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Your dedicated Client Success Manager will be there with you throughout your journey.
We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.
Photo tagging, streaming and archiving adds another powerful tool to run your business.
Easily capture photos from camera or photo gallery and add to forms, quotes and invoices. The perfect tool for before and after photos, proof of delivery, identity capture and so much more.
Automatically tag photos in forms with any form field such as Job Number, Date, Time, Location, User and so much more – any field in the form can be made a tag.
Photos can be searched by tag, this makes image retrieval so quick and easy. The perfect tool to provide proof after the event.
View form images in the office in real time as forms are being submitted in the field. A great way for management to see exactly what is going on in the field providing a level of visibility that just hasn’t been possible before and each photo is linked directly to the source form.
The perfect tool for before and after photos. The job form can include before and after photo sections. Great for checking the work completed, providing proof of delivery, showing the replacement of parts and so much more.
Photos taken are linked to the source document providing a simple way to search photos based on the related tag and then click through to the source document containing those images.
Quotes and Invoices can be taken to another level with integrated photos. Simply create the Invoice and then click Attachments to include photos to your documents..
If photos are an important part of your client record keeping, you can add them to the Photos tab in the Contacts section of the CRM. This provides a record of all photos related to that client.
Your dedicated Client Success Manager will be there with you throughout your journey.
We can’t wait to chat and discover how we can help you get paperless and improve the way your business works.
You can just use the forms for your business or you can benefit from all the other included business solutions.
All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.
Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you .
Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date
Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.
Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.
Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.