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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Boost your sales with FORM MarketX, an innovative market execution application that facilitates guidance, tracking, and performance enhancement in real-time. With its intuitive drag-and-drop builder, you can create and assign dynamic tasks effortlessly. The app also allows teams to receive contextual support on mobile devices, ensuring task completion is streamlined. Obtain valuable insights through instant reporting, enabling you to send the appropriate task to the right individual at the ideal moment—consistently—thanks to our user-friendly no-code task builder. Select from a variety of 12 task types, including advanced image recognition, and apply conditional logic to expedite responses for your teams. Set up push notifications and alerts to monitor outcomes and tackle issues promptly as they arise. Furthermore, you can assign photo tasks to your field sales teams, allowing them to capture real-time images of execution from any site. Experience the live execution of merchandising and standard operating procedures (SOPs) with data and images stamped with geo-location, time, and user details. Additionally, you can conveniently view and export photos in formats such as PDF, PowerPoint, or through shareable links for effortless distribution, enhancing collaboration among your team members. By utilizing this comprehensive tool, your organization can maximize efficiency and drive better results across all facets of market execution.

Description

ServiceEcho integrates seamlessly into every facet of your organization, streamlining paperwork, enhancing overall visibility, and ensuring that vital information is accessible when needed. Our user-friendly drag-and-drop scheduling tool allows for more efficient management of service teams while providing a comprehensive view of weekly and monthly workloads. The Team Check-in feature simplifies payroll and billing processes, enabling easy tracking of labor, travel, and break times for each work order. Additionally, the platform optimizes travel routes to minimize time spent commuting to and from job sites. Accessible on your field teams' mobile devices, it supplies all necessary job and customer information instantly, empowering your teams to arrive prepared to deliver exceptional service. By leveraging detailed performance reports, you can make informed, data-driven decisions without the burden of manual data collection and calculations. Ultimately, ServiceEcho not only enhances operational efficiency but also supports a more productive and responsive service team.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

FORM OpX Yes 
Microsoft 365 Yes 
Microsoft Azure Yes 
Microsoft Teams Yes 

Integrations

FORM OpX No 
Microsoft 365 No 
Microsoft Azure No 
Microsoft Teams No 

Pricing Details

$25 per user per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

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

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

FORM.com

Founded

2002

Country

United States

Website

www.form.com/products/field-sales-management-app/

Vendor Details

Company Name

ServiceEcho

Founded

2009

Country

Canada

Website

serviceecho.com/product/

Product Features

Data Entry

Abbreviation Detection No 
Data Capture and Transfer Yes 
Data Cleansing No 
Data Entry Verification No 
Data Search Flexibility No 
Duplicate Detection No 
Flexible Search No 
Image Entry Yes 
Library Conversion No 
Mis-Keyed Variation Detection No 
Phonetic Variation Detection No 

Field Sales

Activity Tracking No 
CRM No 
Channel Management No 
Collaboration Tools No 
Controlled Access No 
Dashboard Management No 
Expense Management No 
Fast Estimates No 
Inventory Management No 
Invoices No 
Lead / Opportunity Management No 
Online Payments No 
Order Management No 
Quoting No 
Reporting / Analytics No 
Route Optimization No 
Territory Management No 
Time Tracker No 
Visit Scheduling No 
Workflow Management No 

Field Service Management

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

Retail Execution

AI / Image Recognition No 
Collaboration Tools No 
Data Collection No 
Inspection No 
Pricing / Placement Optimization No 
Product Education No 
Product Promotion Strategy No 
Retail Site Audit No 
Workforce Management No 

Retail Management

CRM Yes 
Commission Management Yes 
Email Marketing Yes 
Employee Management Yes 
Loyalty Program Yes 
Mail Order Yes 
Merchandise Management Yes 
Multi-Location Yes 
Order Management Yes 
Purchase Order Management Yes 
Reporting/Analytics Yes 
Returns Management No 
eCommerce No 

Survey

Custom Survey URLs No 
Data Analysis Tools Yes 
Email Marketing Yes 
Mobile Survey Yes 
Offline Response Collection Yes 
Paper Survey No 
Question Branching Yes 
Question Library No 
Site Intercept Survey No 
Skip Logic Yes 
Supports Audio / Images / Video 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 

Product Features

Field Service Management

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

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 

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