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Description
JobWatch offers a comprehensive CRM that consolidates all your customer information, allowing you to gain a thorough and cohesive understanding of each account, contact, site, and contract. This system streamlines processes for your back office team, enabling them to retrieve customer data and histories almost immediately. As a result, calls can be handled quickly and efficiently, along with the booking of new jobs and the monitoring of all calls, tasks, and activities associated with each customer account. With JobWatch, managing contracts becomes effortless; you can create an unlimited number of job types tailored to specific customers, including their agreed-upon rates for labor, parts, delivery, and travel time. This functionality ensures precise billing and invoicing, safeguarding your revenue while enhancing customer satisfaction. Additionally, JobWatch CRM maintains a comprehensive history for each customer account, granting quick access to calls, tasks, activities, jobs, invoices, and various documents like completed job cards, thus facilitating better decision-making and improved service delivery.
Description
While Salesforce serves as an effective database, it tends to be slow, necessitating excessive clicks and numerous browser tabs for daily tasks. Consequently, many users resort to spreadsheets for their work, jotting down sales notes and managing to-do lists in different applications, which leads to scheduling time on their calendars solely for the purpose of transferring information back into Salesforce. Is this truly the most efficient approach? We argue that it is not! Enter Scratchpad, the first workspace uniquely crafted for sales professionals. Every feature and interaction has been thoughtfully designed with account executives in mind, prioritizing speed and convenience. Scratchpad seamlessly integrates sales notes, spreadsheets, tasks, Kanban boards, search functionalities, collaboration tools, and adherence to sales processes within a single, user-friendly workspace that links directly to Salesforce, thereby eradicating the need for multiple tabs and redundant efforts. With a plethora of tasks to manage daily, minimizing clicks is essential; Scratchpad consolidates notes, tasks, and customer informationโincluding emails, calendar events, and activity logsโinto an easily digestible view. This innovative solution eliminates the hassle of toggling between tabs, providing users with a comprehensive overview to facilitate prompt action. Ultimately, Scratchpad aims to revolutionize how sales professionals work, making their processes smoother and more efficient.
API Access
Has API
API Access
Has API
Integrations
Ashby
GenRocket
Google Chrome
Salesforce
Slack
Pricing Details
$35 per user per month
Free Trial
Free Version
Pricing Details
$19 per user per month
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
Orbital Solutions
Country
Australia
Website
www.orbitalsolutions.com.au
Vendor Details
Company Name
Scratchpad
Founded
2019
Country
United States
Website
scratchpad.com
Product Features
Workforce Management
Budgeting & Forecasting
Contractor Management
Employee Lifecycle Management
Labor Projection
Performance Appraisal
Recruiting Management
Scheduling
Skills Tracking
Time & Attendance
Variable Workforce
Product Features
Field Sales
Activity Tracking
CRM
Channel Management
Collaboration Tools
Controlled Access
Dashboard Management
Expense Management
Fast Estimates
Inventory Management
Invoices
Lead / Opportunity Management
Online Payments
Order Management
Quoting
Reporting / Analytics
Route Optimization
Territory Management
Time Tracker
Visit Scheduling
Workflow Management
Sales Performance Management
Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management