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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 EasyForm?

EasyForm is recognized as a remarkably reliable and effective platform for overseeing field services. It is specifically designed to enable users to create complex field service applications for data collection without requiring any programming skills. Users can easily build forms that feature sophisticated capabilities such as GPS tracking, barcode scanning, and digital signatures. The built-in workflow engine simplifies the creation process, allowing for customization that meets an organization's specific requirements. Moreover, the report builder facilitates the development of professional reports in both Excel and PDF formats, while users can also create visual data representations such as bar graphs, pie charts, and dashboards. The platform's alert and scheduling features further improve process management, and its integration of location intelligence enhances productivity by ensuring timely visits to clients or job sites. Acknowledging that companies have distinct and evolving reporting needs in a dynamic business environment, EasyForm removes the complexity of coding for new reporting functionalities. With an intuitive Drag and Drop interface, generating a new form is achievable with just a few clicks. Users are also able to customize their applications by incorporating their logos and choosing preferred color schemes, allowing for easy alignment with the company's branding. In conclusion, EasyForm not only streamlines field service operations but also enhances user experience and adaptability, empowering businesses to thrive in their respective industries.

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

Sky Productivity

Date Founded

2010

Company Location

India

Company Website

www.easyform.in/

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

CAPA

Audit Management
CAPA Planning
Change Management
Complaint Management
Incident Management
Nonconformance Tracking
Quality Control
Risk Management
Root Cause Analysis
Training Management

Complaint Management

Case Management
Complaint Classification
Corrective Actions (CAPA)
Customer Complaint Tracking
Feedback Management
Forms Management
Issue Tracking
Quality Assurance Management
Routing
Self Service Portal
Social Media Monitoring
Survey 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

Location Intelligence

Behavioral Analytics
Data Visualization
Demographic Data
Geocoding
Geofencing
Location Tracking
Predictive Analytics
Trade Area Analysis

Preventive Maintenance

Condition Monitoring
Inspection Management
Maintenance Scheduling
Mobile Access
Predictive Maintenance
Purchasing
Reminders
To-Do List
Vendor Management
Work Order Management

Time Tracking

Automatic Time Capture
Billable & Non-Billable Hours
Billing & Invoicing
Employee Database
Expense Tracking
Mobile Time Tracking
Multiple Billing Rates
Offline Time Tracking
Online Time Tracking
Overtime Calculation
Time per Project Reporting
Timesheet Management
Vacation / Leave Tracking

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

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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