VisitBasis

VisitBasis

VisitBasis Tech
+
+

Related Products

  • Pocomos
    45 Ratings
    Visit Website
  • Docusign
    13,823 Ratings
    Visit Website
  • CompanyCam
    5,580 Ratings
    Visit Website
  • Centrex Software
    18 Ratings
    Visit Website
  • Resco Inspections+
    67 Ratings
    Visit Website
  • iPlum
    9,144 Ratings
    Visit Website
  • Invoice Home
    5,698 Ratings
    Visit Website
  • HCSS
    369 Ratings
    Visit Website
  • Resco Field Service+
    4 Ratings
    Visit Website
  • Linxup
    118 Ratings
    Visit Website

About

JWD Dox was created to help companies continue to collect the information they need from customers while reducing the need to meet face-to-face. This product allows you to send PDFs to customers to collect customer signatures using email or text. Once the PDF is signed it will automatically be sent back to Moraware. Whether it’s a signature you’d like to collect ahead of a field visit or your install teams were unable to collect the customer’s approval. JWD Dox can help by sending a form or document directly out of your Moraware attachments, having the customer sign it, and automatically receiving the signed copy back as an attachment to the job. Job Well Done Field was built for countertop fabricators to improve communication between the field and the office. Take advantage of all the great features from any device wherever you can access a web browser.

About

Collect in-store data with VisitBasis and turn it into informative, fully customizable dashboards and reports that are easy to read and share. Build forms and fully customize them to suit your business needs. Create simple and product-based forms in seconds with VisitBasis. Receive up to 16 different data types from your field team: photo, barcode scan, signature, etc. All questions from paper checklists can be easily converted into VisitBasis smart audit forms. We have developed a simple and intuitive Form Builder tool, which offers a straightforward way of adding questions, features response validation to prevent human errors, and provides extra question-specific instruments for each type of question. Create product-based forms for planogram compliance checks and merchandising audits. Link as many products as you need, add product images for added convenience and keep your product reports in order.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies looking for a platform to improve communication between field crews and office staff

Audience

A tool to simplify mobile retail execution for merchandising and field marketing teams

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$0.20 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Job Well Done
www.jobwelldone.com

Company Information

VisitBasis Tech
Founded: 2013
United States
www.visitbasis.com

Alternatives

Alternatives

Daxium-Air

Daxium-Air

Daxium
Sterison SFA

Sterison SFA

Sterison Technology
Jotform Sign

Jotform Sign

Jotform

Categories

Categories

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Service Dispatch Features

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order Management

Integrations

No info available.

Integrations

No info available.
Claim Job Well Done and update features and information
Claim Job Well Done and update features and information
Claim VisitBasis and update features and information
Claim VisitBasis and update features and information