Average Ratings 57 Ratings

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Average Ratings 0 Ratings

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Description

Momentum makes service businesses more profitable. Momentum is a software platform powered by a network of GPS devices on your vehicles, equipment, and crews. It gives you sophisticated financial and operational insights, automatically. With Momentum, there's no time-consuming data entry. And you don't have to worry about human error. That's why Momentum work when other software fails. All you have to do is get connect Momentum's devices. Our software will do the rest, automatically. Features: - Accurate job costing - Automated budgeted vs actual reporting - Real-time financial insights - 24/7 asset tracking - Fleet maintenance Momentum's devices create a connected network of your vehicles, equipment and crews. - The Eagle One GPS tracker works on all vehicles, trailers & heavy equipment. It's easy to install with an OBD-II or 12V battery harness. - The Toolie gives you location and activity tracking for your light equipment. - The CrewID is the only privacy-first labor cost tracker on the market. You'll get precise labor costs, automatically and without data entry. Get a deep understanding of how your operational activity impacts your profitability.

Description

Upon logging into MomentumTRUST, users encounter a dashboard that showcases real-time snapshots of vital account metrics for their portfolios. This dashboard is crafted to facilitate strategic daily planning. By integrating with trading software, it aggregates transactions and pricing, thus offering users immediate valuations of all customer accounts. The social networking feature enables users to leave comments on nearly any entity and monitor changes over time. MomentumTRUST’s built-in CRM+ system streamlines the process of tracking and connecting with prospects, accounts, households, beneficiaries, grantors, and other third-party relationships involved in trust management. Whether you are working from the office or while traveling, you can conveniently assess and address client inquiries using MomentumTRUST’s portfolio analytics tools. Moreover, the platform's secure, in-system scanning and document storage capabilities allow businesses to efficiently organize and retrieve files within a cloud-based framework, ensuring that all necessary information is readily accessible when needed. This comprehensive approach not only enhances productivity but also significantly improves client service.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Yes 
Amazon Web Services (AWS) Yes 
Android Yes 
Apple iOS Yes 
Facebook Yes 
Microsoft 365 Yes 
Motileo Yes 
Samsung Internet Browser Yes 
Swagger Yes 
Twilio Yes 

Integrations

Amazon No 
Amazon Web Services (AWS) No 
Android No 
Apple iOS No 
Facebook No 
Microsoft 365 No 
Motileo No 
Samsung Internet Browser No 
Swagger No 
Twilio No 

Pricing Details

$20 per device per month,
Includes hardware, iOS and Android mobile apps and unlimited access/seats to the Momentum platform
Free Trial Yes 
Free Version Yes 

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 Yes 
Mac Yes 
Linux Yes 
Chromebook Yes 

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) Yes 
Online Support Yes 

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Momentum IoT

Founded

2018

Country

United States

Website

momentumiot.com

Vendor Details

Company Name

Momentum3

Founded

2014

Country

United States

Website

momentum3trust.com/features/

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 Yes 
Payment Collection in the Field No 
Quotes / Estimates Yes 
Routing No 
Scheduling No 
Service History Tracking Yes 
Time Clock No 
Work Order Management No 

Fleet Maintenance

Cost Tracking Yes 
Fuel Tracking Yes 
Maintenance History Yes 
Maintenance Scheduling Yes 
Parts Inventory Management No 
Repair Tracking No 
Tire Management Yes 
Vehicle Information Yes 
Warranty Tracking No 
Work Order Management No 

Fleet Management

Dispatch Management Yes 
Employee Management Yes 
Fuel Management Yes 
GPS Tracking Yes 
Incident Reporting No 
Inspection Management No 
Inventory Management No 
Maintenance Management No 
Mileage Tracking Yes 
Motor Pool No 
Routing No 
Tire Management No 
VIN Lookup Yes 
Work Order Management No 

Fuel Management

Billing & Invoicing No 
Fuel Card Reconciliation No 
Fuel Cards No 
Fuel Cost Management No 
IFTA Reporting No 
Industry Pricing No 
Personnel Management Yes 
Third Party Interface No 
Variables Monitoring No 

GPS Tracking

Alerts/Notifications Yes 
Asset Tracking Yes 
Driver Management Yes 
Historical Reporting Yes 
Mobile Tracking Yes 
People Tracking Yes 
Real Time Tracking Yes 
Routing No 
Status Tracking Yes 
Territory Management Yes 
Vehicle Tracking Yes 

Industrial IoT

Condition Monitoring No 
Data Visualization No 
Factory Data Analytics No 
Machine Learning No 
Machine Workflow Creation No 
Predictive Maintenance Yes 
Production Line / Factory Insights No 
Real-Time Monitoring Yes 
Reporting / Analytics Yes 
Smart Alerts / Notifications Yes 

Product Features

Investment Management

Accounting Management No 
Benchmarking No 
Bonds / Stocks No 
Client Management No 
Commodities No 
Compliance Reporting No 
Data Import / Export No 
For Investment Advisors No 
For Investors & Traders No 
Fund Management No 
Modeling & Simulation No 
Payroll & Commissions No 
Performance Metrics No 
Portfolio Management No 
Risk Management No 

Trust Accounting

Accrual Accounting No 
Activity Tracking No 
Asset Gain & Loss Reporting No 
Check Writing No 
Compliance Management No 
Cross Ledger Posting No 
Customer Statements No 
Fee Calculation & Posting No 
Receipt Management No 
Tax Management No 

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