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What is RecordMinder?

Effortlessly sign and send forms and documents using our advanced eSignature features, whether you are working from your office or on the go. You will have complete authority over who can access your files, and you can keep track of requests from others who want temporary permission to view your confidential documents. Additionally, you can configure alerts to notify you as any document nears its expiration date, which helps you steer clear of unnecessary penalties while ensuring your records remain up-to-date. If you need to gather signatures and complete forms, our solution is here to assist you. Recordminder comes equipped with a variety of pre-installed forms, including W-4, W-9, I-9, and NDA, as well as some documents tailored to specific states, while also allowing you to enrich your own uploaded forms with customizable text fields, date fields, and checkboxes. With our comprehensive eSignature capabilities, you can easily collect signatures or initials on all your paperwork and receive them back without having to leave your workspace. Moreover, you can feel confident that our intuitive platform effectively manages all your document-related tasks, providing you with peace of mind. This seamless integration allows you to focus on your core responsibilities while we handle the intricacies of document management for you.

What is ProgressionLIVE?

Our cutting-edge distribution software and mobile app greatly boost your productivity by entirely eliminating the use of paper forms. This shift not only averts complications associated with unreadable or lost documents but also optimizes workflows for individuals both in the field and at their desks. To get started, our web-based platform is accessible via well-known browsers like Chrome and Firefox. This allows you to effortlessly generate work orders for a variety of services—ranging from maintenance to deliveries and quotes—regardless of your location. The method of operation closely resembles the conventional approach of completing a paper form, yet it requires only a fraction of the time! You can swiftly choose the appointment date, designate an employee, and include comprehensive descriptions, customer details, and task locations. Furthermore, our mobile application enables you to complete work orders while on the move and sends SMS notifications to customers with just a single tap. When you arrive at the job site, you can carry out the necessary tasks and attach photos, notes, and product details for invoicing purposes. After the job is completed, clients can provide an electronic signature and will receive a PDF copy via email promptly for their records. In essence, this innovative system transforms the operational landscape for service-oriented businesses, enhancing both efficiency and customer satisfaction while paving the way for future advancements in service delivery.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$29 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

RecordMinder

Date Founded

2014

Company Location

United States

Company Website

www.recordminder.com

Company Facts

Organization Name

Diffusion Solutions Integrees

Company Website

www.progressionlive.com

Categories and Features

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Categories and Features

Transportation Dispatch

Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking

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