of manual data entry and regularly saved their back-office employees valuable time.

Commercial Cleaning Service
Field Service

Keywords

Wireless Forms, proof of service

Soundbite

A commercial cleaning company needed to dynamically document project progress and completed work for their customers.

Results

Using Wireless Forms with Actsoft solutions, their cleaners were able to attach photos to electronic inspection forms – proving that the areas of a commercial space were serviced as requested.

ROI

With greater detail from the field, the commercial cleaning company resolved more customer inquiries each week.

Home Remodeling Contractor
Construction

Keywords

Public Wireless Forms, Wireless Forms, digital, streamline, projects

Soundbite

A home remodeling contractor required a better way for customers to request service and document project progress in near real-time, so their office managers could stay updated on the status of things.

Results

With our software’s Public Wireless Forms feature, customers could fill out a simple digital form from a secure URL and request service in a more streamlined format. The contractor also was able to see photos of project progress already attached to digital forms using our solution, helping them reassure customers that agreed upon timelines were being adhered to.

ROI

With a digital solution for paperwork, the contractor completed projects 15% faster and reduced annual paper costs at the same time.

Holiday Lighting Specialist
Field Service

Keywords

Job Dispatching, Dispatching Scheduler, efficiency, work orders, digital

Soundbite

A holiday lighting company needed an effective way to manage work orders in advance of their busy season at the end of the year.

Results

With our solution’s digital applications for dispatching and scheduling jobs, the holiday lighting company was able to send out new work order information to their technicians in the field nearly instantly.

ROI

Reducing manual processes helped the business add 10 new work orders per week to their schedule, increasing revenue and building new customer relationships.

Exporting Timesheet Flat Files

Industry

Hospitality

Integration

N/A

Key Features

Mobile Timekeeping

Situation

A restaurant deployed our solution to better track employees’ time inputs. Once a pay period was complete, the manager wanted to be able to export the data without having to manually enter it into their payroll system every time.

Solution

By exporting their employees’ timesheet data in flat file format (.CSV), restaurant management was able to easily review it and quickly process the payments needed.

Impact

With a reduction in manual processes and better way to analyze timecard info, managers effectively identified and curbed unnecessary OT in their workforce. Management also had a much easier time completing the biweekly payroll process by exporting flat files.

Create accurate estimates or invoices based off work orders

Industry

Tree Care

Integration

Quickbase

Key Features

Wireless Forms

Situation

A tree care and maintenance company utilizing our software for mobile dispatching and estimates was interested in creating estimates and invoices based on the work orders their technicians completed in the field.

Solution

By using our APIs, the work order information could be imported into their application development platform, Quickbase, to generate their estimates and invoices.

Impact

This streamlines their operations by reducing the amount of data re-entry they needed to perform.

Fire Protection Equipment
Field Service

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping, integration, accountability

Soundbite

Actsoft solutions were able to provide for the company’s business needs by streamlining their payroll processes, adding employee accountability, and improving overall time management of their field service technicians.

Results

Using GPS Tracking in our application has saved money in fraudulent operating costs. Previously, payroll was a difficult and costly process, as service technicians would guesstimate their hours worked, write them down, and submit to payroll for manual processing. By using Actsoft’s Mobile Timekeeping feature, staff select one button to begin or end their workdays. All data is sent to the office for integration with their accounting system, streamlining the payroll process.

ROI

Operational costs decreased by 10%.

Electronic Engineering
Field Service

Keywords

Closest-To, GPS Tracking, Mobile Timekeeping, accountability, insight

Soundbite

Our solution’s GPS Tracking feature provided clear visibility into their personnel’s locations, while its Mobile Timekeeping tool eliminated the paper payroll process and increased overall productivity.

Results

The GPS Tracking, Breadcrumb Trails, and Closest-To features in Actsoft’s platform improve the company’s customer response times and help save them money. Eliminating overlap in service schedules also increases daily productivity.

ROI

Productivity increased by 20%.

Equipment Company
Field Service

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping, overtime, accountability

Soundbite

Actsoft’s Wireless Forms let the company customize their own service sheets, so they could digitally capture the same information they were before, but in a fraction of the time.

Results

Because of the transparency Actsoft solutions provide (with verifiable information), customer appreciation has increased. Processing paperwork is also a much smoother, faster process than it was previously, with digital forms having saved them countless hours.

ROI

Customer retention increased by 15%.

Commercial Repairs
Electrical

Keywords

Wireless Forms, Barcode Scanning, Mobile Timekeeping, inventory management, efficiency

Soundbite

An electrical company specializing in commercial repairwork used our software to log its tools for new jobs dynamically. They scanned barcodes of parts and equipment to keep accurate, quick track of what was needed for a job.

Results

Our solutions enabled the commercial electrical company to enhance the accuracy and cost-effectiveness of their inventory management. They could log parts and equipment from the warehouse and have another available employee drop those pieces off at a customer location, giving their electricians on-site more time to work.

ROI

They reduced inventory shrinkage by 15%.

Commercial and Residential Installation
Electrical

Keywords

Job Dispatching, Wireless Forms, Mobile Timekeeping, efficiency, faster information

Soundbite

A commercial and residential electrical company used our digital platform to reassign their electricians on the fly, allow their mobile teams to clock in via smartphone or tablet, and get critical information about job statuses from the field.

Results

With the power of Actsoft solutions, this electrical firm saw increases in output, customers served per day, and cost savings as a result of having fewer paper-based processes to deal with.

ROI

The electrical company saw a 30% increase in productivity.

Bus Routing for County Schools
Education

Keywords

Intra-Company Messaging, GPS Tracking, Mobile Timekeeping, efficiency, accountability, communication

Soundbite

The district chose Actsoft solutions to better communicate with drivers from virtually anywhere and use their GPS Tracking tools, which helped them better manage their mobile resources.

Results

Our solution helps the district determine the best bus routes and locations for its many designated bus stops. Events and alerts on violations such as speeding are also recorded, improving communication and safety.

ROI

With fewer instances of speeding, the county’s fuel costs decreased by 10%.

Tracking Students
Education

Keywords

tracking, efficiency, GPS Tracking, safety, efficiency

Soundbite

A school district needed a more efficient way to track the students on their buses for safety purposes.

Results

With Wireless Forms, each student can be counted and their name entered into a field on an electronic document each time they board or exit a bus.

ROI

The district’s efficiency increased by 15% using Actsoft solutions.

Crew Timekeeping for Bus Drivers
Education

Keywords

Crew Timekeeping, Mobile Timekeeping, convenience, productivity, cost savings

Soundbite

A county’s bus drivers were spending too much time and fuel daily driving to the office just to clock in and out.

Results

With Actsoft solutions, the Crew Timekeeping feature allowed a district manager to clock multiple bus drivers in at once remotely from a single device, reducing inefficiencies and unnecessary trips to the office. Plus, they can clock in employees to different types of work (such as driving or vehicle inspections), offering a phased approach to daily operations that allows employee activities to be better monitored.

ROI

Due to remote time punches, the school’s bus drivers each reduced their daily travel by 10%.

Bus Inspections for a School District
Education

Keywords

NFC Scanning, GPS Tracking, Wireless Forms, verification, safety, accountability

Soundbite

Our software’s NFC Scanning feature allowed the district to implement a procedure where codes to scan were placed at the back of buses. With the software, their drivers could use mobile device cameras to scan these codes and prove post drop-off inspections were completed and that no one still remained on a bus after their final routes were completed.

Results

Thanks to this capability, the school district is keeping its processes well-documented and enhancing accountability, responsibility, and safety in their workforce.

ROI

Digital checklists that guided drivers through their processes with ease helped them increase productivity by 25%.

School District
Education

Keywords

Job Dispatching, GPS Tracking, Alerts, efficiency, accountability

Soundbite

In the event of an emergency, the school district is able to more quickly reroute a new available bus driver to a broken down one in order to safely complete transportation via Job Dispatching.

Results

The software’s ability to help reduce costs by confirming that drivers have taken the most efficient routes continues to provide significant return on investment to the district. Plus, the ability to locate every bus at any moment of the day gives greater peace of mind for school officials and parents.

ROI

Historical route data allows the district to reduce fuel expenses by 20% monthly.

School Transportation Dept.
Education

Keywords

Alerts, GPS Tracking, Reports, safety, fuel efficiency, accountability

Soundbite

Actsoft’s GPS Tracking feature plays a fundamental role in daily processes, with each driver knowing that their bus is being tracked for scheduling accuracy.

Results

Our solutions’ Alerts feature helps the school district instill better driving habits, if patterns or inefficiencies in the driven routes are identified that give them a chance to save both time and money.

ROI

Fuel costs decreased 20% for their organization once they started using our software.

Civil Engineering Firm
Construction/Civil Engineering

Keywords

Wireless Forms, Mobile Timekeeping, GPS Tracking, efficiency, productivity, photo capture

Soundbite

This civil engineering firm used Actsoft solutions during a bridge building project to help streamline its information flows and ensure the project remained on-schedule.

Results

The bridge building project was completed ahead of schedule, due to the civil engineering firm using our solutions to monitor its progress dynamically with digital forms and photo capture. Mobile Timekeeping and GPS Tracking also worked together to increase worker accountability (and productivity).

ROI

The firm increased their operational efficiency by 20% using Actsoft.

Residential Construction
Construction

Keywords

Wireless Forms, Mobile Timekeeping, Intra-Company Messaging, safety compliance, communication

Soundbite

Our solutions helped a residential construction firm process safety and compliance checklists digitally, communicate with their dispersed workers on the fly, and digitize their timekeeping system.

Results

Thanks to Actsoft, the residential construction firm witnessed increases in efficiency, safety, and profitability with an all-in-one digital platform that got rid of their outdated processes (giving their workers more time to build each day).

ROI

Building projects were completed 10% faster using Actsoft solutions to track progress and instill greater accountability.

Mechanical Construction
Construction

Keywords

Wireless Forms, GPS Tracking, Geofences, accountability, safety, compliance

Soundbite

Our software helped the company remain more compliant, transparent, and productive by providing multiple features in a single digital solution to address their various pain points.

Results

With its Wireless Forms tool, our software allowed the mechanical contracting firm to document OSHA compliance and safety checklists digitally, giving their employees more time to get work done onsite.

ROI

They increased the speed of their safety checklist process by 25% using our digital solutions.

Road Construction
Construction

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping, paperwork, digitize

Soundbite

Our solution provided the company with tools to create, organize, and deploy digital versions of paper forms used in the field.

Results

Both field workers and office staff gain valuable time and efficiency boosts using our software to streamline tedious, paper-driven processes into a nearly instant digital transfer of data.

ROI

The company reduced their paper expenditure by 90% with Actsoft’s Wireless Forms tool.

Lumber and Timber
Field Service

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping, productivity, accountability

Soundbite

Actsoft solutions provided the lumber and timber company with a way to keep track of employee locations during work hours and also to know who was on the clock at any given time. Their business now has a platform to gain clear insight into the specifics of what’s happening outside of the office.

Results

The lumber company is increasing their output and saves money and time during the period they’ve used Actsoft solutions.

ROI

The company experienced a 20% increase in efficiency.

Pest Control
Field Service

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping, automation, paperwork

Soundbite

By being able to find data all in one place, their company could maximize time in the field, increase revenue and stay organized, so they could focus on pest control, rather than having to slow down processes to complete time-consuming paperwork.

Results

With Wireless Forms, this company can send documents via email to customers and office staff, greatly improving customer experience and productivity in the field. Their organization continues to drive return on investment with our solution, primarily through an overall increase in efficiency, output, and customer satisfaction.

ROI

The company is able to take on an additional five jobs per week using our software.

Environmental Corporation
Field Service

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping, integration, automation

Soundbite

Actsoft solutions are able to meet all of the company’s business requirements. Our platform’s ability to function on their current devices did not require a large initial investment or a lot of training, allowing them to roll out the solution quickly and easily.

Results

New processes using Actsoft solutions improve job costing estimates and invoicing, making them more accurate and improving cash flow.

ROI

Job costing estimates are now 20% more accurate.

Street Sweeping
Field Service

Keywords

Wireless Forms, GPS Tracking, Job Dispatching, efficiency, automation, scheduling

Soundbite

Our software enables the street sweeping company to save money, increase efficiency, and eliminate any concerns on servicing.

Results

With Actsoft solutions, the street sweeping company transformed many of their analog processes, reducing their costs of doing business.

ROI

The company experienced a 50% increase in efficiency and nearly $3,000 per month in savings.

Auto Detailing
Field Service

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping, accountability, paperwork

Soundbite

Actsoft was the solution needed to streamline this auto detailing company’s field-based operations. Our application quickly addressed their overall strategy and internal functionality requirements.

Results

Using Actsoft solutions results in a much faster turnaround of jobs received, dispatched and completed. Our application has drastically reduced their ongoing operational costs, freeing up resources for hiring additional personnel and completing more jobs.

ROI

The company experienced a 40% increase in their field-based workforce.

Water Treatment
Field Service

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping

Soundbite

Overall, the water treatment company finds Actsoft solutions very useful, user-friendly, and very essential to what they do.

Results

Actsoft solutions help the water treatment company save money by eliminating any uncertainty with what employees are doing while on the clock. Since using our software, they’ve seen a decrease in downtime among drivers and an overall increase in accountability.

ROI

The company’s productivity went up by 15%.

Non-Emergency Medical Transport
Healthcare

Keywords

GPS Tracking, Wireless Forms, Job Dispatching, accountability, automation

Soundbite

Actsoft provided the ideal solution. Now, all of their drivers are equipped with handset tracking, so the office is always able to determine where each employee is at any given time during working hours.

Results

The system in place now lets the company interact with customers in a more efficient way, helping them provide definitive responses in a much quicker time than before.

ROI

Customer response times became 30% faster.

Non-Emergency Medical Transport
Healthcare

Keywords

Wireless Forms, tracking, optimization, efficiency

Soundbite

A non-emergency medical transport organization that took rehab patients to treatment facilities needed a way to provide optimized service to their patients and ensure operations remained streamlined.

Results

Wireless Forms made it easy for the organization to take down the names and pickup times of each patient digitally, allowing their administrators to see in near real-time the progress of certain jobs.

ROI

Overall efficiency increased by 25%.

Emergency & NEMT
Healthcare

Keywords

Closest-To, GPS Tracking, Reports, accountability, communication

Soundbite

With access to accurate GPS monitoring through Actsoft solutions, the company can now locate their drivers’ positions in near real-time, which helps expedite the time it takes for the office to send ambulances to new job sites as they arise.

Results

Since installing Actsoft solutions, their business experiences higher efficiency due to fewer instances of mixed or missed communication.

ROI

The organization is increasing their efficiency by 30%.

Non-Profit Medical Center
Healthcare

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping, integration

Soundbite

Our software was the solution that the medical center needed to confirm if their healthcare professionals were at patients’ homes.

Results

Using Actsoft solutions has revolutionized the medical center’s efficiency. The software allows them to track staff in near real-time, and be able to better manage their agency and the patients they serve through its capabilities.

ROI

The organization increased their efficiency by 50-75% annually.

Home Health Services
Healthcare

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping, integration, accountability

Soundbite

Our software let this home health services company know where their staff was at any time during business hours. Plus, they could integrate data collected with the solution’s Mobile Timekeeping feature directly with their existing payroll system.

Results

The ability to track their mobile staff helps them sort out the employees that aren’t fulfilling their responsibilities, or who may have been misreporting information.

ROI

With Actsoft solutions, the company increases their efficiency by nearly 50%.

Medical Technology
Healthcare

Keywords

Wireless Forms, GPS Tracking, Reports, accountability, productivity

Soundbite

A medical technology company used Actsoft solutions throughout several different departments to ensure maximum employee productivity.

Results

Using historical reports in Actsoft solutions allows the medical technology company to improve time management. They’re able to see how many jobs each of their employees regularly complete and identify new ways to maximize their availabilities.

ROI

Productivity went up by 25% with the help of Actsoft.

Medical Equipment Transport
Healthcare

Keywords

Job Dispatching, GPS Tracking, Mobile Timekeeping, work orders, assignments, accountability, productivity

Soundbite

Actsoft solutions offered this company a versatile mobile management solution that could help them review delivery routes and increase productivity and communication via GPS Tracking and Job Dispatching. They were able to see an almost immediate ROI.

Results

Our Job Dispatching feature helps this medical equipment transport company efficiently manage jobs for drivers, enabling the person in charge of couriers to view a specialized dashboard of driver statuses.

ROI

The organization’s efficiency went up by 15%.

Medical Consultation Transport
Healthcare

Keywords

Alerts, GPS Tracking, Job Dispatching, rerouting, efficiency, accountability

Soundbite

Job Dispatching was a valuable feature of our software that enabled a medical appointment transport company to make more patient drop-offs daily with nearly instant rerouting via digital notifications.

Results

Since their implementation of Actsoft solutions, the company has grown in terms of both productivity and saved revenue.

ROI

They see a 10% increase in measurable efficiency and anywhere from $100 to $500 per month in cash savings.

Pharmaceutial Supplies
Healthcare

Keywords

Closest-To, GPS Tracking, Job Dispatching, accountability, proof of service

Soundbite

Actsoft solutions’ GPS Tracking allowed a pharmaceutial supplies company to manage their entire workforce more effectively, keep a close eye on personnel, and gain a clearer view into general operations.

Results

Our software not only increased accountability among employees, but their company was also able to use it to leverage information from their GPS Tracking history to help settle a dispute with a former employee.

ROI

By increasing their accountability, workforce productivity improved by 20%.

Residential & Commercial HVAC
HVAC

Keywords

Wireless Forms, Public Forms, GPS Tracking, work orders, scheduling, efficiency

Soundbite

Our software’s Wireless Forms tool gave this HVAC company the freedom to eliminate its dependency on paper forms and expedite tasks far more efficiently and cost-effectively.

Results

Wireless Forms changed the way the HVAC company collected field data, speeding up the process and eliminating errors due to missing information or poor handwriting. Plus, it drastically reduces the amount of paper the company uses, both saving them money and benefitting the environment.

ROI

Custom digital forms reduced paperwork delays by 80-90% for the company.

Commercial and Residential Service
HVAC

Keywords

Reports, GPS Tracking, Mobile Timekeeping, accountability, productivity, reduced costs

Soundbite

GPS-stamped time punches that could be recorded from actual job sites using Actsoft solutions gave this HVAC company’s employees the means to punch in from anywhere and record it digitally using their mobile devices.

Results

Knowing the near real-time locations of technicians with Actsoft’s platform lets management assign new work orders more effectively. This record of everyone’s locations also transcends from timekeeping to customer service.

ROI

Unnecessary overtime costs were reduced by 75%.

Commercial Repair and Installation
HVAC

Keywords

Wireless Forms, GPS Tracking, Reports, paperwork, scheduling, efficiency, cost reduction

Soundbite

With Actsoft’s platform, management could monitor the exact locations of their technicians and reroute them based off of proximity to new customer locations. Wireless Forms let them customize their own service sheets, so they could digitally capture the same information they were before, but in a fraction of the time.

Results

Since implementing Actsoft solutions, the company experienced growth in overall workforce productivity, with technicians now able to move between job sites quicker than ever before.

ROI

They almost immediately began to see an estimated 30% increase in measurable efficiency.

Residential Maintenance
HVAC

Keywords

Job Dispatching, GPS Tracking, Mobile Timekeeping, routing, scheduling, efficiency

Soundbite

Our software provides intuitive live-view maps of employees in the field, and its unique dispatching technology lets HVAC supervisors instantly notify workers of changes in scheduling or new job locations.

Results

Job Dispatching and GPS Tracking have been two instrumental features in their new approach to management, helping the company more effectively coordinate their workforce.

ROI

The company immediately saw a 20 percent increase in efficiency using Actsoft solutions, along with a monthly savings of $100–500 through effective routing.

Commercial Maintenance
HVAC

Keywords

Wireless Forms, Intra-Company Messaging, Dispatching Scheduler, productivity, customer experience

Soundbite

Actsoft solutions enable a commercial maintenance HVAC firm to receive data from the field dynamically, communicate with their technicians, and assign new work orders ahead of time.

Results

With Wireless Forms, this HVAC business can get repair sheets, work orders, and invoices completed faster and with fewer costs via digital transformation. They’re also able to coordinate resources more effectively and plan out technician schedules that are optimized for productivity in advance, helping them serve more customers daily.

ROI

The speed of data reception from the field increased by several times due to the digital transformation our software provides.

Yard Maintenance
Landscaping

Keywords

Mobile Timekeeping, Public Wireless Forms, Mobile Payments, versatility, increase revenue

Soundbite

Our application made it easy for a landscaping company to accept new service requests digitally, take payments directly from customer locations, and let their staff clock in remotely.

Results

With Actsoft, this company’s landscapers can reach customer locations quicker and reduce unnecessary trips to the office just to clock in and out. They’re able to process billing remotely, increasing revenue for the business and letting them move from job to job faster (increasing productivity).

ROI

Their company can accept several new jobs at the start of each day by providing customers with a way to submit service requests electronically.

Lawn Care
Landscaping

Keywords

Wireless Forms, Barcode Scanning, Job Dispatching, inventory management, efficiency

Soundbite

A lawn care business used Actsoft’s solutions to keep track of all of their equipment onsite by digitally logging it and scanning asset barcodes using mobile device cameras.

Results

The capabilities of our software for inventory management allowed this company to reduce shrinkage, ensure the right tools were always at each customer location, and ultimately serve more customers.

ROI

They a experienced a 100% reduction in the potential for their tracked assets to be stolen.

Natural Resource Production
Oil & Gas

Keywords

Wireless Forms, GPS Tracking, Job Dispatching , paperwork errors, efficiency, fuel costs, rerouting

Soundbite

After making the switch to Wireless Forms with Actsoft solutions, our Professional Services team created a customization that automatically compiled all data into a single, comprehensive report.

Results

Wireless Forms eliminates potential loss of data and time. With Actsoft solutions’s GPS functionality, routes are optimized, customer service is much better, and fuel costs are lower than ever.

ROI

Fuel costs decreased by 30% for the company.

Upstream, Midstream, Downstream
Oil & Gas

Keywords

Job Dispatching, GPS Tracking, Handset Tracking, accountability

Soundbite

Using the power of GPS technology, the company was able to gain a better grasp on their organization’s mobile operations as a whole.

Results

Since implementing Actsoft solutions, the energy company sees efficiency in the phases of exploration, production, and transmission of petroleum by knowing where their mobile workers are at all times.

ROI

With location reporting, accountability and productivity improved by 20%.

Concrete and Asphalt Contractor
Paving

Keywords

Wireless Forms, Mobile Timekeeping, Intra-Company Messaging, safety compliance, communication

Soundbite

A concrete and asphalt contractor required the help of Actsoft solutions to automate their timesheet process, streamline worksite documentation, and reach their employees in the field.

Results

Our software enabled this contractor to enhance communication with their staff during projects, boosting responsiveness and project timelines. They also used our Wireless Forms tool to get faster, more detailed safety and compliance checklists done.

ROI

Project completion timelines decreased by 10%.

24/7 Full-Service Maintenance
Plumbing

Keywords

Job Dispatching, GPS Tracking, alerts, flexibility, customer service

Soundbite

Actsoft solutions offered a perfect low-cost software that provided the company a way to easily track their plumbers during working hours and improve accountability.

Results

Employee accountability increased immediately, because they knew management was monitoring their locations. To boot, since they specialize in emergency services, response time is very important.

ROI

The company’s response times to new client requests went down by an average of 10 minutes per call.

Residential Installation
Plumbing

Keywords

Public Wireless Forms, Dispatching Scheduler, Mobile Payments

Soundbite

A residential plumbing company used our software to field new service requests, schedule their plumbers prior to each new work week, and accept payment for provided services from the field.

Results

Customer convenience increased when the plumbing company had a way to bill for installations using mobile devices, right from a client’s location. They were able to drive more revenue with Actsoft solutions’ ability to let them accept and schedule new installation requests digitally.

ROI

Using Mobile Payments (powered by Stripe), they were able to increase yearly revenue by 10%.

Pool Maintenance Company
Pool Construction/Maintenance

Keywords

Wireless Forms, Dispatching Scheduler, Mobile Payments, increase revenue, assign jobs, photo capture

Soundbite

This pool maintenance company relied on our software to schedule cleaning jobs in advance, as well as fill out all paperwork digitally.

Results

Once service was complete, customer experience was improved, since the business had a way to accept payment for a pool cleaning job directly from the field. They also increased revenue by enhancing quality control through photo capture and Wireless Forms.

ROI

Annual revenue went up by 15% now that they had digital tools to provide better service.

Auto Insurance Provider
Professional Service

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping, mobile workforce, accountability, safety

Soundbite

Actsoft solutions suited their needs above any other solution on the market.

Results

The company used our software’s Wireless Forms, GPS Tracking, and Mobile Timekeeping tools to enhance their operations and reduce unnecessary downtime and lapses in productivity.

ROI

The company experienced a roughly 20% jump in productivity, which led to an average increase in revenue of $1,000 each month.

Hazardous Chemicals Cleanup
Professional Service

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping, mobile workforce, accountability, safety

Soundbite

Since they deal with dangerous materials daily, accountability and accuracy are crucial to making sure everything goes smoothly.

Results

The company increases efficiency and quality control by using digital forms to complete their documents and pass them off in a chain of command.

ROI

Efficiency increased by 30% and resulted in thousands of dollars saved.

Contract Security Service
Professional Service

Keywords

Wireless Forms, GPS Tracking, reports, paper-based, reporting

Soundbite

Because they work on client premises, the solution had to be mobile; it also needed to be digital, as the company was looking for something to reduce its carbon footprint. Finally, implementation needed to be done without a major investment in infrastructure.

Results

Workplace efficiency is at an all-time high, thanks to the elimination of redundant tasks (made possible by the Actsoft platform’s API integration capabilities).

ROI

With the power of automation, efficiency was boosted by 30%.

Door-to-Door Marketing
Professional Service

Keywords

Reports, GPS Tracking, Mobile Timekeeping, accountability

Soundbite

Actsoft solutions are the analytical tool that helped the company succeed. Multiple departments use the data gathered from it.

Results

Administrators can easily analyze data and improve customer service. Reports are used to ensure staff alignment for maximum productivity.

ROI

Customer retention improved by 15%.

Environmental Safety Management
Professional Service

Keywords

Geofences, GPS Tracking, Reports, accountability, billing

Soundbite

Now, there is less potential for inconsistencies in their service to customers, and a more transparent work environment is being fostered.

Results

The multiple features that their company uses with our software allow them to take on even more customers than ever.

ROI

The company’s use of Actsoft solutions led to a 10% increase in profits.

Land Parcel Management
Professional Service

Keywords

Geofences, GPS Tracking, Mobile Timekeeping, accounting, accountability

Soundbite

Our software proved to be the best solution, letting the company monitor staff members’ locations while in the field and even set up geofences around certain neighborhoods or landmarks to get notified when employees are on-site.

Results

Work is more efficient and the risk of disputed billing is reduced, since everything is digital and trackable.

ROI

Instances of disputed billing went down by 20%.

Contract Security Provider
Professional Service

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping

Soundbite

The company started relying on Wireless Forms and instantly saw improvements with guard-tracking at job sites.

Results

Since using Actsoft solutions, the company has been able to increase service quality and job site efficiency by tracking their security guards during working hours.

ROI

Ease of reporting increased efficiency by at least 75%.

Security System Installers
Professional Service

Keywords

Wireless Forms, GPS Tracking, Mobile Timekeeping

Soundbite

Actsoft solutions’ tracking features offered a powerful benefit, letting management keep an eye on the entire workforce at once, from a single location.

Results

Our software has saved the company time and money, and it increased accountability for workers away from the office.

ROI

The company saves an hour of time per day that usually would be spent completing manual timekeeping and payroll processes.

Police Department
Public Sector

Keywords

Geofences, GPS Tracking, Reports, accountability, affordability, transparency, business insights

Soundbite

The precinct needed a way to better monitor its deputies’ whereabouts, verify the locations of patrols, and increase integrity.

Results

Accountability improved after one incident that involved an officer who went “missing” during their shift. The software’s quick monitoring capabilities revealed that the officer was actually at their home, and this discovery resulted in further changes in department regulations.

ROI

Workforce accountability increased by 25%.

Animal Control
Public Sector

Keywords

dispatching, Job Dispatching, flexibility, cost control

Soundbite

An animal control organization required a way to quickly reroute available employees who were already in the field to new areas needing assistance.

Results

Job Dispatching allows for on-the-fly assigning of new tasks to dispersed animal control employees, enabling the organization to provide quicker assistance and reduce its operational costs.

ROI

Dispatching efficiency increased by 30%.

Utilities and Landscaping
Public Sector

Keywords

Mobile Timekeeping, Crew Timekeeping, time management, efficiency, transparency

Soundbite

A utility and a landscaping organization tasked with serving the public and public property both needed a way to get more done daily and limit the amount of time their employees spent driving to the office.

Results

Crew Timekeeping enabled both organizations to clock multiple employees needed for a job in and out at once from a single device.

ROI

Daily output increased by 35%, as workers didn’t need to report to the office just to clock in and out any more.

Social Worker Visits
Public Sector

Keywords

dispatching, Dispatching Scheduler, productivity, efficiency, turnover

Soundbite

A government organization employing social workers required an easier means of planning out their staff’s visits ahead of time.

Results

Using the Dispatching Scheduler allowed the organization to assign their social workers to visits in the field in advance, helping them maximize productivity and not overbook certain employees.

ROI

Each employee was able to handle one extra visit per day (more evenly distributing their workloads).

Service Requests for Public Housing
Public Sector

Keywords

Public Wireless Forms, Wireless Forms, service requests, work orders, increased capacity, efficiency, automation

Soundbite

A maintenance service for public housing needed an easier way for tenants to submit service requests.

Results

By planting codes on certain appliances or objects that might eventually need service, the organization could use Actsoft solutions to allow tenants to scan these codes via mobile device cameras and automatically open up a Public Form URL. Tenants could then use the digital form at that URL to fill out and submit service requests. With the power of this feature, the organization can provide greater convenience to their tenants and also provide them with faster service.

ROI

Tenant satisfaction increased by 15%.

Fire Hydrant Inspections
Public Sector

Keywords

Job Dispatching, Wireless Forms, work orders, inspections, efficiency, compliance

Soundbite

A county’s inspection team for fire hydrants needed a way to streamline recurring inspection orders to ensure none were missed during each round of checks. They had to be compliant with regulations that mandated each hydrant was inspected for proper functionality at least every six months.

Results

Scheduling recurring fire hydrant work order inspections with Actsoft solutions allowed the county to automatically plan in advance work orders (by unit) every five months, helping them achieve proper compliance. Using this feature, they’re able to help keep the public safer and verify that every fire hydrant is accounted for on a regular basis.

ROI

Instances of missed fire hydrants were completely eliminated.

Public Surveys
Public Sector

Keywords

Wireless Forms, digital documents, surveying, data collection

Soundbite

A service-based government organization needed a way to provide the public with questionnaires on how their service was in order to find new ways to improve their processes and workflows.

Results

Public Forms helps the organization accomplish this by allowing the organization to send out digital document URLs that individuals receiving service can fill out, leading to quality feedback.

ROI

Customer satisfaction went up by 30%.

County Organization
Public Sector

Keywords

Alerts, GPS Tracking, accountability, transparency, efficiency, safety, productivity

Soundbite

A county wanted to monitor how long their employees in the field had been stopped at work order locations for in order to enhance both productivity and safety.

Results

Actsoft solutions helped the county track how long their personnel were at each job for via stop time alerts. Any time a visit in the field exceeded a certain duration threshold, their administrators would receive a notification that would alert them of a visit running longer than usual. They could then determine if the extended time spent on that job was warranted, or if further action needed to be taken to ensure their personnel member was safe. They could also compare increased stop times to that of their previous averages, allowing them to make more accurate decisions and change policies (if needed) with greater agility.

ROI

Productivity rose by 25%.

Snowplowing Contractor
Snow Removal

Keywords

Public Wireless Forms, Job Dispatching, Mobile Timekeeping, response times, profitability

Soundbite

A snowplowing contractor used Actsoft features to automate their reception of service requests, let their employees clock in from mobile devices, and reassign staff based off of priority.

Results

The company is using Actsoft to get more snowplowing jobs done per day. They can accept more service requests (without the need for a dispatcher) and reassign staff to new jobs, increasing productivity and their overall capacity.

ROI

They were able to complete an additional seven jobs per week during their busy season.

On-Demand Driving Service
Transportation

Keywords

Wireless Forms, Handset Tracking, GPS Tracking, compliance, drivers

Soundbite

The solution provided an all-in-one dashboard from which they could monitor their mobile operations.

Results

With fleet-tracking devices installed in each of their vehicles, dispatchers can review the live locations as service calls come in and decide which driver makes the most sense based on both proximity to jobs and current bandwidth to take on additional passengers.

ROI

Efficiency rose by 20%.

Industrial Vehicle Tire Dealer
Transportation

Keywords

Wireless Forms, GPS Tracking, Reports, data collection, productivity, streamlining

Soundbite

Actsoft’s Professional Services team worked with the company to incorporate two of their forms into a single Wireless Form, one that contained all pertinent information about each job.

Results

Utilizing GPS Tracking in tandem with Wireless Forms, the company now has complete visibility into their field employees’ activities.

ROI

Daily output and productivity went up by 15%.

Long-Haul Tracking
Transportation

Keywords

Wireless Forms, GPS Tracking, Reports

Soundbite

The biggest concerns were finding a way to make sure customers were serviced on time, all payments were confirmed, and the efficiency of the company was boosted to its maximum potential.

Results

Since implementing Actsoft solutions, the long-haul trucking company is able to better confirm that customers are being helped and payment for services is received, allowing them to increase their overall capacity.

ROI

The company’s efficiency increased by 20% and they save nearly $1,000 per month.

Package Delivery
Transportation

Keywords

Wireless Forms, GPS Tracking, geofences, documentation, accountability

Soundbite

Actsoft solutions were the perfect answer to solve their existing problems while optimizing workforce performance.

Results

Our easy-to-implement software enables the company to monitor how each of their vehicles are being driven, helping them create practices to curb fuel inefficiencies and prevent costly repairs from needing to happen.

ROI

Our solutions saved them an average of $500 per month per vehicle. With nearly 200 vehicles in their fleet, that’s a savings of close to $100,000 monthly.

Special Needs Transportation
Transportation

Keywords

Reports, GPS Tracking, Alerts

Soundbite

After researching a variety of GPS solutions, the company chose Actsoft because of our software’s affordability, comprehensive tracking, and robust reporting system.

Results

The company discovered that some of their vehicles were being used for personal use, and management was able to rectify the situation and clarify vehicle use best practices.

ROI

Fuel costs went down by 10%.

Towing Management
Transportation

Keywords

Job Dispatching, GPS Tracking, API Integration, third-party, accountability, paperwork, communication

Soundbite

Actsoft solutions took their business to the next level for mobile workforce management.

Results

Overall, their average tow response time dropped to 11 minutes, enabling them to reach their clients quicker and provide truly optimized service to them.

ROI

The company experienced more than a more than 50% reduction in response time due to Actsoft solutions.

Specialized Shipping Experts
Transportation

Keywords

Wireless Forms, GPS Tracking, Barcode Scanning, inventory management, invoicing, paperwork, accountability

Soundbite

Actsoft solutions took this shipping company to a new level of operational efficiency and customer service, thanks to its enhanced oversight capabilities.

Results

Our software’s image and signature capture feature allows them to prove that items are delivered intact.

ROI

The company saved thousands of dollars in damaged-goods claims.

Vehicle Sales and Rentals
Transportation

Keywords

Wireless Forms, photo capture, automation, visibility, inventory management

Soundbite

Going digital gave them the freedom to be rid of hard copies and implement a better approach to inventory management.

Results

Now, annual inventory processes are done in half the time as they were previously, freeing up employee time to focus on other important work.

ROI

Inventory efficiency increased by 50%.

Shipping and Logistics
Transportation

Keywords

Wireless Forms, Barcode Scanning, GPS Tracking, inventory management, efficiency

Soundbite

A shipping and logistics company relied on Actsoft to perform digital inventory management for the goods they regularly transported, as well as track and scan each package as it entered/exited company vehicles.

Results

Inventory management with Actsoft allowed the business to streamline its delivery system and reduce asset loss. They’re now saving more money each month by more effectively preventing theft or misplacement, as well as by enhancing the speed (and accuracy) of their process.

ROI

Shrinkage went down by 50%.

Multi-County Utility Service
Utilities

Keywords

Wireless Forms, GPS Tracking, Job Dispatching

Soundbite

GPS Tracking and Job Dispatching with Actsoft solutions were exactly what the team needed to get consistent visibility into the daily activities of their team and to efficiently stay on top of new work order priorities.

Results

After implementing Actsoft solutions, they’re receiving greater detail about their workforce’s operations in the field, enabling them to make smarter, more data-driven management decisions.

ROI

The company was able to reduce monthly expenses by $1,000.

If a prospect is still using paper timesheets …

“Then”

(Likely Challenges/Issues)

Then they are likely paying more in unnecessary overtime, not maximizing their employees’ available time in the field, and not serving an optimal amount of customers per day.

Our Impact

Our software’s Mobile Timekeeping feature helps businesses reduce overtime costs, provide staff with more time in the day to serve customers, and make the most of their workdays.

If a prospect is using a stationary point-of-sale system …

“Then”

(Likely Challenges/Issues)

Then they are likely providing an unoptimized customer experience and limiting the amount of revenue they can generate.

Our Impact

Our software’s Mobile Payments feature (powered by Stripe) enhances customer convenience and revenue-generating capacity by letting techs bill for provided services in the field.

If a prospect isn’t tracking the locations of their equipment and vehicles …

“Then”

(Likely Challenges/Issues)

Then they could be at greater risk of theft or unauthorized usage of their fleet and/or assets.

Our Impact

Our software’s GPS Tracking capability provides detailed insight on the locations and statuses of vehicles/assets, helping companies keep these more secure and bring down management costs.

If a prospect isn’t automating their inventory management process …

“Then”

(Likely Challenges/Issues)

Then they could be at greater risk for inventory shrinkage and higher operational costs.

Our Impact

Our software’s Wireless Forms and Barcode Scanning tools help to automate inventory management, enabling workers to streamline the process and reduce errors.

If a prospect is using an Actsoft competitor …

“Then”

(Likely Challenges/Issues)

Then they could be wasting time using multiple different applications to handle all their processes instead of just one.

Our Impact

Our software provides an end-to-end solution with multiple included features to help companies boost their productivity and profitability.

If a prospect is using a homegrown technology solution …

“Then”

(Likely Challenges/Issues)

Then they could be missing out on additional features/enhancements to further enhance their profitability and output.

Our Impact

Our software receives continuous enhancements to help companies sustain ROI (something homegrown solutions just can’t offer).

If a prospect wants to save time and money …

“Then”

(Likely Challenges/Issues)

Then they should use our software to help them automate their outdated, costly, and time-consuming processes.

Our Impact

Our software helps companies save time and money by automating many of their manual processes, reducing the costs involved with each and giving them extra resources to gain more business.

If a prospect isn’t monitoring the positions of their employees in the field …

“Then”

(Likely Challenges/Issues)

Then productivity and accountability are likely not optimized for their workforces.

Our Impact

Our software’s Handset Tracking feature enables companies to increase output and transparency in their workforces, as employees know their positions are being tracked during working hours.

If a prospect is still using a stationary time clock …

“Then”

(Likely Challenges/Issues)

Then they are likely causing their mobile employees to have to spend time on the clock simply driving back to the office to register time punches at the end of a day.

Our Impact

Our software’s Mobile Timekeeping tool allows mobile employees to clock in and out from virtually anywhere, eliminating unnecessary drive time and helping them boost productivity.

If a prospect is still tracking compliance with paper forms …

“Then”

(Likely Challenges/Issues)

Then they are likely dealing with errors related to illegibility and slow data reception from the field.

Our Impact

Our software’s Wireless Forms capability makes it easier for companies to document safety and compliance digitally, adding more detail and speed to the process.

If a prospect isn’t scheduling work orders for their employees in advance …

“Then”

(Likely Challenges/Issues)

Then their service window times for customers may be inaccurate and they may have additional unrealized availability to handle new customer requests.

Our Impact

Our software’s Dispatching Scheduler feature allows admins to drag and drop new work orders onto employee schedules, helping them identify and limit downtime and give customers more accurate arrival times.

If a prospect is still using a manual dispatching system …

“Then”

(Likely Challenges/Issues)

Then they are ill-equipped to handle on-the-fly customer requests that come in and are spending too much time having their employees drive back to the office just to receive new instructions.

Our Impact

Our software’s Job Dispatching tool simplifies the process of handling new service requests by letting dispatchers digitally reroute available nearby employees to new locations at once.

If a prospect isn’t communicating effectively with their mobile employees …

“Then”

(Likely Challenges/Issues)

Then they could be being affected by hidden costs related to communication errors and low productivity.

Our Impact

Our software’s Intra-Company Messaging feature enables desktop-to-handset communication between workers and managers, helping everyone stay on the same page and limiting inconsistencies.

If a prospect isn’t integrating their data between applications …

“Then”

(Likely Challenges/Issues)

Then they could be spending too much time and money on manual data entry.

Our Impact

Our software’s ability to integrate with many types of third-party platforms makes it easy to consolidate data and eliminate redundancy.

If a prospect wants their employees to improve productivity …

“Then”

(Likely Challenges/Issues)

Then they should acquire a solution that allows them to track employee positions, dispatch new instructions at will, and study reports on employee output.

Our Impact

Our software gives businesses premier insights into where their employees are and what they’re doing, helping companies monitor productivity and increase it across their workforces.

If a prospect wants more customers …

“Then”

(Likely Challenges/Issues)

Then they need a solution that will allow them to allocate their resources more efficiently and maximize the current amount of talent they have on staff.

Our Impact

Our software eliminates manual timekeeping and dispatching, giving a workforce’s members of staff additional availability each day to be more productive.

If a prospect wants to be able to take on more jobs without hiring more people …

“Then”

(Likely Challenges/Issues)

Then they need digital tools that will help their employees reduce unnecessary travel times, receive new jobs on the fly, and automate manual processes.

Our Impact

Our software enables in-advance scheduling, allowing managers to proactively limit instances of downtime (before they might happen) and communicate new jobs to their dispersed employees on the fly.

If a prospect wants to ensure their employees are safe and OSHA-compliant …

“Then”

(Likely Challenges/Issues)

Then they require a software that allows them to capture more detail in their safety and compliance checklists with greater speed.

Our Impact

Our software’s Wireless Forms tool helps companies track safety compliance with greater detail, speed, and insight by providing dynamic capabilities like photo, audio, and signature capture.

If a prospect wants to differentiate their company from their competition …

“Then”

(Likely Challenges/Issues)

Then they need to optimize their customers’ experiences and do more satisfactory jobs compared to other businesses in their industry (with the help of digital tools).

Our Impact

Our software helps companies provide more personalized customer experiences, reach customers quicker, and be more adaptable with its Job Dispatching feature. With these benefits, businesses stand out from their competition and deliver superior service to their clients.

If a prospect is still using paper documents …

“Then”

(Likely Challenges/Issues)

Then they are likely experiencing delays, high paper costs, and a lack of detail in the data collected at each of their job sites.

Our Impact

Our software’s Wireless Forms feature helps organizations get the data they need faster, cheaper, and with fewer errors involved by digitizing the entire paperwork process.

Ensure Payroll Accuracy

Industry

Plumbing

Integration

ADP

Key Features

Mobile Timekeeping

Situation

A plumbing company wanted to keep better track of their employees’ time management while in the field and ensure accuracy during the payroll process.

Solution

Using our APIs, the company started importing their timekeeping data to ADP for more efficient reporting.

Impact

The company can now keep better track of employee hours and ensure that employees are more accountable for their time in the field and on the clock.

Import payment information

Industry

Tree Removal

Integration

Quickbase

Key Features

Wireless Forms, Photo Capture, Mobile Payments

Situation

A tree removal company required an easier method to import payment information for provided services into Quickbase any time a job was completed.

Solution

With our photo capture and mobile, onsite payment capabilities, the company can easily collect payment information from the field, quickly record the transactions, and automatically import the total amounts and check images into Quickbase.

Impact

With this integration, the tree removal company enjoys greater convenience and less manual data entry for their back-office employees.

Optimize dispatching performance

Industry

Food Delivery

Integration

Geotab

Key Features

Job Dispatching

Situation

The company was experiencing inefficiencies in their dispatching processes such as missing out on customer orders and delivering subpar customer experiences because of their lack of insight into the whereabouts of their mobile workforce.

Solution

Using our API integration, our application was able to update with historical or current GPS data from Geotab in near real-time.

Impact

The company gained deeper and faster insight into the real-time locations of their mobile workforce employees, which increased their flexibility when it came to acting dynamically and providing service to customers on-demand.

Dispatch workers more efficiently

Industry

HVAC

Integration

N/A

Key Features

Job Dispatching, Mobile Payments

Situation

An HVAC company used Actsoft solutions to efficiently dispatch their mobile technicians to new customers that would request service during a day’s work.

Solution

With its inventory management capabilities, our solution made it easy for their technicians to quickly realize what they exactly were running low on and identify where it would be available in their warehouse.

Impact

With Mobile Payments and streamlined inventory management, our software helps the HVAC company provide faster, more convenient, and truly personalized service to its customers.

Optimize inventory management

Industry

Construction

Integration

QuickBooks Online

Key Features

Wireless Forms

Situation

A construction company wanted to optimize their internal inventory management process.

Solution

By integrating our software with their QuickBooks Online account, an invoice is generated from QuickBooks every form submission regarding inventory items, which automatically updates the quantity on hand.

Impact

The company was able to streamline the inventory management process and had quicker, more effective insight into handling inventory shortages when they occurred and tracking materials moving in and out.

Create and manage customer profiles

Industry

Pest Control

Integration

Insightly

Key Features

Wireless Forms

Situation

A pest control company used Insightly (a CRM software) to create new customer profiles and better manage their existing clients.

Solution

With our software’s integration capabilities, the company was able to establish a link between Insightly and our software, eliminating the need to create new customer profiles manually in both platforms.

Impact

With the power of this integration, the pest control company reduces errors and the possibility of duplicate data entry that could potentially confuse their exterminators in the field when receiving new work orders.

Cut back on paper costs

Industry

Electrical

Integration

QuickBooks Online

Key Features

Job Dispatching

Situation

An electrical company wanted to cut back on paper costs by digitizing their invoices to be included when dispatching jobs.

Solution

Using our APIs, the dispatcher can create a PDF of the QuickBooks invoice, upload it to Dropbox, generate a share link, and add the link to a field in the digital job order.

Impact

The company can now quickly provide their drivers with key information digitally while maintaining a connection to the actual QuickBooks invoices.

Streamline digital safety checklists

Industry

Construction and Civil Engineering

Integration

Dropbox

Key Features

Wireless Forms

Situation

A construction and civil engineering firm regularly completed digital safety checklists through our software that were faster and more thorough than traditional paper forms.

Solution

Our application can exchange data with Dropbox, eliminating the need for the firm’s office employees to manually transfer safety checklist information across systems.

Impact

Thanks to our software and its ability to integrate with Dropbox, the construction and civil engineering firm saves more time and better protects the health and safety of its engineers at construction sites.

Generate invoices from work orders

Industry

Plumbing

Integration

QuickBooks Online

Key Features

Wireless Forms

Situation

A plumbing company wanted their work orders to automatically upload to their QuickBooks Online account to generate invoices.

Solution

Using our APIs, the work orders for jobs were imported into the company’s QuickBooks Online account to create an invoice.

Impact

This resulted in a much more streamlined invoice-generation and work order management process the company could rely on.

Optimize work orders

Industry

Roofing

Integration

Google Calendar

Key Features

Job Dispatching, Wireless Forms

Situation

A roofing company needed a way to take orders for new jobs that were initially scheduled in Google Calendar and integrate them with our platform they were using for workforce management purposes.

Solution

With the power of our software and API integration, the roofing company was able to automatically pull new work orders whenever they were created in Google Calendar, complete with all the details needed for their roofers to complete new jobs included in each.

Impact

Thanks to expedited, more automated work order distribution and data syncing, the roofing company can help perform more repairs and installations for customers.

Improve inventory management

Industry

Paving

Integration

Excel

Key Features

Wireless Forms

Situation

A paving company needed to a new way to update inventory for the materials and supplies housed in their facility.

Solution

Managers of the paving company utilized our API data to automatically update the status of any inventory asset when new digital documents got submitted by workers.

Impact

The company now operates more efficiently and streamlined, which means less time needs to be spent on inventory management, and more time can be allocated to other important tasks without dropping inventory management quality.

Ensure payroll accuracy

Industry

Pool Maintenance

Integration

QuickBooks Online

Key Features

Mobile Timekeeping

Situation

A pool maintenance company needed a way to sync their workers’ timesheet data with QuickBooks Online, their accounting software.

Solution

The ability of our software to integrate with QuickBooks Online enabled the pool maintenance business to sync their timesheet data automatically.

Impact

Due to the power of this integration, the company sees productivity increases and additional savings from not needing to acquire any new solutions for payroll, accounting, or time tracking.

Dispatch workers more efficiently

Industry

Transportation

Integration

Geotab

Key Features

Job Dispatching

Situation

A food distribution company wanted to dispatch work orders to drivers in the field more efficiently.

Solution

Integrating our solution with Geotab allowed the distribution company to update their application with historical and current GPS data in near real-time.

Impact

The company now can see where their drivers in the field are currently or where they’ve been previously, which allows them to hold everyone accountable and make smarter business decisions in a more efficient manner.

Optimize routing options

Industry

Non-Emergency Medical Transport

Integration

C2Logix

Key Features

Job Dispatching

Situation

A non-emergency medical transport company sought a way of optimizing work orders and routing in order to provide efficient patient care while keeping fuel costs in check.

Solution

By sending Actsoft .CSV files as work orders from C2Logix (a route optimization software), the company could now process work orders via API integration and import these dispatched orders every morning.

Impact

Linking optimized routes and work orders enables the non-emergency medical transport company to save time and money on a daily basis.

Simplify managing timekeeping data

Industry

HVAC

Integration

N/A

Key Features

Mobile Timekeeping

Situation

An HVAC company wanted to simplify uploading employee timekeeping data into the new system.

Solution

Our solution empowered the business to export these employee timekeeping records via .CSV files (flat file) exports.

Impact

The company gained more control over their employee timekeeping management processes.

Improve the accuracy of work orders

Industry

Snowplowing

Integration

Dropbox

Key Features

Wireless Forms, Photo Capture

Situation

A snowplowing company wanted to sync images of areas where snow removal was needed to corresponding work orders so their employees could get a more accurate picture of work required.

Solution

Our software offers an ability to integrate with Dropbox, allowing the snow removal business to upload images corresponding to work orders to Dropbox, generate shared links, and pull them into the application.

Impact

With the power of this integration, the snowplowing company can help put their employees in a better position at the start of a job to accurately survey what needs to be done, as well as identify the scope of the project with detailed visuals of land needing snow removal.

Optimize daily reporting

Industry

Roofing

Integration

N/A

Key Features

Wireless Forms

Situation

A roofing company needed to optimize the way daily reports were being filled out in the field and sent over to management for review.

Solution

With the help of our Wireless Forms feature, the company was able to enable workers in the field to fill out the daily reports digitally from a mobile device.

Impact

This resulted in a more streamlined and efficient process for filling out and sharing these crucial daily reports.

Reduce overtime

Industry

Electrical

Integration

QuickBooks Online

Key Features

Mobile Timekeeping

Situation

An electrical company’s electricians regularly worked overtime on an installation project at an industrial complex.

Solution

Our solution enables the electrical company to easily export timesheet data (including overtime logs) in .CSV format and pull that data into QuickBooks Online, their accounting system).

Impact

With an established integration between our software and QuickBooks Online, the electrical company is able to import regular and overtime data via .CSV files any time this occurs, providing benefits such as saved time and improved employee retention from being able to accurately and reliably pay their electricians.

Optimize customer information management

Industry

Landscaping

Integration

Quickbase

Key Features

Wireless Forms

Situation

A landscaping company wanted to optimize their customer information management in their third-party application development platform, Quickbase.

Solution

As information from work orders, invoices, and estimates is entered into Quickbase, our API extracts customer information, updates existing customer data, and creates new customer data.

Impact

The company has a more centralized and streamlined customer database and can manage this information with greater ease.

Streamline inventory management

Industry

Warehousing

Integration

N/A

Key Features

Wireless Forms

Situation

Managers of a warehouse needed a way to monitor the assets housed in their facility.

Solution

Because our software allows users to export custom data sets in spreadsheet form, the managers were able to utilize API data to automatically update the statuses of any assets in question whenever new documents are digitally submitted by workers.

Impact

With a new way to automatically update inventory based on submitted form data, the warehousing company saves money by not needing to purchase licenses for an additional third-party inventory management application.

Import customer profiles

Industry

Electrical

Integration

Insightly

Key Features

Wireless Forms

Situation

An electrical company wanted to find a way to import their customer profiles from Insightly into our TeamWherx™ solution.

Solution

Using our APIs, we were able to create new clients in our Job Dispatching module.

Impact

This solution resulted in the electrical company spending less time on manual data entry and reduced the tedious double entry of customer information.

Automatically reimport work orders on a recurring basis

Industry

HVAC Plumbing

Integration

Azure

Key Features

Wireless Forms

Situation

An HVAC company needed a way to automatically reimport orders into our software on a weekly basis and make this a reoccurring process.

Solution

Thanks to our solution’s ability to integrate with Azure Table Storage, form submission data from completed work orders can be exported to Microsoft Azure and then automatically reimported into our software in a repeatable manner.

Impact

Due to the power of this integration, the HVAC company can save more time and provide better, more detailed service to each of their existing customers, no matter the season.

Back up data to prevent total loss

Industry

Home Remodeling

Integration

Google Sheets

Key Features

Wireless Forms

Situation

A home remodeling company needed to have backups of the data that was submitted from the field using our digital forms.

Solution

Our software’s compatibility with Google Sheets enabled the home remodeling company to integrate form data with the documents they used as backup records, removing much of the back-and-forth and headaches associated with duplicate data entry.

Impact

By integrating digital form data with Google Sheets, the home remodeling company is able to save more time and better optimize the use of resources.

Manage customer profiles

Industry

Tree Removal

Integration

Salesforce

Key Features

Wireless Forms

Situation

A tree removal company required a simpler way to generate a new client in our application whenever a new customer profile was created within Salesforce, their CRM software.

Solution

With the power of integration, the tree removal company was able to link their Actsoft and Salesforce accounts.

Impact

As a result of this integration between Salesforce and our software, there’s no need for the company to duplicate manual data entry or require additional FTE to keep up with their work orders from new clients.

Optimize work order visibility

Industry

Integration

Google Calendar

Key Features

Wireless Forms, Job Dispatching

Situation

A mobile IT service company needed a way for their workers to view scheduled work orders that had originally been created using our software in Google Calendar.

Solution

The ability of our software to integrate with Google Calendar makes it easy for the mobile IT service company to create calendar events in the solution’s web portal and automatically sync them, reducing duplicate data entry.

Impact

As a result of this integration, the IT company can automatically add their built-out work orders to Google Calendar, saving their employees time when updating their progress and allowing them to move to the next job quicker.

Include invoices with dispatched work orders

Industry

Flower Delivery

Integration

QuickBooks Online

Key Features

Wireless Forms, Job Dispatching

Situation

A flower delivery company wanted to automatically take information from an invoice created in QuickBooks Online and include it when digitally dispatching their drivers.

Solution

Our software offered the integration connection to the company and helped streamline their business process by showing how the dispatcher can create a PDF of the QuickBooks Online invoice, upload it to Dropbox, generate a share link, and add the link to a field in the digital job order.

Impact

As a result, the company quickly provides their drivers with key information digitally while maintaining a connection to the actual QuickBooks Online invoices.

Ensure payroll accuracy

Industry

Mobile Pet Grooming

Integration

N/A

Key Features

Mobile Timekeeping

Situation

A mobile pet grooming company wanted to export their timekeeping data into a spreadsheet so they could fulfill payroll accurately and efficiently.

Solution

Our API retrieves the company’s weekly timekeeping data and reformats it into a CSV file they could import into their payroll system after reviewing it.

Impact

This streamlines the timekeeping and payroll processes while not forcing the company to change anything within their preexisting platforms and software.

Upload timekeeping data to payroll

Industry

Leasing

Integration

N/A

Key Features

Mobile Timekeeping

Situation

A leasing company wanted an easy way to upload employee timekeeping data to its current payroll system.

Solution

Our solution helped the leasing company export employee timekeeping data via .CSV files (flat file exports).

Impact

As a result, the company has greater control over timekeeping data and can better identify if any unnecessary overtime was logged improperly.

Integrate customer images in work orders

Industry

Painting

Integration

Dropbox

Key Features

Wireless Forms

Situation

A painting company needed a way to integrate images provided from customers within a Public Form with Dropbox.

Solution

Our solution helps the painting company by allowing them to take data submitted by a customer requesting a new paint job and then create a digital work order based off of it.

Impact

Due to this integration, their painters are equipped with additional detail when going to perform work at a job site, and they’re also able to reference past work orders more efficiently.

Upload job site images to work orders

Industry

HVAC

Integration

Dropbox

Key Features

Wireless Forms, Photo Capture

Situation

An HVAC company wanted to upload images from the job site via a public form and attach them to their appropriate work order.

Solution

Utilizing our API, the company uploads these images to Dropbox, where a share link is generated and used in the proper fields within the work order form where their customers can easily click the link, and view the images taken of the job during service.

Impact

This results in a more streamlined way to provide world class service to their customers and helps the company stay on top of their internal recording processes.

Import invoices from service requests

Industry

Beverage Distributor

Integration

QuickBooks Online

Key Features

Wireless Forms

Situation

A beverage distributor wanted to import QuickBooks Online invoices from their service requests and order forms.

Solution

Thanks to our API, service requests are entered into QuickBooks Online, where a work order is dispatched to a technician for a service call.

Impact

The business was able to successfully implement a way to import QuickBooks Online invoices from service form data.

Effectively monitor warehouse assets

Industry

Manufacturing

Integration

N/A

Key Features

Wireless Forms

Situation

A manufacturing company wanted a way to keep track of the statuses of their warehouse assets without using a third-party inventory application.

Solution

By using Custom Lists to maintain their assets, we’re able to utilize our API to take the information being submitted by Wireless Forms and update the statuses of any assets they’d like checked up on.

Impact

The company is now more flexible than ever when it comes to maintaining the statuses of these assets and this empowers them to handle the resources in their workforce more efficiently.

Automate a report of timesheet data

Industry

Plumbing

Integration

ADP

Key Features

Mobile Timekeeping

Situation

A plumbing company wanted to receive an automated export of their clock-in and -out data in a CSV spreadsheet delivered to a distribution email.

Solution

Using our ad-hoc reports and scheduled emails, the company is able to import their data to ADP.

Impact

This helps the company better manage employee clock-in and -out data while controlling payroll expenses in an accountable way.

Adding new client information to existing campaign lists

Industry

Marketing

Integration

ActiveCampaign

Key Features

Wireless Forms

Situation

A marketing company wanted to add newly registered customer information to the appropriate campaign list in ActiveCampaign.

Solution

With the help of our API, the company took customer information from their dispatching client list and added their information to the campaign list they wanted to use in a more streamlined, efficient manner.

Impact

The marketing company can create email campaign lists tailored to specific customers and focus their efforts on cutting out inefficient targeting.

Dispatch new work orders

Industry

Transportation

Integration

Geotab

Key Features

GPS Tracking

Situation

An alcohol logistics and distribution company was interested in dispatching work orders to their drivers and was already using Geotab to track their fleet.

Solution

Using our APIs, we update our application with historical or current GPS data from Geotab in near real-time.

Impact

This allows for the company to have all their relevant information about their drivers and location histories, all within one portal.

Provide accurate material costs to customers

Industry

Construction

Integration

N/A

Key Features

Wireless Forms

Situation

A construction company wanted to keep track of their current materials in inventory by associated market price to provide accurate estimates to their customers.

Solution

By leveraging our APIs, these materials are imported into our application as a custom list, which allows for contractors to fill out all the materials they need on a digital form and provide itemized estimates.

Impact

This ensures the information the business wants to keep on hand is secure, yet still factored into the process.

Keep better record of all previous service calls

Industry

Property Maintenance

Integration

Google Sheets

Key Features

Wireless Forms

Situation

A property maintenance team needs to keep a record of all the recent service calls they have performed for tenants at their location.

Solution

By integrating with our API, the company saved each form submission to Google Sheets, allowing for all the maintenance technicians to view the service history at once, and to provide updates to these service calls.

Impact

This provided a much better customer experience and streamlined the workflows for maintenance technicians in the field.

Track individual vehicle maintenance schedules

Industry

Pest Control

Integration

Fleetio

Key Features

Fleet Management

Situation

A pest control company was interested in tracking their fleet vehicles’ maintenance schedules proactively, in order to help increase vehicle lifespans and reduce the potential for costlier repairs that could result from a lack of regular vehicle care.

Solution

By using our available fleet hard-mount devices and Fleetio fleet management software, we are able to help this pest control company update their odometer readings each day in Fleetio, based on each of their trip distances in our application.

Impact

In addition to the cost savings this integration provides, the pest control company also has a more reliable means of keeping up with their overall operations as a result of it.

Increase employee accountability

Industry

Oil and Gas

Integration

Google Drive

Key Features

Wireless Forms

Situation

A directional drilling company needed to increase their employees’ accountability by capturing video showing their paths and drills operating when harvesting natural gas.

Solution

Through an integration between our software solution’s Wireless Forms feature and Google Drive, these videos are now able to be saved to their Google Drive account, where a link can be generated and added into each of their Wireless Forms submissions.

Impact

This critical syncing of video data enables the directional drilling company to enhance their quality control and make sure that their operations both in the past and the future stay as safe as possible.

Monitor employee break durations for safety and compliance purposes

Industry

Waste Collection

Integration

Kronos

Key Features

Mobile Timekeeping

Situation

They needed to increase the accountability for their drivers to ensure that they were taking adequate 30-minute breaks for their lunches, to stay in compliance with regulations implemented by the DOT and FMCSA.

Solution

By using our standalone form module and associating drivers’ Kronos Employee IDs, the form submissions are now sent directly to Kronos to punch in and out for their lunch breaks, without staff needing to go back to the shop to do so.

Impact

This streamlined a step in the employees’ processes that also allowed them more time in the field to increase productivity and revenue for the company, since they didn’t have to drive back and forth from the office.

Identify which delivery types have the longest durations

Industry

Courier

Integration

Google Calendar

Key Features

Job Dispatching

Situation

A courier company wanted to determine what type of deliveries took the longest and needed to increase accountability with their employees for staying on schedule.

Solution

With the help of our API, the company can see what the actual start and end times of the tasks were, compared to their scheduled times, and is also able to identify any inefficiencies or more complex deliveries.

Impact

They can update the Google Calendar events based on the order status changes in our software to stay up-to-date and on top of their workflows and productivity.

Access previous form submissions with ease

Industry

Refrigeration

Integration

Azure, Microsoft Power BI

Key Features

Wireless Forms

Situation

A refrigeration repair company wanted to provide a way for its end users to access historical form submissions without running detailed reports.

Solution

Utilizing our application’s API integration functionality, these forms are immediately uploaded to Azure Table Storage (a cloud-based storage solution offered by Microsoft), where a report is built in Microsoft Power BI (a powerful analytics visualization tool).

Impact

Our web application facilitated the integration of multiple platforms the company was already using and made it easy to keep everything all in one place with personalized solutions that fit their needs.

Generate and send new work orders to mobile employees

Industry

Cellular Carrier

Integration

Cloud Storage

Key Features

Wireless Forms

Situation

A support team for a cellular carrier needed a way to create new work orders to send to their solution engineers while in the field.

Solution

Our API allowed these work orders to be created and dispatched to their solution engineers each day in our software.

Impact

This allows for greater flexibility for the engineers in the field, who now receive tasks with greater accuracy and optimization and helps dispatchers and managers have better insight and overview of their workforce.

Reduce duplicate data entry for scheduled work orders

Industry

Pest Control

Integration

Google Calendar

Key Features

Job Dispatching, Mobile Timekeeping

Situation

A pest control company wanted to use an online calendar to display all their scheduled work orders to increase visibility to their staff’s availability, as well as reduce the need for duplicated data to be entered.

Solution

By using our APIs to send the created orders to Google Calendar, the relevant customer information, the employee the order was assigned to, and the start and end times for the work order were easily visible.

Impact

This feature provides management with invaluable insights into the work habits of their employees and how they can streamline certain projects and optimize the time and skillsets of their workforce easier.

Generate invoices based off of uploaded work orders

Industry

Service Trailer Repair

Integration

QuickBooks Online

Key Features

Wireless Forms

Situation

A service trailer repair company is interested in having their work orders for trailers they service uploaded to their QuickBooks Online account to generate an invoice.

Solution

Using our APIs, the work orders for regular preventative maintenance and full trailer repairs were imported into the company’s QuickBooks Online account to create an invoice.

Impact

This saves time by reducing the amount of redundant data entry and reduces potential errors included with manually creating the invoices in QuickBooks Online.

Optimize route efficiency based off of work orders

Industry

Waste Collection

Integration

N/A

Key Features

Job Dispatching

Situation

A waste collection company is interested in optimizing their work orders for the most efficient routes for each of their drivers.

Solution

The orders with their optimized routes were saved to a spreadsheet hosted in a cloud storage solution and dispatched out to the drivers using our API.

Impact

This helped save time and reduce fuel costs by eliminating excessive driving between their work orders.

Complete daily job site reports digitally

Industry

Construction

Integration

N/A

Key Features

Wireless Forms

Situation

A construction company requires its sub-contractors to complete a daily report that provides the status of a customer project, including weather conditions, additional required labor, and materials on site.

Solution

Using our Wireless Forms feature, a subcontractor can quickly and efficiently fill out the report.

Impact

This helps save time for the subcontractor needing to manually provide this information and streamlines the general contractor’s process of locating and reviewing the daily report.

Effective overtime request management

Industry

Beverage Distributor

Integration

N/A

Key Features

Wireless Forms, Form Workflows, conditional emails, Ad Hoc Reporting

Situation

A non-alcoholic beverage distributor needed an easier way to manage their staff’s overtime requests.

Solution

Our software provided one of their supervisors with a list of their employees or entire team to select, along with the date and amount of overtime hours requested.

Impact

This streamlines the process and increases efficiency during their company’s daily workflows.

Ensure compliance with commuting laws dynamically

Industry

Home Inspection

Integration

N/A

Key Features

Wireless Forms, Ad Hoc Reporting

Situation

A home inspection company based out of California needed to account for California’s commuting laws.

Solution

Using our Wireless Forms module and Ad Hoc Reporting, instructions are provided to start the form when their driving time begins and then to submit the form once they have arrived at their destinations.

Impact

These features provide deeper insights for management, ensuring accuracy in the tracking of their workforce’s driving habits and commuting times.

Contact tracing and wellness checks with digital forms

Industry

Public Transportation

Integration

N/A

Key Features

Wireless Forms

Situation

A public transportation company is interested in an easy and reliable way to collect and document information stating that employees are healthy enough to report to work, based on CDC guidelines for COVID-19.

Solution

Using our software’s Wireless Forms module, the public transportation company is able to ask employees CDC-approved symptom questions, as well as provide a direct link to the CDC COVID-19 webpage for additional guidance directly within each of their staff’s respective wellness checks.

Impact

In addition to helping them keep their employees safer, the company is also able to use this functionality to maximize its workforce’s productivity, ensuring management knows exactly which workers are available to report on a day-by-day basis at a moment’s notice.

Tracking the status of assets

Industry

Warehousing

Integration

N/A

Key Features

Custom Lists

Situation

A warehousing logistics company is interested in tracking the statuses of their warehouse assets using our application.

Solution

With a combination of our Custom Lists feature and our customer APIs, we were able to assist this company by updating the status of these assets based on the custom list selections they made on a standalone form submission.

Impact

Doing this allows the company to eliminate the possibility of reserving an asset that is already unavailable by helping them only see those assets that are currently available for use at their warehouse.

Import customer profiles to reduce manual data entry

Industry

Erosion Management

Integration

N/A

Key Features

Job Dispatching

Situation

An erosion management company needed a way to import customer profiles created in their third-party CRM application into our solution that they were also using.

Solution

Using our RESTful APIs, we were able to create new clients within the Job Dispatching module for this erosion management company.

Impact

All relevant customer information would then be pulled from their third-party CRM application and could be imported into our software, resulting in a customer list that matched what their other system contained.

Filter out irrelevant data

Industry

Healthcare

Integration

N/A

Key Features

Ad-Hoc Reporting

Situation

Frustration was occurring whenever a physical inspection form submission for a specific vehicle needed to be reviewed, as they had to review tons of paperwork just to locate data on one vehicle in particular.

Solution

Using our Ad-Hoc Reports feature, we were able to provide this organization with the digital ability to display relevant information collected on the physical inspection form through our software.

Impact

This report was set up to send out the previous day’s physical inspection form submissions, helping their company regularly save additional time and increase operational efficiency.

Increase safety through more accurate vehicle inspections

Industry

Transportation

Integration

N/A

Key Features

Wireless Forms

Situation

A transportation company had several trucks that were accidentally being driven with potential safety issues, such as incorrect tire pressures.

Solution

Using our standalone form module, our team was able to create a pre-trip inspection template for recording and report truck issues for the transportation company, letting their drivers and back office employees know if a truck was unsafe to operate and shouldn’t be driven.

Impact

Now, they’re enjoying fewer truck maintenance and safety issues, with both their managers and mechanics getting automatically emailed if any of their vehicles are not ready to drive.

Select certain tracking times for greater accountability

Industry

Courier Service

Integration

N/A

Key Features

Mobile Timekeeping

Situation

A courier service company is interested in monitoring within our application, particularly when their mobile phones or fleet devices are no longer tracking after two hours.

Solution

Within our software, we were able to provide the courier company with a standard report called User Tracking Exceptions.

Impact

This report allows our customers to select a specific time in the report, as well as select certain exceptions around that time.

Filter tracking data to only display relevant fleet information

Industry

Public Works

Integration

N/A

Key Features

Fleet Management

Situation

 A department of public works has a large fleet that they are tracking within our software. Their administrators would like to know if there is a way to filter tracking data in the solution’s live view map.

Solution

Within our software, we were able to assist this public works department by applying a filter on the live view map.

Impact

By being able to filter data this way, we were able to help their organization save time and money, as their administrators would be able to quickly identify the status of different vehicles in a more individualized fashion.

Provide customer location data within work orders

Industry

Landscaping

Integration

N/A

Key Features

Wireless Forms, Job Dispatching

Situation

A landscaping company is interested in populating customer location data on work orders prior to dispatching the orders to their field crew.

Solution

By associating a form with their lawn care service for work orders using our software, special instructions via a client custom field can be entered in by a dispatcher.

Impact

This allows the landscaping company to streamline their entire system of service requests and stay more organized.

Reduce manual data entry

Industry

Concrete and Asphalt Contractor

Integration

Google Sheets

Key Features

Wireless Forms, Job Dispatching

Situation

A concrete and asphalt contractor frequently used Google Sheets to manage data and client profiles. However, this was creating a burden on their back-office team, as employees were having to spend far too much time manually entering information row by row into Google Sheets.

Solution

A possible integration between Google Sheets and our software enabled the concrete and asphalt contractor to exchange customer profile data between the two systems. They could import this data into Google Sheets once it was created in our application.

Impact

As a result of automatically importing all client data into Google Sheets with our software, the paving company can spend more time on tasks related to project completion, increasing customer satisfaction and overall profitability. They’re able to keep projects more detail-oriented with client needs readily accessible on a project-by-project basis, free of the hassles of manual data entry.

Optimize routes for fuel efficiency

Industry

Transportation

Integration

N/A

Key Features

Wireless Forms, Job Dispatching

Situation

A transportation company sought to optimize their routes to maximize fuel efficiency and lower transit times without sacrificing customer service and their brand’s equity.

Solution

By utilizing our API integration, the company could send Actsoft .CSV files of work orders from their route optimization software, C2Logix.

Impact

This connection (between work orders and optimized routes) saves the transportation company time and money daily.

Keep data the same when importing work orders

Industry

Moving Company

Integration

Google Calendar

Key Features

Job Dispatching

Situation

A moving company required a way to add the work orders they’d created in Google Calendar into the Actsoft solution they were using and ensure the data remained the same.

Solution

By importing work order data from Google Calendar with our software, the moving company could add in new information without the need for manual entry.

Impact

This reduces errors for the moving company and the amount of time they have to spend processing and entering data. Work order distribution is streamlined as a result, and they are able to have their employees spend more time handling new customer requests.

Import Timesheet Data

Industry

Pool Maintenance

Integration

QuickBooks Online

Key Features

Mobile Timekeeping

Situation

A pool maintenance company needed a way to sync their workers’ timesheet data with QuickBooks Online, their accounting software.

Solution

The ability of our software to integrate with QuickBooks Online enabled the pool maintenance business to sync their timesheet data automatically.

Impact

Due to the power of this integration, the company sees productivity increases and additional savings from not needing to acquire any new solutions for payroll, accounting, or time tracking.

If a customer is using Google Sheets …

Then

Then they need a way to easily sync client list data from our software with that application to reduce manual entry.

Success Story

Customer profile data can be exchanged between our software and Google Sheets. Data can be imported into Google Sheets once it’s created in our application.

Our Impact

Companies can spend more time on tasks related to project completion, increasing customer satisfaction and overall profitability. They can keep projects more detail-oriented with client needs readily accessible on a project-by-project basis, free of the hassles of manual data entry.

If a customer is using ADP …

Then

Then they need a way to integrate employee timesheet data collected using our software with ADP to streamline the entire process.

Success Story

Companies can import their timekeeping data to ADP for more efficient reporting. This helps them better manage employee clock-in and -out data and control payroll expenses in a more accountable way.

Our Impact

Businesses can keep better track of employee hours and ensure that employees are more accountable for their time in the field and on the clock. They also can yield more immediate ROI by not having to invest in other solutions for digital timesheets.

If a customer is using QuickBooks Online …

Then

Then they need a way to import employee timecard data from our application into their accounting software (QuickBooks Online) automatically to reduce errors from manual entry.

Success Story

The ability of our software to integrate with QuickBooks Online enables businesses to import their timesheet data. Each employees’ individual logs of worked hours is readily available in QuickBooks Online once data is submitted.

Our Impact

Due to the power of this integration, companies can see productivity increases and additional savings from not needing to acquire any new solutions for payroll, accounting, or time tracking. Plus, with additional time received for their workers each day, they can reach their customers quicker and serve more of them daily.

If a customer is using Kronos …

Then

Then they should integrate the timekeeping data collected using our application with it in order to save time and reduce manual data entry.

Success Story

Our software integrates with Kronos, allowing businesses to import timekeeping data into it and prevent the errors and delays of manual entry.

Our Impact

With the power of this integration, businesses can save more time and money, while also reducing overtime costs and errors from manual entry.

If a customer is using Google Calendar …

Then

Then they should integrate data created in Google Calendar about upcoming work orders or customer appointments with our software for increased efficiency.

Success Story

Companies can automatically pull new work orders whenever they are created in Google Calendar, complete with all the details needed for new jobs included in each.

Our Impact

Thanks to expedited, automated work order distribution and data syncing, businesses can serve more customers daily. Integration between Google Calendar and our software helps to enhance communication and reduce instances of manual data entry, enabling field service staff to reach their clients faster each day and provide more specialized service.

If a customer is using Fleetio …

Then

Then they should use our software’s ability to integrate with it to track daily trip distances by their fleet vehicles with our software and sync the data accordingly.

Success Story

By using our available fleet hard-mount devices and Fleetio fleet management software, we can help companies update their odometer readings each day in Fleetio, based on each of their trip distances in our application.

Our Impact

Businesses can effectively monitor fleet maintenance activities by either date or vehicle mileage. In addition to the cost savings this integration provides, organizations also have a more reliable means of keeping up with their overall operations. Preventative maintenance schedules reduce the amount of time that fleet vehicles are in the shop for lengthier repairs, allowing companies to sustain business more effectively.

If a customer is using Insightly …

Then

Then they need to import customer profile lists from Insightly into our software to better streamline the process of creating and dispatching work orders.

Success Story

All relevant customer information can be pulled from Insightly and fed into our application, resulting in the creation of customer lists that are automatically populated during standard work order creation. The import is scheduled to run every hour to check for new clients in Insightly.

Our Impact

This integration results in companies spending less time on manual data entry and reducing tedious double entry of customer information. Time savings provide field techs with extra availability to serve more customers. This integration also centralizes and optimizes an organization’s internal data management process for a more automated protocol.

If a customer is using Dropbox …

Then

Then they need to import images of job sites to corresponding work orders so their employees can get a more accurate picture of work required.

Success Story

Our software’s ability to integrate with Dropbox allows companies to upload images corresponding to work orders to Dropbox, generate shared links, and pull them into our application.

Our Impact

With this integration, businesses can put their employees in a better position at the start of a job to accurately survey what needs to be done, as well as identify the scopes of projects with detailed visuals of job sites included. Companies can provide better satisfaction to their customers with more realistic timeframes for projects, while saving money at the same time by reducing unnecessary back-and-forth communication.

If a customer is using ActiveCampaign …

Then

Then they need to add and remove new contacts to existing email campaign lists to target a specific group of customers and drive demand generation and revenue.

Success Story

Our platform’s API allows companies to combine customer information from their dispatching client list and add their information to a campaign list in a more efficient way.

Our Impact

Companies can create email campaign lists tailored to specific customers and cut out inefficient targeting.

If a customer is using C2Logix …

Then

Then they need to link optimized routes with work orders to dispatch to field workers and drivers to save time and money.

Success Story

Our software’s ability to collect .CSV files as work orders from C2Logix allows companies to process orders via this integration and import these dispatched work orders every morning.

Our Impact

With this connection, drivers have a clear view of what are the most efficient routes are at the start of each day and can help service more customers more efficiently.

If a customer is using Azure Table Storage …

Then

Then they need a simple way of reimporting orders automatically and make this function a recurring process, when necessary.

Success Story

Our solution’s functionality allows for submission data from completed work orders to be exported into Azure then automatically reimported into our software.

Our Impact

Companies gain more control in managing recurring work orders, boosting efficiency and productivity and saving time eliminating manual inputs.

If a customer is using Google Drive …

Then

Then they need a way to easily back up data that was submitted from the field using our solution’s forms.

Success Story

Our platform enables companies to integrate form data with the documents they use as backup records, limiting inefficiencies with duplicate data entry.

Our Impact

Businesses save more time and better optimize the use of their resources while focusing on customer priorities and optimizing their experience.

If a customer is using Pipeliner …

Then

Then they need a way to automatically update existing client profiles by integrating with with our software.

Success Story

Actsoft solutions allow businesses to take data about customers created in our software and integrate it with Pipeliner, automatically updating it in this system to reflect the newest and most relevant version of the information.

Our Impact

Companies using this integration can save more time and money by reducing manual errors and having an easier time updating customer data without accidentally making incorrect changes.

If a customer is using Microsoft OneDrive …

Then

Then they need a way to import and export flat files to their customers’ OneDrive accounts.

Success Story

Our software allows for flat files to be exported into Microsoft OneDrive, helping businesses consolidate their data.

Our Impact

Fewer instances of manual data entry mean lower costs, reduced instances of errors, and saved time on a daily basis.

If a customer is using Salesforce …

Then

Then they need a simpler way of generating new clients in our software whenever a new customer profile is created in their CRM software.

Success Story

Our platform can exchange information with Salesforce accounts, so new customer profiles are also created in our application whenever one is made in Salesforce.

Our Impact

Businesses reduce duplicate manual data entry and save time and money when creating and managing customer information via a quick, automatic transfer of data.

If a customer is using a GIS software …

Then

Then they need a way to manage location data more dynamically to make more strategic, data-driven business decisions.

Success Story

Our platform can receive and import data from a GIS system.

Our Impact

Organizations can make more dynamic business decisions on the fly, respond to changes in the field more efficiently, and increase flexibility when servicing customers.

If a customer is using Geotab …

Then

Then they need a way to monitor workers in the field, while also tracking the locations and well-being of important fleet assets.

Success Story

Our platform’s integration updates with historical or current GPS data from Geotab in near real-time, giving companies all relevant information about drivers and location histories.

Our Impact

Companies gain deeper and faster insight into the behaviors of their workforce in the field and increase their flexibility when it comes to providing dynamic services to customers.

If a customer is using SAP …

Then

Then they need a way to centralize data management to reduce duplicate data, storage costs, and data errors.

Success Story

Actsoft’s platforms allow businesses to enhance timekeeping measures and import/export data for more efficient, transparent time management.

Our Impact

Business can streamline workflows, increase efficiency and productivity, enhance customer experiences, and drive revenue.

If a customer is using Esri …

Then

Then they need a way to extract location data in a more efficient manner.

Success Story

Our solution extracts GPS data and sends it to the company’s Esri account, which can then can be installed on their Microsoft Power Automate account.

Our Impact

Organizations are able to manage geographic data more efficiently and identify areas of opportunity to meet digital transformation needs.

Reduce Time Spent Entering Data

Industry

HVAC

Integration

Insightly

Key Features

Job Dispatching

Situation

An HVAC company needed to find a way to import customer profiles being generated from their third-party CRM application, Insightly. Mobile workers were repeating customer information on standard work orders which was costing them too much time and was resulting in inefficiencies.

Solution

Using our APIs, we were able to create new clients in our Job Dispatching module. All the relevant customer information is pulled from Insightly and imported into their Actsoft application.

Impact

The company minimizes time wasted duplicating customer information on standard work orders and can easily check the import regularly for new customer information too. Their workers now spend more time focusing on the job at hand and providing better service.

Ensure Overtime Data is Accurately Processed

Industry

Non-Emergency Medical Transport

Integration

QuickBooks Online

Key Features

Mobile Timekeeping

Situation

A non-emergency medical transport company noticed their employees had an increased amount of overtime in the field. The company’s administrators needed to find a way to accurately track these overtime hours and process them more efficiently to ensure payroll accuracy.

Solution

Our software enables the company to export timesheet data (including overtime logs) in .CSV format and pull that data into the accounting system they already utilize, QuickBooks Online.

Impact

The organization can import/export data via .CSV files any time, providing benefits such as saved time and improved employee retention from being able to accurately and reliably pay their employees.

Importing Customer Information More Easily

Industry

Cleaning Service

Integration

ActiveCampaign

Key Features

N/A

Situation

A cleaning service wanted to send more targeted marketing emails to specific customers in order to drive new sales for their business. They were already using ActiveCampaign for email marketing purposes but wanted to add new customer data to the appropriate campaign list in a truly efficient way.

Solution

Using our API, the company can export customer information from their dispatching client list and import that information into the email campaign list of their choice. This allowed them to bring data collected from newly registered customers they want to target into the campaign lists they deem appropriate.

Impact

The business can now create email campaign lists tailored to specific customers and focus their efforts on more efficient customer targeting. In turn, this helps them identify and reach out to customers that will help them drive new sales for their business and position themselves for successful long-term growth.

Save Time and Ensure Accuracy

Industry

Roofing Contractor

Integration

Quickbase

Key Features

Wireless Forms

Situation

A roofing contractor entered work order and estimate information into Quickbase and needed to have this information transferred automatically from our software, if possible. The automation was desired to save their office-based employees valuable time (by minimizing duplicate entries into separate databases) while also ensuring more accurate administrative records were kept.

Solution

Details from the field and price estimate information were imported from our platform into Quickbase, thus reducing the need for duplicate manual data entry. After each import, the roofing contractor had matching data in both applications, reflecting what their roofers had accomplished each day.

Impact

As a result of importing work order and estimate information to Quickbase from our platform, the roofing contractor could better analyze and track the validity of their pricing approximations. The company’s office staff and roofers worked more harmoniously together, with work orders processed faster and with fewer data entry errors.

Reduce Repetitive Data Entry

Industry

Electrical

Integration

Salesforce

Key Features

Job Dispatching

Situation

An electrical company used Salesforce to manage their customer relationships and client data. They also used our software to process and dispatch out work order data to their electricians on staff. They grew tired of having to create the same client profiles twice in total (one in each respective application).

Solution

Thanks to an integration between our software and Salesforce, the electrical company could automatically generate new clients in our platform, based off previously entered client data in Salesforce.

Impact

Due to the power of this integration, the electrical business can limit excessive typing and enhance their overall process for creating client profiles. Their electricians can be provided with valuable client information quicker that allows them to handle more repairs and installations daily.

Effectively Store Backups of Data

Industry

Lawn Care Company

Integration

Dropbox

Key Features

Wireless Forms

Situation

A lawn care business used Actsoft solutions to process all their paperwork in a custom digital format. However, they also used Dropbox to store data they collected from those digital forms (for both future reference and backup purposes).

Solution

Importing submitted document data from our software into Dropbox allowed the lawn care company to have copies of customer signatures and images from customers’ yards saved in an additional system (to document how things looked before and after they provided service).

Impact

Backups of all information available made it easy for the lawn care company to reference and showcase before and after photos for marketing purposes (once imported from our platform into Dropbox). This critical data also gave them the ability to provide accurate proof of service, better protecting the company and its reputation.

Streamlining Scheduling Protocol

Industry

Home Inspectors

Integration

Google Calendar

Key Features

Job Dispatching

Situation

A home inspection company needed a way to transfer work order data from Google Calendar to streamline their scheduling protocol. They wanted the work orders to be imported into our software from Google Calendar and ensure the data didn’t change.

Solution

By importing work order data from Google Calendar with Actsoft software, the home inspection company could add in new information without the need for manual entry. They can also create recurring work orders to further maximize the availability of their workforce.

Impact

This reduces the risk of errors while processing and entering data and streamlines work order distribution. The company’s employees spend more time handling new customer requests, increase their revenue capacity, and make optimal use of all their available resources, thanks to the work order data importing process.

Export Flat Files Efficiently

Industry

Car Detailing Service

Integration

OneDrive

Key Features

Job Dispatching

Situation

A car detailing company regularly used our software to create and manage their work orders. However, they were spending unnecessary time taking the data from their work orders in the application and manually transcribing it into their other systems, such as Microsoft OneDrive.

Solution

Our software allows the car detailing company to export work order data more easily as flat files (in .CSV format). This makes their data more manageable and prevents their administrators from having to manually enter the information twice into two different systems, as they can take the flat files and import the data from them more easily.

Impact

Due to this ability to export work order data in .CSV format, the car detailing company enjoys a more efficient work order scheduling process and can service more cars for customers daily. This results in overall more revenue for their business and helps them maximize their existing resources.

Boosting Accountability While Increasing Efficiency and Dynamic Decision-Making

Industry

Construction

Integration

Construction Company

Key Features

Wireless Forms

Situation

Actsoft solutions helped a construction company keep better track of resources and workers in the field by integrating with Geotab.

Solution

With the help of our APIs, our application centralizes historical or current GPS data from Geotab in near real-time. This allows for the company to have all their relevant information about their drivers and location histories all within one portal for a more streamlined and broader view at the behaviors of their workers while on the job.

Impact

Thanks to a central platform with a high-level view of the way their workforce operates in the field, the construction company can hold everyone accountable in a more effective manner. They can also make more dynamic decisions and increase efficiency by dispatching the right jobs to the right workers.

Streamlining Client Profile Creation

Industry

HVAC

Integration

Pipeliner

Key Features

N/A

Situation

An HVAC company used Pipeliner, an application for customer relationship management, to manage their client profiles. They required an easy method to create new customers in our software using the previously entered data from Pipeliner (free of the need to type everything twice into both systems).

Solution

Using exported information from Pipeliner, the HVAC company could generate new clients in our software automatically. The applications’ ability to exchange data with each other helped streamline their process of creating new client profiles.

Impact

The HVAC company sees enhancements in efficiency, accuracy, and customer experience by importing client information from Pipeliner into our software. Their administrators have increased flexibility when managing data and are able to communicate new service requests more clearly to their technicians, with verified customer data already in the application’s system when they begin to dispatch new orders.

Import Timesheet Data

Industry

Landscaping

Integration

QuickBooks Online

Key Features

Mobile Timekeeping

Situation

A landscaping company needed a way to import their workers’ timesheet data into their accounting software, QuickBooks Online, from their Actsoft solution. The company was already using Actsoft’s software to track their workers’ time in the field, but they needed a more streamlined way of taking this data and importing it into QuickBooks Online to save time and lessen the amount of manual data entry they had to do.

Solution

Our software’s ability to integrate with QuickBooks Online allowed the landscaping company to import their timesheet information, so each of their employees’ individual logs of worked hours could be readily available in QuickBooks Online (once the data was submitted).

Impact

Thanks to this integration, the landscaping company saves money and time, without having to research and sign up for an additional third-party time tracking software. Plus, with a more optimized time management and payroll process for their employees, the company can focus on other aspects of their day-to-day operations with additional peace of mind.

Commercial Plumbing
Plumbing

Keywords

Wireless Forms, photo capture, Mobile Payments

Soundbite

A commercial plumbing company used Actsoft solutions to document work orders in greater detail with Wireless Forms’ photo capture capability. They also could save more time by using our software’s Mobile Payments feature (powered by Stripe) to process billing for completed services directly from the field.

Results

After implementing Mobile Payments (powered by Stripe) and photo capture with our software, the commercial plumbing company could drive revenue faster and serve more customers. Their plumbers could also spend more time in the field, with a way to now process payments while away from the office.

ROI

The company increased customer convenience and work completion times were sped up by 15%. With the ability to accept payments for services in the field, cash flow was also accelerated by 30%.

Import Calendar Events

Industry

Healthcare

Integration

Google Calendar

Key Features

Job Dispatching

Situation

A healthcare organization needed a way to transport its patients to designated healthcare facilities efficiently and with minimal manual processes. They had executed scheduling by inputting work orders into both TeamWherx™ and Google Calendar separately and were interested in a way to auto-generate these calendar events (without needing to manually enter data twice into each system).

Solution

Through the use of the TeamWherx™ API, our Professional Services team helped the healthcare organization automatically create work orders in Google Calendar. These calendar events were pre-loaded with details such as the driver who was assigned the order, the pick-up and drop-off locations, and start/end times.

Impact

Through the power of this integration, drivers for the healthcare company had greater clarity on the pertinent details of each work order, allowing them to provide the best service possible to their patients. Plus, employees were freed up to provide more exceptional and personalized care to their clients, as duplicative processes and tasks were eliminated.

Termite/Pest Control
Field Service

Keywords

Wireless Forms, automation

Soundbite

A termite and pest control company used Actsoft solutions to complete their inspection sheets digitally while conducting work at customer locations. Their exterminators used Wireless Forms to fill out necessary information and submit it to the office in a more streamlined and cost-effective way.

Results

As a result of using our Wireless Forms feature, the termite and pest control company could better ensure the information they were notating was accurate and able to be viewed at HQ nearly instantly.

ROI

Their business increased savings on paper costs by nearly 100% and also received their completed documents 50% faster.

Cleaning Company
Professional Service

Keywords

Intra-Company Messaging, communication, Mobile Timekeeping, productivity

Soundbite

A cleaning business used Actsoft solutions to communicate with their employees in the field while they were at work locations. They also used our Mobile Timekeeping feature to allow staff to clock in and out from mobile devices, reducing the amount of travel they had to do to the office daily.

Results

With more time in the field and enhanced communication, the cleaning business was able to serve more customers and fit in additional jobs per day.

ROI

Their business could complete five extra jobs per week, driving more revenue.

Export Flat Files Efficiently

Industry

Field Service

Integration

Microsoft OneDrive

Key Features

Wireless Forms

Situation

A field service company was spending too much unnecessary time manually extracting data from work orders in our software and inputting it into other systems they leverage, like Microsoft OneDrive. They needed an easier way to handle this work order transcription process, so they could reduce the amount of manual data entry in their process.

Solution

Our application enables the field service company to export work order information and data more efficiently as flat files in .CSV format. This optimizes their data management and prevents their administrators from having to manually enter the information twice into two different systems. They can take the flat files and import the data from them more easily.

Impact

Thanks to our platform’s ability to allow exporting work order data in .CSV format, the field service company reduced the amount of manual data entry they originally required. They now had a more centralized, streamlined way of collecting and managing information from the work orders. This saved time, resulting in increased profitability and optimization of their current resources.

Appliance Repair Company
Field Service

Keywords

Intra-Company Messaging, communication, Wireless Forms, productivity

Soundbite

An appliance repair company relied on Actsoft solutions to get updates from their technicians in the field in real-time, as well as process their forms in a digital format.

Results

The Intra-Company Messaging feature allowed this company to send and receive information digitally, enhancing communication in their workforce. Their techs could also send completed forms directly from the field to the office via digital transformation, saving time and reducing unnecessary travel by their employees to the office.

ROI

The company reduced fuel costs by 20% (with a way to manage their workforce across virtually any distance).

Import Data into Google Sheets

Industry

HVAC

Integration

Google Sheets

Key Features

Wireless Forms

Situation

An HVAC company used our software to process their paperwork digitally. They saved the data from these electronic forms in Google Sheets once their documents had been completed, but they sought a more efficient way of adding the information to Google Sheets (without the need to manually enter it in).

Solution

The HVAC business worked with our Professional Services team to export data from their digital documents in our application into new rows in Google Sheets. This streamlined the data management process and also offered an added benefit of reducing any inconsistencies related to duplicate input.

Impact

Thanks to the power of being able to import data into Google Sheets, their company focused more on creating positive customer experiences and helped eliminate unnecessary time spent on manual recordkeeping. They also experienced reduced costs and faster turnaround times when saving completed work order data (resulting from a decrease in entry errors).

Update or Create New Client Info

Industry

Cleaning Services

Integration

Quickbase

Key Features

Wireless Forms, Job Dispatching

Situation

A cleaning business required a way to take the customer contact information their employees were entering into digital forms (with our software) and import it into Quickbase. This would alleviate any issues with manual data entry and streamline the management of client profiles.

Solution

Data from forms processed electronically using our software could be extracted and used to update existing clients or create new clients altogether in Quickbase. Doing so reduced the inefficiencies of having to create new client profiles from scratch in each application.

Impact

Thanks to being able to extract data from our software and import it into Quickbase, the cleaning service provides better service to its customers and reduces the time its employees have to spend manually entering information. They also reduce costly inaccuracies for their business by using integration to help transfer over client information in an automated format.

Locksmith Company
Field Service

Keywords

Intra-Company Messaging, communication, GPS Tracking, Job Dispatching

Soundbite

A locksmith company used our solutions to instantly share new work orders with their locksmith technicians. The company also used our GPS Tracking and Job Dispatching features to identify and reroute the nearest available technicians to new locations on demand.

Results

Intra-Company Messaging, GPS Tracking, and Job Dispatching helped the company reduce unneeded travel by employees to HQ and allowed them to stay in the field and service more customers each day.

ROI

The company reduced gas expenses by 10% and could reach new customers 20 minutes faster (on average). Each locksmith technician could take on at least 1 new job each week.

Appliance Repair
Field Service

Keywords

Dispatching Scheduler, Job Dispatching, Intra-Company Messaging

Soundbite

An appliance repair company used Actsoft solutions to plan out customer visits in advance via a simple drag-and-drop digial scheduler. They also maintained real-time communications with their field technicians via desktop-to-handset messaging.

Results

Scheduling their customer visits in advance helped the business provide clients with more accurate service windows. Intra-Company Messaging also gave their workforce more timely communications and greater insight when coordinating and executing jobs.

ROI

The company reduced unnecessary travel to the office by 20% for their technicians and increased service window accuracy by 40%.

Generating “Share Links” for Work Orders

Industry

Plumbing

Integration

Dropbox

Key Features

Public Forms, Wireless Forms

Situation

A plumbing company needed a way for images submitted via our software’s Public Forms feature to be automatically available to their corresponding work orders. These images would show what repairs were required for certain types of plumbing work.

Solution

After uploading the images to Dropbox, “share links” were then generated and added to the service fields of each respective work order in our software. Their plumbers (the end users) were then able to see the images and have a better idea of how to fix any problems from the get-go.

Impact

As a result of using our platform and Dropbox together, the plumbing company provides faster, more thorough service to their customers (with fewer questions asked). They also enhanced their level of quality control by setting expectations for their plumbers and helping their technicians gain more time back each day to service new business and follow through on existing requests.

Property Management
Professional Service

Keywords

Work Order Management, Wireless Forms, Public Forms, Barcode Scanning

Soundbite

A property management company relied on Actsoft solutions to streamline their work order management process and make it easier than ever for tenants to submit service requests.

Results

Our software’s digital forms allowed tenants to fill out and submit maintenance requests from the convenience of their mobile devices. They could also scan QR codes on common appliances or other pieces of equipment that needed repair via mobile device cameras, opening up work order forms nearly instantly.

ROI

Tenant satisfaction and retention increased by 15%, as they were able to accelerate their ability to address maintenance requests.

Construction/Drilling
Construction

Keywords

Safety and compliance, Wireless Forms, Intra-Company Messaging

Soundbite

A construction drilling firm needed a way to complete their safety and compliance checklists in a digital format, while also maintaining strong office-to-field communication throughout their various projects.

Results

By using Actsoft solutions, the company received real-time, electronic updates about project progress at HQ. Their on-site supervisors were also able to digitally sign off on compliance forms and then submit them wirelessly to HQ as well as any partner companies they work with.

ROI

Operational efficiency and safety increased by 20%. Partner satisfaction increased 100%.

Roofing
Construction

Keywords

Wireless Forms, Mobile Timekeeping, paperwork

Soundbite

A roofing business sought a solution to erase the need for their roofers to drive to HQ every time they needed to clock in / out — or drop off paperwork.

Results

With the power of Actsoft, the roofing company provided their roofers with the ability to conveniently complete time punches and paperwork from their mobile devices. These features allowed the roofers to be more productive and be more fuel efficient when using company vehicles.

ROI

Time (and related fuel costs and liability risks) for unnecessary trips to HQ were 100% eliminated.

Construction
Construction

Keywords

Wireless Forms, Asset Tracking, Fleet Tracking

Soundbite

A construction company needed a way to monitor and their vehicles and assets (so they could leave these at the job site overnight and be more productive at the beginning of each day). They also needed a way to automate their paper-based processes.

Results

Our software allowed the construction company to track their valuable resources, reducing unnecessary travel to HQ and helping lower fuel and OT costs. They were able to accelerate project progress by already having the needed tools already at the job site each day, as well as by reducing time spent on paperwork.

ROI

Vehicle and equipment security increased by 100%. Productivity increased by 20%.

Car Cleaning Service
Field Service

Keywords

Work Orders, Job Dispatching, Wireless Forms

Soundbite

A car cleaning business needed a way to instantly dispatch jobs to their employees in the field and also notate completed work digitally.

Results

Our application allowed the company to send information about new jobs straight to the mobile devices of their employees in the field, helping to expedite work orders. They also could document work that was done via Wireless Forms, which offered an electronic, more detailed, and less complicated approach to their paperwork process.

ROI

The company completed three additional work orders per week, resulting in greater overall revenue.

Oil & Gas Company
Oil & Gas

Keywords

Wireless Forms, streamlining, data collection, field employees

Soundbite

An oil and gas company was completing all of their paperwork manually and needed a more efficient way to track drilling project progress, manage safety and compliance checklists, and reduce unnecessary travel to the office for their field employees.

Results

Our software enabled the oil and gas field employees to digitally complete their documents related to projects, safety/compliance, and other important items at the job sites. Employees spent less time filling out forms and their resulting information had a higher degree of accuracy.

ROI

With digital forms, the company experienced up to a 90% reduction in costs associated with completing paperwork by hand.

Pool Service Company
Pool Service

Keywords

Wireless Forms, inventory management, tracking costs, information

Soundbite

A pool service company needed to better track use-up rates for chemicals used during the cleaning process as costs were continuing to rise. They also needed a way to get other kinds of information from their technicians quickly and without having to wait for the technicians to manually deliver it on a daily or weekly basis.

Results

With our platform’s digital forms feature, the pool professionals completed their paperwork and tracked inventory in real-time via smartphones and tablets. This process reduced unnecessary drive time to the office and prevented high paper costs from continuing to affect their bottom line.

ROI

Paper costs were reduced by 90% and the true cost of chemicals became more accurate.

Importing Customer Information

Industry

Pest Control

Integration

Salesforce

Key Features

Job Dispatching

Situation

A pest control business used Salesforce to manage their customer relationships; however, they also relied on our software to dispatch out new work orders to their exterminators in the field. Any time a new customer’s business was gained, they typically had to input and save profiles twice (one time in each system).

Solution

Client information could be imported from the pest control company’s Salesforce account into our platform. From there, their office managers would be able to view, edit, and schedule work orders using the information that was imported.

Impact

Labor costs and productivity were both optimized for the pest control business (as a result of not having to type in client data multiple times). With redundancy eliminated from their processes and workflows, they became more focused on providing excellent customer service and could take care of more business daily.

Efficiently Referencing Past Service Calls

Industry

Electrical

Integration

Salesforce

Key Features

Job Dispatching

Situation

An electrical company needed an efficient way to reference past service calls. They used both Actsoft solutions and Dropbox to conduct and manage their daily operations in the field but wanted a way to be able to save (and later access) their historical service forms.

Solution

With the help of our team, service forms completed within our application were automatically saved to Dropbox, where the links were available for reference at any time.

Impact

This ultimately made it easier for the electrical company’s managers to go back through an account’s history and review completed work orders to address questions related to invoicing, quality control, and timing of a project’s completion. If any customers had questions about their past work orders or service requests, the business could easily retrieve them, helping them enhance their CX and know more efficiently how to serve them in the future.

Updating Calendar Events Efficiently

Industry

Security

Integration

Google Calendar

Key Features

Job Dispatching

Situation

A security company needed to update the start and end times of various work orders in a more efficient way. They wanted to be able to have calendar event updates in Google Calendar automatically correspond to the “in progress” and “complete” statuses of each work order in our software.

Solution

With the power of integration, data from work orders in our software was used to automatically update calendar events in Google Calendar. Start and end times were updated as calendar events any time the corresponding work order in our application was updated.

Impact

Managers were able to better track the effectiveness and progress of their various work orders, helping to optimize customer experience even more (while reducing manual data entry). They also used our software’s GPS Tracking feature to ensure their security guards remained on-site for the entire duration of a customer’s request, as well as to help further verify that the statuses of work orders were truly accurate and not falsified.

Importing/Exporting Flat Files

Industry

Transportation

Integration

OneDrive

Key Features

N/A

Situation

A transportation company needed an effective way to import and export data (in flat file format) to/with Microsoft OneDrive, where they securely stored all of their organization’s documents and other important information. Manual data entry into OneDrive was hurting their business’s ability to scale and be truly productive, as it took too much valuable time away from their office manager’s priorities on a daily basis.

Solution

Our solutions’ ability to help the transportation company collect the data they regularly needed was important, but so was its ability to exchange this data with systems like OneDrive. Information could be imported/exported as flat files, making it easier for office managers and administrators to reduce manual data entry.

Impact

By exchanging data as flat files using our solution and OneDrive, the transportation company was then able to devote more resources to new business strategies and help scale operations more effectively. The accuracy of their data was also improved, with a reduction in manual entry.

Managing Work Order Information Efficiently

Industry

Pool Construction

Integration

Quickbase

Key Features

Job Dispatching

Situation

A pool construction company’s technicians in the field used our software to initially record work order information (such as estimate prices) based on what they did each day in the field, but they also used Quickbase for overall project management. They needed a way to import this critical information into Quickbase without manual entry.

Solution

Our team was able to help the pool construction company import data from our solution into Quickbase. The types of data able to be imported included estimates, item pricing, and invoices.

Impact

Overall workflows and process management became more efficient for the pool construction company, now that they had the ability to exchange essential project information between both systems they used. Their office managers and administrators were kept in the loop with various project progress in a more streamlined and connected way.

Automatically Create & Dispatch Work Orders

Industry

Cleaning Service

Integration

Dropbox

Key Features

Job Dispatching

Situation

A cleaning company regularly generated .CSV files that contained individual records of open service orders. These files were then saved these to a shared location on Dropbox. The company required a way to automatically create and dispatch work orders in our software based off these .CSV files they’d saved to Dropbox.

Solution

The cleaning company used our API to import the .CSV files from the Dropbox folder. This integration successfully automated the scheduling and dispatching of new jobs to their cleaning service staff.

Impact

Thanks to the power of this automation, the cleaning company enjoyed a more expedited process when it came to scheduling and assigning work orders. They kept better record of all their customer requests and offered their staff a more streamlined, less cluttered way to keep track of their various work orders.

Residential HVAC Company
HVAC

Keywords

Job Dispatching, digitize, streamline processes

Soundbite

A residential HVAC business needed a digital way to schedule and manage their customers’ service requests, as they experienced inefficiencies with lost and/or illegible handwritten work orders. They also required techs to drive back to the office each time a new work order was issued.

Results

With Actsoft, the HVAC company scheduled and assigned new service requests electronically using the Job Dispatching feature. Their technicians were empowered to complete more service requests, spend more time in the field, and reduce unnecessary travel to the office.

ROI

With digital dispatching, the company took on several additional jobs per week.

Courier Service
Transportation

Keywords

GPS Tracking, Job Dispatching, Wireless Forms, paperwork

Soundbite

A courier service relied on paper forms to disseminate their work orders and collect information from the field. This antiquated process negatively affected their ability to scale their business and optimize drivers’ productivity each day.

Results

Our platform enabled the courier company to handle all paperwork and orders electronically, allowing them to send information to drivers nearly instantly (as well as receive data at HQ speedily). GPS Tracking for vehicles, employees, and assets also helped them increase their operation’s security and overall accountability.

ROI

They increased the service speed by 15%.

Importing Invoices from Order/Form Data

Industry

Appliance Repair

Integration

QuickBooks Online

Key Features

Job Dispatching, Wireless Forms

Situation

An appliance repair business needed an effective process of importing invoice information based off of work orders created in our application. The company used QuickBooks Online to handle their invoicing needs, but was having to manually enter work order information to generate each invoice.

Solution

A possible integration between our platform and QuickBooks Online made it easier for the appliance repair business to import order/form data from our solution, allowing the company to generate their invoices more easily.

Impact

In addition to making it easier to create invoices, this compatibility helped the appliance repair company reduce manual data entry and provide more efficient service to their customers each day.

Automatically Generate New Client Appointments

Industry

Car Cleaning

Integration

Google Calendar

Key Features

Job Dispatching

Situation

A car cleaning company needed a way to automatically generate new client appointments in Google Calendar whenever they created these in our application. This would help them save time, reduce duplicative data entry, and ultimately schedule and complete more car cleaning jobs.

Solution

With our API, new appointments were automatically generated in the car cleaning company’s Google Calendar account, based off the preliminary orders created in our solution’s web portal. Information attached to each work order included name of the customer, which employee it had been assigned to, and the work order’s beginning and ending times.

Impact

Duplicate data entry was eliminated, allowing the business to help free up their back-office team so they could focus more on more impactful projects. They were able to increase the capacity of their organization to complete more car cleaning jobs and run a more efficient operation overall.

Generating New Client Profiles

Industry

Locksmith

Integration

Salesforce

Key Features

Job Dispatching

Situation

A locksmithing business needed to be able to generate a new client profile in our solution any time they created one in their Salesforce account. This would enable their back-office team to be more efficient when scheduling new lock installation jobs for their locksmiths each day.

Solution

An integration between our solution and Salesforce was set up that enabled new customers to be created in our solution (whenever a new customer was created in Salesforce).

Impact

Using this capability, the locksmith company was able to easily manage contact files during day-to-day operations. The integration eliminated the need for duplicate data entry and optimized their customer service and back-office processes.

Importing Invoice Information

Industry

Appliance Repair

Integration

QuickBooks Online

Key Features

Wireless Forms, Job Dispatching

Situation

Solution

Impact

In addition to making it easier to create invoices, this compatibility helped the appliance repair company reduce manual data entry and provide more efficient service to their customers each day.

Landscaping Company
Field Service

Keywords

Inventory management, Wireless Forms, efficiency, accuracy, digital transformation, Barcode Scanning, calculation fields

Soundbite

A landscaping company was completing their inventory checklists manually (using pen and paper), which led to inefficiencies like inaccurate reporting, shrinkage, and wasted time.

Results

Using Actsoft solutions, the company’s landscapers took digital inventory of parts, tools, and equipment used both before and after a work order. They used the software’s Barcode Scanning and calculation features to speed up the process and enhance its accuracy.

ROI

The accuracy of their inventory management increased by 25%.

More Efficient Dispatching

Industry

Freight Company

Integration

C2Logix

Key Features

Job Dispatching

Situation

A freight company needed a way to import .CSV files generated by C2Logix as orders into our solution. This would help them implement a more efficient dispatching process and prevent their current need to manually create orders from scratch each time.

Solution

Records were imported as orders, giving the freight company a more effective way to manage and dispatch their assignments.

Impact

With a more efficient dispatching process and means of generating work orders, the freight company enhanced productivity and optimized the available time their employees had each day at work. They used the power of integration to make internal processes easier for everyone at their company.

Snow Removal Company
Snow Removal

Keywords

Job Dispatching, work orders

Soundbite

A snow removal company required the use of a software platform to more efficiently dispatch their work orders to their employees in the field.

Results

With Actsoft solutions, the company could easily schedule work orders in advance electronically (or send out new jobs on the fly). They were able to complete more snowplowing jobs per day and keep the streets of their city safer.

ROI

An efficient digital system for managing work orders helped their business grow by 20%.

Employee Wellness

The Employee Wellness program offered by Actsoft is geared towards allowing companies to resume their normal business practices by doing so in a safe and cautious manner. With Prebuilt digital forms for returning to work, contact tracing, contactless delivery verification, and Persons Under Investigation, the Employee Wellness Program equips your organization with the documents needed to effectively monitor employee health prior to returning back to the workplace.

Covid 19

The COVID-19 digital forms program provided by Actsoft, are intended to be utilized for companies and healthcare organizations to monitor the spread of COVID-19 and to ensure the best safety and sanitation practices are used by your employees, as well as potential patients and customers.

Encore & Geotab Drive

Enjoy seamless compatibility between Encore and the Geotab Drive app. Our solution deep links to Geotab Drive, allowing you to easily switch between apps and use elite fleet management software in tandem with the valuable workforce management features Encore provides.

Integrations between Encore and Geotab Drive:

• Encore Launch Screen
-From the press of a button in Geotab Drive, get taken to the Encore main menu.
• Encore Messaging Launch
-Switch directly to Encore’s Intra-Company Messaging feature from Geotab Drive.
• Encore Orders Launch
-Move from within Geotab Drive to the Job Dispatching module in Encore.
• Encore Timekeeping Launch
-Change to Encore’s Timekeeping module from the Geotab Drive dashboard.

Zoho CRM

Zoho CRM is a customer relationship management SAAS tailored towards sales and marketing. It includes features focused around procurement, inventory and accounting.

Woodware Systems

WoodWare is a fully integrated, interactive set of applications designed to manage your door, window and millwork operations. Each aspect of the WoodWare solution handles an important part of the automated process, facilitating optimization and information flow from ordering and inventory tracking through business analytics.

WinTac

WinTac is a business management software solution for service contractors, specializing in scheduling, dispatching, work order management, customer and lead management, accessibility, estimates and proposals, accounting and payroll, inventory, fleet management, integrations and customizations.

Wave Accounting

Wave accounting provides a wide accounting suite, including regular and mobile invoicing, payments, payroll, and receipts. All of this can be done from your computer or mobile device using the cloud.

Twitter

A popular microblogging and social networking platform, Twitter is an online service that enables users to send and receive short messages called “Tweets.” Connect to Twitter to manage your Tweets, send Tweets, search and view followers.

Traverse ERP OSAS

Traverse ERP Software can help your employees collaborate more effectively with customers, vendors, executives, banks, and more. Connect all your departments to one integrated source of data that provides accurate information to stakeholders as needed. Your employees get things done easily with real-time, relevant, and integrated business knowledge. The comprehensive, award-winning feature set meets the needs of the entire organization, making Traverse an ideal solution to unify your departments under one integrated ERP System.

With our open API’s you can integrate data coming from Traverse to the system or from the system back to Traverse in order to streamline or automate processes.

Survey Monkey

Use Survey Monkey to gather customer feedback by sending out a survey link after an employee has finished a work order or submitted a form with an email address.

Sage Timberline Office

Sage 300 Construction and Real Estate is the market leader in end-to-end construction and property management software. This single cloud software suite provides document management, project management, business intelligence and service management solutions. With our open API’s you can integrate data coming from Timberline to the system or from the system back to Timberline in order to streamline or automate processes.

Salesforce

Salesforce is a customer relationship management solution that brings companies and customers together. Its integrated CRM platform gives all your departments — including marketing, sales, commerce, and service — a single, shared view of every customer. Coupled with Encore, you can empower your business decisions with a full scope of your business and mobile employees. With our open API’s you can integrate data coming from Salesforce to the system or from the system back to Salesforce in order to streamline or automate processes.

SAP

A market leader in Enterprise Application Software, SAP utilizes advanced analytics, machine learning and the IoT to turn your business into an intelligent enterprise. You can couple SAP with Encore whether you are utilizing timekeeping, electronic forms, or even order dispatching.

Quickbooks

Integrating Intuit QuickBooks and Encore allows you to streamline how your business creates quotes, dispatches work orders, generates invoices and correlates your employee time entry data for payroll.

Product APIs

An API (application programming interface) allows Encore and your current third-party application to communicate and seamlessly incorporate the information gathered in Encore with your current back end systems.

Power BI Heat Maps

Leverage Microsoft’s Power BI reporting tool to enable your business to make educated decisions. Transform the data collected in Encore with Power BI heat maps that use color density to visually represent where your employees were or what events occurred.

Paylocity

Paylocity offers a wide range of options for payroll, human resources, time and labor, benefit admin technology, talent management, and engagement — all accessible from a mobile device. Streamline your payroll process by exporting Timekeeping information into payroll solutions. Through API’s, time information can be sent to record clock in and out, breaks and lunches.

Paycor

Paycor provides an all-in-one solution focused around Human Capital Management. It includes recruiting and application tracking systems, HR and benefits, learning management, time and attendance, payroll and tax, and reporting and analytics. Streamline your payroll process by exporting Timekeeping information into payroll solutions. Through API’s, time information can be sent to record clock in and out, breaks and lunches.

Paychex

Paychex offers services that are scalable based on the size of your business. Paychex covers payroll, time and attendance, retirement services, recruiting and applicant tracking, HR records, benefits administration, hiring and onboarding, as well as reporting and analytics. Streamline your payroll process by exporting Timekeeping information into Paychex payroll solutions. Through API’s, time information can be sent to record clock in and out, breaks and lunches.

Order Integration with Quickbooks Online

QuickBooks integration allows you to save time when generating invoices for deliveries or service provided to your customers; when an invoice is created in QuickBooks, a corresponding driver order is created in and can be assigned or dispatched to your employees. In addition, orders that are completed within the application can generate invoices within Quickbooks to automate the process.

Oracle NetSuite

Oracle’s NetSuite is a scalable Cloud Enterprise Resource Management solution that enables you to automate business processes and manage commerce. It also provides data analytics, marketing and sales automation, inventory management, and critical finance functions. With our open API’s you can integrate data coming from NetSuite to the system or from the system back to NetSuite in order to streamline or automate processes.

Oracle ERP

Oracle ERP is a cloud suite of applications spanning finance, project management, procurement, risk management, and other core day-to-day activities important in every business, regardless of size, industry, or geography. With our open API’s you can integrate data coming from Oracle to the system or from the system back to Oracle in order to streamline or automate processes.

Microsoft Power BI

Microsoft Power BI is a powerful business analytics reporting tool that marries and aggregates important information like no other platform.

Accessing Order Records from Dropbox

Save time and staffing expenses, and provide maximum value from our products by using cloud storage solutions like Box, DropBox, Google and Microsoft to integrate your legacy field work orders into our platform. Data can be exported in to automatically create or update work orders and data can be exported to CSV files for viewing or importing to other systems.

Ad-Hoc Reports

Encore Ad-Hoc Reports allows you to build custom reports and choose the data you want to see by setting conditions and sort options. Save and schedule your custom reports to run when you need them, or export the data into Excel/CSV format to use in other applications.

BlueParrott

Noise Cancelling Headphones

Every word gets heard, anywhere you go, take advantage of the industry’s leading technolgy in noise canceling headsets.

Blueparrott always delivers impressive sound quality for your calls and music, no matter how much noise your working environment throws at you.

• Up to 24 hours of talk time
• Blocks out 96% of background noise
• Streams Music, Multi media, GPS directions
• Roam up to 300ft from paired Bluetooth devices

Box

Enterprises face challenges keeping data secure, processes compliant and teams aligned when files are scattered across various system components.

That’s where Box comes in.

With Box, you can manage, secure and share content for all your internal and external collaboration and processes in a single location. Files and reports can be sent to Box folders allowing access as needed.

Ceridian Dayforce

In tandem with Encore’s mobile timekeeping module, Ceridian’s round-the-clock time sheet verification and review allows you to validate field and in-house time entries in real time.

Computer Ease

Computer Ease empowers construction industry professionals in the field to operate with the same efficiency as their office colleagues, with options such as project management and job costing. Timesheets, Forms or Orders can be leveraged to streamline processes between systems.

Custom Form/Modules

Need some help or don’t have the time? Actsoft’s Professional Services team can convert your current paper documents to electronic forms and if needed, create custom reports that look just like your existing paper documents.

Custom Report

Custom Reports can provide more flexibility and vision into your business needs outside of Encore’s default reports. Our Professional Services team can assist with creating custom, tailored reports based on your needs.

Dispatch Scheduler

Using the Dispatching Scheduler feature, schedulers or dispatchers can plan employee schedules in advance, see order status changes by color code, drag and drop unassigned orders onto user schedules and more.

Form Workflows

Do you have forms your company uses currently that require information input from multiple employees or have a chain of command to review or approve?Form Workflows allows for the digital transfer or hand-off of electronic forms between employees, without sacrificing clarity, accuracy or incurring document loss.

Google Drive

Store your collected data into a central repository for form submissions, reports, or work orders – accessible from anywhere you have an internet connection.

Google drive allows users to store and synchronize files across devices.

Although Google drive is designed to function with the applications in G-Suite, it can also integrate with many other applications through the Chrome Web Store, as extensions in the browser.

Google Sheets

Google Sheets is Google’s Cloud Spreadsheet solution that is fully integrated with G-Suite (Google Drive, Slides, Docs, Calendar, Gmail)

Kronos

Kronos, an industry leader in Human Capital Management, provides the tools to manage your workforce. When combined with the power of the Timekeeping module or Forms, processes can be automated where Kronos can provide additional accountability and transparency for field employees from their mobile devices. For example, use Timekeeping for all punches or just use to record breaks and lunches while workers are in the field and away from time clocks.

Microsoft Dynamics 365

Dynamics 365 revolutionizes CRM and ERP by applying intelligence to all forms of data. This enables organizations to evolve from reactive business decisions to proactive insights that empower their employees to accelerate business results. With our open API’s you can integrate data coming from Dynamics to the system or from the system back to Dynamics in order to streamline or automate processes.

Microsoft Dynamics Great Plains

With our open API’s you can integrate data coming from Dynamics to the system or from the system back to Dynamics in order to streamline or automate processes. Microsoft Dynamics Great Plains is designed to give you control and insight over finances, payment and employee management. Microsoft Dynamics Great Plains helps you purchase and sell services, items and materials, all while providing additional details and clarity around your supply chain.

Microsoft Dynamics SL

Microsoft Dynamics SL, previously known as Solomon, is a specialized version of Microsoft Dynamics focused on Enterprise Resource Planning. It combines powerful project and financial management capabilities to help manage customer demands, stay compliant, and deliver on time and on target. With our open API’s you can integrate data coming from Dynamics to the system or from the system back to Dynamics in order to streamline or automate processes.

Microsoft Excel Online Connectors

Connect data to use within Microsoft Excel online, one of the most widely recognized spreadsheet applications in the world. Leverage the power of Microsoft Power Automate or directly from Excel to retrieve your desired data anytime, anywhere from the cloud.

Microsoft One Drive

Microsoft’s file hosting and synchronization service allows users to store and synchronize files across devices and share devices. It is designed to function with the other applications in Microsoft Office. One Drive is offered in Office Suite. Files and reports can be sent from the application to Box folders allowing access as needed.

Microsoft Outlook

Microsoft Outlook is an email application available as part of the Microsoft Office suite. Options include a calendar, task manager, contact manager, note taking, journal, and web browsing. It can be used as a stand-alone application, or with Microsoft Exchange Server and Microsoft SharePoint.

Microsoft Power Automate

Microsoft Power Automate, previously known as Microsoft Flow, is an integration platform with connections to thousands of applications online today. With our open API’s, you can set up connections between your applications to eliminate repetitive tasks and automate workflows.

Abila HR

Abila True Fund Accounting, a modern nonprofit finance and HR Management suite, can be paired with Encore’s Timekeeping Module to streamline employee timekeeping.

ADP

Streamline your payroll process by exporting Timekeeping information into ADP payroll solutions. Through API’s, time information can be sent to record clock in and out, breaks and lunches.

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JACS Solutions creates customized, secure smart devices for businesses and value-added resellers. The devices pair perfectly with our solution and, working together, our two products are an ideal combination for our like-minded customer base.

Gain even greater insight into the daily activities of your fleet using the combination of Geotab and Actsoft. Geotab devices provide detailed data collection and seamless integration with our solutions; learn more about the ways your vehicles are being used daily with the power of this tandem.

Google Maps helps our solutions plot out where your employees, assets, and vehicles are located geographically. Features our products offer like Traffic Overlay also rely on near real-time congestion data from Google Maps to help your drivers reach their destinations as efficiently as possible.

Glowtouch and Actsoft work together to provide your company with even more ways to integrate its systems. By offering outsourced solutions for administration, development integration, and customer retention, Glowtouch’s innovations bring additional resources to the table for your business, when paired with our software.

Hyperion partnered with Actsoft and Sprint to be a reseller of Encore, our flagship application. As a leading business development and technology consulting firm, Hyperion is a valuable addition to our strategic partners list, and an organization that we work with to make our solutions even more accessible to businesses like yours.

AppDirect also helps Actsoft manage our solutions’ users and billing systems outside the United States (more specifically, India, through Vodafone). AppDirect’s reliable platform makes it easier for us to provide our software services internationally and help businesses abroad scale their operations.

Actsoft partnered with Odin to provide our solutions overseas, through payment processing integrations. Odin helps us support user management for our software; customers can also purchase our products through Odin’s billing platform.

Connect your workforce like never before with SBS Tech and Actsoft. This partnership enables integration between different business solutions, including ones for IT services and telecommunications.

Our partnership with Prime is essential for helping transportation and trucking companies scale and monitor their business plans. Prime’s offering of semi-truck equipment, freight containers, and shipping options are the perfect complement to our robust fleet and asset solutions.

VisTracks powers our Electronic Logging Device (ELD) solution, which enables transportation businesses to easily automate their hours of service logs, remain in governmental compliance, and reduce their potential to incur costly fines.

Integration between Actsoft solutions and BeWhere’s software products is available. Take your team’s asset tracking, cellular data connectivity, and field insight a step further with effective, cross-application compatibility.

Android devices and Actsoft solutions work together to pair reliable technology with cutting-edge workforce management software. This partnership allows us to give your organization a package of efficient mobile technology and practical applications.

CalAmp tracking devices for vehicles and assets alike are compatible with Actsoft solutions, making it easy for you to efficiently monitor your equipment and fleet cars. Help your team enhance accountability, safety, and savings through a combination of easily installed hardware and intuitive software.

Our partnership with Uniden is ideal for companies looking to gain advanced diagnostics on their fleets. Uniden’s extensive product listing of car electronics like radios, dash cams, radar detectors, and in-vehicle communicators work in concert with Actsoft’s solutions to better connect your vehicles to the company headquarters.

Kyocera offers a wide range of mobile devices, ranging in design from traditional phones to ultra-durable handset technology. Actsoft is able to equip organizations in a variety of different industries with solutions for improved business, while Kyocera supplies the technology they can flawlessly operate on.

Rugged devices for the field meet intuitive workforce management software in our partnership with Sonim. Specialized for heavy duty industries like the public sector and construction work, the potential of Sonim’s ultra-durable mobile technology is maximized when paired with our solutions’ safety- and productivity-enhancing abilities.

Actsoft applications are seamlessly compatible with LG’s devices. We partnered with LG to create a combination of mobile technology and software that’s designed to revolutionize the way your company conducts its business.

Our software is the perfect complement to Apple’s user-friendly technology. Equip your workforce with the devices and solutions it needs for optimized productivity during daily operations with Apple and Actsoft.

Actsoft and Xirgo partnered to give businesses like yours a powerful new way to enhance their workforce management practices. Xirgo’s IoT, asset, and fleet diagnostics solutions expand on the vast capabilities our solutions can provide to your team, giving you an even richer, more intuitive experience.

Actsoft and Sanyo teamed up to merge intuitive business management software with the technology of today. This partnership allows us to provide you with all the tools your team needs for improved workflows, better coordination, and optimized productivity.

Motorola’s mobile technology works in tandem with our solutions to provide extra versatility to your business practices. Coupled with our software’s features, Motorola’s reliable devices make connecting your workforce simpler than ever to do.

We’re able to bundle certain solutions of ours (including our Electronic Visit Verification options) with Samsung devices to help your team achieve as much functionality as possible, while keeping rates affordable. Use these combinations for accurate recordkeeping, improved communication, and smarter data collection in the field.

Sync timekeeping data collected from your employees on our Encore solution with ADP’s digital payroll systems. Our strategic partnership with ADP provides a path to seamless third-party integration for your company.

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