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Description

Canfigure is a modular software solution for automation of business processes and workflows. Pre-built modules include Asset Management, Computerized Maintenance Management System (CMMS), Configuration Management Database (CMDB), Service Desk, Change Management, Equipment Management and Test Validation. Any combination of modules can be implemented and tailored to specific requirements. We specialize in migrating companies away from using Excel sheets or multiple legacy systems to maintain their critical data, by implementing a centralized, intuitive and cost-effective solution that puts you in control of your data. Furthermore, Canfigure enables unique customization capability that allows your administrators to implement system changes without Vendor involvement or further expense.

Description

Software for field service management in every industry. SMART Software works with you to streamline your routes and provide detailed reporting and analysis to help you grow your service business. Our software support team is the best in the industry and includes on-site training. Streamline your business operations and keep all your important customer information in one place. Our inventory management, equipment tracking and time management tools, as well as reporting, will help you increase your bottom line. You can keep track of all aspects related to Service Issues, including ticketing and technician routing, inventory control, and vehicle maintenance. We forecast vault cash differently to any ATM software or processor. ATM SMART is a popular choice for customers who return 20% of their vault cash. SMART offers a powerful, integrated CRM solution that allows you to manage your relationships with customers, vendors, sales prospects, and other business contacts.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Active Directory Yes 
Jira Yes 
Meetrics No 
Salesforce Yes 
ServiceNow Yes 
Smartsheet Yes 

Integrations

Active Directory No 
Jira No 
Meetrics Yes 
Salesforce No 
ServiceNow No 
Smartsheet No 

Pricing Details

$2000 per year
Sum total of assets plus number of power users.
Free Trial Yes 
Free Version No 

Pricing Details

$74.99
$19 for next 10 users
$15 for next 10 users
$10 per user after that
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Canfigure

Founded

2019

Country

United States

Website

www.canfigure.net

Vendor Details

Company Name

SMART

Founded

1998

Country

United States

Website

www.smart.software

Product Features

Asset Tracking

The Canfigure Asset Management Module offers comprehensive features for managing the entire life cycle of fixed assets and inventory. This module is not restricted to IT equipment; it can encompass any type of Plant, Property, or Machinery. It allows for the collection of all relevant maintenance data as well as financial information, with the added capability to customize the database structure further. Integrated workflows oversee the processes of installation, maintenance, transfer, and retirement of assets. The inventory management feature enables the tracking of items across various locations along with effective stock management. Additionally, our Asset Mobile application facilitates label scanning and inventory counts. The module includes built-in depreciation features and provides the option to connect with your accounting software.

Activity Tracking Yes 
Audit Trails Yes 
Barcoding / RFID Yes 
Checkout / Check-In Yes 
Depreciation Tracking Yes 
Disposal Tracking Yes 
Inventory Management Yes 
Location Tracking Yes 
QR Codes Yes 
Reservations Yes 
Service History Yes 

Change Management

The Canfigure Service Desk module has been designed in alignment with ITIL standards. When paired with the Canfigure CMDB and Change Management components, it offers a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven method, users can create tailored forms and workflows for various ticket categories, such as Problem Management, approval processes for Service Requests, and automated ticket distribution to support teams. The relationship features enabled by the integrated CMDB facilitate connections between incidents and Configuration Items, incorporating associated RFCs, Tasks, and Personnel. Service Levels can be tracked based on established SLA resolution times, allowing for the compilation of statistics for analyzing Key Performance Indicators (KPIs).

Approval Workflow Yes 
Audit Trail Yes 
Automated Notifications No 
Change Calendar Yes 
Change Planning Yes 
Compliance Management Yes 
Prioritization Yes 
Release Management Yes 
Task Management Yes 
Tracking & Reporting No 
Training Management No 

CMDB

The Canfigure Configuration Management Database (CMDB) serves as a comprehensive hub for managing all your asset information and their interconnections. With robust querying and reporting features, the CMDB enables you to pinpoint the location of an asset, identify its current user, and understand its dependencies. Designed to support a wide array of IT asset categories, including servers, software applications, databases, networks, personnel, and physical locations, Canfigure is highly adaptable, allowing you to easily integrate additional asset types and attributes as needed. The platform includes user-friendly administrative tools that empower you to create custom forms, menus, and tailor various elements of the system to fit your requirements. You can swiftly populate the database by importing data from Excel, and automated data feeds can be facilitated through available APIs. For those seeking enhanced functionality, you can optionally incorporate Change Management, which offers multi-tier approval processes and notifications for any infrastructure changes.

Change Management Yes 
Configuration Management Yes 
Data Visualization Yes 
Device Auto Discovery No 
IT Asset Management Yes 
Impact Management Yes 
License Management Yes 
Performance Management No 
Relationship Mapping Yes 

CMMS

Canfigure is capable of functioning as a Computerized Maintenance Management System (CMMS) by leveraging its Asset Management module alongside a mobile application. The system allows users to categorize various assets and monitor their life-cycle, complete with detailed maintenance records and management of work orders. Users can establish a maintenance timetable for assets, which can include automated alerts and the ability to initiate certain workflows when necessary. Additionally, the system offers features for tracking inventory and spare parts, including capabilities for barcode scanning and generating labels. Users can also check in and check out tools or computer equipment seamlessly. The mobile application enables remote access to a variety of asset management tasks, such as submitting work orders and attaching images for reference.

Asset Tracking Yes 
Calibration Management Yes 
Inventory Control Yes 
Key & Lock Management No 
Mobile Access Yes 
Preventive Maintenance Yes 
Purchasing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management No 
Work Order Management Yes 

Fixed Asset Management

The Canfigure Asset Management Module offers comprehensive tools for managing the entire life cycle of fixed assets and inventory. It accommodates a wide range of assets beyond just IT equipment, including any type of Plant, Property, or Machinery. This system allows for the recording of all maintenance activities and financial data, while also providing the ability to customize the database structure as needed. It features integrated workflows to oversee the installation, maintenance, transfer, and retirement of assets. Additionally, the inventory management feature enables efficient tracking of items across various locations alongside stock control. Our Asset Mobile app facilitates label scanning and inventory audits. The module includes built-in depreciation features and can be integrated with your existing accounting software for seamless financial management.

Asset Budgeting Yes 
Asset Lifecycle Management Yes 
Audit Trail Yes 
Barcoding / RFID Yes 
Depreciation Management Yes 
Disposal Management Yes 
Document Management Yes 
Inventory Tracking Yes 
Tax Management Yes 

Help Desk

The Canfigure Service Desk module has been designed in alignment with ITIL standards. When paired with the Canfigure CMDB and Change Management components, it creates a comprehensive IT Service Management (ITSM) solution. This template-driven methodology allows for the creation of tailored forms and workflows specific to various types of tickets, such as Problem Management, Service Request approvals, and automated ticket distribution to the appropriate support teams. The relationship functionality offered by the underlying CMDB facilitates connections between incidents and Configuration Items, which include associated Requests for Change (RFC), tasks, and personnel. Service Levels can be tracked in accordance with established SLA resolution timelines, enabling the generation of statistics for analysis of Key Performance Indicators.

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums Yes 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat No 
Multi-Channel Communication Yes 
Multiple Brands / Products Yes 
Network Monitoring No 
Real-time Chat No 
Self Service Portal Yes 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

Inventory Management

The Canfigure Asset Management Module offers comprehensive features for managing the entire life cycle of fixed assets and inventory. It accommodates a wide range of assets beyond just IT equipment, including various types of Plant, Property, and Machinery. This module allows for the collection of all maintenance-related information alongside financial data, with the added option to customize the database structure as needed. Integrated workflows streamline processes for installation, maintenance, transfer, and disposal of assets. In addition, the inventory management feature enables efficient tracking of items across different locations, complete with stock control functionalities. Our Asset Mobile application facilitates label scanning and inventory audits. Moreover, the system includes a built-in depreciation feature and the capability to integrate with your existing accounting software.

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting Yes 
Inventory Optimization Yes 
Kitting No 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification No 
Reorder Management Yes 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management Yes 

Issue Tracking

The Canfigure Service Desk module has been developed in alignment with ITIL frameworks. When used alongside the Canfigure CMDB and Change Management features, it creates a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven methodology, the system allows for the creation of tailored forms and workflows for various Ticket categories, such as Problem Management, Service Request approvals, and automated ticket routing to support teams. The relationship functionality offered by the CMDB enables connections between incidents and Configuration Items, as well as associated Requests for Change (RFCs), Tasks, and personnel. Service Levels can be tracked based on established SLA resolution timelines, facilitating the generation of statistics for analyzing Key Performance Indicators.

Assignment Management Yes 
Dashboard Yes 
Escalation Management Yes 
Issue Auditing Yes 
Issue Scheduling Yes 
Knowledge Base Yes 
Project Management No 
Recurring Issues Yes 
Scheduling Yes 
Task Management Yes 

IT Asset Management

The Canfigure Asset Management Module offers comprehensive tools for managing the entire life-cycle of fixed assets and inventory. This module is versatile, accommodating not just IT equipment but also various types of Plant, Property, and Machinery. It enables users to record all maintenance-related information alongside financial data, with the added option to customize the database schema as needed. Integrated workflows oversee the processes of installation, maintenance, transfer, and decommissioning of assets. Additionally, the inventory feature facilitates the monitoring of items across different locations while providing effective stock management. Our Asset Mobile application allows for label scanning and stocktaking to enhance efficiency. Moreover, the module includes built-in depreciation functionality and can seamlessly integrate with your existing accounting software.

Asset Tracking Yes 
Audit Management Yes 
Compliance Management Yes 
Configuration Management Yes 
Contract/License Management Yes 
Cost Tracking Yes 
Depreciation Management Yes 
IT Service Management Yes 
Inventory Management Yes 
Maintenance Management Yes 
Procurement Management Yes 
Requisition Management No 
Supplier Management Yes 

IT Management

Capacity Monitoring No 
Compliance Management No 
Event Logs No 
Hardware Inventory Yes 
IT Budgeting Yes 
License Management Yes 
Patch Management No 
Remote Access No 
Scheduling No 
Software Inventory No 
User Activity Monitoring No 

IT Service

The use of a template-driven method facilitates the creation of personalized forms and workflows tailored for various Ticket categories, such as Problem Management, Service Request approvals, and the automatic assignment of tickets to relevant support teams. The foundational CMDB's relationship functionality enables connections between incidents and Configuration Items, encompassing associated RFCs, Tasks, and Personnel. Service Levels can be tracked based on established SLA resolution timelines, generating data for evaluating Key Performance Indicators.

Contract Management Yes 
IT Asset Management Yes 
Incident Management Yes 
Knowledge Management Yes 
Release Management Yes 
Self Service Portal Yes 
Service Catalog Yes 
Service Reporting Yes 
Ticket Management Yes 

ITSM

The Canfigure Service Desk module is designed with a foundation in ITIL best practices. When paired with the Canfigure CMDB and Change Management components, it offers a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven methodology, it allows for the creation of customized forms and workflows tailored to various Ticket types, such as Problem Management, approvals for Service Requests, and automatic ticket routing to appropriate support teams. The underlying CMDB’s relationship feature facilitates connections between incidents and Configuration Items, as well as associated RFCs, Tasks, and personnel. Service Levels can be tracked in accordance with specified SLA resolution timelines, enabling the generation of statistics for analyzing Key Performance Indicators (KPIs).

Asset Tracking Yes 
Availability Management Yes 
Change Management Yes 
Configuration Management Yes 
Contract/License Management Yes 
Dashboard Yes 
Incident Management Yes 
Problem Management Yes 
Project Management No 
Release & Deployment Management Yes 
Self Service Portal Yes 

Service Desk

The Canfigure Service Desk module is designed in alignment with ITIL standards. When paired with the Canfigure CMDB and Change Management, it creates a comprehensive IT Service Management (ITSM) solution. Utilizing a template-driven method, it allows for the creation of personalized forms and workflows tailored to various Ticket categories, such as Problem Management, Service Request approvals, and automatic ticket assignment to relevant support teams. Thanks to the relationship features of the integrated CMDB, it is possible to establish connections between incidents and Configuration Items, including associated Request for Changes (RFCs), Tasks, and personnel. Service Levels can be tracked based on established SLA resolution times, facilitating the generation of statistics for analyzing Key Performance Indicators (KPIs).

CMDB Yes 
Change Management Yes 
IT Asset Management Yes 
Incident Management Yes 
Knowledge Base Yes 
Mobile Access Yes 
Procurement Management Yes 
Remote Control No 
SLA Management Yes 
Self Service Portal Yes 

Product Features

Asset Tracking

Activity Tracking No 
Audit Trails No 
Barcoding / RFID No 
Checkout / Check-In No 
Depreciation Tracking No 
Disposal Tracking No 
Inventory Management No 
Location Tracking No 
QR Codes No 
Reservations No 
Service History No 

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking Yes 
Controls Testing Yes 
Environmental Compliance Yes 
FDA Compliance No 
HIPAA Compliance No 
ISO Compliance No 
Incident Management Yes 
OSHA Compliance No 
Risk Management No 
Sarbanes-Oxley Compliance No 
Surveys & Feedback No 
Version Control No 
Workflow / Process Automation Yes 

Contact Management

Activity Management No 
Appointment Management Yes 
Contact Database Yes 
Contact History Yes 
Contact Import/Export Yes 
Customer Pipeline Yes 
Email Marketing Yes 
Group Management Yes 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools Yes 
Sales Pipeline Management Yes 
Search / Filter Yes 
Segmentation No 
Shared Contacts Yes 
Social Media Integration No 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking No 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature No 
Full Text Search No 
Government Contracts No 
Pre-built Templates No 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control No 
Workflow Management No 

Employee Monitoring

Activity Monitoring No 
Browsing History No 
Email Monitoring No 
Keystroke Recording No 
Productivity Analysis Yes 
Remote Control No 
Screen Activity Recording No 
Time & Attendance No 
Time Tracking Yes 

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management Yes 
Customer Database Yes 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management Yes 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

Help Desk

Alerts / Escalation Yes 
Automated Routing No 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management Yes 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management Yes 
Live Chat No 
Multi-Channel Communication No 
Multiple Brands / Products No 
Network Monitoring No 
Real-time Chat No 
Self Service Portal No 
Service Level Agreement (SLA) Management No 
Ticket Management No 

Inventory Control

Allocation Yes 
Barcoding Yes 
Cost Tracking Yes 
Forecasting No 
Item Management Yes 
Order Management Yes 
Procurement Management No 
Reorder Management No 
SKU / UPC Codes Yes 
Serial Number Tracking Yes 
Supplier Management Yes 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting No 
Inventory Optimization No 
Kitting Yes 
Manufacturing Inventory Management Yes 
Mobile Access Yes 
Multi-Channel Management Yes 
Product Identification Yes 
Reorder Management No 
Reporting/Analytics Yes 
Retail Inventory Management No 
Supplier Management Yes 
Warehouse Management Yes 

Issue Tracking

Assignment Management Yes 
Dashboard Yes 
Escalation Management Yes 
Issue Auditing Yes 
Issue Scheduling Yes 
Knowledge Base Yes 
Project Management Yes 
Recurring Issues Yes 
Scheduling Yes 
Task Management Yes 

Lead Management

Activity Tracking Yes 
Campaign Management Yes 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management Yes 
Prospecting Tools No 
Source Tracking No 

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Route Planning

Capacity Planning No 
Drag & Drop Scheduling Yes 
Driver Management Yes 
Emergency Dispatch Yes 
GPS Tracking Yes 
Performance Metrics Yes 
Route Costing No 
Territory Management Yes 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management Yes 
Contract Management Yes 
Customer Database Yes 
Inventory Control Yes 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Transportation Dispatch

Billing & Invoicing Yes 
Computer Aided Dispatch Yes 
Customer Database Yes 
Emergency Dispatch Yes 
Fuel Management No 
Mileage Tracking Yes 
Order Management No 
Routing Yes 
Scheduling Yes 
Vehicle Tracking Yes 

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