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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 Ideagen Smartforms?

Enhancing operational efficiency, providing real-time situational awareness, increasing accuracy, and expediting reporting processes are just a few of the benefits offered by Ideagen Smartforms. This intuitive mobile data capture platform effectively handles all your mobile form needs, including routing and approval workflows, integration, user management, data security, offline synchronization, and data replication. By enabling your organization to create applications that replace conventional paper forms, you will receive cleaner data for instant reporting and streamline your workflows. The offline capability allows your teams to conduct inspections across various production locations without the need for a stable internet connection. Moreover, Ideagen Smartforms supports iOS, Android, and Windows platforms, enabling users to gather diverse data types such as text, images, barcodes, GPS coordinates, audio, and signatures. In addition, the implementation of automated workflows and notifications makes retrieving necessary information timely and straightforward, further boosting your team's efficiency. This all-encompassing solution not only ensures smoother operations but also greatly minimizes the likelihood of data entry mistakes, ultimately leading to more reliable outcomes for your business. Furthermore, the versatility of this platform allows for continuous improvement and adaptation as your business needs evolve.

Media

Media

Integrations Supported

Google Sheets
JSON
Microsoft Excel
Salesforce
XML

Integrations Supported

Google Sheets
JSON
Microsoft Excel
Salesforce
XML

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
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

Ideagen

Company Location

United Kingdom

Company Website

www.ideagen.com/solutions/quality/smartforms

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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