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features
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What is VisitBasis?

Leverage VisitBasis to collect in-store information and convert it into user-friendly, customizable dashboards and reports that enable seamless sharing. Customize forms to align with your unique business needs and quickly create both straightforward and product-specific forms in just moments using VisitBasis. Your field team is capable of gathering up to 16 different types of data, including images, barcode scans, and signatures. Effortlessly convert all inquiries from traditional paper checklists into smart audit forms within VisitBasis. Our intuitive Form Builder tool streamlines the addition of questions, integrates response validation to reduce errors, and provides specialized features for various question types. Create forms centered around products to assess planogram compliance and merchandising standards, linking together multiple products and including product images for better usability, while ensuring your product reports remain organized and easy to navigate. With these capabilities, managing your in-store data not only becomes efficient but also significantly enhances your ability to derive actionable business insights, ultimately leading to improved decision-making. Moreover, VisitBasis empowers teams to work smarter, making data collection and analysis a more straightforward and impactful process.

What is Chekku?

Take Command. This versatile platform streamlines the management of field agents, allows for information collection through adjustable forms, and supports the application of cutting-edge business strategies. You can track the geolocation of clients, visits, and team members in real time. With flexible forms and surveys, data can be gathered from any location, alongside the ability to create detailed reports on visits, routes, clients, forms, and surveys. Who stands to gain from Chekku? Chekku is crafted to empower top-tier teams and organizations in evaluating, supervising, and optimizing their various processes. Sales teams, technical service providers, as well as logistics and delivery staff can derive significant advantages from this tool. Specifically for sales teams, Chekku allows for precise monitoring of each sales representative's activities from the moment they leave until their client engagements. Featuring in-depth records and photographs of every visit, it serves as an indispensable asset for both the salesperson and their supervisor. Additionally, it enables the planning of team assignments, functions as a mobile assistant, provides GPS tracking for the sales team, and generates reports on demand, all while maintaining a vigilant focus on key clients. This all-encompassing strategy not only enhances efficiency but also bolsters accountability within sales operations, ultimately leading to superior performance outcomes. Furthermore, the integration of these functionalities creates a seamless workflow that promotes collaboration among team members, ensuring that everyone is aligned towards common goals.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$0.20 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

VisitBasis Tech

Date Founded

2013

Company Location

United States

Company Website

www.visitbasis.com

Company Facts

Organization Name

CodeRoasters

Company Location

Honduras

Company Website

chekku.co

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

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

Categories and Features

GPS Tracking

Alerts/Notifications
Asset Tracking
Driver Management
Historical Reporting
Mobile Tracking
People Tracking
Real Time Tracking
Routing
Status Tracking
Territory Management
Vehicle Tracking

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