Drilling Company: Emailing Timesheet Records in .CSV Format (ADP)
Scenario: A drilling company needed a way to review employee timesheet records for inaccuracies before exporting them to their payroll system. Solution: Company administrators [...]
Transportation: Creating New Clients (Using Insightly)
Scenario: A transportation company creates new customers in Insightly but needed a way to have this information shared with our solution to eliminate the [...]
Snow Removal: Saving Binary Data to Dropbox
Scenario: A snow removal contractor needed to save binary data (such as images and signatures) to their Dropbox account whenever employees and technicians submitted [...]
Paving Contractor: Saving Binary Data to Google Drive
Scenario: A paving contractor required a way to save binary data to their Google Drive account from our application (after Wireless Forms were submitted). [...]
HVAC: Automatically Creating Appointments with Google Calendar
Scenario: An HVAC business manually produced new service appointments in Google Calendar any time they were created separately in our solution. Solution: Compatibility between [...]
Painting Business: Creating New Clients Using Salesforce
Scenario: A painting business using Salesforce to manage its customer relationships also used our software platform to dispatch out new work orders to their [...]
Fencing Company: Updating Customer Data in Pipeliner
Scenario: A fencing business using Pipeliner needed an efficient way to update existing customer information in this application whenever it was updated in our [...]
Home Remodeling: Exporting Timekeeping Data to Dropbox
Scenario: A home remodeling business used Dropbox and required an easier method to have their timekeeping data exported to this application each week. Solution: [...]
Landscaping: Importing Contact Info into Quickbase
Scenario: 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 [...]
