[ Resco –... Reviews ](https://www.g2.com/products/resco-mobility-productivity/reviews) [ Resco –... Reviews ](https://www.g2.com/products/resco-mobility-productivity/reviews) # Resco – Mobility & Productivity Features ##### ## Platform (10) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Document & Content Mgmt. Allows consuming, publishing and editing content from a central interface. Content management for CRM systems might include presentations, documents, images and other related electronic files. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Mobile Access Access software remotely via mobile devices Lead Generation Manage the process of attracting and converting business prospects into leads Show More ##### ## Sales Force Automation (10) Contact & Account Management Store and retrieve information associated to customer contacts and accounts. Track company-wide communication and information about contacts and accounts. Partner Relationship Mgmt. (PRM) Manage partners by tracking channel partner leads and sales opportunities. Provide a partner portal to collaborate with channels on sales opportunities and to share product, pricing, quoting, ordering, and training information Opportunity & Pipeline Mgmt. Manage sales opportunities through their lifecycle from lead to order. Track stages, values, and probabilities of close. Manage sales pipelines by individual sales rep, team, region, and company-wide. Task / Activity Management Manage and track tasks and activities. Assign due dates and integrate to calendars to manage daily schedules and priorities. Territory & Quota Management Assign and manage sales quotas and territories. Track progress against quotas. Change as needed. Desktop Integration Allows users to sync their Email, Calendar and Contact tools with their CRM system. Includes Microsoft Outlook and Google integration. Product & Price List Management Enter product/part numbers and manage the prices associated with them. Typically functionality allows users to add products and prices to opportunities and quotes if these modules are provided within the same system. Quote & Order Management Allows users to create a quote to be provided to a customer that contain at least products, prices and associated discounts. Order management allows users to process orders that contain products, prices and associated discounts. Customer Contract Management Management of contracts made with customers. Contract management includes negotiating the terms and conditions in contracts and ensuring compliance with the terms and conditions, as well as documenting and agreeing on any changes or amendments that may arise during its implementation or execution. Contract/License Management Track, store, and access client contracts or licenses Show More ##### ## Marketing Automation (3) Email Management Manage, store and organize emails within the system or via third-party apps File Management Create, save, and store files Deal Management Defines specific deal parameters to negotiate and secure deals Show More ##### ## Customer Support (20) Case Management Tracks issues/help requests reported by customers through the resolution process. Customer Support Portal Provides a convenient way for customers to get answers to inquiries, post service issues, place orders, view order histories, and gain access to other information contained in the knowledge base. Knowledge Base Information repository that provides a means for information to be collected, organized, shared, searched and utilized. Allows customers to get answers to common questions. Call Center Features Allows customer support professionals access to all information required to support the customer including customer information, case history and related customer social activity. Common features include: call recording, analytics, workforce management, call script management, and compliance management. Support Analytics Enables analysis of customer support activities to optimize customer support professionals, processes and tools. Workflow Management Create, design and manage workflows for repetitive tasks Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Sales Pipeline Management Pipeline view and tracking lead status Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Calendar Management Track and manage schedules and meetings via an integrated calendar Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Template Management Create, save, and re-purpose templates for emails, forms, etc. Predictive Analytics Predict future data based on historical data sets Document Management Store, manage, and track all electronic documents in a centralized location Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Commission Management Tracking, calculating, and paying commissions and earnings to employees Field Sales Management Manage or track sales completed by field teams/employees Show More ##### ## Integration (8) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Third-Party Integration Addition of necessary external data, applications, tools, or features Internal Chat Integration Incorporation of a chat or messaging system within an organization's internal communication infrastructure Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Prospecting Tools Tools designed to streamline the process of lead generation and management for sales teams Real-Time Data Receive data and information in real time Show More ##### ## Mobile & Social (7) Social Collaboration Features Enables multiple users to interact by sharing information to achieve a common goal. Social collaboration focus's on the identification of groups and collaboration spaces in which messages are explicitly directed at the group and the group activity feed is seen the same way by everyone Social Network Integration Use public social networks to listen and engage with customers. Allows users to filter what’s important and respond quickly. Often this functionality allows questions and requests from customers on social networks to case management. Mobile User Support Allows software to be easily used on multiple mobile devices include phone and tablet devices. Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Customer Support Provide online support for your customers through live chat or help desk functionality Multi-Channel Social Integration Integrate with more than one social media network Show More ##### ## Reporting & Analytics (3) Reporting Enables reporting of all data contained within the system. Typically contains standard reports as well as the ability to create ad-hoc reports. Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of an organization’s Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance Forecasting Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Show More ##### ## Before the Job (4) Calendar Uses the calendar tool to determine field workers who are free for the job. Dispatch Notifies field service workers of their upcoming assignments. Roles Allows users to see tasks according to permissions and roles. Booking Allows clients to book jobs through the desktop page or within the app. Show More ##### ## On the Job (10) Location Tracks employee location to ensure timeliness. Employee Communication Enables communication within the app from manager to field service employee. Behavior Monitoring Monitors behavior in the field. Client Notifications Notifies clients, should any delays or mishaps occur. Field Sales Includes some ability to serve as a sales and ordering application. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Customizable Fields Customize data fields to support various needs and use cases Multi-Location Manage and support multiple locations Payment Collection in the Field Swipe a credit card or manually process payments while with the customer in the field Show More ##### ## After the Job (8) Reports Creates reports that reflect field performance either as a team or individually, to review productivity. Analytics Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard. Billing & Invoicing Create, manage, and send invoices or bills to customers CRM Integrations Integrates with CRM software to monitor all aspects of the customer relationship. Accounting Integration Integrate with a third-party accounting system QuickBooks Integration Integrates with QuickBooks Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Reports Alter the layout and content of reports Show More ##### ## Knowledge Pages (10) Templates Provides pre-made templates for wiki pages and knowledge articles. In-Content Feedback Allows users to leave feedback within a wiki page or knowledge article. Versioning and Version History Allows users to see version history and return to previous versions of wiki pages. Content Editor Enables users to create rich knowledge pages with a combination of text, charts, images, video and audio WYSIWYG Editor What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface Rich Text Editor Input different types of content and edit text formats, fonts, font sizes, and colors Drag & Drop Editor Editing tool that allows users to drag and drop images, icons, widgets, or other components Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Surveys & Feedback Gauge satisfaction and receive information for improvement and success Pre-built Templates Pre-defined templates within a library for common cases such as contracts, websites, emails, and more Show More ##### ## Knowledge Dissemination (12) Page Analytics Provides data on wiki page and knowledge article use. Permissions Allows administrators to provide permissions and gate pieces of content based on role. Knowledge Sharing Offers additional tools that facilitate knowledge sharing and collaboration. Advanced Search Offers AI-based search capabilities Browser Extension Allows users to capture knowledge from the web Organization Allows knowledge pages to be organized into sections and subsections as needed Full Text Search Search for specific words or phrases within a document or database Web Notifications Set-up notifications and alerts for web browsers and apps. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Website Integration Seamlessly integrates with 3rd party websites Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Development Tools (6) Drag-and-drop Form Builder Allows users to create forms with branching logic without any code. API Builder Provides a built-in API builder for developers. Integrations Integrates with back office systems, content management systems, and other types of office software. Web Forms Web form that allows users to enter data that is sent and processed for different reasons Customizable Forms Customize contracts and forms to collect specific information Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Field Tools (9) OCR Provides built-in optical character recognition (OCR) functionality. GPS & Time Stamps Records GPS and time data points in reports. Barcode and Signature Capture Allows users to attach barcode and/or signature data within a report. Image and Video Capture Provides built-in image and video recording capabilities. Offline Capability Allows users to access and finalize forms without an internet connect. Embedded Work Instructions Allows users to access built-in work instructions. Electronic Signature Digitally sign online documents Single Sign On Allow users to access multiple services after entering their login credentials once Lead Capture Automatically identify and save contact information of potential customers Show More ##### ## Back Office Tools (4) Report Formatting Converts data collected from forms into reports in a variety of file types (PDF, Word, etc). Roles and Permissions Define and manage roles and access rights for the entire system. Analytics Dashboards Provides performance analytics dashboards. Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Show More ##### ## Territory Mapping (3) Custom Territory Mapping Allows users to control of the sizes, shapes, and quantites of sales team areas Strategic Selling Allows users to map your customers to strategically incorporate them into your canvassing and field sales Automatic Rep Assignment Automatically assigns reps to new sales opportunities that are within their current territories Show More ##### ## Route Planning (3) Lead Priority Allows user to prioritize your contacts and leads so that the given route acommodates priority contacts Optimized Sales Routes Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day. Map Directions Provides users with live directions en route to the final destination Show More ##### ## Sales Performance Management (3) Gamification Provides users with engaging sales competitions Performance Dashboards Provides field sales statistics for all sales reps Sales Rep Tracker Provides data on the data on the performance and whereabouts of reps in the field Show More ##### ## Presentation and Forms (3) Video and Interactive Media Provides video capabilties that field reps can use during field sales calls Digital Contracts Allows field reps to create digital contracts within the software E-signature Allows users to collect e-signatures within the software Show More ##### ## Execution (6) Sampling Identify and track material samples for inspection or re-inspection. Corrective and Preventive Actions (CAPA) Investigate and take action at root cause or error in processes to prevent recurring issues Data Capture Capture inspection data including photos and video, both online and offline. Reports Generate inspection reports using the information gathered during the inspection. Ad-hoc Tasks Allow users to create ad-hoc or unplanned inspection tasks. Real-Time Data Receive data and information in real time Show More ##### ## Planning (5) Checklists Ability to create configurable forms and checklists to capture inspection information. Approvals Ability to define criteria and workflows to approve or reject inspection tasks. Scheduling Organize inspection tasks based on constraints such as inspector availability. Procedures Allow users to create procedures and workflows for multiple types of inspections. Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Show More ##### ## Analytics (3) Monitoring Track the inspection process to ensure it follows procedures and complies with regulations. KPIs Analyze inspection metrics such as cost of quality or Overall Operations Effectiveness (OOE). Nonconformace Generate nonconformance records and reports for defective products or noncompliance. Show More ##### ## Generative AI (6) AI Text Generation Allows users to generate text based on a text prompt. Generative AI Use AI to generate content in the form of text, images, videos, etc. Proposal Generation Create proposals based on costs of labor and materials AI Text Summarization Condenses long documents or text into a brief summary. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Agentic AI - Knowledge Base (4) Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Field Service Management (3) Autonomous Task Execution Capability to perform complex tasks without constant human input Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Show More ##### ## Agentic AI - CRM (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Calendar/Reminder System Notifications/alerts for upcoming events or tasks Show More ##### ## Additional Functionality (302) Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Data Import/Export Import and export data to and from software applications Lead Capture Automatically identify and save contact information of potential customers Batch Processing Software's ability to perform similar action on multiple similar files simultaneously Email Tracking Track delivered, received, and opened emails Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Pipeline Reports Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Segmentation Group leads or contacts based on their specific characteristics Customizable Fields Customize data fields to support various needs and use cases Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Interaction Tracking Track interaction history by documenting conversations for contacts CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Document Storage Store and organize documents in a centralized system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Referral Tracking Log and store the source of contacts/leads Quotes/Estimates Generate quotes or estimates for customers Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Marketing Automation Automate workflows and trigger campaigns based on customer actions Email Templates Pre-made examples and templates for emails Sales Reports Reports specific to sales analysis for trends and strategies Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Reminders Timed notification for any upcoming task, deadline, appointment, or activity Lead Scoring Score a lead based on quality or likelihood to buy/convert based on predetermined criteria Data Security Protect sensitive data for digital privacy Customizable Reports Alter the layout and content of reports Calendar Sync Synchronize with other calendars to view mutual availability and schedules For Startups Primarily serving startup companies Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. For iPad Devices Operate/access software on iPad Devices Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Activity Tracking Track and document all activities across devices, networks, and other systems Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns For Mac Devices Operate/access software on Mac Devices Landing Pages/Web Forms Create landing pages or online forms designed to capture new leads and prospects Lead Nurturing Engage with a lead throughout the sales process by actively providing information Gamification Games or game-like elements to track progress and reward accomplishments Prioritization Arrange tasks based on the level of priority or urgency Web-based Deployment SaaS, web-based, online deployment Softphone Use your computer as a phone device to make calls over the internet Single Sign On Allow users to access multiple services after entering their login credentials once Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Mobile App Access the system via a mobile application Email Sequences Set up automated email sequences to streamline outreach and engage leads/contacts Customer Segmentation Process of dividing customers into groups based on common characteristics Lead Assignment Manually or automatically assign leads to sales reps For Small Businesses Designed for small businesses Live Chat Ability to chat online in real time Business Card/Badge Scanning Capture contact information by scanning a physical item and having the system automatically extract data from the scan Data Visualization Graphical representation of data Customer Social Profiles Track customers' activities across social networks and maintain details about their demographics, preferences & more Social Promotion Market event via social media tools Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Brand Tracking Monitor social media posts or web that mention a particular brand Audience Targeting Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Work Order Management Creating, assign, and track jobs and/or tasks for work orders Checklists An itemized to do list that can be edited as tasks are completed Maintenance Scheduling Schedule predetermined or ad hoc maintenance services and labor requests Parts Management Track parts inventory levels and manage re-stocking Service History Track work performed and resources used for past customers, sites, or assets Residential Properties For residential properties Vendor Management Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc. Customizable Forms Customize contracts and forms to collect specific information Purchase Order Management Create, send, and track purchase orders and their statuses Mobile Access Access software remotely via mobile devices Dispatch Management Manage sending personnel and resources to a site as needed Task Scheduling Track and manage the scheduling of tasks Calendar Management Track and manage schedules and meetings via an integrated calendar Asset Tracking Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle Technician Management Oversee technicians and track their assigned work orders Status Tracking Track the status over time for a request, process, asset, or transaction API Application programming interface that allows for integration with other systems/databases Document Management Store, manage, and track all electronic documents in a centralized location Job Management Manage and track all job information and associated tasks Preventive Maintenance Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Reporting Active reporting of data and metrics Commercial Properties Designed to serve commercial properties Real-Time Data Receive data and information in real time Historical Reporting Information, data and reports that are being tracked over time Contract/License Management Track, store, and access client contracts or licenses Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Facility Scheduling Schedule facilities, such as athletic fields, venues, and convention centers based on their availability Workflow Management Create, design and manage workflows for repetitive tasks Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Inventory Management Track and manage inventory levels to maintain proper supply Predictive Maintenance Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms Routing Plan daily routes to optimize employee scheduling and provide directions Forms Management Store, manage and track all forms in a centralized location Chatbot AI-based platform which conducts a conversation via auditory or textual methods Documentation Management Manage product specific documents in a categorized order File Storage Store and access documents, forms, and photos in one centralized place Electronic Signature Digitally sign online documents Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Service Level Agreement (SLA) Management Set and monitor service level agreements to ensure timely response and resolution Personalization and Recommendation Generative AI models can create personalized recommendations for users based on their preferences and behavior. Resource Allocation Assign available resources to various projects and tasks GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Quotes/Estimates Generate quotes or estimates for customers Scheduling Plan availability and assign specific time slots for tasks and resources CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Online Time Clock Track/log the amount of time employees worked per job using a timer Workforce Management A set of processes to optimize the productivity of its employees Activity Tracking Track and document all activities across devices, networks, and other systems Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Prioritization Arrange tasks based on the level of priority or urgency Customizable Branding Add customized logos and colors to align with company branding Price and Cost Calculations Calculate rule-based prices for a product/service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Equipment Tracking Track the location of specific equipment at all times Data Capture and Transfer Import, collect, and capture data from multiple sources Time Tracking Measure and track time including hours worked and paid time off (PTO) Data Synchronization Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Secure Data Storage Securely stores data to prevent data loss or breaches Location Tracking Identify the physical location of an individual, asset, device, etc. Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Real-Time Updates Receive system updates as soon as any changes are made Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Chat/Messaging Communicate using direct chat or messages within the system Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Electronic Payments Electronically collect payments for goods or services Customer History Access previous interactions or concerns to maintain customer relationships Inventory Control Monitor product stock levels Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Client Portal Private online space that lets businesses securely share documents and provide information access to clients Driver ETA Generate estimated arrival times for drivers to keep back office or customers informed Job Tracking Track and visualize the status of an ongoing job and the time spent on tasks or projects Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Customer Management Store and organize information about customers and previous interactions Reminders Timed notification for any upcoming task, deadline, appointment, or activity Work Order Creation Create a new work order Equipment Maintenance Manage procedures that ensure organizational equipment remains in working condition Data Import/Export Import and export data to and from software applications Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Recurring Appointments Schedule repeating appointments based on a duration of time Contractor Management Specialized for general contractors/sub-contractors (those who conduct work on a contract basis) Access Controls/Permissions Define levels of authorization for access to specific files or systems Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Commenting/Notes Leave comments and notes on documents for others to view Content Publishing Options Facilitates online authoring and publishing of the content Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Content Library Centralized repository to store content and assets Document Classification Assign categories, labels, tags, or attributes to documents for organization, search and storage Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components API Application programming interface that allows for integration with other systems/databases Customizable Branding Add customized logos and colors to align with company branding SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Real-Time Reporting Active reporting of data and metrics Generative AI Use AI to generate content in the form of text, images, videos, etc. Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Widgets An extended application or connector that enables users to perform additional services with their current set of tools Mobile Interface A way of interacting with a mobile application using items such as windows, icons, and menus Catalog Management Create and manage digital catalog of products/services with their details, specifications, and price Online Forums Email Alerts Receive and/or send email notifications for urgent updates, requests, or other information Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Mobile Alerts Notifications via mobile devices Dashboard Assembly of graphs and charts for visualizing and tracking statistics/metrics Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Document Storage Store and organize documents in a centralized system User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Live Chat Ability to chat online in real time Chatbot AI-based platform which conducts a conversation via auditory or textual methods Knowledge Management Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills Wiki An informational database that allows users to add, delete, or revise content Text Editing Edit text as needed SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Customizable Reports Alter the layout and content of reports Customizable Fields Customize data fields to support various needs and use cases Data Import/Export Import and export data to and from software applications Single Sign On Allow users to access multiple services after entering their login credentials once Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Workflow Management Create, design and manage workflows for repetitive tasks Knowledge Base Management Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Activity Tracking Track and document all activities across devices, networks, and other systems Discussions/Forums Online forums/groups where users can ask questions, share ideas, best practices, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Calendar Management Track and manage schedules and meetings via an integrated calendar Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Document Management Store, manage, and track all electronic documents in a centralized location Autofill Automatically populating fields or sections within a form Template Management Create, save, and re-purpose templates for emails, forms, etc. Document Management Store, manage, and track all electronic documents in a centralized location Multi-Channel Distribution Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers Full Text Search Search for specific words or phrases within a document or database Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Approval Process Control Manage the process of evaluating documents or requests submitted for approval Address Validation Verifies and confirms the accuracy of an address SSL Security Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Generative AI Use AI to generate content in the form of text, images, videos, etc. Forms Creation & Design Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system Lead Generation Manage the process of attracting and converting business prospects into leads Customizable Branding Add customized logos and colors to align with company branding Mobile Access Access software remotely via mobile devices Task Management Create, manage and track all task activities and progression Customizable Fields Customize data fields to support various needs and use cases API Application programming interface that allows for integration with other systems/databases Response Validation Ensure the answer provided fits set parameters (numerical, positive number, etc.) A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Conditional Logic Capability of a software or system to make decisions and perform actions based on specified conditions Forms Management Store, manage and track all forms in a centralized location Surveys & Feedback Gauge satisfaction and receive information for improvement and success Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Media Library Collection of images, videos and other digital content that can be used Data Import/Export Import and export data to and from software applications Real-Time Data Receive data and information in real time Data Security Protect sensitive data for digital privacy AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Version Control Track revisions and updates made to files and navigate between different versions Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Workflow Management Create, design and manage workflows for repetitive tasks Data Capture and Transfer Import, collect, and capture data from multiple sources Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Workflow Automation Streamlining repetitive tasks and activities through automated and predefined workflows Barcode/Ticket Scanning Scan barcodes to ensure accurate pricing and label tracking Generative AI Use AI to generate content in the form of text, images, videos, etc. Inspection Management Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Mobile Access Access software remotely via mobile devices Work Order Management Creating, assign, and track jobs and/or tasks for work orders Third-Party Integrations Set up connections to third-party platforms to improve business processes Real-Time Reporting Active reporting of data and metrics Customizable Forms Customize contracts and forms to collect specific information API Application programming interface that allows for integration with other systems/databases Dispatch Management Manage sending personnel and resources to a site as needed Workflow Management Create, design and manage workflows for repetitive tasks Activity Tracking Track and document all activities across devices, networks, and other systems Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Report Templates Sample of reports that could be customized as needed or used as is AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Equipment Tracking Track the location of specific equipment at all times Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Subcontractor Management Track information, qualifications, and contact details of subcontractors Appointment Management Manage various aspects of appointments including booking, rescheduling, canceling Audit Trail A record of all activities within the system, including user access, changes made, etc. Failed Inspection Tracking Track and store information regarding failed inspections Document Management Store, manage, and track all electronic documents in a centralized location Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Offline Access Ability of websites, web applications, or mobile applications to function without an active internet connection Real-Time Updates Receive system updates as soon as any changes are made Task Management Create, manage and track all task activities and progression Data Import/Export Import and export data to and from software applications Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Inventory Control Monitor product stock levels Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Risk Assessment Initiate collection and analysis of known risks Electronic Signature Digitally sign online documents Incident Management Manage and track all disruptions and incidents Code Enforcement Ensure all properties are adhering to government and legal codes Forms Management Store, manage and track all forms in a centralized location Customer History Access previous interactions or concerns to maintain customer relationships Document Storage Store and organize documents in a centralized system Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Lead Capture Automatically identify and save contact information of potential customers Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Route Optimization Finding the most optimal routes for drivers based on various factors and constraints Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Third-Party Integration Addition of necessary external data, applications, tools, or features Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. API Application programming interface that allows for integration with other systems/databases CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Email Management Manage, store and organize emails within the system or via third-party apps Opportunity Management Track all opportunities for potential sales and convert them into recurring revenue Customizable Forms Customize contracts and forms to collect specific information Payment Collection in the Field Swipe a credit card or manually process payments while with the customer in the field Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Contact Management Manage, organize, and store contact information Dispatch Management Manage sending personnel and resources to a site as needed Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Mobile Access Access software remotely via mobile devices Activity Tracking Track and document all activities across devices, networks, and other systems Sales Forecasting Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Sales Activity Management Define, track, and/or automate sales activities and sales processes Commission Management Tracking, calculating, and paying commissions and earnings to employees Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Territory Management Organize customer data and accounts by user or geography GPS System to support the positioning, navigation, and timing (PNT) measurements of an object or individual Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ## Top-Rated Alternatives [ ![Agentforce Sales (formerly Salesforce Sales Cloud)](https://images.g2crowd.com/uploads/product/hd_favicon/826ce87155a61f72d3dfd92c5283eed8/agentforce-sales-formerly-salesforce-sales-cloud.svg "Agentforce Sales (formerly Salesforce Sales Cloud)") Agentforce Sales (formerly Salesforce Sales Cloud) 4.4/5(25,872) ](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) [ ![Pipedrive](https://images.g2crowd.com/uploads/product/hd_favicon/4012f2359ca0b1f88b2455f83adaa4ef/pipedrive.svg "Pipedrive") Pipedrive 4.3/5(3,105) ](https://www.g2.com/products/pipedrive/reviews) [ ![Agentforce Field Service (formerly Salesforce Field Service)](https://images.g2crowd.com/uploads/product/hd_favicon/e2170cb2fb1e97e4b23447ad004fa376/agentforce-field-service-formerly-salesforce-field-service.svg "Agentforce Field Service (formerly Salesforce Field Service)") Agentforce Field Service (formerly Salesforce Field Service) 4.4/5(1,048) ](https://www.g2.com/products/agentforce-field-service-formerly-salesforce-field-service/reviews) [ View All Alternatives ](https://www.g2.com/products/resco-mobility-productivity/competitors/alternatives) Resco – Mobility & Productivity Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_9a4b1c59a10899f84ef2b2071e2037ce/dynamics-365-field-service.png "Product Avatar Image") Microsoft Dynamics 365 Field Service 3.9/5(156) [ Compare Now ](https://www.g2.com/compare/dynamics-365-field-service-vs-resco-mobility-productivity) ##### Categories on G2 [ CRM ](https://www.g2.com/categories/crm)[ Knowledge Base ](https://www.g2.com/categories/knowledge-base-software)[ Field Sales ](https://www.g2.com/categories/field-sales) [ Field Service Management ](https://www.g2.com/categories/field-service-management)[ Mobile Forms Automation ](https://www.g2.com/categories/mobile-forms-automation)[ Inspection Management ](https://www.g2.com/categories/inspection-management) Show More ##### Explore More [ Crunchtime Ops Execution vs Jolt vs GoSpotCheck by FORM for store managers: which do people actually keep using after the first month? 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