Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
The information regarding your clients holds significant value, so please continue reading. Since Pocket Office is a newly launched product, there will be no automatic transfer of your data from Bridge. If you possess a spreadsheet containing your client information, you can easily upload it into Pocket Office. In any case, make sure to back up any crucial data from the Bridge app elsewhere before it is permanently closed. We recognize that maintaining cash flow is vital for small businesses, which is why it's advisable to inform your clients to get in touch with you directly regarding any outstanding payments during this transition phase. If your Bridge app has been configured to process credit card transactions, this service, provided by our partners at Pin Payment, will remain accessible even after the Bridge app ceases operations. Therefore, taking these steps will help ensure a smooth transition without losing important client information.
Description
XOi enables field service businesses throughout North America to enhance their operations by utilizing eco-friendly technologies and reducing the need for multiple truck rolls. Each technician already has access to a high-definition camera, and with XOi, they can efficiently document their work sites in a secure manner. This improvement leads to superior record-keeping, a decrease in customer disputes, and potentially lower insurance premiums. It's a fact that sending out an additional truck, costing nearly $600, can severely diminish your profit margins. Instead, consider equipping your technicians with a comprehensive content portal that includes training manuals, wiring diagrams, and manufacturer resources, along with the option for virtual coaching to prepare them for any challenges they might face on the job. As the workforce faces a shortage, with over 30 million field service positions expected to remain unfilled by 2020, XOi creates a vital link between inexperienced technicians on-site and seasoned professionals in the office. This innovative approach not only enhances service delivery but also ensures a smooth transition of knowledge and skills, effectively tackling the looming talent gap in the industry.
API Access
Has API
No
API Access
Has API
No
Integrations
Davisware Vision
No
FieldConnect
No
Jonas Enterprise
No
Locl
Yes
NodeOps
No
Operix
No
Shark Byte Sales and Estimating CRM
No
Integrations
Davisware Vision
Yes
FieldConnect
Yes
Jonas Enterprise
Yes
Locl
No
NodeOps
Yes
Operix
Yes
Shark Byte Sales and Estimating CRM
Yes
Pricing Details
No price information available.
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
Yes
iPad App
Yes
Android App
Yes
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)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Yellow Pages
Country
Australia
Website
www.yellow.com.au/news/bridge-pocketoffice/
Vendor Details
Company Name
XOi Technologies
Founded
2013
Country
United States
Website
www.xoi.io
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
Yes
Contingency Billing
No
Customer Portal
No
Customizable Invoices
Yes
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
Yes
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
Yes
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
Yes
Product Features
Field Service Management
Billing & Invoicing
No
Contact Database
No
Contract Management
No
Customer Database
No
Dispatch Management
Yes
Electronic Signature
No
Inventory Management
No
Mobile Access
Yes
Payment Collection in the Field
Yes
Quotes / Estimates
No
Routing
No
Scheduling
No
Service History Tracking
Yes
Time Clock
Yes
Work Order Management
Yes
HVAC
Billing & Invoicing
No
Customer Database
No
Dispatch Management
Yes
Inventory Control
No
Job Management
Yes
Maintenance Scheduling
No
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
No
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
Yes
Plumbing
Billing & Invoicing
No
Customer Database
No
Dispatch Management
Yes
Inventory Control
No
Job Management
Yes
Mobile Access
Yes
Quotes / Estimates
Yes
Routing
No
Scheduling
No
Service History Tracking
Yes
Technician Management
Yes
Work Order Management
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