JobWatchOrbital Solutions
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Related Products
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About
Checkboard helps firms onboard customers quickly and simply.
Designed for conveyancing, estate agents, letting agents, law firms, and more, it boosts regulatory compliance through rapid AML checks and comprehensive ID and address verification across global jurisdictions. Using open banking, it enables fast source of funds checks and instant, secure payments.
By integrating customer data and third-party solutions, Checkboard allows organisations to develop a more holistic picture of their clients. This means they can conduct PEPs screening and ongoing monitoring, reduce manual labour and paperwork – and ultimately lower overhead costs.
This enables firms to identify and isolate risk, remain compliant to legal and regulatory demands, as well as improve customer onboarding, retention, and satisfaction. Checkboard takes the worry out of compliance, so firms can concentrate on growing their business and onboarding new clients.
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About
JobWatch’s fully integrated CRM connects all your customer data, providing you with a rich and integrated picture of each and every account, contact, site and contract. It makes life easy for your back office team who are able to access customer information and histories in an instant. This means fast and efficient handling of calls, new job booking and tracking of all calls, tasks and activities against each customer account. JobWatch lets you manage all your contracts with ease. Create unlimited job types, specific to individual customers and including their agreed rates for labour, parts, delivery and travel time. That means accurate billing and invoicing, protecting your revenues and ensuring customer satisfaction. JobWatch CRM provides a detailed history for every customer account with instant access to calls, tasks and activities as well as jobs, invoices and other documents such as completed job cards.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Conveyancers, Lawyers, Estate Agents, Letting Agents
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Audience
Companies that need a mobile workforce management system
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
£1.50
Free Version
Free Trial
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Pricing
$35 per user per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCheckboard
Founded: 2020
United Kingdom
www.checkboard.com
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Company InformationOrbital Solutions
Australia
www.orbitalsolutions.com.au
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Categories |
Categories |
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AML Features
Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List
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Workforce Management Features
Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce
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Integrations
10Ninety
Agent Hub
AgentOS
Dezrez
Jupix
Reapit AgencyCloud
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