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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 GeoOp?

GeoOp is a comprehensive job management tool designed for small businesses, enabling them to optimize their daily operations. With this software, companies can save an impressive 14 hours each week on administrative tasks, secure more jobs, and accelerate their payment processes. GeoOp streamlines various functions, including job assignments, invoice and quote generation, timesheet management, and accounting software integration. By replacing outdated and cumbersome paper-based methods, GeoOp empowers businesses to enhance efficiency significantly. It stands out as a cutting-edge application tailored for Trade and Home/Field Service sectors, allowing users to oversee quotes, schedule jobs, monitor job progress, issue invoices, and receive payments more promptly. Notably, GeoOp simplifies the management of manual processes by facilitating the entry of client and job details just once, enabling seamless tracking from quotation to payment, thus cutting down on paperwork and administration by as much as 14 hours weekly. Furthermore, this innovative platform not only aids in operational efficiency but also enhances overall business productivity and customer satisfaction.

Media

Media

Integrations Supported

Xero
APIANT
ASAP Systems
Business Card Reader
Cyfe
Easy Insight
Freshdesk
Gmail
Google Calendar
LeadMaster
Microsoft Azure
Quickwork
Stackreaction
SyncSmart
Workers by Delos
Wufoo
Zapier
Zendesk

Integrations Supported

Xero
MYOB AccountRight
QuickBooks Accountants

API Availability

API Availability

Pricing Information

$25 per user per month
Free Trial Offered?

Pricing Information

$17 per user per month
Starter
Perfect for businesses with a smaller number of jobs per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
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

Geo

Date Founded

2019

Company Location

Australia

Company Website

try.geoop.com

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
Sales Pipeline Management
Search / Filter
Segmentation
Shared Contacts

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Mobile Access
Quotes / Proposals
Segmentation
Task Management

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Task Management

Collaboration
Gamification
Mobile Access
Progress Tracking
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Mobile Access
Online Payments
Recurring Appointments

Billing and Invoicing

Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Project Billing
Tax Calculator

Carpet Cleaning

Billing & Invoicing
Scheduling

Electrical Estimating

Not specified

Employee Scheduling

Appointment Management
Automated Scheduling
Calendar Management
Employee Database
Group Scheduling
Messaging
Mobile Access
Resource Management
Schedule Distribution
Scheduling
Shift Scheduling
Shift Swapping
Time Clock
Time Tracking
Vacation / Leave Tracking

Field Sales

Not specified

Field Service Management

Billing & Invoicing
Contact Database
Dispatch Management
Electronic Signature
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Scheduling
Service History Tracking
Time Clock
Work Order Management

HVAC

Billing & Invoicing
Customer Database
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Scheduling
Work Order Management

HVAC Estimating

Not specified

Locksmith

Billing & Invoicing
GPS Tracking
Mobile Access
Payment Processing
Scheduling
Work Order Management

Pest Control

Not specified

Plumbing Estimating

Not specified

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Employee Scheduling
Multi-Location
Real-time Scheduling
Resource Scheduling

Security System Installer

Billing & Invoicing
Customer Management
Document Imaging
Inventory Management
Job Costing
Quotes / Estimates
Scheduling
Work Order Management

Service Dispatch

Billing & Invoicing
Customer Database
Job Management
Mobile Access
Service History Tracking

Time and Expense

Not specified

Tradesman Job Management

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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