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Description
Paper Tracker stands out as one of the most sophisticated tools available for process servers in today's market. With the capability to operate from any location with internet access, it eliminates the need for specialized hardware and is compatible with Windows, Mac, and Linux through browsers like Chrome, IE, and Firefox, making it an excellent choice for businesses with remote employees or multiple branches. Users can efficiently monitor and create invoices, service proofs, field sheets, and billing statements for outstanding balances while organizing statements by case number, managing accounts receivable and payable, and maintaining a check register. Additionally, the Client Web Portal significantly cuts down on office calls by allowing clients to check the real-time status of their jobs, print returns, invoices, and statements, and access any documents that have been made visible to them. The mobile application enhances functionality by providing servers with routing directions for their assigned tasks, enabling them to record service attempts and details, and facilitating the upload of GPS timestamped photos linked to each job. This combination of features not only streamlines the workflow for process servers but also improves client communication and transparency.
Description
Our innovative distribution software and mobile application significantly enhance your efficiency by removing the need for paper forms altogether. This transformation not only prevents issues with illegible or misplaced forms but also streamlines operations for users both in the field and at their desks. To start, our web-based interface can be accessed through popular browsers such as Chrome and Firefox. This means you can effortlessly create work orders for various services—such as maintenance, deliveries, or quotes—no matter where you are. The process mimics the traditional method of filling out a paper form, but it takes a fraction of the time! You can quickly select the appointment date, assign an employee, and provide detailed descriptions, customer information, and task locations. Additionally, our mobile application allows you to fill out work orders on the go and sends SMS notifications to customers with just a tap. Upon arrival at the job site, you can perform the required tasks and attach photos, notes, and products for invoicing. Once the job is finished, the client can sign electronically, and they will promptly receive a PDF copy via email for their records. Overall, this system revolutionizes the way service-oriented businesses operate, promoting efficiency and customer satisfaction.
API Access
Has API
API Access
Has API
Integrations
Internet Explorer
Mozilla Firefox
QuickBooks Enterprise
Pricing Details
$50 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Caffeine Code Inc.
Founded
2016
Country
United States
Website
www.papertracker.biz/process-server-software
Vendor Details
Company Name
Diffusion Solutions Integrees
Website
www.progressionlive.com
Product Features
Product Features
Transportation Dispatch
Billing & Invoicing
Computer Aided Dispatch
Customer Database
Emergency Dispatch
Fuel Management
Mileage Tracking
Order Management
Routing
Scheduling
Vehicle Tracking