Guide: How to Increase Job Site Safety

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Guide: How to Increase Job Site SafetyScott Englert2022-06-09T09:48:03-04:00

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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Generate and send new work orders to mobile employees

Industry

Cellular Carrier

Integration

Cloud Storage

Key Features

Wireless Forms

Situation

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

Solution

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

Impact

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

Upload job site images to work orders

Industry

HVAC

Integration

Dropbox

Key Features

Wireless Forms, Photo Capture

Situation

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

Solution

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

Impact

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

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.

Provide accurate material costs to customers

Industry

Construction

Integration

N/A

Key Features

Wireless Forms

Situation

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

Solution

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

Impact

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

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.

Keep data the same when importing work orders

Industry

Moving Company

Integration

Google Calendar

Key Features

Job Dispatching

Situation

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

Solution

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

Impact

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

Reduce manual data entry

Industry

Concrete and Asphalt Contractor

Integration

Google Sheets

Key Features

Wireless Forms, Job Dispatching

Situation

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

Solution

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

Impact

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

Keep better record of all previous service calls

Industry

Property Maintenance

Integration

Google Sheets

Key Features

Wireless Forms

Situation

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

Solution

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

Impact

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

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.

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.

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.

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.

If a customer is using Google Calendar …

Then

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

Success Story

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

Our Impact

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

If a customer is using ActiveCampaign …

Then

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

Success Story

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

Our Impact

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

If a customer is using Dropbox …

Then

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

Success Story

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

Our Impact

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

If a customer is using Insightly …

Then

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

Success Story

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

Our Impact

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

If a customer is using Fleetio …

Then

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

Success Story

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

Our Impact

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

If a customer is using Kronos …

Then

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

Success Story

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

Our Impact

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

If a customer is using QuickBooks Online …

Then

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

Success Story

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

Our Impact

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

If a customer is using ADP …

Then

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

Success Story

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

Our Impact

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

If a customer is using Esri …

Then

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

Success Story

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

Our Impact

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

If a customer is using SAP …

Then

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

Success Story

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

Our Impact

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

If a customer is using Geotab …

Then

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

Success Story

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

Our Impact

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

If a customer is using a GIS software …

Then

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

Success Story

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

Our Impact

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

If a customer is using Salesforce …

Then

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

Success Story

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

Our Impact

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

If a customer is using Microsoft OneDrive …

Then

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

Success Story

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

Our Impact

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

If a customer is using Pipeliner …

Then

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

Success Story

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

Our Impact

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

If a customer is using Google Drive …

Then

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

Success Story

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

Our Impact

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

If a customer is using Azure Table Storage …

Then

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

Success Story

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

Our Impact

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

If a customer is using C2Logix …

Then

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

Success Story

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

Our Impact

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

If a customer is using Google Sheets …

Then

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

Success Story

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

Our Impact

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

Import Timesheet Data

Industry

Pool Maintenance

Integration

QuickBooks Online

Key Features

Mobile Timekeeping

Situation

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

Solution

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

Impact

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

Optimize routes for fuel efficiency

Industry

Transportation

Integration

N/A

Key Features

Wireless Forms, Job Dispatching

Situation

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

Solution

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

Impact

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

Provide customer location data within work orders

Industry

Landscaping

Integration

N/A

Key Features

Wireless Forms, Job Dispatching

Situation

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

Solution

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

Impact

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

Filter tracking data to only display relevant fleet information

Industry

Public Works

Integration

N/A

Key Features

Fleet Management

Situation

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

Solution

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

Impact

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

Select certain tracking times for greater accountability

Industry

Courier Service

Integration

N/A

Key Features

Mobile Timekeeping

Situation

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

Solution

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

Impact

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

Increase safety through more accurate vehicle inspections

Industry

Transportation

Integration

N/A

Key Features

Wireless Forms

Situation

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

Solution

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

Impact

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

Filter out irrelevant data

Industry

Healthcare

Integration

N/A

Key Features

Ad-Hoc Reporting

Situation

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

Solution

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

Impact

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

Import customer profiles to reduce manual data entry

Industry

Erosion Management

Integration

N/A

Key Features

Job Dispatching

Situation

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

Solution

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

Impact

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

Tracking the status of assets

Industry

Warehousing

Integration

N/A

Key Features

Custom Lists

Situation

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

Solution

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

Impact

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

Contact tracing and wellness checks with digital forms

Industry

Public Transportation

Integration

N/A

Key Features

Wireless Forms

Situation

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

Solution

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

Impact

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

Ensure compliance with commuting laws dynamically

Industry

Home Inspection

Integration

N/A

Key Features

Wireless Forms, Ad Hoc Reporting

Situation

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

Solution

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

Impact

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

Effective overtime request management

Industry

Beverage Distributor

Integration

N/A

Key Features

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

Situation

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

Solution

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

Impact

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

Complete daily job site reports digitally

Industry

Construction

Integration

N/A

Key Features

Wireless Forms

Situation

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

Solution

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

Impact

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

Optimize route efficiency based off of work orders

Industry

Waste Collection

Integration

N/A

Key Features

Job Dispatching

Situation

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

Solution

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

Impact

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

Generate invoices based off of uploaded work orders

Industry

Service Trailer Repair

Integration

QuickBooks Online

Key Features

Wireless Forms

Situation

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

Solution

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

Impact

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

Reduce duplicate data entry for scheduled work orders

Industry

Pest Control

Integration

Google Calendar

Key Features

Job Dispatching, Mobile Timekeeping

Situation

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

Solution

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

Impact

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

Access previous form submissions with ease

Industry

Refrigeration

Integration

Azure, Microsoft Power BI

Key Features

Wireless Forms

Situation

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

Solution

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

Impact

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

Identify which delivery types have the longest durations

Industry

Courier

Integration

Google Calendar

Key Features

Job Dispatching

Situation

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

Solution

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

Impact

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

Monitor employee break durations for safety and compliance purposes

Industry

Waste Collection

Integration

Kronos

Key Features

Mobile Timekeeping

Situation

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

Solution

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

Impact

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

Increase employee accountability

Industry

Oil and Gas

Integration

Google Drive

Key Features

Wireless Forms

Situation

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

Solution

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

Impact

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

Track individual vehicle maintenance schedules

Industry

Pest Control

Integration

Fleetio

Key Features

Fleet Management

Situation

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

Solution

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

Impact

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

Dispatch new work orders

Industry

Transportation

Integration

Geotab

Key Features

GPS Tracking

Situation

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

Solution

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

Impact

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

Adding new client information to existing campaign lists

Industry

Marketing

Integration

ActiveCampaign

Key Features

Wireless Forms

Situation

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

Solution

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

Impact

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

Automate a report of timesheet data

Industry

Plumbing

Integration

ADP

Key Features

Mobile Timekeeping

Situation

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

Solution

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

Impact

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

Effectively monitor warehouse assets

Industry

Manufacturing

Integration

N/A

Key Features

Wireless Forms

Situation

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

Solution

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

Impact

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

Import invoices from service requests

Industry

Beverage Distributor

Integration

QuickBooks Online

Key Features

Wireless Forms

Situation

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

Solution

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

Impact

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

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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 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.

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.

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.

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%.

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%.

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%.

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.

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.

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.

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.

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.

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.

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%.

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.

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.

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%.

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%.

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.

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.

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%.

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.

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%.

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%.

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.

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%.

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).

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.

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%.

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%.

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.

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%.

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%.

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.

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%.

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%.

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.

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.

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.

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%.

24/7 Full-Service Maintenance
Plumbing