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.
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.
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.
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.
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 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.
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.
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.
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 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.
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.
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.
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.
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.
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.
Generate and send new work orders to mobile employees
Industry
Cellular Carrier
Integration
Cloud Storage
Key Features
Wireless Forms
Situation
A support team for a cellular carrier needed a way to create new work orders to send to their solution engineers while in the field.
Solution
Our API allowed these work orders to be created and dispatched to their solution engineers each day in our software.
Impact
This allows for greater flexibility for the engineers in the field, who now receive tasks with greater accuracy and optimization and helps dispatchers and managers have better insight and overview of their workforce.
Upload job site images to work orders
Industry
HVAC
Integration
Dropbox
Key Features
Wireless Forms, Photo Capture
Situation
An HVAC company wanted to upload images from the job site via a public form and attach them to their appropriate work order.
Solution
Utilizing our API, the company uploads these images to Dropbox, where a share link is generated and used in the proper fields within the work order form where their customers can easily click the link, and view the images taken of the job during service.
Impact
This results in a more streamlined way to provide world class service to their customers and helps the company stay on top of their internal recording processes.
Optimize customer information management
Industry
Landscaping
Integration
Quickbase
Key Features
Wireless Forms
Situation
A landscaping company wanted to optimize their customer information management in their third-party application development platform, Quickbase.
Solution
As information from work orders, invoices, and estimates is entered into Quickbase, our API extracts customer information, updates existing customer data, and creates new customer data.
Impact
The company has a more centralized and streamlined customer database and can manage this information with greater ease.
Provide accurate material costs to customers
Industry
Construction
Integration
N/A
Key Features
Wireless Forms
Situation
A construction company wanted to keep track of their current materials in inventory by associated market price to provide accurate estimates to their customers.
Solution
By leveraging our APIs, these materials are imported into our application as a custom list, which allows for contractors to fill out all the materials they need on a digital form and provide itemized estimates.
Impact
This ensures the information the business wants to keep on hand is secure, yet still factored into the process.
Include invoices with dispatched work orders
Industry
Flower Delivery
Integration
QuickBooks Online
Key Features
Wireless Forms, Job Dispatching
Situation
A flower delivery company wanted to automatically take information from an invoice created in QuickBooks Online and include it when digitally dispatching their drivers.
Solution
Our software offered the integration connection to the company and helped streamline their business process by showing how the dispatcher can create a PDF of the QuickBooks Online invoice, upload it to Dropbox, generate a share link, and add the link to a field in the digital job order.
Impact
As a result, the company quickly provides their drivers with key information digitally while maintaining a connection to the actual QuickBooks Online invoices.
Keep data the same when importing work orders
Industry
Moving Company
Integration
Google Calendar
Key Features
Job Dispatching
Situation
A moving company required a way to add the work orders they’d created in Google Calendar into the Actsoft solution they were using and ensure the data remained the same.
Solution
By importing work order data from Google Calendar with our software, the moving company could add in new information without the need for manual entry.
Impact
This reduces errors for the moving company and the amount of time they have to spend processing and entering data. Work order distribution is streamlined as a result, and they are able to have their employees spend more time handling new customer requests.
Reduce manual data entry
Industry
Concrete and Asphalt Contractor
Integration
Google Sheets
Key Features
Wireless Forms, Job Dispatching
Situation
A concrete and asphalt contractor frequently used Google Sheets to manage data and client profiles. However, this was creating a burden on their back-office team, as employees were having to spend far too much time manually entering information row by row into Google Sheets.
Solution
A possible integration between Google Sheets and our software enabled the concrete and asphalt contractor to exchange customer profile data between the two systems. They could import this data into Google Sheets once it was created in our application.
Impact
As a result of automatically importing all client data into Google Sheets with our software, the paving company can spend more time on tasks related to project completion, increasing customer satisfaction and overall profitability. They’re able to keep projects more detail-oriented with client needs readily accessible on a project-by-project basis, free of the hassles of manual data entry.
Keep better record of all previous service calls
Industry
Property Maintenance
Integration
Google Sheets
Key Features
Wireless Forms
Situation
A property maintenance team needs to keep a record of all the recent service calls they have performed for tenants at their location.
Solution
By integrating with our API, the company saved each form submission to Google Sheets, allowing for all the maintenance technicians to view the service history at once, and to provide updates to these service calls.
Impact
This provided a much better customer experience and streamlined the workflows for maintenance technicians in the field.
Integrate customer images in work orders
Industry
Painting
Integration
Dropbox
Key Features
Wireless Forms
Situation
A painting company needed a way to integrate images provided from customers within a Public Form with Dropbox.
Solution
Our solution helps the painting company by allowing them to take data submitted by a customer requesting a new paint job and then create a digital work order based off of it.
Impact
Due to this integration, their painters are equipped with additional detail when going to perform work at a job site, and they’re also able to reference past work orders more efficiently.
Create accurate estimates or invoices based off work orders
Industry
Tree Care
Integration
Quickbase
Key Features
Wireless Forms
Situation
A tree care and maintenance company utilizing our software for mobile dispatching and estimates was interested in creating estimates and invoices based on the work orders their technicians completed in the field.
Solution
By using our APIs, the work order information could be imported into their application development platform, Quickbase, to generate their estimates and invoices.
Impact
This streamlines their operations by reducing the amount of data re-entry they needed to perform.
Optimize work orders
Industry
Roofing
Integration
Google Calendar
Key Features
Job Dispatching, Wireless Forms
Situation
A roofing company needed a way to take orders for new jobs that were initially scheduled in Google Calendar and integrate them with our platform they were using for workforce management purposes.
Solution
With the power of our software and API integration, the roofing company was able to automatically pull new work orders whenever they were created in Google Calendar, complete with all the details needed for their roofers to complete new jobs included in each.
Impact
Thanks to expedited, more automated work order distribution and data syncing, the roofing company can help perform more repairs and installations for customers.
Streamline inventory management
Industry
Warehousing
Integration
N/A
Key Features
Wireless Forms
Situation
Managers of a warehouse needed a way to monitor the assets housed in their facility.
Solution
Because our software allows users to export custom data sets in spreadsheet form, the managers were able to utilize API data to automatically update the statuses of any assets in question whenever new documents are digitally submitted by workers.
Impact
With a new way to automatically update inventory based on submitted form data, the warehousing company saves money by not needing to purchase licenses for an additional third-party inventory management application.
If a customer is using Google Calendar …
Then
Then they should integrate data created in Google Calendar about upcoming work orders or customer appointments with our software for increased efficiency.
Success Story
Companies can automatically pull new work orders whenever they are created in Google Calendar, complete with all the details needed for new jobs included in each.
Our Impact
Thanks to expedited, automated work order distribution and data syncing, businesses can serve more customers daily. Integration between Google Calendar and our software helps to enhance communication and reduce instances of manual data entry, enabling field service staff to reach their clients faster each day and provide more specialized service.
If a customer is using ActiveCampaign …
Then
Then they need to add and remove new contacts to existing email campaign lists to target a specific group of customers and drive demand generation and revenue.
Success Story
Our platform’s API allows companies to combine customer information from their dispatching client list and add their information to a campaign list in a more efficient way.
Our Impact
Companies can create email campaign lists tailored to specific customers and cut out inefficient targeting.
If a customer is using Dropbox …
Then
Then they need to import images of job sites to corresponding work orders so their employees can get a more accurate picture of work required.
Success Story
Our software’s ability to integrate with Dropbox allows companies to upload images corresponding to work orders to Dropbox, generate shared links, and pull them into our application.
Our Impact
With this integration, businesses can put their employees in a better position at the start of a job to accurately survey what needs to be done, as well as identify the scopes of projects with detailed visuals of job sites included. Companies can provide better satisfaction to their customers with more realistic timeframes for projects, while saving money at the same time by reducing unnecessary back-and-forth communication.
If a customer is using Insightly …
Then
Then they need to import customer profile lists from Insightly into our software to better streamline the process of creating and dispatching work orders.
Success Story
All relevant customer information can be pulled from Insightly and fed into our application, resulting in the creation of customer lists that are automatically populated during standard work order creation. The import is scheduled to run every hour to check for new clients in Insightly.
Our Impact
This integration results in companies spending less time on manual data entry and reducing tedious double entry of customer information. Time savings provide field techs with extra availability to serve more customers. This integration also centralizes and optimizes an organization’s internal data management process for a more automated protocol.
If a customer is using Fleetio …
Then
Then they should use our software’s ability to integrate with it to track daily trip distances by their fleet vehicles with our software and sync the data accordingly.
Success Story
By using our available fleet hard-mount devices and Fleetio fleet management software, we can help companies update their odometer readings each day in Fleetio, based on each of their trip distances in our application.
Our Impact
Businesses can effectively monitor fleet maintenance activities by either date or vehicle mileage. In addition to the cost savings this integration provides, organizations also have a more reliable means of keeping up with their overall operations. Preventative maintenance schedules reduce the amount of time that fleet vehicles are in the shop for lengthier repairs, allowing companies to sustain business more effectively.
If a customer is using Kronos …
Then
Then they should integrate the timekeeping data collected using our application with it in order to save time and reduce manual data entry.
Success Story
Our software integrates with Kronos, allowing businesses to import timekeeping data into it and prevent the errors and delays of manual entry.
Our Impact
With the power of this integration, businesses can save more time and money, while also reducing overtime costs and errors from manual entry.
If a customer is using QuickBooks Online …
Then
Then they need a way to import employee timecard data from our application into their accounting software (QuickBooks Online) automatically to reduce errors from manual entry.
Success Story
The ability of our software to integrate with QuickBooks Online enables businesses to import their timesheet data. Each employees’ individual logs of worked hours is readily available in QuickBooks Online once data is submitted.
Our Impact
Due to the power of this integration, companies can see productivity increases and additional savings from not needing to acquire any new solutions for payroll, accounting, or time tracking. Plus, with additional time received for their workers each day, they can reach their customers quicker and serve more of them daily.
If a customer is using ADP …
Then
Then they need a way to integrate employee timesheet data collected using our software with ADP to streamline the entire process.
Success Story
Companies can import their timekeeping data to ADP for more efficient reporting. This helps them better manage employee clock-in and -out data and control payroll expenses in a more accountable way.
Our Impact
Businesses can keep better track of employee hours and ensure that employees are more accountable for their time in the field and on the clock. They also can yield more immediate ROI by not having to invest in other solutions for digital timesheets.
If a customer is using Esri …
Then
Then they need a way to extract location data in a more efficient manner.
Success Story
Our solution extracts GPS data and sends it to the company’s Esri account, which can then can be installed on their Microsoft Power Automate account.
Our Impact
Organizations are able to manage geographic data more efficiently and identify areas of opportunity to meet digital transformation needs.
If a customer is using SAP …
Then
Then they need a way to centralize data management to reduce duplicate data, storage costs, and data errors.
Success Story
Actsoft’s platforms allow businesses to enhance timekeeping measures and import/export data for more efficient, transparent time management.
Our Impact
Business can streamline workflows, increase efficiency and productivity, enhance customer experiences, and drive revenue.
If a customer is using Geotab …
Then
Then they need a way to monitor workers in the field, while also tracking the locations and well-being of important fleet assets.
Success Story
Our platform’s integration updates with historical or current GPS data from Geotab in near real-time, giving companies all relevant information about drivers and location histories.
Our Impact
Companies gain deeper and faster insight into the behaviors of their workforce in the field and increase their flexibility when it comes to providing dynamic services to customers.
If a customer is using a GIS software …
Then
Then they need a way to manage location data more dynamically to make more strategic, data-driven business decisions.
Success Story
Our platform can receive and import data from a GIS system.
Our Impact
Organizations can make more dynamic business decisions on the fly, respond to changes in the field more efficiently, and increase flexibility when servicing customers.
If a customer is using Salesforce …
Then
Then they need a simpler way of generating new clients in our software whenever a new customer profile is created in their CRM software.
Success Story
Our platform can exchange information with Salesforce accounts, so new customer profiles are also created in our application whenever one is made in Salesforce.
Our Impact
Businesses reduce duplicate manual data entry and save time and money when creating and managing customer information via a quick, automatic transfer of data.
If a customer is using Microsoft OneDrive …
Then
Then they need a way to import and export flat files to their customers’ OneDrive accounts.
Success Story
Our software allows for flat files to be exported into Microsoft OneDrive, helping businesses consolidate their data.
Our Impact
Fewer instances of manual data entry mean lower costs, reduced instances of errors, and saved time on a daily basis.
If a customer is using Pipeliner …
Then
Then they need a way to automatically update existing client profiles by integrating with with our software.
Success Story
Actsoft solutions allow businesses to take data about customers created in our software and integrate it with Pipeliner, automatically updating it in this system to reflect the newest and most relevant version of the information.
Our Impact
Companies using this integration can save more time and money by reducing manual errors and having an easier time updating customer data without accidentally making incorrect changes.
If a customer is using Google Drive …
Then
Then they need a way to easily back up data that was submitted from the field using our solution’s forms.
Success Story
Our platform enables companies to integrate form data with the documents they use as backup records, limiting inefficiencies with duplicate data entry.
Our Impact
Businesses save more time and better optimize the use of their resources while focusing on customer priorities and optimizing their experience.
If a customer is using Azure Table Storage …
Then
Then they need a simple way of reimporting orders automatically and make this function a recurring process, when necessary.
Success Story
Our solution’s functionality allows for submission data from completed work orders to be exported into Azure then automatically reimported into our software.
Our Impact
Companies gain more control in managing recurring work orders, boosting efficiency and productivity and saving time eliminating manual inputs.
If a customer is using C2Logix …
Then
Then they need to link optimized routes with work orders to dispatch to field workers and drivers to save time and money.
Success Story
Our software’s ability to collect .CSV files as work orders from C2Logix allows companies to process orders via this integration and import these dispatched work orders every morning.
Our Impact
With this connection, drivers have a clear view of what are the most efficient routes are at the start of each day and can help service more customers more efficiently.
If a customer is using Google Sheets …
Then
Then they need a way to easily sync client list data from our software with that application to reduce manual entry.
Success Story
Customer profile data can be exchanged between our software and Google Sheets. Data can be imported into Google Sheets once it’s created in our application.
Our Impact
Companies can spend more time on tasks related to project completion, increasing customer satisfaction and overall profitability. They can keep projects more detail-oriented with client needs readily accessible on a project-by-project basis, free of the hassles of manual data entry.
Import Timesheet Data
Industry
Pool Maintenance
Integration
QuickBooks Online
Key Features
Mobile Timekeeping
Situation
A pool maintenance company needed a way to sync their workers’ timesheet data with QuickBooks Online, their accounting software.
Solution
The ability of our software to integrate with QuickBooks Online enabled the pool maintenance business to sync their timesheet data automatically.
Impact
Due to the power of this integration, the company sees productivity increases and additional savings from not needing to acquire any new solutions for payroll, accounting, or time tracking.
Optimize routes for fuel efficiency
Industry
Transportation
Integration
N/A
Key Features
Wireless Forms, Job Dispatching
Situation
A transportation company sought to optimize their routes to maximize fuel efficiency and lower transit times without sacrificing customer service and their brand’s equity.
Solution
By utilizing our API integration, the company could send Actsoft .CSV files of work orders from their route optimization software, C2Logix.
Impact
This connection (between work orders and optimized routes) saves the transportation company time and money daily.
Provide customer location data within work orders
Industry
Landscaping
Integration
N/A
Key Features
Wireless Forms, Job Dispatching
Situation
A landscaping company is interested in populating customer location data on work orders prior to dispatching the orders to their field crew.
Solution
By associating a form with their lawn care service for work orders using our software, special instructions via a client custom field can be entered in by a dispatcher.
Impact
This allows the landscaping company to streamline their entire system of service requests and stay more organized.
Filter tracking data to only display relevant fleet information
Industry
Public Works
Integration
N/A
Key Features
Fleet Management
Situation
A department of public works has a large fleet that they are tracking within our software. Their administrators would like to know if there is a way to filter tracking data in the solution’s live view map.
Solution
Within our software, we were able to assist this public works department by applying a filter on the live view map.
Impact
By being able to filter data this way, we were able to help their organization save time and money, as their administrators would be able to quickly identify the status of different vehicles in a more individualized fashion.
Select certain tracking times for greater accountability
Industry
Courier Service
Integration
N/A
Key Features
Mobile Timekeeping
Situation
A courier service company is interested in monitoring within our application, particularly when their mobile phones or fleet devices are no longer tracking after two hours.
Solution
Within our software, we were able to provide the courier company with a standard report called User Tracking Exceptions.
Impact
This report allows our customers to select a specific time in the report, as well as select certain exceptions around that time.
Increase safety through more accurate vehicle inspections
Industry
Transportation
Integration
N/A
Key Features
Wireless Forms
Situation
A transportation company had several trucks that were accidentally being driven with potential safety issues, such as incorrect tire pressures.
Solution
Using our standalone form module, our team was able to create a pre-trip inspection template for recording and report truck issues for the transportation company, letting their drivers and back office employees know if a truck was unsafe to operate and shouldn’t be driven.
Impact
Now, they’re enjoying fewer truck maintenance and safety issues, with both their managers and mechanics getting automatically emailed if any of their vehicles are not ready to drive.
Filter out irrelevant data
Industry
Healthcare
Integration
N/A
Key Features
Ad-Hoc Reporting
Situation
Frustration was occurring whenever a physical inspection form submission for a specific vehicle needed to be reviewed, as they had to review tons of paperwork just to locate data on one vehicle in particular.
Solution
Using our Ad-Hoc Reports feature, we were able to provide this organization with the digital ability to display relevant information collected on the physical inspection form through our software.
Impact
This report was set up to send out the previous day’s physical inspection form submissions, helping their company regularly save additional time and increase operational efficiency.
Import customer profiles to reduce manual data entry
Industry
Erosion Management
Integration
N/A
Key Features
Job Dispatching
Situation
An erosion management company needed a way to import customer profiles created in their third-party CRM application into our solution that they were also using.
Solution
Using our RESTful APIs, we were able to create new clients within the Job Dispatching module for this erosion management company.
Impact
All relevant customer information would then be pulled from their third-party CRM application and could be imported into our software, resulting in a customer list that matched what their other system contained.
Tracking the status of assets
Industry
Warehousing
Integration
N/A
Key Features
Custom Lists
Situation
A warehousing logistics company is interested in tracking the statuses of their warehouse assets using our application.
Solution
With a combination of our Custom Lists feature and our customer APIs, we were able to assist this company by updating the status of these assets based on the custom list selections they made on a standalone form submission.
Impact
Doing this allows the company to eliminate the possibility of reserving an asset that is already unavailable by helping them only see those assets that are currently available for use at their warehouse.
Contact tracing and wellness checks with digital forms
Industry
Public Transportation
Integration
N/A
Key Features
Wireless Forms
Situation
A public transportation company is interested in an easy and reliable way to collect and document information stating that employees are healthy enough to report to work, based on CDC guidelines for COVID-19.
Solution
Using our software’s Wireless Forms module, the public transportation company is able to ask employees CDC-approved symptom questions, as well as provide a direct link to the CDC COVID-19 webpage for additional guidance directly within each of their staff’s respective wellness checks.
Impact
In addition to helping them keep their employees safer, the company is also able to use this functionality to maximize its workforce’s productivity, ensuring management knows exactly which workers are available to report on a day-by-day basis at a moment’s notice.
Ensure compliance with commuting laws dynamically
Industry
Home Inspection
Integration
N/A
Key Features
Wireless Forms, Ad Hoc Reporting
Situation
A home inspection company based out of California needed to account for California’s commuting laws.
Solution
Using our Wireless Forms module and Ad Hoc Reporting, instructions are provided to start the form when their driving time begins and then to submit the form once they have arrived at their destinations.
Impact
These features provide deeper insights for management, ensuring accuracy in the tracking of their workforce’s driving habits and commuting times.
Effective overtime request management
Industry
Beverage Distributor
Integration
N/A
Key Features
Wireless Forms, Form Workflows, conditional emails, Ad Hoc Reporting
Situation
A non-alcoholic beverage distributor needed an easier way to manage their staff’s overtime requests.
Solution
Our software provided one of their supervisors with a list of their employees or entire team to select, along with the date and amount of overtime hours requested.
Impact
This streamlines the process and increases efficiency during their company’s daily workflows.
Complete daily job site reports digitally
Industry
Construction
Integration
N/A
Key Features
Wireless Forms
Situation
A construction company requires its sub-contractors to complete a daily report that provides the status of a customer project, including weather conditions, additional required labor, and materials on site.
Solution
Using our Wireless Forms feature, a subcontractor can quickly and efficiently fill out the report.
Impact
This helps save time for the subcontractor needing to manually provide this information and streamlines the general contractor’s process of locating and reviewing the daily report.
Optimize route efficiency based off of work orders
Industry
Waste Collection
Integration
N/A
Key Features
Job Dispatching
Situation
A waste collection company is interested in optimizing their work orders for the most efficient routes for each of their drivers.
Solution
The orders with their optimized routes were saved to a spreadsheet hosted in a cloud storage solution and dispatched out to the drivers using our API.
Impact
This helped save time and reduce fuel costs by eliminating excessive driving between their work orders.
Generate invoices based off of uploaded work orders
Industry
Service Trailer Repair
Integration
QuickBooks Online
Key Features
Wireless Forms
Situation
A service trailer repair company is interested in having their work orders for trailers they service uploaded to their QuickBooks Online account to generate an invoice.
Solution
Using our APIs, the work orders for regular preventative maintenance and full trailer repairs were imported into the company’s QuickBooks Online account to create an invoice.
Impact
This saves time by reducing the amount of redundant data entry and reduces potential errors included with manually creating the invoices in QuickBooks Online.
Reduce duplicate data entry for scheduled work orders
Industry
Pest Control
Integration
Google Calendar
Key Features
Job Dispatching, Mobile Timekeeping
Situation
A pest control company wanted to use an online calendar to display all their scheduled work orders to increase visibility to their staff’s availability, as well as reduce the need for duplicated data to be entered.
Solution
By using our APIs to send the created orders to Google Calendar, the relevant customer information, the employee the order was assigned to, and the start and end times for the work order were easily visible.
Impact
This feature provides management with invaluable insights into the work habits of their employees and how they can streamline certain projects and optimize the time and skillsets of their workforce easier.
Access previous form submissions with ease
Industry
Refrigeration
Integration
Azure, Microsoft Power BI
Key Features
Wireless Forms
Situation
A refrigeration repair company wanted to provide a way for its end users to access historical form submissions without running detailed reports.
Solution
Utilizing our application’s API integration functionality, these forms are immediately uploaded to Azure Table Storage (a cloud-based storage solution offered by Microsoft), where a report is built in Microsoft Power BI (a powerful analytics visualization tool).
Impact
Our web application facilitated the integration of multiple platforms the company was already using and made it easy to keep everything all in one place with personalized solutions that fit their needs.
Identify which delivery types have the longest durations
Industry
Courier
Integration
Google Calendar
Key Features
Job Dispatching
Situation
A courier company wanted to determine what type of deliveries took the longest and needed to increase accountability with their employees for staying on schedule.
Solution
With the help of our API, the company can see what the actual start and end times of the tasks were, compared to their scheduled times, and is also able to identify any inefficiencies or more complex deliveries.
Impact
They can update the Google Calendar events based on the order status changes in our software to stay up-to-date and on top of their workflows and productivity.
Monitor employee break durations for safety and compliance purposes
Industry
Waste Collection
Integration
Kronos
Key Features
Mobile Timekeeping
Situation
They needed to increase the accountability for their drivers to ensure that they were taking adequate 30-minute breaks for their lunches, to stay in compliance with regulations implemented by the DOT and FMCSA.
Solution
By using our standalone form module and associating drivers’ Kronos Employee IDs, the form submissions are now sent directly to Kronos to punch in and out for their lunch breaks, without staff needing to go back to the shop to do so.
Impact
This streamlined a step in the employees’ processes that also allowed them more time in the field to increase productivity and revenue for the company, since they didn’t have to drive back and forth from the office.
Increase employee accountability
Industry
Oil and Gas
Integration
Google Drive
Key Features
Wireless Forms
Situation
A directional drilling company needed to increase their employees’ accountability by capturing video showing their paths and drills operating when harvesting natural gas.
Solution
Through an integration between our software solution’s Wireless Forms feature and Google Drive, these videos are now able to be saved to their Google Drive account, where a link can be generated and added into each of their Wireless Forms submissions.
Impact
This critical syncing of video data enables the directional drilling company to enhance their quality control and make sure that their operations both in the past and the future stay as safe as possible.
Track individual vehicle maintenance schedules
Industry
Pest Control
Integration
Fleetio
Key Features
Fleet Management
Situation
A pest control company was interested in tracking their fleet vehicles’ maintenance schedules proactively, in order to help increase vehicle lifespans and reduce the potential for costlier repairs that could result from a lack of regular vehicle care.
Solution
By using our available fleet hard-mount devices and Fleetio fleet management software, we are able to help this pest control company update their odometer readings each day in Fleetio, based on each of their trip distances in our application.
Impact
In addition to the cost savings this integration provides, the pest control company also has a more reliable means of keeping up with their overall operations as a result of it.
Dispatch new work orders
Industry
Transportation
Integration
Geotab
Key Features
GPS Tracking
Situation
An alcohol logistics and distribution company was interested in dispatching work orders to their drivers and was already using Geotab to track their fleet.
Solution
Using our APIs, we update our application with historical or current GPS data from Geotab in near real-time.
Impact
This allows for the company to have all their relevant information about their drivers and location histories, all within one portal.
Adding new client information to existing campaign lists
Industry
Marketing
Integration
ActiveCampaign
Key Features
Wireless Forms
Situation
A marketing company wanted to add newly registered customer information to the appropriate campaign list in ActiveCampaign.
Solution
With the help of our API, the company took customer information from their dispatching client list and added their information to the campaign list they wanted to use in a more streamlined, efficient manner.
Impact
The marketing company can create email campaign lists tailored to specific customers and focus their efforts on cutting out inefficient targeting.
Automate a report of timesheet data
Industry
Plumbing
Integration
ADP
Key Features
Mobile Timekeeping
Situation
A plumbing company wanted to receive an automated export of their clock-in and -out data in a CSV spreadsheet delivered to a distribution email.
Solution
Using our ad-hoc reports and scheduled emails, the company is able to import their data to ADP.
Impact
This helps the company better manage employee clock-in and -out data while controlling payroll expenses in an accountable way.
Effectively monitor warehouse assets
Industry
Manufacturing
Integration
N/A
Key Features
Wireless Forms
Situation
A manufacturing company wanted a way to keep track of the statuses of their warehouse assets without using a third-party inventory application.
Solution
By using Custom Lists to maintain their assets, we’re able to utilize our API to take the information being submitted by Wireless Forms and update the statuses of any assets they’d like checked up on.
Impact
The company is now more flexible than ever when it comes to maintaining the statuses of these assets and this empowers them to handle the resources in their workforce more efficiently.
Import invoices from service requests
Industry
Beverage Distributor
Integration
QuickBooks Online
Key Features
Wireless Forms
Situation
A beverage distributor wanted to import QuickBooks Online invoices from their service requests and order forms.
Solution
Thanks to our API, service requests are entered into QuickBooks Online, where a work order is dispatched to a technician for a service call.
Impact
The business was able to successfully implement a way to import QuickBooks Online invoices from service form data.
Upload timekeeping data to payroll
Industry
Leasing
Integration
N/A
Key Features
Mobile Timekeeping
Situation
A leasing company wanted an easy way to upload employee timekeeping data to its current payroll system.
Solution
Our solution helped the leasing company export employee timekeeping data via .CSV files (flat file exports).
Impact
As a result, the company has greater control over timekeeping data and can better identify if any unnecessary overtime was logged improperly.
Ensure payroll accuracy
Industry
Mobile Pet Grooming
Integration
N/A
Key Features
Mobile Timekeeping
Situation
A mobile pet grooming company wanted to export their timekeeping data into a spreadsheet so they could fulfill payroll accurately and efficiently.
Solution
Our API retrieves the company’s weekly timekeeping data and reformats it into a CSV file they could import into their payroll system after reviewing it.
Impact
This streamlines the timekeeping and payroll processes while not forcing the company to change anything within their preexisting platforms and software.
Optimize work order visibility
Industry
IT
Integration
Google Calendar
Key Features
Wireless Forms, Job Dispatching
Situation
A mobile IT service company needed a way for their workers to view scheduled work orders that had originally been created using our software in Google Calendar.
Solution
The ability of our software to integrate with Google Calendar makes it easy for the mobile IT service company to create calendar events in the solution’s web portal and automatically sync them, reducing duplicate data entry.
Impact
As a result of this integration, the IT company can automatically add their built-out work orders to Google Calendar, saving their employees time when updating their progress and allowing them to move to the next job quicker.
Manage customer profiles
Industry
Tree Removal
Integration
Salesforce
Key Features
Wireless Forms
Situation
A tree removal company required a simpler way to generate a new client in our application whenever a new customer profile was created within Salesforce, their CRM software.
Solution
With the power of integration, the tree removal company was able to link their Actsoft and Salesforce accounts.
Impact
As a result of this integration between Salesforce and our software, there’s no need for the company to duplicate manual data entry or require additional FTE to keep up with their work orders from new clients.
Back up data to prevent total loss
Industry
Home Remodeling
Integration
Google Sheets
Key Features
Wireless Forms
Situation
A home remodeling company needed to have backups of the data that was submitted from the field using our digital forms.
Solution
Our software’s compatibility with Google Sheets enabled the home remodeling company to integrate form data with the documents they used as backup records, removing much of the back-and-forth and headaches associated with duplicate data entry.
Impact
By integrating digital form data with Google Sheets, the home remodeling company is able to save more time and better optimize the use of resources.
Automatically reimport work orders on a recurring basis
Industry
HVAC Plumbing
Integration
Azure
Key Features
Wireless Forms
Situation
An HVAC company needed a way to automatically reimport orders into our software on a weekly basis and make this a reoccurring process.
Solution
Thanks to our solution’s ability to integrate with Azure Table Storage, form submission data from completed work orders can be exported to Microsoft Azure and then automatically reimported into our software in a repeatable manner.
Impact
Due to the power of this integration, the HVAC company can save more time and provide better, more detailed service to each of their existing customers, no matter the season.
Import customer profiles
Industry
Electrical
Integration
Insightly
Key Features
Wireless Forms
Situation
An electrical company wanted to find a way to import their customer profiles from Insightly into our TeamWherx™ solution.
Solution
Using our APIs, we were able to create new clients in our Job Dispatching module.
Impact
This solution resulted in the electrical company spending less time on manual data entry and reduced the tedious double entry of customer information.
Reduce overtime
Industry
Electrical
Integration
QuickBooks Online
Key Features
Mobile Timekeeping
Situation
An electrical company’s electricians regularly worked overtime on an installation project at an industrial complex.
Solution
Our solution enables the electrical company to easily export timesheet data (including overtime logs) in .CSV format and pull that data into QuickBooks Online, their accounting system).
Impact
With an established integration between our software and QuickBooks Online, the electrical company is able to import regular and overtime data via .CSV files any time this occurs, providing benefits such as saved time and improved employee retention from being able to accurately and reliably pay their electricians.
Optimize daily reporting
Industry
Roofing
Integration
N/A
Key Features
Wireless Forms
Situation
A roofing company needed to optimize the way daily reports were being filled out in the field and sent over to management for review.
Solution
With the help of our Wireless Forms feature, the company was able to enable workers in the field to fill out the daily reports digitally from a mobile device.
Impact
This resulted in a more streamlined and efficient process for filling out and sharing these crucial daily reports.
Improve the accuracy of work orders
Industry
Snowplowing
Integration
Dropbox
Key Features
Wireless Forms, Photo Capture
Situation
A snowplowing company wanted to sync images of areas where snow removal was needed to corresponding work orders so their employees could get a more accurate picture of work required.
Solution
Our software offers an ability to integrate with Dropbox, allowing the snow removal business to upload images corresponding to work orders to Dropbox, generate shared links, and pull them into the application.
Impact
With the power of this integration, the snowplowing company can help put their employees in a better position at the start of a job to accurately survey what needs to be done, as well as identify the scope of the project with detailed visuals of land needing snow removal.
Simplify managing timekeeping data
Industry
HVAC
Integration
N/A
Key Features
Mobile Timekeeping
Situation
An HVAC company wanted to simplify uploading employee timekeeping data into the new system.
Solution
Our solution empowered the business to export these employee timekeeping records via .CSV files (flat file) exports.
Impact
The company gained more control over their employee timekeeping management processes.
Optimize routing options
Industry
Non-Emergency Medical Transport
Integration
C2Logix
Key Features
Job Dispatching
Situation
A non-emergency medical transport company sought a way of optimizing work orders and routing in order to provide efficient patient care while keeping fuel costs in check.
Solution
By sending Actsoft .CSV files as work orders from C2Logix (a route optimization software), the company could now process work orders via API integration and import these dispatched orders every morning.
Impact
Linking optimized routes and work orders enables the non-emergency medical transport company to save time and money on a daily basis.
Dispatch workers more efficiently
Industry
Transportation
Integration
Geotab
Key Features
Job Dispatching
Situation
A food distribution company wanted to dispatch work orders to drivers in the field more efficiently.
Solution
Integrating our solution with Geotab allowed the distribution company to update their application with historical and current GPS data in near real-time.
Impact
The company now can see where their drivers in the field are currently or where they’ve been previously, which allows them to hold everyone accountable and make smarter business decisions in a more efficient manner.
Ensure payroll accuracy
Industry
Pool Maintenance
Integration
QuickBooks Online
Key Features
Mobile Timekeeping
Situation
A pool maintenance company needed a way to sync their workers’ timesheet data with QuickBooks Online, their accounting software.
Solution
The ability of our software to integrate with QuickBooks Online enabled the pool maintenance business to sync their timesheet data automatically.
Impact
Due to the power of this integration, the company sees productivity increases and additional savings from not needing to acquire any new solutions for payroll, accounting, or time tracking.
Improve inventory management
Industry
Paving
Integration
Excel
Key Features
Wireless Forms
Situation
A paving company needed to a new way to update inventory for the materials and supplies housed in their facility.
Solution
Managers of the paving company utilized our API data to automatically update the status of any inventory asset when new digital documents got submitted by workers.
Impact
The company now operates more efficiently and streamlined, which means less time needs to be spent on inventory management, and more time can be allocated to other important tasks without dropping inventory management quality.
Generate invoices from work orders
Industry
Plumbing
Integration
QuickBooks Online
Key Features
Wireless Forms
Situation
A plumbing company wanted their work orders to automatically upload to their QuickBooks Online account to generate invoices.
Solution
Using our APIs, the work orders for jobs were imported into the company’s QuickBooks Online account to create an invoice.
Impact
This resulted in a much more streamlined invoice-generation and work order management process the company could rely on.
Streamline digital safety checklists
Industry
Construction and Civil Engineering
Integration
Dropbox
Key Features
Wireless Forms
Situation
A construction and civil engineering firm regularly completed digital safety checklists through our software that were faster and more thorough than traditional paper forms.
Solution
Our application can exchange data with Dropbox, eliminating the need for the firm’s office employees to manually transfer safety checklist information across systems.
Impact
Thanks to our software and its ability to integrate with Dropbox, the construction and civil engineering firm saves more time and better protects the health and safety of its engineers at construction sites.
Cut back on paper costs
Industry
Electrical
Integration
QuickBooks Online
Key Features
Job Dispatching
Situation
An electrical company wanted to cut back on paper costs by digitizing their invoices to be included when dispatching jobs.
Solution
Using our APIs, the dispatcher can create a PDF of the QuickBooks invoice, upload it to Dropbox, generate a share link, and add the link to a field in the digital job order.
Impact
The company can now quickly provide their drivers with key information digitally while maintaining a connection to the actual QuickBooks invoices.
Create and manage customer profiles
Industry
Pest Control
Integration
Insightly
Key Features
Wireless Forms
Situation
A pest control company used Insightly (a CRM software) to create new customer profiles and better manage their existing clients.
Solution
With our software’s integration capabilities, the company was able to establish a link between Insightly and our software, eliminating the need to create new customer profiles manually in both platforms.
Impact
With the power of this integration, the pest control company reduces errors and the possibility of duplicate data entry that could potentially confuse their exterminators in the field when receiving new work orders.
Optimize inventory management
Industry
Construction
Integration
QuickBooks Online
Key Features
Wireless Forms
Situation
A construction company wanted to optimize their internal inventory management process.
Solution
By integrating our software with their QuickBooks Online account, an invoice is generated from QuickBooks every form submission regarding inventory items, which automatically updates the quantity on hand.
Impact
The company was able to streamline the inventory management process and had quicker, more effective insight into handling inventory shortages when they occurred and tracking materials moving in and out.
Dispatch workers more efficiently
Industry
HVAC
Integration
N/A
Key Features
Job Dispatching, Mobile Payments
Situation
An HVAC company used Actsoft solutions to efficiently dispatch their mobile technicians to new customers that would request service during a day’s work.
Solution
With its inventory management capabilities, our solution made it easy for their technicians to quickly realize what they exactly were running low on and identify where it would be available in their warehouse.
Impact
With Mobile Payments and streamlined inventory management, our software helps the HVAC company provide faster, more convenient, and truly personalized service to its customers.
Optimize dispatching performance
Industry
Food Delivery
Integration
Geotab
Key Features
Job Dispatching
Situation
The company was experiencing inefficiencies in their dispatching processes such as missing out on customer orders and delivering subpar customer experiences because of their lack of insight into the whereabouts of their mobile workforce.
Solution
Using our API integration, our application was able to update with historical or current GPS data from Geotab in near real-time.
Impact
The company gained deeper and faster insight into the real-time locations of their mobile workforce employees, which increased their flexibility when it came to acting dynamically and providing service to customers on-demand.
Import payment information
Industry
Tree Removal
Integration
Quickbase
Key Features
Wireless Forms, Photo Capture, Mobile Payments
Situation
A tree removal company required an easier method to import payment information for provided services into Quickbase any time a job was completed.
Solution
With our photo capture and mobile, onsite payment capabilities, the company can easily collect payment information from the field, quickly record the transactions, and automatically import the total amounts and check images into Quickbase.
Impact
With this integration, the tree removal company enjoys greater convenience and less manual data entry for their back-office employees.
Ensure Payroll Accuracy
Industry
Plumbing
Integration
ADP
Key Features
Mobile Timekeeping
Situation
A plumbing company wanted to keep better track of their employees’ time management while in the field and ensure accuracy during the payroll process.
Solution
Using our APIs, the company started importing their timekeeping data to ADP for more efficient reporting.
Impact
The company can now keep better track of employee hours and ensure that employees are more accountable for their time in the field and on the clock.
Service Requests for Public Housing
Public Sector
Public Sector
Keywords
Public Wireless Forms, Wireless Forms, service requests, work orders, increased capacity, efficiency, automation
Soundbite
A maintenance service for public housing needed an easier way for tenants to submit service requests.
Results
By planting codes on certain appliances or objects that might eventually need service, the organization could use Actsoft solutions to allow tenants to scan these codes via mobile device cameras and automatically open up a Public Form URL. Tenants could then use the digital form at that URL to fill out and submit service requests. With the power of this feature, the organization can provide greater convenience to their tenants and also provide them with faster service.
ROI
Tenant satisfaction increased by 15%.
Public Surveys
Public Sector
Public Sector
Keywords
Wireless Forms, digital documents, surveying, data collection
Soundbite
A service-based government organization needed a way to provide the public with questionnaires on how their service was in order to find new ways to improve their processes and workflows.
Results
Public Forms helps the organization accomplish this by allowing the organization to send out digital document URLs that individuals receiving service can fill out, leading to quality feedback.
ROI
Customer satisfaction went up by 30%.
Non-Emergency Medical Transport
Healthcare
Healthcare
Keywords
Wireless Forms, tracking, optimization, efficiency
Soundbite
A non-emergency medical transport organization that took rehab patients to treatment facilities needed a way to provide optimized service to their patients and ensure operations remained streamlined.
Results
Wireless Forms made it easy for the organization to take down the names and pickup times of each patient digitally, allowing their administrators to see in near real-time the progress of certain jobs.
ROI
Overall efficiency increased by 25%.
Fire Hydrant Inspections
Public Sector
Public Sector
Keywords
Job Dispatching, Wireless Forms, work orders, inspections, efficiency, compliance
Soundbite
A county’s inspection team for fire hydrants needed a way to streamline recurring inspection orders to ensure none were missed during each round of checks. They had to be compliant with regulations that mandated each hydrant was inspected for proper functionality at least every six months.
Results
Scheduling recurring fire hydrant work order inspections with Actsoft solutions allowed the county to automatically plan in advance work orders (by unit) every five months, helping them achieve proper compliance. Using this feature, they’re able to help keep the public safer and verify that every fire hydrant is accounted for on a regular basis.
ROI
Instances of missed fire hydrants were completely eliminated.
Tracking Students
Education
Education
Keywords
tracking, efficiency, GPS Tracking, safety, efficiency
Soundbite
A school district needed a more efficient way to track the students on their buses for safety purposes.
Results
With Wireless Forms, each student can be counted and their name entered into a field on an electronic document each time they board or exit a bus.
ROI
The district’s efficiency increased by 15% using Actsoft solutions.
Residential Maintenance
HVAC
HVAC
Keywords
Job Dispatching, GPS Tracking, Mobile Timekeeping, routing, scheduling, efficiency
Soundbite
Our software provides intuitive live-view maps of employees in the field, and its unique dispatching technology lets HVAC supervisors instantly notify workers of changes in scheduling or new job locations.
Results
Job Dispatching and GPS Tracking have been two instrumental features in their new approach to management, helping the company more effectively coordinate their workforce.
ROI
The company immediately saw a 20 percent increase in efficiency using Actsoft solutions, along with a monthly savings of $100–500 through effective routing.
Non-Profit Medical Center
Healthcare
Healthcare
Keywords
Wireless Forms, GPS Tracking, Mobile Timekeeping, integration
Soundbite
Our software was the solution that the medical center needed to confirm if their healthcare professionals were at patients’ homes.
Results
Using Actsoft solutions has revolutionized the medical center’s efficiency. The software allows them to track staff in near real-time, and be able to better manage their agency and the patients they serve through its capabilities.
ROI
The organization increased their efficiency by 50-75% annually.
Road Construction
Construction
Construction
Keywords
Wireless Forms, GPS Tracking, Mobile Timekeeping, paperwork, digitize
Soundbite
Our solution provided the company with tools to create, organize, and deploy digital versions of paper forms used in the field.
Results
Both field workers and office staff gain valuable time and efficiency boosts using our software to streamline tedious, paper-driven processes into a nearly instant digital transfer of data.
ROI
The company reduced their paper expenditure by 90% with Actsoft’s Wireless Forms tool.
Long-Haul Tracking
Transportation
Transportation
Keywords
Wireless Forms, GPS Tracking, Reports
Soundbite
The biggest concerns were finding a way to make sure customers were serviced on time, all payments were confirmed, and the efficiency of the company was boosted to its maximum potential.
Results
Since implementing Actsoft solutions, the long-haul trucking company is able to better confirm that customers are being helped and payment for services is received, allowing them to increase their overall capacity.
ROI
The company’s efficiency increased by 20% and they save nearly $1,000 per month.
Commercial and Residential Service
HVAC
HVAC
Keywords
Reports, GPS Tracking, Mobile Timekeeping, accountability, productivity, reduced costs
Soundbite
GPS-stamped time punches that could be recorded from actual job sites using Actsoft solutions gave this HVAC company’s employees the means to punch in from anywhere and record it digitally using their mobile devices.
Results
Knowing the near real-time locations of technicians with Actsoft’s platform lets management assign new work orders more effectively. This record of everyone’s locations also transcends from timekeeping to customer service.
ROI
Unnecessary overtime costs were reduced by 75%.
If a prospect is still using paper timesheets …
“Then”
(Likely Challenges/Issues)
Then they are likely paying more in unnecessary overtime, not maximizing their employees’ available time in the field, and not serving an optimal amount of customers per day.
Our Impact
Our software’s Mobile Timekeeping feature helps businesses reduce overtime costs, provide staff with more time in the day to serve customers, and make the most of their workdays.
If a prospect is using a stationary point-of-sale system …
“Then”
(Likely Challenges/Issues)
Then they are likely providing an unoptimized customer experience and limiting the amount of revenue they can generate.
Our Impact
Our software’s Mobile Payments feature (powered by Stripe) enhances customer convenience and revenue-generating capacity by letting techs bill for provided services in the field.
If a prospect isn’t tracking the locations of their equipment and vehicles …
“Then”
(Likely Challenges/Issues)
Then they could be at greater risk of theft or unauthorized usage of their fleet and/or assets.
Our Impact
Our software’s GPS Tracking capability provides detailed insight on the locations and statuses of vehicles/assets, helping companies keep these more secure and bring down management costs.
If a prospect isn’t automating their inventory management process …
“Then”
(Likely Challenges/Issues)
Then they could be at greater risk for inventory shrinkage and higher operational costs.
Our Impact
Our software’s Wireless Forms and Barcode Scanning tools help to automate inventory management, enabling workers to streamline the process and reduce errors.
If a prospect is using an Actsoft competitor …
“Then”
(Likely Challenges/Issues)
Then they could be wasting time using multiple different applications to handle all their processes instead of just one.
Our Impact
Our software provides an end-to-end solution with multiple included features to help companies boost their productivity and profitability.
If a prospect is using a homegrown technology solution …
“Then”
(Likely Challenges/Issues)
Then they could be missing out on additional features/enhancements to further enhance their profitability and output.
Our Impact
Our software receives continuous enhancements to help companies sustain ROI (something homegrown solutions just can’t offer).
If a prospect wants to save time and money …
“Then”
(Likely Challenges/Issues)
Then they should use our software to help them automate their outdated, costly, and time-consuming processes.
Our Impact
Our software helps companies save time and money by automating many of their manual processes, reducing the costs involved with each and giving them extra resources to gain more business.
If a prospect isn’t monitoring the positions of their employees in the field …
“Then”
(Likely Challenges/Issues)
Then productivity and accountability are likely not optimized for their workforces.
Our Impact
Our software’s Handset Tracking feature enables companies to increase output and transparency in their workforces, as employees know their positions are being tracked during working hours.
If a prospect is still using a stationary time clock …
“Then”
(Likely Challenges/Issues)
Then they are likely causing their mobile employees to have to spend time on the clock simply driving back to the office to register time punches at the end of a day.
Our Impact
Our software’s Mobile Timekeeping tool allows mobile employees to clock in and out from virtually anywhere, eliminating unnecessary drive time and helping them boost productivity.
If a prospect is still tracking compliance with paper forms …
“Then”
(Likely Challenges/Issues)
Then they are likely dealing with errors related to illegibility and slow data reception from the field.
Our Impact
Our software’s Wireless Forms capability makes it easier for companies to document safety and compliance digitally, adding more detail and speed to the process.
If a prospect isn’t scheduling work orders for their employees in advance …
“Then”
(Likely Challenges/Issues)
Then their service window times for customers may be inaccurate and they may have additional unrealized availability to handle new customer requests.
Our Impact
Our software’s Dispatching Scheduler feature allows admins to drag and drop new work orders onto employee schedules, helping them identify and limit downtime and give customers more accurate arrival times.
If a prospect is still using a manual dispatching system …
“Then”
(Likely Challenges/Issues)
Then they are ill-equipped to handle on-the-fly customer requests that come in and are spending too much time having their employees drive back to the office just to receive new instructions.
Our Impact
Our software’s Job Dispatching tool simplifies the process of handling new service requests by letting dispatchers digitally reroute available nearby employees to new locations at once.
If a prospect isn’t communicating effectively with their mobile employees …
“Then”
(Likely Challenges/Issues)
Then they could be being affected by hidden costs related to communication errors and low productivity.
Our Impact
Our software’s Intra-Company Messaging feature enables desktop-to-handset communication between workers and managers, helping everyone stay on the same page and limiting inconsistencies.
If a prospect isn’t integrating their data between applications …
“Then”
(Likely Challenges/Issues)
Then they could be spending too much time and money on manual data entry.
Our Impact
Our software’s ability to integrate with many types of third-party platforms makes it easy to consolidate data and eliminate redundancy.
If a prospect wants their employees to improve productivity …
“Then”
(Likely Challenges/Issues)
Then they should acquire a solution that allows them to track employee positions, dispatch new instructions at will, and study reports on employee output.
Our Impact
Our software gives businesses premier insights into where their employees are and what they’re doing, helping companies monitor productivity and increase it across their workforces.
If a prospect wants more customers …
“Then”
(Likely Challenges/Issues)
Then they need a solution that will allow them to allocate their resources more efficiently and maximize the current amount of talent they have on staff.
Our Impact
Our software eliminates manual timekeeping and dispatching, giving a workforce’s members of staff additional availability each day to be more productive.
If a prospect wants to be able to take on more jobs without hiring more people …
“Then”
(Likely Challenges/Issues)
Then they need digital tools that will help their employees reduce unnecessary travel times, receive new jobs on the fly, and automate manual processes.
Our Impact
Our software enables in-advance scheduling, allowing managers to proactively limit instances of downtime (before they might happen) and communicate new jobs to their dispersed employees on the fly.
If a prospect wants to ensure their employees are safe and OSHA-compliant …
“Then”
(Likely Challenges/Issues)
Then they require a software that allows them to capture more detail in their safety and compliance checklists with greater speed.
Our Impact
Our software’s Wireless Forms tool helps companies track safety compliance with greater detail, speed, and insight by providing dynamic capabilities like photo, audio, and signature capture.
If a prospect wants to differentiate their company from their competition …
“Then”
(Likely Challenges/Issues)
Then they need to optimize their customers’ experiences and do more satisfactory jobs compared to other businesses in their industry (with the help of digital tools).
Our Impact
Our software helps companies provide more personalized customer experiences, reach customers quicker, and be more adaptable with its Job Dispatching feature. With these benefits, businesses stand out from their competition and deliver superior service to their clients.
If a prospect is still using paper documents …
“Then”
(Likely Challenges/Issues)
Then they are likely experiencing delays, high paper costs, and a lack of detail in the data collected at each of their job sites.
Our Impact
Our software’s Wireless Forms feature helps organizations get the data they need faster, cheaper, and with fewer errors involved by digitizing the entire paperwork process.
Multi-County Utility Service
Utilities
Utilities
Keywords
Wireless Forms, GPS Tracking, Job Dispatching
Soundbite
GPS Tracking and Job Dispatching with Actsoft solutions were exactly what the team needed to get consistent visibility into the daily activities of their team and to efficiently stay on top of new work order priorities.
Results
After implementing Actsoft solutions, they’re receiving greater detail about their workforce’s operations in the field, enabling them to make smarter, more data-driven management decisions.
ROI
The company was able to reduce monthly expenses by $1,000.
Shipping and Logistics
Transportation
Transportation
Keywords
Wireless Forms, Barcode Scanning, GPS Tracking, inventory management, efficiency
Soundbite
A shipping and logistics company relied on Actsoft to perform digital inventory management for the goods they regularly transported, as well as track and scan each package as it entered/exited company vehicles.
Results
Inventory management with Actsoft allowed the business to streamline its delivery system and reduce asset loss. They’re now saving more money each month by more effectively preventing theft or misplacement, as well as by enhancing the speed (and accuracy) of their process.
ROI
Shrinkage went down by 50%.
Vehicle Sales and Rentals
Transportation
Transportation
Keywords
Wireless Forms, photo capture, automation, visibility, inventory management
Soundbite
Going digital gave them the freedom to be rid of hard copies and implement a better approach to inventory management.
Results
Now, annual inventory processes are done in half the time as they were previously, freeing up employee time to focus on other important work.
ROI
Inventory efficiency increased by 50%.
Specialized Shipping Experts
Transportation
Transportation
Keywords
Wireless Forms, GPS Tracking, Barcode Scanning, inventory management, invoicing, paperwork, accountability
Soundbite
Actsoft solutions took this shipping company to a new level of operational efficiency and customer service, thanks to its enhanced oversight capabilities.
Results
Our software’s image and signature capture feature allows them to prove that items are delivered intact.
ROI
The company saved thousands of dollars in damaged-goods claims.
Towing Management
Transportation
Transportation
Keywords
Job Dispatching, GPS Tracking, API Integration, third-party, accountability, paperwork, communication
Soundbite
Actsoft solutions took their business to the next level for mobile workforce management.
Results
Overall, their average tow response time dropped to 11 minutes, enabling them to reach their clients quicker and provide truly optimized service to them.
ROI
The company experienced more than a more than 50% reduction in response time due to Actsoft solutions.
Special Needs Transportation
Transportation
Transportation
Keywords
Reports, GPS Tracking, Alerts
Soundbite
After researching a variety of GPS solutions, the company chose Actsoft because of our software’s affordability, comprehensive tracking, and robust reporting system.
Results
The company discovered that some of their vehicles were being used for personal use, and management was able to rectify the situation and clarify vehicle use best practices.
ROI
Fuel costs went down by 10%.
Package Delivery
Transportation
Transportation
Keywords
Wireless Forms, GPS Tracking, geofences, documentation, accountability
Soundbite
Actsoft solutions were the perfect answer to solve their existing problems while optimizing workforce performance.
Results
Our easy-to-implement software enables the company to monitor how each of their vehicles are being driven, helping them create practices to curb fuel inefficiencies and prevent costly repairs from needing to happen.
ROI
Our solutions saved them an average of $500 per month per vehicle. With nearly 200 vehicles in their fleet, that’s a savings of close to $100,000 monthly.
Industrial Vehicle Tire Dealer
Transportation
Transportation
Keywords
Wireless Forms, GPS Tracking, Reports, data collection, productivity, streamlining
Soundbite
Actsoft’s Professional Services team worked with the company to incorporate two of their forms into a single Wireless Form, one that contained all pertinent information about each job.
Results
Utilizing GPS Tracking in tandem with Wireless Forms, the company now has complete visibility into their field employees’ activities.
ROI
Daily output and productivity went up by 15%.
On-Demand Driving Service
Transportation
Transportation