Home Inspectors: Automate Work Order Schedules with Google Calendar
Scenario: A home inspection company needed a way to transfer work order data from Google Calendar to streamline their scheduling protocol. They wanted the [...]
Roofing Contractor: Importing Estimate Information into Quickbase
Scenario: A roofing contractor entered work order and estimate information into Quickbase and needed to have this information transferred automatically from TeamWherx™ (their workforce [...]
Cleaning Service: Adding New Contacts into ActiveCampaign
Scenario: A cleaning service wanted to send more targeted marketing emails to specific customers in order to drive new sales for their business. They [...]
Lawn Care Company: Uploading Mobile Document Data to Dropbox
Situation: A lawn care business used TeamWherx™ to process all their paperwork in a custom digital format. However, they also used Dropbox to store [...]
Non-Emergency Medical Transport: Overtime Data in QuickBooks Online
Situation: A non-emergency medical transport company noticed their employees had an increased amount of overtime in the field. The company’s administrators needed to find [...]
Electrical Company: Creating New Client Data Using Salesforce
Scenario: An electrical company used Salesforce to manage their customer relationships and client data. They also used TeamWherx™, our workforce management application, to process [...]
HVAC Company: Customer Profile Management with Insightly
Scenario: An HVAC company needed to find a way to import customer profiles being generated from their third-party CRM application, Insightly. Mobile workers were [...]
Moving Company: Importing Work Orders with Google Calendar
Scenario: A moving company required a way to add the work orders they’d created in Google Calendar into TeamWherx™ and ensure the data remained [...]
Transportation Company: Route Optimization Through C2Logix Integration
Scenario: A transportation company sought to optimize their routes to maximize fuel efficiency and lower transit times without sacrificing customer service and their brand’s [...]
