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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 PlanogramBuilder?

Properly structuring the layout of your products in retail spaces is essential for increasing sales performance. PlanogramBuilder streamlines this task by providing a globally accessible online 3D platform where you can design, evaluate, improve, and distribute your ideal store layout while keeping your product data up-to-date. The platform offers impressive visualization tools for showcasing your products and their placements. Additionally, it enables you to create reports, schematic diagrams, and high-resolution images that can be invaluable resources for your sales team and clients during the store setup process. Users enjoy the advantage of accessing the latest software version through a secure login, allowing them to create, manage, and collaborate on their planogram initiatives from any device with internet access. Moreover, your product offerings, point-of-sale materials, shelving units, and marketing assets are all organized within a cohesive online database, categorized to fit your operational needs, which streamlines the entire workflow. This all-encompassing strategy not only boosts efficiency but also enhances collaboration among team members, ultimately leading to improved results across the board. Additionally, the ability to share designs and receive feedback in real-time ensures that all stakeholders are aligned throughout the planning process.

What is CHECKMOB?

Field Service Management Software is crucial for enhancing operations, increasing productivity, and ensuring customer satisfaction. CHECKMOB has been developed specifically to streamline field service requests, thereby improving operational effectiveness. By providing immediate access to field service activities, your team can fully embrace the digital transformation journey. CHECKMOB equips field supervisors with real-time insights into current operations, allowing them to customize forms and checklists, which in turn reduces rework and cuts costs after tasks are completed. It also ensures automatic data synchronization, regardless of connectivity challenges, further boosting productivity and enhancing customer satisfaction. Automating the oversight of your mobile workforce enables you to make informed decisions based on insightful reports and dashboards. Moreover, the software integrates effortlessly with your ERP and CRM systems, linking CHECKMOB to various applications to elevate process performance and support your field staff. By adopting cutting-edge technologies that spur business growth, you can achieve remarkable results! Furthermore, CHECKMOB offers a user-friendly interface that guarantees a seamless transition for your team, simplifying the adoption and effective utilization of the software, ultimately leading to a more efficient workflow.

Media

Media

Media

Integrations Supported

Microsoft Excel

Integrations Supported

Microsoft Excel

Integrations Supported

Microsoft Excel

API Availability

Has API

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

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

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

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

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

PlanogramBuilder

Company Website

planogrambuilder.com

Company Facts

Organization Name

CHECKMOB

Date Founded

2013

Company Location

Brazil

Company Website

pt.checkmob.com

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

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

Trade Promotion Management

Analytics / ROI Tracking
Approval Workflow
Budgeting & Forecasting
Claims Management
Competitor Analysis
Compliance Management
Customer Management
Discount Management
Pricing Optimization
Promotion Calendar
Settlement Management
Trade Agreement 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

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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