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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 SMART Software?

SMART Software provides comprehensive field service management solutions tailored for various industries. By collaborating with your team, we enhance route efficiency and deliver in-depth reporting that aids in the expansion of your service operations. Our industry-leading software support team ensures you receive top-notch assistance, including personalized on-site training to maximize your experience. With our system, you can optimize your business processes while centralizing vital customer data in a single location. Our tools for inventory management, equipment tracking, and time tracking, complemented by robust reporting features, are designed to boost your profitability. You can also efficiently manage all elements related to service issues, such as ticketing, technician assignments, inventory oversight, and vehicle upkeep. Unlike standard ATM software or processors, we have a unique approach to forecasting vault cash, making ATM SMART a favored option for clients who typically return 20% of their vault cash. Additionally, SMART includes a powerful, integrated CRM solution to help you effectively nurture relationships with customers, vendors, sales leads, and other key business contacts, ensuring you maintain a competitive edge in your market. This multifaceted approach empowers businesses to operate more efficiently while fostering growth.

Media

Media

Integrations Supported

Meetrics

Integrations Supported

Meetrics

API Availability

Has API

API Availability

Has API

Pricing Information

$0.20 per month
Free Trial Offered?
Free Version

Pricing Information

$74.99
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

SMART

Date Founded

1998

Company Location

United States

Company Website

www.smart.software

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

Asset Tracking

Activity Tracking
Audit Trails
Barcoding / RFID
Checkout / Check-In
Depreciation Tracking
Disposal Tracking
Inventory Management
Location Tracking
QR Codes
Reservations
Service History

Compliance

Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
ISO Compliance
Incident Management
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation

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

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Employee Monitoring

Activity Monitoring
Browsing History
Email Monitoring
Keystroke Recording
Productivity Analysis
Remote Control
Screen Activity Recording
Time & Attendance
Time Tracking

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

Help Desk

Alerts / Escalation
Automated Routing
Community Forums
Customizable Branding
Document Storage
Email Integration
IT Asset Management
Incident Management
Interaction Tracking
Knowledge Base
Known Issue Management
Live Chat
Multi-Channel Communication
Multiple Brands / Products
Network Monitoring
Real-time Chat
Self Service Portal
Service Level Agreement (SLA) Management
Ticket Management

Inventory Control

Allocation
Barcoding
Cost Tracking
Forecasting
Item Management
Order Management
Procurement Management
Reorder Management
SKU / UPC Codes
Serial Number Tracking
Supplier Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Issue Tracking

Assignment Management
Dashboard
Escalation Management
Issue Auditing
Issue Scheduling
Knowledge Base
Project Management
Recurring Issues
Scheduling
Task Management

Lead Management

Activity Tracking
Campaign Management
Lead Capture
Lead Distribution
Lead Nurturing
Lead Scoring
Lead Segmentation
Pipeline Management
Prospecting Tools
Source Tracking

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Route Planning

Capacity Planning
Drag & Drop Scheduling
Driver Management
Emergency Dispatch
GPS Tracking
Performance Metrics
Route Costing
Territory 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

Transportation Dispatch

Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking

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