VisitBasis

VisitBasis

VisitBasis Tech
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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.

About

Zip Solutions World Class Field Service Management Software is designed for plumbers, HVAC techs and electricians. We serve residential and commercial service professionals with 3 goals in mind: 1. Simplify Your Office 2. Delight Your Customers 3. Grow Your Business Our "Good, Better, Best" presentation features bring these goals into focus. Using Zip Solutions' price book tools, techs can build unique packages and options on every call. Service managers can even create pre-built packages for different jobs and customer types. When payment is received, Quickbooks integration puts all your finances in one place. Features include remote payment, service agreements, technician tracking, inventory management, dispatch boards, custom forms and more. Zip Solutions gives owners and managers more control of their business to reach that next level of success regardless of size. Sign up for a Demo to learn more about growing your profits and increasing your peace of mind today.

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

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

Audience

Plumbers, HVACR Service & Install and Electricians

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

$0.20 per month
Free Version
Free Trial

Pricing

Call for Details - 636-222-2222
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

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

Company Information

Zip Solutions
Founded: 2011
United States
www.zipsolutions.com

Alternatives

Daxium-Air

Daxium-Air

Daxium

Alternatives

FieldEdge

FieldEdge

Xplor
Sterison SFA

Sterison SFA

Sterison Technology
PlanoHero

PlanoHero

Datawiz

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

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

QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
WEBFLEET

Integrations

QuickBooks Desktop Pro
QuickBooks Enterprise
QuickBooks Online
WEBFLEET
Claim VisitBasis and update features and information
Claim VisitBasis and update features and information
Claim Zip Solutions and update features and information
Claim Zip Solutions and update features and information