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What is Youreka?

Imagine the transformation of field technician roles: moving from simple checklist tasks to active involvement in audits, installations, inspections, and assessments that adapt to real-time situations. This advancement allows for the seamless production and completion of forms on a grand scale, while also managing analytics and improving workflows, all within the secure and user-friendly Salesforce environment. Tailored specifically for Salesforce, this mobile solution offers procedural assistance, enforces uniform practices, and collects data even when offline. Equipped with a straightforward drag-and-drop template builder, customizable styling features, and the option to duplicate templates and questions for quicker setup, it significantly enhances operational efficiency. By accumulating an extraordinary volume of information within a single integrated tool, it minimizes risks effectively. Technicians can perform tasks offline, create and adjust Salesforce records without an internet connection, and automatically sync with Salesforce once back online. This cutting-edge strategy not only elevates productivity levels but also guarantees the consistency and reliability of data throughout all processes. Ultimately, this evolution marks a new era in field service, where technology empowers technicians to work smarter and more effectively.

What is FormTab?

Uncover a smarter and more efficient way to collect data in the field, no matter the time or place, with FormTab! This innovative platform enables you to create custom digital forms easily and affordably, making you wonder why you didn't adopt a paperless approach sooner. With our intuitive form builder, you can craft sophisticated mobile forms that meet your specific needs. The capability to work offline allows you to gather data on the move and sync it later, reducing reliance on internet access. Manage your teams, mobile forms, and submissions all from one centralized dashboard, simplifying your workflow. Optimize your processes, integrate your data effortlessly, and gain access from virtually anywhere! As an administrator, you can create, edit, and oversee mobile forms, users, and teams from any location. Elevate your experience with FormTab by enhancing workflow efficiencies through integrations with third-party applications, ensuring that your data collection is not only effective but also adaptable. Embrace the advancement of data collection and revolutionize your operations today, transforming not just how you collect data but also how you analyze and utilize it for informed decision-making.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$11 per user per month
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

Youreka

Date Founded

2008

Company Location

United States

Company Website

www.youreka.io

Company Facts

Organization Name

FormTab

Date Founded

2011

Company Location

New Zealand

Company Website

www.formtabapp.com

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Categories and Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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