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HomeActsoft2023-08-23T14:27:04-04:00
Manage Your Workforce
With One Solution
Automate manual processes, digitize
your workflows, and optimize employee
communications with TeamWherx®.
Start for Free
Book a Demo
Sorry, your browser doesn't support embedded videos.
Manage Your Workforce
With One Solution
Automate manual processes, digitize
your workflows, and optimize employee
communications with TeamWherx®.
Start for Free
Book a Demo
Sorry, your browser doesn't support embedded videos.
BOOST PRODUCTIVITY & PROFITS.
LEARN HOW OUR ALL IN-ONE WORKFORCE MANAGEMENT SOFTWARE HELPS YOUR BUSINESS
BECOME SMARTER, MORE EFFICIENT, AND MORE SUCCESSFUL.
EASY
TO LAUNCH
Easy to Launch
Our solution is designed to easily roll-out across your organization and
efficiently on-board your employees.
EASY
TO USE
Easy to Use
Our application is created with user experience in mind, so that your office
manager, employees, dispatchers, and others can quickly and accurately exchange
the information they need.
EASY
TO CUSTOMIZE
Easy to Customize
Our form builder helps you develop custom forms to fit your specific data
collection needs without requiring technical experience.
EASY
TO INTEGRATE
Easy to Integrate
Our software shares data with many third-party systems, making it easy to
integrate into your existing workflows and minimize duplicative entries.
EASY
TO GAIN ROI
Easy to Gain ROI
We offer top-tier support and product knowledge to help you gain the most ROI
possible from our platform.
EASY
TO UNDERSTAND
Easy to Understand
Comprehensive reports and analytics about your workforce are displayed using
parameters you define, so you’re always only seeing the most relevant
information to your business.
EASY
TO SCALE
Easy to Scale
We built the application to adapt to your growing business needs, giving you the
flexibility to add more users and functionality as your business expands.
BOOST
PRODUCTIVITY & PROFITS.
LEARN HOW OUR ALL IN-ONE WORKFORCE MANAGEMENT SOFTWARE HELPS YOUR
BUSINESS BECOME SMARTER, MORE EFFICIENT, AND MORE SUCCESSFUL.
EASY
TO LAUNCH
Easy to Launch
Our solution is designed to easily roll-out across your organization and
efficiently on-board your employees.
EASY
TO USE
Easy to Use
Our application is created with user experience in mind, so that your office
manager, employees, dispatchers, and others can quickly and accurately exchange
the information they need.
EASY
TO CUSTOMIZE
Easy to Customize
Our form builder helps you develop custom forms to fit your specific data
collection needs without requiring technical experience.
EASY
TO INTEGRATE
Easy to Integrate
Our software shares data with many third-party systems, making it easy to
integrate into your existing workflows and minimize duplicative entries.
EASY
TO GAIN ROI
Easy to Gain ROI
We offer top-tier support and product knowledge to help you gain the most ROI
possible from our platform.
EASY
TO UNDERSTAND
Easy to Understand
Comprehensive reports and analytics about your workforce are displayed using
parameters you define, so you’re always only seeing the most relevant
information to your business.
EASY
TO SCALE
Easy to Scale
We built the application to adapt to your growing business needs, giving you the
flexibility to add more users and functionality as your business expands.
In the office
* More visibility & insights
* Less administrative work
In the field
* More communication & updates
* Less paperwork
ALL-ENCOMPASSING
OUR SOLUTION TAKES AN ALL-IN-ONE APPROACH TO WORKFORCE MANAGEMENT. WE PROVIDE
EVERYTHING YOU NEED TO ENHANCE YOUR BUSINESS’S PRODUCTIVITY AND PROFITABILITY
WITHIN A SINGLE PLATFORM.
* WIRELESS FORMS
* JOB DISPATCHING
* MOBILE TIMEKEEPING
* GPS TRACKING
* ADDITIONAL TW TOOLS
* WIRELESS FORMS
Cut the clutter and reduce costs associated with paperwork errors, gaps, and
delays.
Digitize how your company collects, manages, and transfers data.
Receive completed documents digitally from the field in real-time.
Eliminate confusion and headaches due to lost, inaccurate, or illegible
documents.
Automate the recording of asset-related data for a streamlined inventory
management process.
LEARN MORE
* JOB DISPATCHING
Serve more customers and optimize schedules by assigning new work orders in
real-time.
Plan your employees’ tasks in advance via a simple drag-and-drop dashboard.
Provide customers with more responsive service and more accurate service
windows.
Dispatch employees to new customers on the fly based on availability and
proximity.
View project details, locations, assigned employees, and job status in
real-time.
LEARN MORE
* MOBILE TIMEKEEPING
Ensure accurate timekeeping and reduce unnecessary overtime by tracking time
remotely.
Allow employees to punch in and out from their mobile devices.
View accompanying GPS timestamps to verify locations when time punches are
registered.
Limit unneeded trips to the office at the beginning and ending of each shift and
break.
Integrate timesheet data with third-party accounting and payroll systems.
LEARN MORE
* GPS TRACKING
Increase accountability and protect investments by tracking positions of
employees, vehicles, and assets.
Monitor and verify employee locations to improve accountability and safety
during work hours
Set digital boundaries around job sites with Geofences to track job site
activity
Identify and curb after hours and/or unauthorized usage of company equipment and
vehicles.
Make smarter decisions about your operations and resources with location-based
insights.
LEARN MORE
* ADDITIONAL TW TOOLS
API Integration: Reduce costly and inefficient manual entry by sharing
TeamWherx® data with different compatible third-party systems.
Intra-Company Messaging: Send and receive critical information regarding your
workforce’s various projects in real-time.
Reports: Study data about your operations and export relevant data on a
scheduled basis and on-demand.
Alerts: Stay more informed with real-time notifications of your employees’
day-to-day activities.
LEARN MORE
ALL-ENCOMPASSING
OUR SOLUTION TAKES AN ALL-IN-ONE APPROACH TO WORKFORCE MANAGEMENT. WE
PROVIDE EVERYTHING YOU NEED TO ENHANCE YOUR BUSINESS’S PRODUCTIVITY AND
PROFITABILITY WITHIN A SINGLE PLATFORM.
* WIRELESS FORMS
* JOB DISPATCHING
* MOBILE TIMEKEEPING
* GPS TRACKING
* ADDITIONAL TW TOOLS
* WIRELESS FORMS
Cut the clutter and reduce costs associated with paperwork errors, gaps, and
delays.
Digitize how your company collects, manages, and transfers data.
Receive completed documents digitally from the field in real-time.
Eliminate confusion and headaches due to lost, inaccurate, or illegible
documents.
Automate the recording of asset-related data for a streamlined inventory
management process.
LEARN MORE
* JOB DISPATCHING
Serve more customers and optimize schedules by assigning new work orders in
real-time.
Plan your employees’ tasks in advance via a simple drag-and-drop dashboard.
Provide customers with more responsive service and more accurate service
windows.
Dispatch employees to new customers on the fly based on availability and
proximity.
View project details, locations, assigned employees, and job status in
real-time.
LEARN MORE
* MOBILE TIMEKEEPING
Ensure accurate timekeeping and reduce unnecessary overtime by tracking time
remotely.
Allow employees to punch in and out from their mobile devices.
View accompanying GPS timestamps to verify locations when time punches are
registered.
Limit unneeded trips to the office at the beginning and ending of each shift and
break.
Integrate timesheet data with third-party accounting and payroll systems.
LEARN MORE
* GPS TRACKING
Increase accountability and protect investments by tracking positions of
employees, vehicles, and assets.
Monitor and verify employee locations to improve accountability and safety
during work hours
Set digital boundaries around job sites with Geofences to track job site
activity
Identify and curb after hours and/or unauthorized usage of company equipment and
vehicles.
Make smarter decisions about your operations and resources with location-based
insights.
LEARN MORE
* ADDITIONAL TW TOOLS
API Integration: Reduce costly and inefficient manual entry by sharing
TeamWherx® data with different compatible third-party systems.
Intra-Company Messaging: Send and receive critical information regarding your
workforce’s various projects in real-time.
Reports: Study data about your operations and export relevant data on a
scheduled basis and on-demand.
Alerts: Stay more informed with real-time notifications of your employees’
day-to-day activities.
LEARN MORE
INDUSTRIES
BUILT FOR ALL TYPES OF SERVICE INDUSTRIES.
Electrical
Plumbing
HVAC
Field Service
Construction
Healthcare
Oil and Gas
Education
Transportation
Utilities
Professional Service
Government
Public Sector
Paving
Non-Emergency Medical Transport
Snow Removal
Roofing
Pool Construction and Maintenance
Construction and Civil Engineering
Landscaping
INDUSTRIES
BUILT FOR ALL TYPES OF SERVICE INDUSTRIES.
Electrical
Plumbing
HVAC
Field Service
Construction
Healthcare
Oil and Gas
Education
Transportation
Utilities
Professional Service
Government
Public Sector
Paving
Non-Emergency Medical Transport
Snow Removal
Roofing
Pool Construction and Maintenance
Construction and Civil Engineering
Landscaping
INTEGRATIONS
FIELD SERVICE MANAGEMENT SOFTWARE THAT’S DESIGNED TO INTEGRATE WITH YOUR
EXISTING PROCESSES AND SYSTEMS.
TeamWherx® minimizes change management by working with many familiar third-party
software solutions and adapting to your current workflow through integration and
intelligence. Extract more value by being able to exchange data across systems
and gather real-time insight on how to cut costs and drive productivity.
LEARN MORE
INTEGRATIONS
FIELD SERVICE MANAGEMENT SOFTWARE THAT’S DESIGNED TO INTEGRATE WITH YOUR
EXISTING PROCESSES AND SYSTEMS.
TeamWherx® minimizes change management by working with many familiar third-party
software solutions and adapting to your current workflow through integration and
intelligence. Extract more value by being able to exchange data across systems
and gather real-time insight on how to cut costs and drive productivity.
LEARN MORE
CONCIERGE BENEFITS
RECEIVE EXTRA WHITE-GLOVE BENEFITS SUCH AS:
Detailed module training (a $12,000 value) and more.
24-hour technical support from our experts.
Up to $18,000 in annual professional or managed services.
Our dedicated, award-winning Customer Experience team is always on call to
provide you with all the support and product knowledge you need to gain
sustained ROI from our end-to-end field service management software.
LEARN MORE
CONCIERGE BENEFITS
RECEIVE EXTRA WHITE-GLOVE BENEFITS SUCH AS:
Detailed module training (a $12,000 value) and more.
24-hour technical support from our experts.
Up to $18,000 in annual professional or managed services.
Our dedicated, award-winning Customer Experience team is always on call to
provide you with all the support and product knowledge you need to gain
sustained ROI from our end-to-end field service management software.
LEARN MORE
SUCCESS STORIES
SEE WHY 8,000+ CUSTOMERS AND 138,000+ USERS RELY ON US
DAILY TO HELP THEM RUN SMARTER, MORE DATA-DRIVEN OPERATIONS.
37,870
Average Forms
Per Day
984,680
Average Forms
Per Month
1,970
Average Orders
Per Day
51,270
Average Orders
Per Month
1,250
Average Timekeeping
Entries Per Day
227,540
Average Timekeeping
Entries Per Month
164,610
Average Trips
Per Day
4.28 Million
Average Trips
Per Month
Learn how our solution delivers a powerful ROI.
REQUEST A DEMO
Since 1996, our goal at Actsoft is to do everything we can to make your business
thrive. Our mobile solutions have evolved into today’s specialized, easy-to-use
software that includes a combination of wireless and GPS tools. These enable
companies in virtually any industry to collect and process data from employees
in the field. By blending user-friendly design with practical business
functionality, our applications make effectively managing your remote employees
and assets easier than ever before.
Learn More About Us
QUICK LINKS
Carriers and Partners
Use Cases
Videos
International
Meet the Team
Careers
TeamWherx® Login
Comet Tracker Login
General Terms And Conditions
RECENT BLOG POSTS
* Recent
* Expert Insights: Making the Case for a Workforce Management Solution – Part 3
January 17th, 2024
* Expert Insights: Making the Case for a Workforce Management Solution – Part 2
January 3rd, 2024
* New Year, New Goals: 10 Ways to Set Up For Success in 2024!
December 20th, 2023
View All Posts
CONTACT US
10006 N. Dale Mabry Hwy. Suite 100 Tampa, FL 33618
1-888-732-6638
Monday – Friday: 8:00 a.m. – 6:00 p.m.
sales@actsoft.com
GET SOCIAL
© · Actsoft.com GPS-based Software Solutions. Software-as-a-Service (SaaS). All
rights reserved.
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Plumbing
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.
x
Electrical
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%.
x
HVAC
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.
x
Towing Company
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.
x
Armored Transport
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%.
x
Landscaping Company
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.
x
Electrical Company
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.
x
Courier Service/Delivery Company
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%.
x
Oil and Gas Company
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%.
x
Skyscraper 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%.
x
Landscaping
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%.
x
Fire Equipment
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%.
x
Cleaning Services Company
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%.
x
Staffing Agency
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%.
x
Nonprofit Organization
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%.
x
Lawn Maintenance
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.
x
COMPANIES ACROSS ALL INDUSTRIES AGREE: ANCHOROCK IS THE MOST POWERFUL
CONSTRUCTION SAFETY MANAGEMENT TOOL AVAILABLE
Construction companies from every vertical and sub-trade rely on AnchoRock’s
powerful safety management software. With automated solutions, any-device
accessibility, and detailed reporting capabilities, AnchoRock helps construction
companies digitize their safety programs and automate daily field tasks from the
job site, the office, or anywhere in between.
SAFETY MADE SIMPLE
AnchoRock makes it easy to manage your safety and compliance program from any
device, all within our easy-to-use app. including:
* Toolbox Talks
* Job Hazard & Pre-Task Planning (JHA)
* Inspections & Observations
* Incident Management
* COVID-19 TOOLKIT
* Certifications & Training
* Safety Docs
BRING YOUR SAFETY PROGRAM INTO THE 21ST CENTURY
If your construction company is still reliant on printouts and PDFs for
certification tracking and reporting,it’s time to bring your safety management
into the 21st century.Complete every field safety requirement and maintain all
OSHA compliance and record keeping without ever skipping a beat. Keep your
program lean and above-board without a thought.
No triple clicking or settings hide-and-seek. Just a single dashboard to create,
manage, submit, report, log, edit, or distribute anything related to your safety
program.
Learn More
www.anchorock.com
CLOSE
Trucking Company
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%.
x
Transit Authority
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%.
x
Landscaping Company
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%.
x
Construction Company
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.
x
Logistics Company
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.
x
Event Security Company
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%.
x
Property Management
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.
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Fencing Company
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%.
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Cleaning 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%.
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Appliance Repair
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.
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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.
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Security Services
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%.
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Courier Service
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%.
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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.
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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%.
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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.
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Plumbing
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%.
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Pool 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.
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Painting Company
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.
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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.
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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.
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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.
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Fencing Company
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.
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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.
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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.
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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.
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Commercial Cleaning 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.
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Home Remodeling Contractor
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.
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Holiday Lighting Specialist
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.
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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.
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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.
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Fire Protection Equipment
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%.
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Electronic Engineering
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%.
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Equipment Company
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%.
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Commercial Repairs
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%.
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Commercial and Residential Installation
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.
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Bus Routing for County Schools
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%.
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Tracking Students
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.
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Crew Timekeeping for Bus Drivers
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%.
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Bus Inspections for a School District
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%.
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School District
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.
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School Transportation Dept.
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.
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Civil Engineering Firm
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.
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Residential 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.
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Mechanical 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.
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Road 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.
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Lumber and Timber
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.
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Pest Control
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.
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Environmental Corporation
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.
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Street Sweeping
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.
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Auto Detailing
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.
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Water Treatment
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%.
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Non-Emergency Medical Transport
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.
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Non-Emergency Medical Transport
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%.
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Emergency & NEMT
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%.
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Non-Profit Medical Center
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.
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Home Health Services
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%.
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Medical Technology
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.
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Medical Equipment Transport
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%.
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Medical Consultation Transport
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.
x
Pharmaceutial Supplies
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%.
x
Residential & Commercial 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.
x
Commercial and Residential Service
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%.
x
Commercial Repair and Installation
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.
x
Residential Maintenance
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.
x
Commercial Maintenance
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.
x
Yard Maintenance
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.
x
Lawn Care
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.
x
Natural Resource Production
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.
x
Upstream, Midstream, Downstream
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%.
x
Concrete and Asphalt Contractor
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%.
x
24/7 Full-Service Maintenance
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.
x
Residential Installation
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%.
x
Pool Maintenance Company
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.
x
Auto Insurance Provider
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.
x
Hazardous Chemicals Cleanup
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.
x
Contract Security 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%.
x
Door-to-Door Marketing
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%.
x
Environmental Safety Management
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.
x
Land Parcel Management
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%.
x
Contract Security Provider
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%.
x
Security System Installers
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.
x
Police Department
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%.
x
Animal Control
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%.
x
Utilities and Landscaping
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.
x
Social Worker Visits
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).
x
Service Requests for Public Housing
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%.
x
Fire Hydrant Inspections
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.
x
Public Surveys
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%.
x
County Organization
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%.
x
Snowplowing Contractor
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.
x
On-Demand Driving Service
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%.
x
Industrial Vehicle Tire Dealer
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%.
x
Long-Haul Tracking
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.
x
Package Delivery
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.
x
Special Needs 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%.
x
Towing Management
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.
x
Specialized Shipping Experts
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.
x
Vehicle Sales and Rentals
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%.
x
Shipping and Logistics
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%.
x
Multi-County Utility Service
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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).
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
Commercial 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%.
x
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.
x
Termite/Pest Control
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.
x
Cleaning Company
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.
x
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.
x
Appliance Repair Company
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).
x
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).
x
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.
x
Locksmith Company
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.
x
Appliance Repair
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%.
x
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.
x
Property Management
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.
x
Construction/Drilling
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%.
x
Roofing
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.
x
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%.
x
Car Cleaning 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.
x
Oil & Gas Company
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.
x
Pool Service Company
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
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.
x
Residential HVAC Company
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.
x
Courier Service
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%.
x
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.
x
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.
x
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.
x
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.
x
Landscaping Company
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%.
x
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.
x
Snow Removal Company
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%.
x
Employee Wellness
The Employee Wellness program offered by Actsoft is geared towards allowing
companies to resume their normal business practices by doing so in a safe and
cautious manner. With Prebuilt digital forms for returning to work, contact
tracing, contactless delivery verification, and Persons Under Investigation, the
Employee Wellness Program equips your organization with the documents needed to
effectively monitor employee health prior to returning back to the workplace.
Learn More
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Covid 19
The COVID-19 digital forms program provided by Actsoft, are intended to be
utilized for companies and healthcare organizations to monitor the spread of
COVID-19 and to ensure the best safety and sanitation practices are used by your
employees, as well as potential patients and customers.
Learn More
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Encore & Geotab Drive
Enjoy 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.
×
Zoho CRM
Zoho CRM is a customer relationship management SAAS tailored towards sales and
marketing. It includes features focused around procurement, inventory and
accounting.
Learn More
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Woodware Systems
WoodWare is a fully integrated, interactive set of applications designed to
manage your door, window and millwork operations. Each aspect of the WoodWare
solution handles an important part of the automated process, facilitating
optimization and information flow from ordering and inventory tracking through
business analytics.
Learn More
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WinTac
WinTac is a business management software solution for service contractors,
specializing in scheduling, dispatching, work order management, customer and
lead management, accessibility, estimates and proposals, accounting and payroll,
inventory, fleet management, integrations and customizations.
Learn More
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Wave Accounting
Wave accounting provides a wide accounting suite, including regular and mobile
invoicing, payments, payroll, and receipts. All of this can be done from your
computer or mobile device using the cloud.
Learn More
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Twitter
A popular microblogging and social networking platform, Twitter is an online
service that enables users to send and receive short messages called “Tweets.”
Connect to Twitter to manage your Tweets, send Tweets, search and view
followers.
Learn More
CLOSE
Traverse ERP OSAS
Traverse ERP Software can help your employees collaborate more effectively with
customers, vendors, executives, banks, and more. Connect all your departments to
one integrated source of data that provides accurate information to stakeholders
as needed. Your employees get things done easily with real-time, relevant, and
integrated business knowledge. The comprehensive, award-winning feature set
meets the needs of the entire organization, making Traverse an ideal solution to
unify your departments under one integrated ERP System.
With our open API’s you can integrate data coming from Traverse to the system or
from the system back to Traverse in order to streamline or automate processes.
Learn More
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Survey Monkey
Use Survey Monkey to gather customer feedback by sending out a survey link after
an employee has finished a work order or submitted a form with an email address.
Learn More
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Sage Timberline Office
Sage 300 Construction and Real Estate is the market leader in end-to-end
construction and property management software. This single cloud software suite
provides document management, project management, business intelligence and
service management solutions. With our open API’s you can integrate data coming
from Timberline to the system or from the system back to Timberline in order to
streamline or automate processes.
Learn More
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Salesforce
Salesforce is a customer relationship management solution that brings companies
and customers together. Its integrated CRM platform gives all your departments —
including marketing, sales, commerce, and service — a single, shared view of
every customer. Coupled with Encore, you can empower your business decisions
with a full scope of your business and mobile employees. With our open API’s you
can integrate data coming from Salesforce to the system or from the system back
to Salesforce in order to streamline or automate processes.
Learn More
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SAP
A market leader in Enterprise Application Software, SAP utilizes advanced
analytics, machine learning and the IoT to turn your business into an
intelligent enterprise. You can couple SAP with Encore whether you are utilizing
timekeeping, electronic forms, or even order dispatching.
Learn More
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Quickbooks
Integrating Intuit QuickBooks and Encore allows you to streamline how your
business creates quotes, dispatches work orders, generates invoices and
correlates your employee time entry data for payroll.
Learn More
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Product APIs
An API (application programming interface) allows Encore and your current
third-party application to communicate and seamlessly incorporate the
information gathered in Encore with your current back end systems.
Learn More
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Power BI Heat Maps
Leverage Microsoft’s Power BI reporting tool to enable your business to make
educated decisions. Transform the data collected in Encore with Power BI heat
maps that use color density to visually represent where your employees were or
what events occurred.
Learn More
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Paylocity
Paylocity offers a wide range of options for payroll, human resources, time and
labor, benefit admin technology, talent management, and engagement — all
accessible from a mobile device. Streamline your payroll process by exporting
Timekeeping information into payroll solutions. Through API’s, time information
can be sent to record clock in and out, breaks and lunches.
Learn More
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Paycor
Paycor provides an all-in-one solution focused around Human Capital Management.
It includes recruiting and application tracking systems, HR and benefits,
learning management, time and attendance, payroll and tax, and reporting and
analytics. Streamline your payroll process by exporting Timekeeping information
into payroll solutions. Through API’s, time information can be sent to record
clock in and out, breaks and lunches.
Learn More
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Paychex
Paychex offers services that are scalable based on the size of your business.
Paychex covers payroll, time and attendance, retirement services, recruiting and
applicant tracking, HR records, benefits administration, hiring and onboarding,
as well as reporting and analytics. Streamline your payroll process by exporting
Timekeeping information into Paychex payroll solutions. Through API’s, time
information can be sent to record clock in and out, breaks and lunches.
Learn More
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Order Integration with Quickbooks Online
QuickBooks integration allows you to save time when generating invoices for
deliveries or service provided to your customers; when an invoice is created in
QuickBooks, a corresponding driver order is created in and can be assigned or
dispatched to your employees. In addition, orders that are completed within the
application can generate invoices within Quickbooks to automate the process.
Learn More
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Oracle NetSuite
Oracle’s NetSuite is a scalable Cloud Enterprise Resource Management solution
that enables you to automate business processes and manage commerce. It also
provides data analytics, marketing and sales automation, inventory management,
and critical finance functions. With our open API’s you can integrate data
coming from NetSuite to the system or from the system back to NetSuite in order
to streamline or automate processes.
Learn More
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Oracle ERP
Oracle ERP is a cloud suite of applications spanning finance, project
management, procurement, risk management, and other core day-to-day activities
important in every business, regardless of size, industry, or geography. With
our open API’s you can integrate data coming from Oracle to the system or from
the system back to Oracle in order to streamline or automate processes.
Learn More
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Microsoft Power BI
Microsoft Power BI is a powerful business analytics reporting tool that marries
and aggregates important information like no other platform.
Learn More
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Accessing Order Records from Dropbox
Save time and staffing expenses, and provide maximum value from our products by
using cloud storage solutions like Box, DropBox, Google and Microsoft to
integrate your legacy field work orders into our platform. Data can be exported
in to automatically create or update work orders and data can be exported to CSV
files for viewing or importing to other systems.
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Ad-Hoc Reports
Encore Ad-Hoc Reports allows you to build custom reports and choose the data you
want to see by setting conditions and sort options. Save and schedule your
custom reports to run when you need them, or export the data into Excel/CSV
format to use in other applications.
Learn More
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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
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Box
Enterprises face challenges keeping data secure, processes compliant and teams
aligned when files are scattered across various system components.
That’s where Box comes in.
With Box, you can manage, secure and share content for all your internal and
external collaboration and processes in a single location. Files and reports can
be sent to Box folders allowing access as needed.
Learn More
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Ceridian Dayforce
In tandem with Encore’s mobile timekeeping module, Ceridian’s round-the-clock
time sheet verification and review allows you to validate field and in-house
time entries in real time.
Learn More
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Computer Ease
Computer Ease empowers construction industry professionals in the field to
operate with the same efficiency as their office colleagues, with options such
as project management and job costing. Timesheets, Forms or Orders can be
leveraged to streamline processes between systems.
Learn More
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Custom Form/Modules
Need some help or don’t have the time? Actsoft’s Professional Services team can
convert your current paper documents to electronic forms and if needed, create
custom reports that look just like your existing paper documents.
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Custom Report
Custom Reports can provide more flexibility and vision into your business needs
outside of Encore’s default reports. Our Professional Services team can assist
with creating custom, tailored reports based on your needs.
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Dispatch Scheduler
Using the Dispatching Scheduler feature, schedulers or dispatchers can plan
employee schedules in advance, see order status changes by color code, drag and
drop unassigned orders onto user schedules and more.
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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.
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Google Drive
Store your collected data into a central repository for form submissions,
reports, or work orders – accessible from anywhere you have an internet
connection.
Google drive allows users to store and synchronize files across devices.
Although Google drive is designed to function with the applications in G-Suite,
it can also integrate with many other applications through the Chrome Web Store,
as extensions in the browser.
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Google Sheets
Google Sheets is Google’s Cloud Spreadsheet solution that is fully integrated
with G-Suite (Google Drive, Slides, Docs, Calendar, Gmail)
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Kronos
Kronos, an industry leader in Human Capital Management, provides the tools to
manage your workforce. When combined with the power of the Timekeeping module or
Forms, processes can be automated where Kronos can provide additional
accountability and transparency for field employees from their mobile devices.
For example, use Timekeeping for all punches or just use to record breaks and
lunches while workers are in the field and away from time clocks.
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Microsoft Dynamics 365
Dynamics 365 revolutionizes CRM and ERP by applying intelligence to all forms of
data. This enables organizations to evolve from reactive business decisions to
proactive insights that empower their employees to accelerate business results.
With our open API’s you can integrate data coming from Dynamics to the system or
from the system back to Dynamics in order to streamline or automate processes.
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Microsoft Dynamics Great Plains
With our open API’s you can integrate data coming from Dynamics to the system or
from the system back to Dynamics in order to streamline or automate processes.
Microsoft Dynamics Great Plains is designed to give you control and insight over
finances, payment and employee management. Microsoft Dynamics Great Plains helps
you purchase and sell services, items and materials, all while providing
additional details and clarity around your supply chain.
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Microsoft Dynamics SL
Microsoft Dynamics SL, previously known as Solomon, is a specialized version of
Microsoft Dynamics focused on Enterprise Resource Planning. It combines powerful
project and financial management capabilities to help manage customer demands,
stay compliant, and deliver on time and on target. With our open API’s you can
integrate data coming from Dynamics to the system or from the system back to
Dynamics in order to streamline or automate processes.
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Microsoft Excel Online Connectors
Connect data to use within Microsoft Excel online, one of the most widely
recognized spreadsheet applications in the world. Leverage the power of
Microsoft Power Automate or directly from Excel to retrieve your desired data
anytime, anywhere from the cloud.
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Microsoft One Drive
Microsoft’s file hosting and synchronization service allows users to store and
synchronize files across devices and share devices. It is designed to function
with the other applications in Microsoft Office. One Drive is offered in Office
Suite. Files and reports can be sent from the application to Box folders
allowing access as needed.
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Microsoft Outlook
Microsoft Outlook is an email application available as part of the Microsoft
Office suite. Options include a calendar, task manager, contact manager, note
taking, journal, and web browsing. It can be used as a stand-alone application,
or with Microsoft Exchange Server and Microsoft SharePoint.
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Microsoft Power Automate
Microsoft Power Automate, previously known as Microsoft Flow, is an integration
platform with connections to thousands of applications online today. With our
open API’s, you can set up connections between your applications to eliminate
repetitive tasks and automate workflows.
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Abila HR
Abila True Fund Accounting, a modern nonprofit finance and HR Management suite,
can be paired with Encore’s Timekeeping Module to streamline employee
timekeeping.
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ADP
Streamline your payroll process by exporting Timekeeping information into ADP
payroll solutions. Through API’s, time information can be sent to record clock
in and out, breaks and lunches.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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ACTSOFT AND XIRGO PARTNERED TO GIVE BUSINESSES LIKE YOURS A POWERFUL NEW WAY TO
ENHANCE THEIR WORKFORCE MANAGEMENT PRACTICES. XIRGO’S IOT, ASSET, AND FLEET
DIAGNOSTICS SOLUTIONS EXPAND ON THE VAST CAPABILITIES OUR SOLUTIONS CAN PROVIDE
TO YOUR TEAM, GIVING YOU AN EVEN RICHER, MORE INTUITIVE EXPERIENCE.
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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.
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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.
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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.
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SYNC TIMEKEEPING DATA COLLECTED FROM YOUR EMPLOYEES ON OUR ENCORE SOLUTION WITH
ADP’S DIGITAL PAYROLL SYSTEMS. OUR STRATEGIC PARTNERSHIP WITH ADP PROVIDES A
PATH TO SEAMLESS THIRD-PARTY INTEGRATION FOR YOUR COMPANY.
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