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 [...]
Restaurant: Exporting Timesheet Flat Files
Scenario: A restaurant deployed our solution to better track employees’ time inputs. Once a pay period was complete, the manager wanted to be able [...]
Snow Removal: Creating New Clients Using Insightly
Scenario: A snow removal business using Actsoft solutions and Insightly required a way to generate new clients in our platform whenever they were first [...]
Freight Company: Importing Flat File Data from C2Logix
Scenario: A freight company needed a way to import .CSV files generated by C2Logix as orders into our solution. This would help them implement [...]
Appliance Repair: Importing Invoices from Order/Form Data
Scenario: An appliance repair business needed an effective process of importing invoice information based off of work orders created in our application. The company [...]
Locksmith: Using Salesforce to Create New Clients
Scenario: A locksmithing business needed to be able to generate a new client profile in our solution any time they created one in their [...]
Car Cleaning: Creating Appointments in Google Calendar
Scenario: A car cleaning company needed a way to automatically generate new client appointments in Google Calendar whenever they created these in our application. [...]
Cleaning Service: Importing .CSV Files from Dropbox
Scenario: A cleaning company regularly generated .CSV files that contained individual records of orders their cleaning employees had open. They then saved these to [...]
Pool Construction: Importing Estimate Data into Quickbase
Scenario: A pool construction company’s technicians in the field used our software to initially record work order information (such as estimate prices) based on [...]
