Guide: How to Optimize Inventory Management

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Guide: How to Optimize Inventory ManagementActsoft2022-03-31T09:39:09-04:00

Since 1996, our goal at Actsoft is to do everything we can to make your business thrive. Our mobile solutions have evolved into today’s specialized, easy-to-use software that includes a combination of wireless and GPS tools. These enable companies in virtually any industry to collect and process data from employees in the field. By blending user-friendly design with practical business functionality, our applications make effectively managing your remote employees and assets easier than ever before.

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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

IT

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