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onPhaseonPhase is a comprehensive financial automation platform that helps businesses optimize their back-office operations. By automating processes like invoice capture, approvals, and payments, onPhase reduces manual errors and speeds up workflows. The AI-powered system ensures that invoices are processed accurately through intelligent 2-way, 3-way, or 4-way matching, improving financial transparency. It also provides powerful document management capabilities, keeping contracts, W-9s, and receipts secure and audit-ready. The platform integrates with leading ERP systems like NetSuite, SAP, and Microsoft Dynamics, ensuring smooth data flow across various systems and real-time updates, which enhances organizational efficiency. With onPhase, companies can focus more on strategic tasks while automating routine back-office functions.
Description
Eliminate the hassle of misplaced documents, delayed submissions, and the tediousness of filing and scanning by leveraging mobile devices to achieve a truly paperless environment with a cloud-based solution. This innovative system functions even without internet access, allowing you to upload completed forms directly to the cloud once connectivity is restored. Enhance your submissions by attaching images, specifying locations, collecting signatures, and more. Stay informed with notifications when specific forms are submitted and create personalized alerts for different document categories, such as automatically forwarding all incident reports to the Health, Safety, and Environment (HSE) manager. Begin by converting your existing PDF or Word documents into fillable PDF forms that can be deployed to your team in mere minutes. You can also upload Word, Excel, and read-only PDF manuals for field access. The system captures and stores the data from form fields in a database for future use, while flat PDF files are uploaded to the cloud for convenient retrieval. When generating custom reports, you can easily export the data from your forms for further analysis. Additionally, perform tailored processing on your forms, which may include features like serialized fields, auto-population of fields, automatic calculations, synchronization with other storage systems, and much more. This comprehensive approach not only streamlines workflow but also enhances productivity across your organization.
Description
As a leader in enterprise mobile forms software, FastField empowers organizations with all the tools necessary to quickly collect accurate and meaningful data from a mobile workforce. We offer a simple and intuitive website and mobile app that are accessible across iOS and Android. FastField is flexible and dynamic, capable of complete customization and full automation of your form collection workflow. Our focus is business intelligence, transforming your forms into meaningful data that helps you make informed decisions for your business.
• Simple / Intuitive UI for Mobile and Web
• Extreme Flexibility For Any User / Use Cases
• Highly Customizable Forms Workflow
• Robust Offline/Online Data Capture Support
• Fully Integrated Data Analytics Platform With Automated Custom Alerts
• Full Multi-Media Capture Support With Annotation and Comment Capabilities
• Enterprise Level Integration Support: Cloud Storage or Private Data Delivery
• Application Branding (White Label Solutions)
API Access
Has API
API Access
Has API
Integrations
Asset Integrity Hub (AIH)
Dropbox
Gmail
Google Docs
Google Drive
Insightly
Microsoft 365
Microsoft Excel
Microsoft SharePoint
Salesforce
Integrations
Asset Integrity Hub (AIH)
Dropbox
Gmail
Google Docs
Google Drive
Insightly
Microsoft 365
Microsoft Excel
Microsoft SharePoint
Salesforce
Pricing Details
$5 per user per month
Free Trial
Free Version
Pricing Details
$20.00/month/user
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
Chameleon Forms
Founded
2017
Country
Canada
Website
chameleonformsapp.com
Vendor Details
Company Name
Quickbase
Founded
2010
Country
United States
Website
www.fastfieldforms.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
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
Inspection
Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor 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
Facility Management
Asset Management
Commercial Properties
Equipment Management
Facility Scheduling
Incident Management
Inspection Management
Inventory Control
Maintenance Tracking
Preventive Maintenance
Residential Properties
Room Scheduling
Schools
Space Planning
Vendor Management
Visitor Management
Work Order Management
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
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
Inspection
Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Print on Site
Report Templates
Speech Recognition
Subcontractor Management
Maintenance Management
Asset Tracking
Billing & Invoicing
Calibration Management
Dispatch Management
Inventory Control
Inventory Management
Key & Lock Management
Mobile Access
Planning Calendar
Predictive Maintenance
Preventive Maintenance
Purchasing
Scheduling
Service History Tracking
Technician Management
Work Order Management
Online Form Builders
Artificial Intelligence
Assign Roles / Permissions
Collaboration Tools
Conversational Forms
Data Tables
Drag & Drop / No Code
Export to PDF
HIPAA Compliant
Import Existing Forms
Mobile Forms
Offline Forms
Pre-made Templates
Quizzes / Questionnaires
Reporting / Data Visualization
Signup Forms
Surveys
Punch List
Collaboration
Commenting / Notes
Document Management
Drag & Drop
Drawings Integration
Include Photos In Reports
Issue Tracking
Quality Control Checklist
Task Management
Survey
Custom Survey URLs
Data Analysis Tools
Email Marketing
Mobile Survey
Offline Response Collection
Paper Survey
Question Branching
Question Library
Site Intercept Survey
Skip Logic
Supports Audio / Images / Video
Work Order
Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management
