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What is Solve CRM?

Navigating the complexities of Service Management CRM in customer service can prove to be quite a task. We took on this challenge and were pleased with the favorable outcomes we achieved. Our proficiency in service management, scheduling, and sales has established us as a trusted name in the industry. Our objective is to optimize every element of record-keeping, communication, scheduling, and information sharing, especially in mobile contexts. It is crucial to move away from archaic systems such as paper, spreadsheets, and inefficient software. Additionally, the system provides staff with proactive alerts regarding required actions and highlights priority tasks, which greatly simplifies workflows. This streamlined approach not only eases the burden on employees but also allows them to significantly elevate the quality of service and deliver proactive support. By doing so, we aspire to create a workplace culture where all team members are empowered to enhance customer interactions effortlessly, thereby ensuring a better experience for clients and staff alike.

What is Davisware GlobalEdge?

Optimize your operational efficiency, boost your bottom line, and drive rapid growth with GlobalEdge, the premier enterprise resource planning (ERP) solution tailored for the field service sector, including industries such as commercial food equipment maintenance, HVAC, and petroleum services. Leveraging a cohesive platform allows for enhanced customer management and service delivery through all-inclusive functionalities like service agreement tracking, scheduling, billing, purchasing, and accounting, conveniently housed in one location. The system's flexible and customizable views grant dispatchers and different departments the ability to manage job-related information, various job categories, or daily, weekly, or monthly schedules effectively. From a centralized interface, users can seamlessly coordinate recurring services with a single work order and promptly delegate tasks across the organization, ensuring that field technicians receive up-to-date information in real-time. With GlobalEdge, you not only refine your operational processes but also elevate the quality of service offered to your customers, fostering stronger relationships and satisfaction. This comprehensive approach will undoubtedly position your business for long-term success and innovation in a competitive market.

Media

Media

Integrations Supported

APIANT
ASAP Systems
Business Card Reader
Constant Contact
Cyfe
Easy Insight
Freshdesk
Gmail
Google Calendar
LeadMaster
Microsoft 365
Microsoft Azure
QuickBooks Online
Quickwork
Stackreaction
SyncSmart
Wufoo
Xero
Zapier

Integrations Supported

APIANT
ASAP Systems
Business Card Reader
Constant Contact
Cyfe
Easy Insight
Freshdesk
Gmail
Google Calendar
LeadMaster
Microsoft 365
Microsoft Azure
QuickBooks Online
Quickwork
Stackreaction
SyncSmart
Wufoo
Xero
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$25 per user 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

Norada

Date Founded

2000

Company Location

Canada

Company Website

www.solve.app/

Company Facts

Organization Name

Davisware

Date Founded

1988

Company Location

United States

Company Website

www.davisware.com/field-service-management-software-globaledge/

Categories and Features

Contact Management

Activity Management
Appointment Management
Contact Database
Contact History
Contact Import/Export
Customer Pipeline
Email Marketing
Group Management
Interaction Tracking
Lead Management
Prospecting Tools
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts
Social Media Integration

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory 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

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

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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

Categories and Features

Equipment Maintenance

Customer Database
Dispatch Management
Equipment Tracking
Inventory Control
Job Management
Maintenance Scheduling
Warranty Tracking
Work Order 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

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

Oil and Gas

Compliance Management
Equipment Management
Inventory Management
Job Costing
Logistics Management
Maintenance Management
Material Management
Project Management
Resource Management
Scheduling
Work Order Management

Service Dispatch

Billing & Invoicing
Call Center Management
Contract Management
Customer Database
Inventory Control
Job Management
Job Tracking
Mobile Access
Routing
Scheduling
Self Service Portal
Service History Tracking
Technician Management
Work Order 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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