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Description

Canfigure is a modular software solution for automation of business processes and workflows. Pre-built modules include Asset Management, Computerized Maintenance Management System (CMMS), Configuration Management Database (CMDB), Service Desk, Change Management, Equipment Management and Test Validation. Any combination of modules can be implemented and tailored to specific requirements. We specialize in migrating companies away from using Excel sheets or multiple legacy systems to maintain their critical data, by implementing a centralized, intuitive and cost-effective solution that puts you in control of your data. Furthermore, Canfigure enables unique customization capability that allows your administrators to implement system changes without Vendor involvement or further expense.

Description

Software for field service management in every industry. SMART Software works with you to streamline your routes and provide detailed reporting and analysis to help you grow your service business. Our software support team is the best in the industry and includes on-site training. Streamline your business operations and keep all your important customer information in one place. Our inventory management, equipment tracking and time management tools, as well as reporting, will help you increase your bottom line. You can keep track of all aspects related to Service Issues, including ticketing and technician routing, inventory control, and vehicle maintenance. We forecast vault cash differently to any ATM software or processor. ATM SMART is a popular choice for customers who return 20% of their vault cash. SMART offers a powerful, integrated CRM solution that allows you to manage your relationships with customers, vendors, sales prospects, and other business contacts.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Active Directory
Jira
Meetrics
Salesforce
ServiceNow
Smartsheet

Integrations

Active Directory
Jira
Meetrics
Salesforce
ServiceNow
Smartsheet

Pricing Details

$2000 per year
Free Trial
Free Version

Pricing Details

$74.99
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Canfigure

Founded

2019

Country

United States

Website

www.canfigure.net

Vendor Details

Company Name

SMART

Founded

1998

Country

United States

Website

www.smart.software

Product Features

Asset Tracking

The Canfigure Asset Management Module offers comprehensive features for managing the entire life cycle of fixed assets and inventory. This module is not restricted to IT equipment; it can encompass any type of Plant, Property, or Machinery. It allows for the collection of all relevant maintenance data as well as financial information, with the added capability to customize the database structure further. Integrated workflows oversee the processes of installation, maintenance, transfer, and retirement of assets. The inventory management feature enables the tracking of items across various locations along with effective stock management. Additionally, our Asset Mobile application facilitates label scanning and inventory counts. The module includes built-in depreciation features and provides the option to connect with your accounting software.

Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History

Change Management

The Canfigure Service Desk module has been designed in alignment with ITIL standards. When paired with the Canfigure CMDB and Change Management components, it offers a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven method, users can create tailored forms and workflows for various ticket categories, such as Problem Management, approval processes for Service Requests, and automated ticket distribution to support teams. The relationship features enabled by the integrated CMDB facilitate connections between incidents and Configuration Items, incorporating associated RFCs, Tasks, and Personnel. Service Levels can be tracked based on established SLA resolution times, allowing for the compilation of statistics for analyzing Key Performance Indicators (KPIs).

Approval Workflow
Audit Trail
Automated Notifications
Change Calendar
Change Planning
Compliance Management
Prioritization
Release Management
Task Management
Tracking & Reporting
Training Management

CMDB

The Canfigure Configuration Management Database (CMDB) serves as a comprehensive hub for managing all your asset information and their interconnections. With robust querying and reporting features, the CMDB enables you to pinpoint the location of an asset, identify its current user, and understand its dependencies. Designed to support a wide array of IT asset categories, including servers, software applications, databases, networks, personnel, and physical locations, Canfigure is highly adaptable, allowing you to easily integrate additional asset types and attributes as needed. The platform includes user-friendly administrative tools that empower you to create custom forms, menus, and tailor various elements of the system to fit your requirements. You can swiftly populate the database by importing data from Excel, and automated data feeds can be facilitated through available APIs. For those seeking enhanced functionality, you can optionally incorporate Change Management, which offers multi-tier approval processes and notifications for any infrastructure changes.

Change Management
Configuration Management
Data Visualization
Device Auto Discovery
IT Asset Management
Impact Management
License Management
Performance Management
Relationship Mapping

CMMS

Canfigure is capable of functioning as a Computerized Maintenance Management System (CMMS) by leveraging its Asset Management module alongside a mobile application. The system allows users to categorize various assets and monitor their life-cycle, complete with detailed maintenance records and management of work orders. Users can establish a maintenance timetable for assets, which can include automated alerts and the ability to initiate certain workflows when necessary. Additionally, the system offers features for tracking inventory and spare parts, including capabilities for barcode scanning and generating labels. Users can also check in and check out tools or computer equipment seamlessly. The mobile application enables remote access to a variety of asset management tasks, such as submitting work orders and attaching images for reference.

Asset Tracking
Calibration Management
Inventory Control
Key & Lock Management
Mobile Access
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Fixed Asset Management

The Canfigure Asset Management Module offers comprehensive tools for managing the entire life cycle of fixed assets and inventory. It accommodates a wide range of assets beyond just IT equipment, including any type of Plant, Property, or Machinery. This system allows for the recording of all maintenance activities and financial data, while also providing the ability to customize the database structure as needed. It features integrated workflows to oversee the installation, maintenance, transfer, and retirement of assets. Additionally, the inventory management feature enables efficient tracking of items across various locations alongside stock control. Our Asset Mobile app facilitates label scanning and inventory audits. The module includes built-in depreciation features and can be integrated with your existing accounting software for seamless financial management.

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

Help Desk

The Canfigure Service Desk module has been designed in alignment with ITIL standards. When paired with the Canfigure CMDB and Change Management components, it creates a comprehensive IT Service Management (ITSM) solution. This template-driven methodology allows for the creation of tailored forms and workflows specific to various types of tickets, such as Problem Management, Service Request approvals, and automated ticket distribution to the appropriate support teams. The relationship functionality offered by the underlying CMDB facilitates connections between incidents and Configuration Items, which include associated Requests for Change (RFC), tasks, and personnel. Service Levels can be tracked in accordance with established SLA resolution timelines, enabling the generation of statistics for analysis of Key Performance Indicators.

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Inventory Management

The Canfigure Asset Management Module offers comprehensive features for managing the entire life cycle of fixed assets and inventory. It accommodates a wide range of assets beyond just IT equipment, including various types of Plant, Property, and Machinery. This module allows for the collection of all maintenance-related information alongside financial data, with the added option to customize the database structure as needed. Integrated workflows streamline processes for installation, maintenance, transfer, and disposal of assets. In addition, the inventory management feature enables efficient tracking of items across different locations, complete with stock control functionalities. Our Asset Mobile application facilitates label scanning and inventory audits. Moreover, the system includes a built-in depreciation feature and the capability to integrate with your existing accounting software.

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Issue Tracking

The Canfigure Service Desk module has been developed in alignment with ITIL frameworks. When used alongside the Canfigure CMDB and Change Management features, it creates a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven methodology, the system allows for the creation of tailored forms and workflows for various Ticket categories, such as Problem Management, Service Request approvals, and automated ticket routing to support teams. The relationship functionality offered by the CMDB enables connections between incidents and Configuration Items, as well as associated Requests for Change (RFCs), Tasks, and personnel. Service Levels can be tracked based on established SLA resolution timelines, facilitating the generation of statistics for analyzing Key Performance Indicators.

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

IT Asset Management

The Canfigure Asset Management Module offers comprehensive tools for managing the entire life-cycle of fixed assets and inventory. This module is versatile, accommodating not just IT equipment but also various types of Plant, Property, and Machinery. It enables users to record all maintenance-related information alongside financial data, with the added option to customize the database schema as needed. Integrated workflows oversee the processes of installation, maintenance, transfer, and decommissioning of assets. Additionally, the inventory feature facilitates the monitoring of items across different locations while providing effective stock management. Our Asset Mobile application allows for label scanning and stocktaking to enhance efficiency. Moreover, the module includes built-in depreciation functionality and can seamlessly integrate with your existing accounting software.

Asset Tracking
Audit Management
Compliance Management
Configuration Management
Contract/License Management
Cost Tracking
Depreciation Management
IT Service Management
Inventory Management
Maintenance Management
Procurement Management
Requisition Management
Supplier Management

IT Management

Capacity Monitoring
Compliance Management
Event Logs
Hardware Inventory
IT Budgeting
License Management
Patch Management
Remote Access
Scheduling
Software Inventory
User Activity Monitoring

IT Service

The use of a template-driven method facilitates the creation of personalized forms and workflows tailored for various Ticket categories, such as Problem Management, Service Request approvals, and the automatic assignment of tickets to relevant support teams. The foundational CMDB's relationship functionality enables connections between incidents and Configuration Items, encompassing associated RFCs, Tasks, and Personnel. Service Levels can be tracked based on established SLA resolution timelines, generating data for evaluating Key Performance Indicators.

Contract Management
IT Asset Management
Incident Management
Knowledge Management
Release Management
Self Service Portal
Service Catalog
Service Reporting
Ticket Management

ITSM

The Canfigure Service Desk module is designed with a foundation in ITIL best practices. When paired with the Canfigure CMDB and Change Management components, it offers a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven methodology, it allows for the creation of customized forms and workflows tailored to various Ticket types, such as Problem Management, approvals for Service Requests, and automatic ticket routing to appropriate support teams. The underlying CMDB’s relationship feature facilitates connections between incidents and Configuration Items, as well as associated RFCs, Tasks, and personnel. Service Levels can be tracked in accordance with specified SLA resolution timelines, enabling the generation of statistics for analyzing Key Performance Indicators (KPIs).

Asset Tracking
Availability Management
Change Management
Configuration Management
Contract/License Management
Dashboard
Incident Management
Problem Management
Project Management
Release & Deployment Management
Self Service Portal

Service Desk

The Canfigure Service Desk module is designed in alignment with ITIL standards. When paired with the Canfigure CMDB and Change Management, it creates a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven method, it allows for the creation of personalized forms and workflows tailored to various Ticket categories, such as Problem Management, Service Request approvals, and automatic ticket assignment to relevant support teams. Thanks to the relationship features of the integrated CMDB, it is possible to establish connections between incidents and Configuration Items, including associated Request for Changes (RFCs), Tasks, and personnel. Service Levels can be tracked based on established SLA resolution times, facilitating the generation of statistics for analyzing Key Performance Indicators (KPIs).

CMDB
Change Management
IT Asset Management
Incident Management
Knowledge Base
Mobile Access
Procurement Management
Remote Control
SLA Management
Self Service Portal

Product Features

Asset Tracking

Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Employee Monitoring

Activity Monitoring
Browsing History
Email Monitoring
Keystroke Recording
Productivity Analysis
Remote Control
Screen Activity Recording
Time & Attendance
Time Tracking

Field Service Management

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

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Inventory Control

Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
SKU / UPC Codes
Serial Number Tracking
Supplier Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Issue Tracking

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory Management

Service Dispatch

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

Tradesman Job Management

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Transportation Dispatch

Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking

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