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Description
Does your organization utilize a call center, maintain a website, or offer email, text, or chat client options to gather customer feedback on their reasons for reaching out? Our aim is to gain a deep understanding of YOUR business, including its specific needs and challenges, allowing you to concentrate on providing products and services that truly meet the expectations of YOUR customers. If you eventually find yourself in need of an advanced SRM software solution, we will be there to assist you. Unlike many larger competitors, we will not push a software solution that doesn’t align with your requirements or promote a 'plug and play' or 'one size fits all' approach, as we recognize that such options are unrealistic. We will collaborate with you to pinpoint and implement the solution that is ideally suited to your business model, ensuring the right level of automation is achieved—nothing more, nothing less. Our dedication is to provide tailored support that empowers you to thrive in your industry.
Description
EasyForm stands out as a highly dependable and efficient platform for managing field services. This platform is designed to facilitate the creation of intricate field service applications tailored for data collection purposes, all without the need for any coding expertise. Users can effortlessly design forms that incorporate advanced features such as GPS tracking, barcode scanning, and digital signatures. The integrated workflow engine streamlines the building process, adapting to the specific needs of your organization. Additionally, the report builder allows for the creation of professional Excel and PDF reports, while users can also generate visual representations like bar charts, pie charts, and dashboards. Alerts and scheduling options further enhance process management, and the inclusion of location intelligence boosts productivity by ensuring timely visits to clients or sites. Recognizing that each company has unique reporting needs that can evolve in a fast-paced business landscape, EasyForm eliminates the hassle of coding for new reporting requirements. With its intuitive Drag and Drop interface, creating a new form is now just a matter of a few clicks. Users can also personalize their applications by adding their logos and selecting preferred skin colors, making it easy to tailor the platform to fit the company's branding. Overall, EasyForm empowers businesses to optimize their field service operations with flexibility and ease.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
CSDP
Founded
2007
Country
United States
Website
www.csdpcorp.com
Vendor Details
Company Name
Sky Productivity
Founded
2010
Country
India
Website
www.easyform.in/
Product Features
Customer Service
Alerts / Escalation
Yes
Appointment Management
Yes
Call Center Management
No
Email Management
No
Knowledge Base
Yes
Live Chat
Yes
Performance Metrics
No
Queue Management
No
Self Service Portal
Yes
Social Media Integration
No
Surveys & Feedback
No
Virtual Assistant
No
Workflow Management
Yes
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
No
Customer Database
Yes
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
Yes
Mobile Access
No
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
No
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Product Features
CAPA
Audit Management
No
CAPA Planning
No
Change Management
No
Complaint Management
No
Incident Management
No
Nonconformance Tracking
No
Quality Control
No
Risk Management
No
Root Cause Analysis
No
Training Management
No
Complaint Management
Case Management
No
Complaint Classification
No
Corrective Actions (CAPA)
No
Customer Complaint Tracking
No
Feedback Management
No
Forms Management
No
Issue Tracking
No
Quality Assurance Management
No
Routing
No
Self Service Portal
No
Social Media Monitoring
No
Survey Management
No
Field Service Management
Billing & Invoicing
Yes
Contact Database
Yes
Contract Management
Yes
Customer Database
No
Dispatch Management
Yes
Electronic Signature
Yes
Inventory Management
Yes
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
Yes
Routing
Yes
Scheduling
Yes
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
Location Intelligence
Behavioral Analytics
No
Data Visualization
No
Demographic Data
No
Geocoding
No
Geofencing
No
Location Tracking
No
Predictive Analytics
No
Trade Area Analysis
No
Preventive Maintenance
Condition Monitoring
No
Inspection Management
No
Maintenance Scheduling
No
Mobile Access
No
Predictive Maintenance
No
Purchasing
No
Reminders
No
To-Do List
No
Vendor Management
No
Work Order Management
No
Time Tracking
Automatic Time Capture
No
Billable & Non-Billable Hours
No
Billing & Invoicing
No
Employee Database
No
Expense Tracking
No
Mobile Time Tracking
No
Multiple Billing Rates
No
Offline Time Tracking
No
Online Time Tracking
No
Overtime Calculation
No
Time per Project Reporting
No
Timesheet Management
No
Vacation / Leave Tracking
No
Tradesman Job Management
Contract Management
No
Customer Database
No
Dispatch Management
No
For Builders
No
For Electricians
No
For Field Service Businesses
No
For HVAC
No
For Plumbers
No
For Roofers
No
Invoicing
No
Job Tracking
No
Payments
No
Quoting
No
Reporting
No
Scheduling
No
Time Tracking
No
Work Order
Contract Management
No
Customer Database
No
Dispatch Management
No
Inventory Control
No
Job Management
No
Preventive Maintenance
No
Quotes / Estimates
No
Recurring Appointments
No
Routing
No
Scheduling
No
Task Management
No
