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What is ServiceForms?

Improve the effectiveness of extensive extinguisher and alarm inspection operations through the integration of barcode or QR code scanning technology. When discovering any compliance issues, it is crucial to accurately document the deficiencies noted during inspections. Customize your compliance reports for the Authority Having Jurisdiction (AHJ) by incorporating visual elements such as graphs, charts, or photographs. Efficiently identify equipment using barcode or QR codes to facilitate the inspection process. Create detailed task lists specific to each type of service rendered. Comply with EPA guidelines by meticulously reporting refrigerant usage. Implement screening protocols for employees to assess COVID-19 symptoms. It is imperative that technicians use the appropriate forms for their tasks and submit them with all required information. Ensure that compliance is verified, and promptly address any inconsistencies when data is automatically uploaded to ServiceTrade. Produce tailored, professional reports for clients and regulatory bodies like the AHJ and EPA to effectively demonstrate compliance. Equip technicians with efficiency enhancements by auto-populating routine information from ServiceTrade, so they only need to enter new data. To ensure thoroughness, establish mandatory fields that notify technicians if any information is missing, thus enhancing accuracy in reporting. This thorough approach not only streamlines workflow but also significantly strengthens compliance measures across all operations. Furthermore, continuous training and feedback will help maintain high standards in inspection processes.

What is FormsPro?

FormsPro empowers organizations to create smart, mobile forms that enhance communication at every level. It facilitates the transfer of information between field teams, technicians, and clients, ensuring a smooth connection with your business systems. By providing technicians with guided forms designed for various operational scenarios, you can significantly improve efficiency. Make the switch from traditional paper forms and static PDFs by easily uploading images and documents to develop mobile forms. Promote a culture of safety by utilizing forms that require reviews, signatures, and photographic documentation. Our platform seamlessly integrates with your pre-existing business software, enabling you to deliver exceptional customer service. Collect vital data and automatically produce detailed reports to comply with regulations and safety standards, leading to substantial cost reductions. Utilizing FormsPro not only boosts your team's productivity but also enhances the overall quality of service, allowing your organization to stay competitive in a rapidly changing landscape. With this tool, you can transform the way your business operates and interacts with clients, driving innovation and growth.

Media

Media

Integrations Supported

Asana
Dropbox
Facebook
Google Calendar
Google Drive
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Pipedrive
QuickBooks Online
Sage Intacct
Salesforce
ServiceTrade
Slack
Trello
X (Twitter)
YouTube

Integrations Supported

Asana
Dropbox
Facebook
Google Calendar
Google Drive
HubSpot CRM
HubSpot Customer Platform
Mailchimp
Pipedrive
QuickBooks Online
Sage Intacct
Salesforce
ServiceTrade
Slack
Trello
X (Twitter)
YouTube

API Availability

Has API

API Availability

Has API

Pricing Information

$79 per month
Free Trial Offered?
Free Version

Pricing Information

$15 per user, per year
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

ServiceTrade

Date Founded

2012

Company Location

United States

Company Website

servicetrade.com/serviceforms/

Company Facts

Organization Name

OmniByte

Date Founded

2015

Company Location

United States

Company Website

omnibyte.com

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Inspection

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

Categories and 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

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