VisitBasisVisitBasis Tech
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About
Our software is configured for family-owned field service businesses to automate operations, communication & jobs. Gain insights of your biggest income drivers with dashboard and reports. Identify best performers in your office and field staff. Track jobs, tickets, memberships sold, revenue generated & missed. Eliminate double entry & manual work with Quickbooks auto-sync. track all technicians, job hours, payroll. See every customer’s history with call integration. With the digitized process techs can upload notes, images & checklists for any job. Instant customer information & invoices on the field. Collect payments on job completion. With our field service management software, schedule in seconds, categorize jobs, and know each technician’s availability. Save time and dollars with a real-time dispatch screen while maintaining clear communication between techs and the back-office.
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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.
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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
Field service businesses seeking a solution to facilitate their work
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Audience
A tool to simplify mobile retail execution for merchandising and field marketing teams
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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
No information available.
Free Version
Free Trial
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Pricing
$0.20 per month
Free Version
Free Trial
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Reviews/
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Reviews/
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Pros & Cons from Real UsersPros
Cons
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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 InformationSmartServ
Founded: 2017
United States
www.smartserv.io
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Company InformationVisitBasis Tech
Founded: 2013
United States
www.visitbasis.com
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Alternatives |
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Categories |
Categories |
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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
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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
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Integrations
No info available.
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Integrations
No info available.
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