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Average Ratings 0 Ratings

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ease
features
design
support

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Description

FormsPro enables your organization to develop intelligent, mobile forms that streamline communication across all levels. Facilitate data transfer among field teams, technicians, and customers, ensuring seamless interaction with your business systems. Boost efficiency by equipping technicians with guided forms tailored to various scenarios within your operations. Transition from paper forms and static PDFs by swiftly uploading images and documents to create mobile forms. Foster a culture of safety by implementing forms that necessitate reviews, signatures, and photographic evidence. Our platform integrates smoothly with your existing business software, allowing you to exceed expectations in customer service management. Gather essential data and automatically generate comprehensive reports to meet compliance and workplace safety standards, ultimately leading to significant cost savings. By harnessing the power of FormsPro, your team can not only enhance productivity but also elevate the overall quality of service delivery.

Description

Understanding your company's break-even costs is fundamental to achieving profitability in any business. The break-even point represents the total revenue required to cover all expenses before any profit can be realized. XactRate offers a comprehensive suite of tools designed for HVAC companies, including office scheduling, dispatch capabilities, truck inventory management, and the ability to monitor travel time and diagnostics for each service ticket. Additionally, it enables field-generated service tickets that can be printed or emailed, tracks service technician productivity, facilitates equipment sales, and allows multiple technicians to work on a single ticket, all while providing extensive reporting features. Utilizing cutting-edge Cloud technology, XactRate operates in real-time on both iPads and PCs, ensuring you have access to vital information without requiring an internet connection when in the field. Before heading out or upon returning, simply sync the data from your iPad or Android device. Moreover, it eliminates the need for complicated and expensive heat load calculators, delivering precise BTU results for accurately sizing air conditioning equipment. This streamlined approach not only enhances operational efficiency but also contributes to increased profitability.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$15 per user, per year
Free Trial
Free Version

Pricing Details

No price information available.
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

OmniByte

Founded

2015

Country

United States

Website

omnibyte.com

Vendor Details

Company Name

XActRate Business Management

Founded

2011

Country

United States

Website

getstarted.xactrate.com

Product Features

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

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Inspection

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management

Safety Management

Audit Management
Corrective / Preventive Actions
Incident Management
Injury Reporting
Inspection Management
OSHA Recordkeeping
Safety Risk Assessment
Training 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

Product Features

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

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
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

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