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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 Service Pro?

Easily oversee all aspects of your field service operations, from customer interactions and asset management to order fulfillment, invoicing, and reporting, with Service Pro, an enterprise-level application aimed at optimizing field service management. In light of the prevailing issues of shrinking profit margins and intense competition for clients, improving the efficiency of your service department in managing field resources has become essential. Service Pro offers powerful features like Dispatching, Contracts, Appointments, and Work Orders that can greatly enhance your field service effectiveness. With years of expertise in service management software and a diverse client portfolio across various sectors, we have embedded comprehensive service capabilities into Service Pro®. We invite you to investigate our software and discover the advantages it can provide for your business. As a cloud-based solution, Service Pro streamlines the daily management of your service operations, removing the hurdles typically associated with traditional on-premises IT systems, thus allowing your team to concentrate on providing outstanding service to your clients. In this way, Service Pro not only improves operational efficiency but also helps businesses adapt to the fast-changing demands of the field service industry.

Media

Media

Integrations Supported

Dragon Metrics

Integrations Supported

Dragon Metrics

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

MSI Data

Date Founded

1989

Company Location

United States

Company Website

www.msidata.com/service-pro-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

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

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