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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Utilize VisitBasis to gather in-store data and transform it into easily digestible, customizable dashboards and reports that facilitate sharing. Tailor forms to meet your specific business requirements and create both simple and product-oriented forms in just moments with VisitBasis. Your field team can deliver up to 16 varieties of data, including photographs, barcode scans, and signatures. Transition all inquiries from paper checklists into efficient VisitBasis smart audit forms with ease. Our user-friendly Form Builder tool simplifies the process of adding questions, incorporates response validation to minimize errors, and offers specialized tools for each question type. Design product-focused forms to conduct planogram compliance checks and merchandising evaluations, linking multiple products and incorporating product images for enhanced convenience, while keeping your product reports organized and accessible. With these features, managing your in-store data becomes not only efficient but also effective in driving business insights.

Description

Enhance your forms with more than 35 unique elements, allowing you to compile lists, annotate images, track GPS locations, and much more. Even when offline, you can download your forms to gather data wherever you are, with automatic syncing once you regain connectivity. Increase efficiency by creating custom integrations that streamline data processing, link with various applications, and effortlessly manage your iFormBuilder account. Challenge the norms of mobile data collection using JavaScript-driven formulas, skip logic features, and robust data validation techniques. The possibilities are endless, limited only by your creativity! Safeguard your information through device passwords, encryption methods, and secure environments. iFormBuilder adheres to stringent standards including GDPR, HIPAA, FISMA, and ISO 9001, ensuring it meets diverse project requirements. With over ten years of hands-on experience, we’ve dedicated ourselves to assisting teams of all sizes in achieving their enterprise objectives. Zerion’s flagship platform, iFormBuilder, serves as the ideal foundation for teams aiming to address challenges in the field, particularly concerning inspections and data collection. Our commitment to innovation and customer satisfaction sets us apart in the industry.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Formstack No 
Stackreaction No 
Wufoo No 
Zapier No 

Integrations

Formstack Yes 
Stackreaction Yes 
Wufoo Yes 
Zapier Yes 

Pricing Details

$0.20 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version 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 

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 Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

VisitBasis Tech

Founded

2013

Country

United States

Website

www.visitbasis.com

Vendor Details

Company Name

Zerion Software

Founded

2003

Country

United States

Website

www.zerionsoftware.com

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking No 
Time Clock Yes 
Work Order Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
Contract Management No 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking No 
Technician Management 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

Field Service Management

Billing & Invoicing No 
Contact Database Yes 
Contract Management No 
Customer Database No 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field Yes 
Quotes / Estimates No 
Routing No 
Scheduling No 
Service History Tracking No 
Time Clock Yes 
Work Order Management No 

Forms Automation

Approval Process Control No 
Archiving & Retention Yes 
Collaboration No 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control 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 

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