Plumbing
Field Service
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
Trucking Company
Transportation
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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.
Reduce Time Spent Entering Data
Industry
HVAC
Integration
Insightly
Key Features
Job Dispatching
Situation
An HVAC company needed to find a way to import customer profiles being generated from their third-party CRM application, Insightly. Mobile workers were repeating customer information on standard work orders which was costing them too much time and was resulting in inefficiencies.
Solution
Using our APIs, we were able to create new clients in our Job Dispatching module. All the relevant customer information is pulled from Insightly and imported into their Actsoft application.
Impact
The company minimizes time wasted duplicating customer information on standard work orders and can easily check the import regularly for new customer information too. Their workers now spend more time focusing on the job at hand and providing better service.
Ensure Overtime Data is Accurately Processed
Industry
Non-Emergency Medical Transport
Integration
QuickBooks Online
Key Features
Mobile Timekeeping
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 a way to accurately track these overtime hours and process them more efficiently to ensure payroll accuracy.
Solution
Our software enables the company to export timesheet data (including overtime logs) in .CSV format and pull that data into the accounting system they already utilize, QuickBooks Online.
Impact
The organization can import/export data via .CSV files any time, providing benefits such as saved time and improved employee retention from being able to accurately and reliably pay their employees.
Importing Customer Information More Easily
Industry
Cleaning Service
Integration
ActiveCampaign
Key Features
N/A
Situation
A cleaning service wanted to send more targeted marketing emails to specific customers in order to drive new sales for their business. They were already using ActiveCampaign for email marketing purposes but wanted to add new customer data to the appropriate campaign list in a truly efficient way.
Solution
Using our API, the company can export customer information from their dispatching client list and import that information into the email campaign list of their choice. This allowed them to bring data collected from newly registered customers they want to target into the campaign lists they deem appropriate.
Impact
The business can now create email campaign lists tailored to specific customers and focus their efforts on more efficient customer targeting. In turn, this helps them identify and reach out to customers that will help them drive new sales for their business and position themselves for successful long-term growth.
Save Time and Ensure Accuracy
Industry
Roofing Contractor
Integration
Quickbase
Key Features
Wireless Forms
Situation
A roofing contractor entered work order and estimate information into Quickbase and needed to have this information transferred automatically from our software, if possible. The automation was desired to save their office-based employees valuable time (by minimizing duplicate entries into separate databases) while also ensuring more accurate administrative records were kept.
Solution
Details from the field and price estimate information were imported from our platform into Quickbase, thus reducing the need for duplicate manual data entry. After each import, the roofing contractor had matching data in both applications, reflecting what their roofers had accomplished each day.
Impact
As a result of importing work order and estimate information to Quickbase from our platform, the roofing contractor could better analyze and track the validity of their pricing approximations. The company’s office staff and roofers worked more harmoniously together, with work orders processed faster and with fewer data entry errors.
Reduce Repetitive Data Entry
Industry
Electrical
Integration
Salesforce
Key Features
Job Dispatching
Situation
An electrical company used Salesforce to manage their customer relationships and client data. They also used our software to process and dispatch out work order data to their electricians on staff. They grew tired of having to create the same client profiles twice in total (one in each respective application).
Solution
Thanks to an integration between our software and Salesforce, the electrical company could automatically generate new clients in our platform, based off previously entered client data in Salesforce.
Impact
Due to the power of this integration, the electrical business can limit excessive typing and enhance their overall process for creating client profiles. Their electricians can be provided with valuable client information quicker that allows them to handle more repairs and installations daily.
Effectively Store Backups of Data
Industry
Lawn Care Company
Integration
Dropbox
Key Features
Wireless Forms
Situation
A lawn care business used Actsoft solutions to process all their paperwork in a custom digital format. However, they also used Dropbox to store data they collected from those digital forms (for both future reference and backup purposes).
Solution
Importing submitted document data from our software into Dropbox allowed the lawn care company to have copies of customer signatures and images from customers’ yards saved in an additional system (to document how things looked before and after they provided service).
Impact
Backups of all information available made it easy for the lawn care company to reference and showcase before and after photos for marketing purposes (once imported from our platform into Dropbox). This critical data also gave them the ability to provide accurate proof of service, better protecting the company and its reputation.
Streamlining Scheduling Protocol
Industry
Home Inspectors
Integration
Google Calendar
Key Features
Job Dispatching
Situation
A home inspection company needed a way to transfer work order data from Google Calendar to streamline their scheduling protocol. They wanted the work orders to be imported into our software from Google Calendar and ensure the data didn’t change.
Solution
By importing work order data from Google Calendar with Actsoft software, the home inspection company could add in new information without the need for manual entry. They can also create recurring work orders to further maximize the availability of their workforce.
Impact
This reduces the risk of errors while processing and entering data and streamlines work order distribution. The company’s employees spend more time handling new customer requests, increase their revenue capacity, and make optimal use of all their available resources, thanks to the work order data importing process.
Export Flat Files Efficiently
Industry
Car Detailing Service
Integration
OneDrive
Key Features
Job Dispatching
Situation
A car detailing company regularly used our software to create and manage their work orders. However, they were spending unnecessary time taking the data from their work orders in the application and manually transcribing it into their other systems, such as Microsoft OneDrive.
Solution
Our software allows the car detailing company to export work order data more easily as flat files (in .CSV format). This makes their data more manageable and prevents their administrators from having to manually enter the information twice into two different systems, as they can take the flat files and import the data from them more easily.
Impact
Due to this ability to export work order data in .CSV format, the car detailing company enjoys a more efficient work order scheduling process and can service more cars for customers daily. This results in overall more revenue for their business and helps them maximize their existing resources.
Boosting Accountability While Increasing Efficiency and Dynamic Decision-Making
Industry
Construction
Integration
Construction Company
Key Features
Wireless Forms
Situation
Actsoft solutions helped a construction company keep better track of resources and workers in the field by integrating with Geotab.
Solution
With the help of our APIs, our application centralizes historical or current GPS data from Geotab in near real-time. This allows for the company to have all their relevant information about their drivers and location histories all within one portal for a more streamlined and broader view at the behaviors of their workers while on the job.
Impact
Thanks to a central platform with a high-level view of the way their workforce operates in the field, the construction company can hold everyone accountable in a more effective manner. They can also make more dynamic decisions and increase efficiency by dispatching the right jobs to the right workers.
Streamlining Client Profile Creation
Industry
HVAC
Integration
Pipeliner
Key Features
N/A
Situation
An HVAC company used Pipeliner, an application for customer relationship management, to manage their client profiles. They required an easy method to create new customers in our software using the previously entered data from Pipeliner (free of the need to type everything twice into both systems).
Solution
Using exported information from Pipeliner, the HVAC company could generate new clients in our software automatically. The applications’ ability to exchange data with each other helped streamline their process of creating new client profiles.
Impact
The HVAC company sees enhancements in efficiency, accuracy, and customer experience by importing client information from Pipeliner into our software. Their administrators have increased flexibility when managing data and are able to communicate new service requests more clearly to their technicians, with verified customer data already in the application’s system when they begin to dispatch new orders.
Import Timesheet Data
Industry
Landscaping
Integration
QuickBooks Online
Key Features
Mobile Timekeeping
Situation
A landscaping company needed a way to import their workers’ timesheet data into their accounting software, QuickBooks Online, from their Actsoft solution. The company was already using Actsoft’s software to track their workers’ time in the field, but they needed a more streamlined way of taking this data and importing it into QuickBooks Online to save time and lessen the amount of manual data entry they had to do.
Solution
Our software’s ability to integrate with QuickBooks Online allowed the landscaping company to import their timesheet information, so each of their employees’ individual logs of worked hours could be readily available in QuickBooks Online (once the data was submitted).
Impact
Thanks to this integration, the landscaping company saves money and time, without having to research and sign up for an additional third-party time tracking software. Plus, with a more optimized time management and payroll process for their employees, the company can focus on other aspects of their day-to-day operations with additional peace of mind.
Commercial Plumbing
Plumbing
Plumbing
Keywords
Wireless Forms, photo capture, Mobile Payments
Soundbite
A commercial plumbing company used Actsoft solutions to document work orders in greater detail with Wireless Forms’ photo capture capability. They also could save more time by using our software’s Mobile Payments feature (powered by Stripe) to process billing for completed services directly from the field.
Results
After implementing Mobile Payments (powered by Stripe) and photo capture with our software, the commercial plumbing company could drive revenue faster and serve more customers. Their plumbers could also spend more time in the field, with a way to now process payments while away from the office.
ROI
The company increased customer convenience and work completion times were sped up by 15%. With the ability to accept payments for services in the field, cash flow was also accelerated by 30%.
Import Calendar Events
Industry
Healthcare
Integration
Google Calendar
Key Features
Job Dispatching
Situation
A healthcare organization needed a way to transport its patients to designated healthcare facilities efficiently and with minimal manual processes. They had executed scheduling by inputting work orders into both TeamWherx™ and Google Calendar separately and were interested in a way to auto-generate these calendar events (without needing to manually enter data twice into each system).
Solution
Through the use of the TeamWherx™ API, our Professional Services team helped the healthcare organization automatically create work orders in Google Calendar. These calendar events were pre-loaded with details such as the driver who was assigned the order, the pick-up and drop-off locations, and start/end times.
Impact
Through the power of this integration, drivers for the healthcare company had greater clarity on the pertinent details of each work order, allowing them to provide the best service possible to their patients. Plus, employees were freed up to provide more exceptional and personalized care to their clients, as duplicative processes and tasks were eliminated.
Termite/Pest Control
Field Service
Field Service
Keywords
Wireless Forms, automation
Soundbite
A termite and pest control company used Actsoft solutions to complete their inspection sheets digitally while conducting work at customer locations. Their exterminators used Wireless Forms to fill out necessary information and submit it to the office in a more streamlined and cost-effective way.
Results
As a result of using our Wireless Forms feature, the termite and pest control company could better ensure the information they were notating was accurate and able to be viewed at HQ nearly instantly.
ROI
Their business increased savings on paper costs by nearly 100% and also received their completed documents 50% faster.
Cleaning Company
Professional Service
Professional Service
Keywords
Intra-Company Messaging, communication, Mobile Timekeeping, productivity
Soundbite
A cleaning business used Actsoft solutions to communicate with their employees in the field while they were at work locations. They also used our Mobile Timekeeping feature to allow staff to clock in and out from mobile devices, reducing the amount of travel they had to do to the office daily.
Results
With more time in the field and enhanced communication, the cleaning business was able to serve more customers and fit in additional jobs per day.
ROI
Their business could complete five extra jobs per week, driving more revenue.
Export Flat Files Efficiently
Industry
Field Service
Integration
Microsoft OneDrive
Key Features
Wireless Forms
Situation
A field service company was spending too much unnecessary time manually extracting data from work orders in our software and inputting it into other systems they leverage, like Microsoft OneDrive. They needed an easier way to handle this work order transcription process, so they could reduce the amount of manual data entry in their process.
Solution
Our application enables the field service company to export work order information and data more efficiently as flat files in .CSV format. This optimizes their data management and prevents their administrators from having to manually enter the information twice into two different systems. They can take the flat files and import the data from them more easily.
Impact
Thanks to our platform’s ability to allow exporting work order data in .CSV format, the field service company reduced the amount of manual data entry they originally required. They now had a more centralized, streamlined way of collecting and managing information from the work orders. This saved time, resulting in increased profitability and optimization of their current resources.
Appliance Repair Company
Field Service
Field Service
Keywords
Intra-Company Messaging, communication, Wireless Forms, productivity
Soundbite
An appliance repair company relied on Actsoft solutions to get updates from their technicians in the field in real-time, as well as process their forms in a digital format.
Results
The Intra-Company Messaging feature allowed this company to send and receive information digitally, enhancing communication in their workforce. Their techs could also send completed forms directly from the field to the office via digital transformation, saving time and reducing unnecessary travel by their employees to the office.
ROI
The company reduced fuel costs by 20% (with a way to manage their workforce across virtually any distance).
Import Data into Google Sheets
Industry
HVAC
Integration
Google Sheets
Key Features
Wireless Forms
Situation
An HVAC company used our software to process their paperwork digitally. They saved the data from these electronic forms in Google Sheets once their documents had been completed, but they sought a more efficient way of adding the information to Google Sheets (without the need to manually enter it in).
Solution
The HVAC business worked with our Professional Services team to export data from their digital documents in our application into new rows in Google Sheets. This streamlined the data management process and also offered an added benefit of reducing any inconsistencies related to duplicate input.
Impact
Thanks to the power of being able to import data into Google Sheets, their company focused more on creating positive customer experiences and helped eliminate unnecessary time spent on manual recordkeeping. They also experienced reduced costs and faster turnaround times when saving completed work order data (resulting from a decrease in entry errors).
Update or Create New Client Info
Industry
Cleaning Services
Integration
Quickbase
Key Features
Wireless Forms, Job Dispatching
Situation
A cleaning business required a way to take the customer contact information their employees were entering into digital forms (with our software) and import it into Quickbase. This would alleviate any issues with manual data entry and streamline the management of client profiles.
Solution
Data from forms processed electronically using our software could be extracted and used to update existing clients or create new clients altogether in Quickbase. Doing so reduced the inefficiencies of having to create new client profiles from scratch in each application.
Impact
Thanks to being able to extract data from our software and import it into Quickbase, the cleaning service provides better service to its customers and reduces the time its employees have to spend manually entering information. They also reduce costly inaccuracies for their business by using integration to help transfer over client information in an automated format.
Locksmith Company
Field Service
Field Service
Keywords
Intra-Company Messaging, communication, GPS Tracking, Job Dispatching
Soundbite
A locksmith company used our solutions to instantly share new work orders with their locksmith technicians. The company also used our GPS Tracking and Job Dispatching features to identify and reroute the nearest available technicians to new locations on demand.
Results
Intra-Company Messaging, GPS Tracking, and Job Dispatching helped the company reduce unneeded travel by employees to HQ and allowed them to stay in the field and service more customers each day.
ROI
The company reduced gas expenses by 10% and could reach new customers 20 minutes faster (on average). Each locksmith technician could take on at least 1 new job each week.
Appliance Repair
Field Service
Field Service
Keywords
Dispatching Scheduler, Job Dispatching, Intra-Company Messaging
Soundbite
An appliance repair company used Actsoft solutions to plan out customer visits in advance via a simple drag-and-drop digial scheduler. They also maintained real-time communications with their field technicians via desktop-to-handset messaging.
Results
Scheduling their customer visits in advance helped the business provide clients with more accurate service windows. Intra-Company Messaging also gave their workforce more timely communications and greater insight when coordinating and executing jobs.
ROI
The company reduced unnecessary travel to the office by 20% for their technicians and increased service window accuracy by 40%.
Generating “Share Links” for Work Orders
Industry
Plumbing
Integration
Dropbox
Key Features
Public Forms, Wireless Forms
Situation
A plumbing company needed a way for images submitted via our software’s Public Forms feature to be automatically available to their corresponding work orders. These images would show what repairs were required for certain types of plumbing work.
Solution
After uploading the images to Dropbox, “share links” were then generated and added to the service fields of each respective work order in our software. Their plumbers (the end users) were then able to see the images and have a better idea of how to fix any problems from the get-go.
Impact
As a result of using our platform and Dropbox together, the plumbing company provides faster, more thorough service to their customers (with fewer questions asked). They also enhanced their level of quality control by setting expectations for their plumbers and helping their technicians gain more time back each day to service new business and follow through on existing requests.
Property Management
Professional Service
Professional Service
Keywords
Work Order Management, Wireless Forms, Public Forms, Barcode Scanning
Soundbite
A property management company relied on Actsoft solutions to streamline their work order management process and make it easier than ever for tenants to submit service requests.
Results
Our software’s digital forms allowed tenants to fill out and submit maintenance requests from the convenience of their mobile devices. They could also scan QR codes on common appliances or other pieces of equipment that needed repair via mobile device cameras, opening up work order forms nearly instantly.
ROI
Tenant satisfaction and retention increased by 15%, as they were able to accelerate their ability to address maintenance requests.
Construction/Drilling
Construction
Construction
Keywords
Safety and compliance, Wireless Forms, Intra-Company Messaging
Soundbite
A construction drilling firm needed a way to complete their safety and compliance checklists in a digital format, while also maintaining strong office-to-field communication throughout their various projects.
Results
By using Actsoft solutions, the company received real-time, electronic updates about project progress at HQ. Their on-site supervisors were also able to digitally sign off on compliance forms and then submit them wirelessly to HQ as well as any partner companies they work with.
ROI
Operational efficiency and safety increased by 20%. Partner satisfaction increased 100%.
Roofing
Construction
Construction
Keywords
Wireless Forms, Mobile Timekeeping, paperwork
Soundbite
A roofing business sought a solution to erase the need for their roofers to drive to HQ every time they needed to clock in / out — or drop off paperwork.
Results
With the power of Actsoft, the roofing company provided their roofers with the ability to conveniently complete time punches and paperwork from their mobile devices. These features allowed the roofers to be more productive and be more fuel efficient when using company vehicles.
ROI
Time (and related fuel costs and liability risks) for unnecessary trips to HQ were 100% eliminated.
Construction
Construction
Construction
Keywords
Wireless Forms, Asset Tracking, Fleet Tracking
Soundbite
A construction company needed a way to monitor and their vehicles and assets (so they could leave these at the job site overnight and be more productive at the beginning of each day). They also needed a way to automate their paper-based processes.
Results
Our software allowed the construction company to track their valuable resources, reducing unnecessary travel to HQ and helping lower fuel and OT costs. They were able to accelerate project progress by already having the needed tools already at the job site each day, as well as by reducing time spent on paperwork.
ROI
Vehicle and equipment security increased by 100%. Productivity increased by 20%.
Car Cleaning Service
Field Service
Field Service
Keywords
Work Orders, Job Dispatching, Wireless Forms
Soundbite
A car cleaning business needed a way to instantly dispatch jobs to their employees in the field and also notate completed work digitally.
Results
Our application allowed the company to send information about new jobs straight to the mobile devices of their employees in the field, helping to expedite work orders. They also could document work that was done via Wireless Forms, which offered an electronic, more detailed, and less complicated approach to their paperwork process.
ROI
The company completed three additional work orders per week, resulting in greater overall revenue.
Oil & Gas Company
Oil & Gas
Oil & Gas
Keywords
Wireless Forms, streamlining, data collection, field employees
Soundbite
An oil and gas company was completing all of their paperwork manually and needed a more efficient way to track drilling project progress, manage safety and compliance checklists, and reduce unnecessary travel to the office for their field employees.
Results
Our software enabled the oil and gas field employees to digitally complete their documents related to projects, safety/compliance, and other important items at the job sites. Employees spent less time filling out forms and their resulting information had a higher degree of accuracy.
ROI
With digital forms, the company experienced up to a 90% reduction in costs associated with completing paperwork by hand.
Pool Service Company
Pool Service
Pool Service
Keywords
Wireless Forms, inventory management, tracking costs, information
Soundbite
A pool service company needed to better track use-up rates for chemicals used during the cleaning process as costs were continuing to rise. They also needed a way to get other kinds of information from their technicians quickly and without having to wait for the technicians to manually deliver it on a daily or weekly basis.
Results
With our platform’s digital forms feature, the pool professionals completed their paperwork and tracked inventory in real-time via smartphones and tablets. This process reduced unnecessary drive time to the office and prevented high paper costs from continuing to affect their bottom line.
ROI
Paper costs were reduced by 90% and the true cost of chemicals became more accurate.
Importing Customer Information
Industry
Pest Control
Integration
Salesforce
Key Features
Job Dispatching
Situation
A pest control business used Salesforce to manage their customer relationships; however, they also relied on our software to dispatch out new work orders to their exterminators in the field. Any time a new customer’s business was gained, they typically had to input and save profiles twice (one time in each system).
Solution
Client information could be imported from the pest control company’s Salesforce account into our platform. From there, their office managers would be able to view, edit, and schedule work orders using the information that was imported.
Impact
Labor costs and productivity were both optimized for the pest control business (as a result of not having to type in client data multiple times). With redundancy eliminated from their processes and workflows, they became more focused on providing excellent customer service and could take care of more business daily.
Efficiently Referencing Past Service Calls
Industry
Electrical
Integration
Salesforce
Key Features
Job Dispatching
Situation
An electrical company needed an efficient way to reference past service calls. They used both Actsoft solutions and Dropbox to conduct and manage their daily operations in the field but wanted a way to be able to save (and later access) their historical service forms.
Solution
With the help of our team, service forms completed within our application were automatically saved to Dropbox, where the links were available for reference at any time.
Impact
This ultimately made it easier for the electrical company’s managers to go back through an account’s history and review completed work orders to address questions related to invoicing, quality control, and timing of a project’s completion. If any customers had questions about their past work orders or service requests, the business could easily retrieve them, helping them enhance their CX and know more efficiently how to serve them in the future.
Updating Calendar Events Efficiently
Industry
Security
Integration
Google Calendar
Key Features
Job Dispatching
Situation
A security company needed to update the start and end times of various work orders in a more efficient way. They wanted to be able to have calendar event updates in Google Calendar automatically correspond to the “in progress” and “complete” statuses of each work order in our software.
Solution
With the power of integration, data from work orders in our software was used to automatically update calendar events in Google Calendar. Start and end times were updated as calendar events any time the corresponding work order in our application was updated.
Impact
Managers were able to better track the effectiveness and progress of their various work orders, helping to optimize customer experience even more (while reducing manual data entry). They also used our software’s GPS Tracking feature to ensure their security guards remained on-site for the entire duration of a customer’s request, as well as to help further verify that the statuses of work orders were truly accurate and not falsified.
Importing/Exporting Flat Files
Industry
Transportation
Integration
OneDrive
Key Features
N/A
Situation
A transportation company needed an effective way to import and export data (in flat file format) to/with Microsoft OneDrive, where they securely stored all of their organization’s documents and other important information. Manual data entry into OneDrive was hurting their business’s ability to scale and be truly productive, as it took too much valuable time away from their office manager’s priorities on a daily basis.
Solution
Our solutions’ ability to help the transportation company collect the data they regularly needed was important, but so was its ability to exchange this data with systems like OneDrive. Information could be imported/exported as flat files, making it easier for office managers and administrators to reduce manual data entry.
Impact
By exchanging data as flat files using our solution and OneDrive, the transportation company was then able to devote more resources to new business strategies and help scale operations more effectively. The accuracy of their data was also improved, with a reduction in manual entry.
Managing Work Order Information Efficiently
Industry
Pool Construction
Integration
Quickbase
Key Features
Job Dispatching
Situation
A pool construction company’s technicians in the field used our software to initially record work order information (such as estimate prices) based on what they did each day in the field, but they also used Quickbase for overall project management. They needed a way to import this critical information into Quickbase without manual entry.
Solution
Our team was able to help the pool construction company import data from our solution into Quickbase. The types of data able to be imported included estimates, item pricing, and invoices.
Impact
Overall workflows and process management became more efficient for the pool construction company, now that they had the ability to exchange essential project information between both systems they used. Their office managers and administrators were kept in the loop with various project progress in a more streamlined and connected way.
Automatically Create & Dispatch Work Orders
Industry
Cleaning Service
Integration
Dropbox
Key Features
Job Dispatching
Situation
A cleaning company regularly generated .CSV files that contained individual records of open service orders. These files were then saved these to a shared location on Dropbox. The company required a way to automatically create and dispatch work orders in our software based off these .CSV files they’d saved to Dropbox.
Solution
The cleaning company used our API to import the .CSV files from the Dropbox folder. This integration successfully automated the scheduling and dispatching of new jobs to their cleaning service staff.
Impact
Thanks to the power of this automation, the cleaning company enjoyed a more expedited process when it came to scheduling and assigning work orders. They kept better record of all their customer requests and offered their staff a more streamlined, less cluttered way to keep track of their various work orders.
Residential HVAC Company
HVAC
HVAC
Keywords
Job Dispatching, digitize, streamline processes
Soundbite
A residential HVAC business needed a digital way to schedule and manage their customers’ service requests, as they experienced inefficiencies with lost and/or illegible handwritten work orders. They also required techs to drive back to the office each time a new work order was issued.
Results
With Actsoft, the HVAC company scheduled and assigned new service requests electronically using the Job Dispatching feature. Their technicians were empowered to complete more service requests, spend more time in the field, and reduce unnecessary travel to the office.
ROI
With digital dispatching, the company took on several additional jobs per week.
Courier Service
Transportation
Transportation
Keywords
GPS Tracking, Job Dispatching, Wireless Forms, paperwork
Soundbite
A courier service relied on paper forms to disseminate their work orders and collect information from the field. This antiquated process negatively affected their ability to scale their business and optimize drivers’ productivity each day.
Results
Our platform enabled the courier company to handle all paperwork and orders electronically, allowing them to send information to drivers nearly instantly (as well as receive data at HQ speedily). GPS Tracking for vehicles, employees, and assets also helped them increase their operation’s security and overall accountability.
ROI
They increased the service speed by 15%.
Importing Invoices from Order/Form Data
Industry
Appliance Repair
Integration
QuickBooks Online
Key Features
Job Dispatching, Wireless Forms
Situation
An appliance repair business needed an effective process of importing invoice information based off of work orders created in our application. The company used QuickBooks Online to handle their invoicing needs, but was having to manually enter work order information to generate each invoice.
Solution
A possible integration between our platform and QuickBooks Online made it easier for the appliance repair business to import order/form data from our solution, allowing the company to generate their invoices more easily.
Impact
In addition to making it easier to create invoices, this compatibility helped the appliance repair company reduce manual data entry and provide more efficient service to their customers each day.
Automatically Generate New Client Appointments
Industry
Car Cleaning
Integration
Google Calendar
Key Features
Job Dispatching
Situation
A car cleaning company needed a way to automatically generate new client appointments in Google Calendar whenever they created these in our application. This would help them save time, reduce duplicative data entry, and ultimately schedule and complete more car cleaning jobs.
Solution
With our API, new appointments were automatically generated in the car cleaning company’s Google Calendar account, based off the preliminary orders created in our solution’s web portal. Information attached to each work order included name of the customer, which employee it had been assigned to, and the work order’s beginning and ending times.
Impact
Duplicate data entry was eliminated, allowing the business to help free up their back-office team so they could focus more on more impactful projects. They were able to increase the capacity of their organization to complete more car cleaning jobs and run a more efficient operation overall.
Generating New Client Profiles
Industry
Locksmith
Integration
Salesforce
Key Features
Job Dispatching
Situation
A locksmithing business needed to be able to generate a new client profile in our solution any time they created one in their Salesforce account. This would enable their back-office team to be more efficient when scheduling new lock installation jobs for their locksmiths each day.
Solution
An integration between our solution and Salesforce was set up that enabled new customers to be created in our solution (whenever a new customer was created in Salesforce).
Impact
Using this capability, the locksmith company was able to easily manage contact files during day-to-day operations. The integration eliminated the need for duplicate data entry and optimized their customer service and back-office processes.
Importing Invoice Information
Industry
Appliance Repair
Integration
QuickBooks Online
Key Features
Wireless Forms, Job Dispatching
Situation
An appliance repair business needed an effective process of importing invoice information based off of work orders created in our application. The company used QuickBooks Online to handle their invoicing needs, but was having to manually enter work order information to generate each invoice.
Solution
A possible integration between our platform and QuickBooks Online made it easier for the appliance repair business to import order/form data from our solution, allowing the company to generate their invoices more easily.
Impact
In addition to making it easier to create invoices, this compatibility helped the appliance repair company reduce manual data entry and provide more efficient service to their customers each day.
Landscaping Company
Field Service
Field Service
Keywords
Inventory management, Wireless Forms, efficiency, accuracy, digital transformation, Barcode Scanning, calculation fields
Soundbite
A landscaping company was completing their inventory checklists manually (using pen and paper), which led to inefficiencies like inaccurate reporting, shrinkage, and wasted time.
Results
Using Actsoft solutions, the company’s landscapers took digital inventory of parts, tools, and equipment used both before and after a work order. They used the software’s Barcode Scanning and calculation features to speed up the process and enhance its accuracy.
ROI
The accuracy of their inventory management increased by 25%.
More Efficient Dispatching
Industry
Freight Company
Integration
C2Logix
Key Features
Job Dispatching
Situation
A freight company needed a way to import .CSV files generated by C2Logix as orders into our solution. This would help them implement a more efficient dispatching process and prevent their current need to manually create orders from scratch each time.
Solution
Records were imported as orders, giving the freight company a more effective way to manage and dispatch their assignments.
Impact
With a more efficient dispatching process and means of generating work orders, the freight company enhanced productivity and optimized the available time their employees had each day at work. They used the power of integration to make internal processes easier for everyone at their company.
Snow Removal Company
Snow Removal
Snow Removal
Keywords
Job Dispatching, work orders
Soundbite
A snow removal company required the use of a software platform to more efficiently dispatch their work orders to their employees in the field.
Results
With Actsoft solutions, the company could easily schedule work orders in advance electronically (or send out new jobs on the fly). They were able to complete more snowplowing jobs per day and keep the streets of their city safer.
ROI
An efficient digital system for managing work orders helped their business grow by 20%.
Encore & Geotab DriveEnjoy seamless compatibility between Encore and the Geotab Drive app. Our solution deep links to Geotab Drive, allowing you to easily switch between apps and use elite fleet management software in tandem with the valuable workforce management features Encore provides.
Integrations between Encore and Geotab Drive:
• Encore Launch Screen
-From the press of a button in Geotab Drive, get taken to the Encore main menu.
• Encore Messaging Launch
-Switch directly to Encore’s Intra-Company Messaging feature from Geotab Drive.
• Encore Orders Launch
-Move from within Geotab Drive to the Job Dispatching module in Encore.
• Encore Timekeeping Launch
-Change to Encore’s Timekeeping module from the Geotab Drive dashboard.
BlueParrott
Noise Cancelling Headphones
Every word gets heard, anywhere you go, take advantage of the industry’s leading technolgy in noise canceling headsets.
Blueparrott always delivers impressive sound quality for your calls and music, no matter how much noise your working environment throws at you.
• Up to 24 hours of talk time
• Blocks out 96% of background noise
• Streams Music, Multi media, GPS directions
• Roam up to 300ft from paired Bluetooth devices
Form Workflows
Do you have forms your company uses currently that require information input from multiple employees or have a chain of command to review or approve?Form Workflows allows for the digital transfer or hand-off of electronic forms between employees, without sacrificing clarity, accuracy or incurring document loss.
JACS Solutions creates customized, secure smart devices for businesses and value-added resellers. The devices pair perfectly with our solution and, working together, our two products are an ideal combination for our like-minded customer base.
Gain even greater insight into the daily activities of your fleet using the combination of Geotab and Actsoft. Geotab devices provide detailed data collection and seamless integration with our solutions; learn more about the ways your vehicles are being used daily with the power of this tandem.
Google Maps helps our solutions plot out where your employees, assets, and vehicles are located geographically. Features our products offer like Traffic Overlay also rely on near real-time congestion data from Google Maps to help your drivers reach their destinations as efficiently as possible.
Glowtouch and Actsoft work together to provide your company with even more ways to integrate its systems. By offering outsourced solutions for administration, development integration, and customer retention, Glowtouch’s innovations bring additional resources to the table for your business, when paired with our software.
Hyperion partnered with Actsoft and Sprint to be a reseller of Encore, our flagship application. As a leading business development and technology consulting firm, Hyperion is a valuable addition to our strategic partners list, and an organization that we work with to make our solutions even more accessible to businesses like yours.
AppDirect also helps Actsoft manage our solutions’ users and billing systems outside the United States (more specifically, India, through Vodafone). AppDirect’s reliable platform makes it easier for us to provide our software services internationally and help businesses abroad scale their operations.
Actsoft partnered with Odin to provide our solutions overseas, through payment processing integrations. Odin helps us support user management for our software; customers can also purchase our products through Odin’s billing platform.
Connect your workforce like never before with SBS Tech and Actsoft. This partnership enables integration between different business solutions, including ones for IT services and telecommunications.
Our partnership with Prime is essential for helping transportation and trucking companies scale and monitor their business plans. Prime’s offering of semi-truck equipment, freight containers, and shipping options are the perfect complement to our robust fleet and asset solutions.
VisTracks powers our Electronic Logging Device (ELD) solution, which enables transportation businesses to easily automate their hours of service logs, remain in governmental compliance, and reduce their potential to incur costly fines.
Integration between Actsoft solutions and BeWhere’s software products is available. Take your team’s asset tracking, cellular data connectivity, and field insight a step further with effective, cross-application compatibility.
Android devices and Actsoft solutions work together to pair reliable technology with cutting-edge workforce management software. This partnership allows us to give your organization a package of efficient mobile technology and practical applications.
CalAmp tracking devices for vehicles and assets alike are compatible with Actsoft solutions, making it easy for you to efficiently monitor your equipment and fleet cars. Help your team enhance accountability, safety, and savings through a combination of easily installed hardware and intuitive software.
Our partnership with Uniden is ideal for companies looking to gain advanced diagnostics on their fleets. Uniden’s extensive product listing of car electronics like radios, dash cams, radar detectors, and in-vehicle communicators work in concert with Actsoft’s solutions to better connect your vehicles to the company headquarters.
Kyocera offers a wide range of mobile devices, ranging in design from traditional phones to ultra-durable handset technology. Actsoft is able to equip organizations in a variety of different industries with solutions for improved business, while Kyocera supplies the technology they can flawlessly operate on.
Rugged devices for the field meet intuitive workforce management software in our partnership with Sonim. Specialized for heavy duty industries like the public sector and construction work, the potential of Sonim’s ultra-durable mobile technology is maximized when paired with our solutions’ safety- and productivity-enhancing abilities.
Actsoft applications are seamlessly compatible with LG’s devices. We partnered with LG to create a combination of mobile technology and software that’s designed to revolutionize the way your company conducts its business.
Our software is the perfect complement to Apple’s user-friendly technology. Equip your workforce with the devices and solutions it needs for optimized productivity during daily operations with Apple and Actsoft.
Actsoft and Sanyo teamed up to merge intuitive business management software with the technology of today. This partnership allows us to provide you with all the tools your team needs for improved workflows, better coordination, and optimized productivity.
Motorola’s mobile technology works in tandem with our solutions to provide extra versatility to your business practices. Coupled with our software’s features, Motorola’s reliable devices make connecting your workforce simpler than ever to do.
We’re able to bundle certain solutions of ours (including our Electronic Visit Verification options) with Samsung devices to help your team achieve as much functionality as possible, while keeping rates affordable. Use these combinations for accurate recordkeeping, improved communication, and smarter data collection in the field.