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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Give your customers and partners the visibility they require to empower them. Your customers and partners can interact with you 24/7 via online portals. This will result in higher customer satisfaction, lower service delivery costs, and increased sales. All account information can be stored in the form Prospects, Customers, and Vendors. The 360-degree page gives you a complete view of your Account's Contacts and Quotes, Work Orders. It also shows Installed Products, Sites, Contract specific documents, and Work Orders. Additional account information, such as billing addresses and shipping addresses, tax information, and contact information, should be kept. Set up approval processes for your quotes and contracts. For potential sales or service orders, provide quotations to your customers. With the most current sales tax tables, automatically calculate your Sales Taxes.

Description

Optimize My Day provides top-notch solutions tailored for mobile operations that are integral to the value chain. This robust cloud-based platform enhances not only routes and schedules but also customer engagement and all facets of mobile workflows. Our economical solution is straightforward to deploy and integrates effortlessly with your current IT systems, making it ready for immediate utilization. For field-service route planning to be effective, it must be adaptable to changing circumstances. The goal is to minimize travel durations, enabling more meaningful interactions with clients. Our route-planning software equips your field personnel with a real-time summary of their upcoming customer visits, allowing them to spend less time on the road and more time engaging with clients. Additionally, OMD Go efficiently handles mobile order management for your sales teams, service technicians, and other field workers, who only require a mobile device with internet connectivity to get started. With this solution, your team can maximize productivity and enhance customer satisfaction simultaneously.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Docusign
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
Sage 500
Salesforce

Integrations

Docusign
QuickBooks Online
QuickBooks Online Advanced
SAP Business One
Sage 500
Salesforce

Pricing Details

$75 per month
Free Trial
Free Version

Pricing Details

$100 one-time payment
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BiznusSoft

Founded

2013

Country

United States

Website

www.biznussoft.com/field-service

Vendor Details

Company Name

OptimizeMyDay

Founded

2000

Country

Germany

Website

www.optimizemyday.com

Product 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

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

Product 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

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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