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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 XForms Mobile?

Busy AF technicians have a strong appreciation for the mobile forms software, which streamlines their workflow. You can visualize your submitted forms as a proportional block widget, and by clicking on the form type, you can explore essential performance metrics. For a more detailed look, drill down to access a filtered grid view complete with custom columns or utilize the print to PDF feature. Additionally, you can export all gathered data to Excel and receive automatic email notifications. Our RESTful API facilitates seamless integration with other applications, enhancing your operational efficiency. With our user-friendly tool, you can create and modify your own forms effortlessly. The software boasts a drag and drop interface, fully controllable Excel-like table grids, and calculated fields for accurate data management. You also have the ability to clone sections, forms, and field controls, along with an automatic form version control system to keep everything organized. This comprehensive suite of features ensures that technicians can focus more on their tasks and less on administrative burdens.

Media

Media

Integrations Supported

Salesforce

Integrations Supported

API Availability

API Availability

Pricing Information

$20/month
For non-profit and volume pricing, please reach out to us. For more information on our various pricing options, visit our website.
Free Trial Offered?

Pricing Information

$30/month/user
Free Trial Offered?

Supported Platforms

SaaS
iPhone
Windows
Mac

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Youreka

Date Founded

2008

Company Location

United States

Company Website

www.youreka.io

Company Facts

Organization Name

XForms, LLC

Date Founded

2017

Company Location

United States

Company Website

xformsmobile.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
Drag & Drop
Version Control

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