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What is Mobiess Insight?

Mobiess Insight functions as a comprehensive application designed for performing audits and inspections, employing mobile forms to guarantee compliance with various regulatory requirements, industry benchmarks, and internal protocols. This intuitive mobile form creation tool can cater to even the most complex requirements with ease. Its powerful audit engine supports a wide array of response types, such as text inputs, dropdown menus, checkboxes, visuals, drawings, and more. The platform fosters improved communication and teamwork throughout the auditing process, effectively bridging gaps between different departments. Users have the capability to create intricate, multi-tiered question templates with an unlimited level of complexity. Furthermore, integrating with the Mobiess Service Master module allows for a smooth fusion of auditing and service management activities. With established connections to a variety of industry-specific CRM, CAFM, and IWMS systems, Mobiess Insight promotes a paperless method of handling compliance and audits, thus enhancing operational efficiency. Ultimately, this cutting-edge tool not only makes the auditing process more straightforward but also encourages a strong sense of accountability within organizations, leading to better overall performance and compliance.

What is FORM MarketX?

Enhance your sales potential with FORM MarketX, a cutting-edge market execution tool designed to provide real-time guidance, tracking, and performance improvements. Its user-friendly drag-and-drop interface enables easy creation and assignment of dynamic tasks, making collaboration seamless. Teams can access contextual support via mobile devices, which streamlines the process of task completion. Gain valuable insights through immediate reporting, which helps ensure that tasks are directed to the right person at the right time, all thanks to our intuitive no-code task builder. Choose from an array of 12 task types, including sophisticated image recognition features, and implement conditional logic to speed up your teams’ responses. You can also set up push notifications and alerts to keep track of results and address arising issues without delay. Additionally, assign photo tasks to your field sales staff, giving them the capability to capture real-time images of executions from any location. Experience the live tracking of merchandising and standard operating procedures (SOPs) with data and images marked with geo-location, timestamps, and user information. Moreover, you can easily view and export images in various formats like PDF, PowerPoint, or via shareable links for straightforward distribution, thus improving teamwork and collaboration. By leveraging this all-encompassing platform, your organization can significantly boost operational efficiency and achieve superior outcomes in every aspect of market execution, ultimately leading to enhanced customer satisfaction.

Media

Media

Integrations Supported

FORM OpX
Microsoft 365
Microsoft Azure
Microsoft Teams

Integrations Supported

FORM OpX
Microsoft 365
Microsoft Azure
Microsoft Teams

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$25 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Mobiess

Date Founded

2009

Company Location

United Kingdom

Company Website

www.mobiess.com/audits-and-inspections/

Company Facts

Organization Name

FORM.com

Date Founded

2002

Company Location

United States

Company Website

www.form.com/products/field-sales-management-app/

Categories and Features

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

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

Categories and Features

Data Entry

Abbreviation Detection
Data Capture and Transfer
Data Cleansing
Data Entry Verification
Data Search Flexibility
Duplicate Detection
Flexible Search
Image Entry
Library Conversion
Mis-Keyed Variation Detection
Phonetic Variation Detection

Field Sales

Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management

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

Retail Execution

AI / Image Recognition
Collaboration Tools
Data Collection
Inspection
Pricing / Placement Optimization
Product Education
Product Promotion Strategy
Retail Site Audit
Workforce Management

Retail Management

CRM
Commission Management
Email Marketing
Employee Management
Loyalty Program
Mail Order
Merchandise Management
Multi-Location
Order Management
Purchase Order Management
Reporting/Analytics
Returns Management
eCommerce

Survey

Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video

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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