Streem Features
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.
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
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
Collaboration Tools (4)
File Sharing
Public or private sharing of digital files such as documents, audio/video, images, and more
Private Chat
Send messages to selected individual(s) from the entire audience
Real-Time Chat
Engage in direct, instant messaging with customers, users, etc.
Collaboration Tools
Provides a channel for team members to share AI models, media files, communicate, and work together
Meeting Coordination (8)
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Video Call Recording
Record and playback video calls
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Participant Permissions
The ability to grant users access to conferences as moderators, presenters or participants--individually or based on user role or group.
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One-Click Join
Allows users to join a conference without requiring a download or a sign-in
Video Streaming
Allows users to view videos without downloading media files
On-Demand Recording
Record the audio of phone conversations for quality assurance purposes
Call Recording
Record the audio of phone conversations for quality assurance purposes
Call Recording
Record the audio of phone conversations for quality assurance purposes
Event Scheduling
Plan an event's time and location
Software Type (3)
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Mobile
Offers a mobile app or mobile optimized website to video conference from smartphones or tablets.
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Browser Application
Conferences can be launched within a browser without requiring a user to download an application to their desktop.
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Desktop Application
Software is available as a downloadable desktop application.
Administration (6)
Screen Sharing
Provides screen sharing options to allow access to view or control real-time activities.
File Sharing
Provides easy and seamless file transfer and sharing capabilities to increase productivity and collaboration while working remotely.
Session Recording
Provides the ability to record remote access and support sessions.
Unattended Remote Access
Provides remote access to computers at any time, without an end-user present.
Multi - Session Handling
Provides multiple technician support simultaneously.
Multi-Monitor Support
Allows users to switch between multiple end users’ monitors with a single click.
Maintenance (2)
Remote Reboot
Remotely wake, restart, and install applications on sleeping devices.
Remote Printing
Print files from remote computer onto the local printer, without having to transfer the file between computers.
Communication (4)
Text Chat
Connects instantly via group chats, web-based chats, offline messaging, persistent chat groups, and customer-initiated chat.
VoIP
Provides voice over IP calling solutions.
Video Conference Call
Provides pre-session or in-session video call options to resolve issues.
Screen Annotations
Allows to draw, highlight, encircle, and box certain areas on the screen of the remote computer to enhance support and communicate better.
Security (2)
Data Encryption
Implements encryption standards to secure data both in transit and at rest.
Compliance
Provides compliance to multiple industry standards like HIPAA and GDPR.
Device Support (4)
Mobile Device Access
Allows mobile device access to provide support or connect to your computer from anywhere.
Multi-Platform Support
Provides support across iOS, Mac, Android, PC and other devices.
Cross-Platform
Allows cross-platform device support, supporting Windows, Mac, Linux, iOS, Android, and Chromebook devices.
Video Support
Supports various video file formats
Performance (1)
Reporting
Provides robust reporting capbilities like session details, technician performance information, and end users’ survey summaries.
Remote Support (2)
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Video chat
Allows users to connect via video chat in order to help fix maintenace or repait issues
Ticket submitting
Allows users to submit tickets for service requests in order to help with repairs
Hardware Integration (2)
Mobile phones
Allows users to access AR visualization through mobile phones
Tablets
Allows users to integrate AR visualization through Tablets and Desktops
Content (3)
Guided content
Allows users to create a variety of dynamic content to guide your team through different processes.
Content management
Allows users to store and manage previously created content
AR annotations
Allows users to mark up real life objects with AR annotations and other descriptive visuals
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
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
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.
Customer Support (4)
Text
Is able to process inquiries submitted by text data from live chat, email, or SMS
Speech
Comprehends human speech and can transcribe it to text for processing
Knowledge Base
The AI is able to access the company's internal knowledge to inform and guide responses to customer inquiries
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Automation (4)
Ticket Resolution
The platform is able to automatically determine how to resolve help tickets without assistance by human agents
Customization
The platform's responses to customers can be customized to improve comprehension, relatability, and emotional intelligence
Intelligent Routing
When the AI is unable to process a particular type of customer request, it is able to determine which is the best agent to refer the ticket to
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Artificial Intelligence (4)
Learning
The AI platform is able to learn over time on how to interpret each type of customer inquiry and improve the quality of their responses
Language
Multilingual capabilities allow the AI to process inquiries from many languages
Conversational AI
The AI's responses to customer inquiries provide human-like organic conversations. The platform is able to understand a question no matter how it's worded and provide comprehensive answers
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Generative AI (4)
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.
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Agentic AI - Salesforce AppExchange Apps (7)
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
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
Agentic AI - Video Conferencing (3)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Additional Functionality (322)
Video Support
Supports various video file formats
AI/Machine Learning
Software program that continuously adjusts its behavior based on observed data
Attendance Management
Manage attendance for classes, shifts, meetings, or events
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Single Sign On
Allow users to access multiple services after entering their login credentials once
Registration Management
Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.
Email Management
Manage, store and organize emails within the system or via third-party apps
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Transcripts/Chat History
View messages sent by both parties during the chat conversation
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Data Security
Protect sensitive data for digital privacy
Document Storage
Store and organize documents in a centralized system
Document Management
Store, manage, and track all electronic documents in a centralized location
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Customizable Branding
Add customized logos and colors to align with company branding
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Conferencing
Breakout Rooms
Sub-room created within virtual meeting/class
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
API
Application programming interface that allows for integration with other systems/databases
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Chat/Messaging
Communicate using direct chat or messages within the system
Whiteboard
Allows multiple users to simultaneously annotate on a digital whiteboard
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Meeting Management
Manage the process of planning and scheduling meetings, including agenda creation
Brainstorming
Group collaboration to solve ideas in a productive and concentrated manner.
Presentation Streaming
Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Mobile Access
Access software remotely via mobile devices
Video Conferencing
Connect with meeting participants remotely over video
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
File Transfer
Move files across different systems or networks
Email Reminders
Reminders sent via email
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
Microsoft Outlook Integration
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Auto Framing
Detect speech to highlight frame subjects
On-Demand Webcasting
An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience
Automatic Transcription
Use AI to convert voice into text automatically
Two Way Audio & Video
Presenter can see and hear participants and vice versa.
User Profiles
Profiles of users providing basic information
Video Management
Store and manage online video content
Polls/Voting
Enable custom polls/voting to facilitate decision-making or increase engagement
Event Management
Schedule and manage the logistics of activities and other gatherings
Brand Management
The process of developing, monitoring, and maintaining the brand value, reputation, and awareness across the target audience.
HD Audio/Video
High-definition audio and/or video capabilities
Presentation Tools
Share and present designs
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Host Controls
Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.
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
Remote Monitoring & Management
Remotely monitor and manage client networks, endpoints, systems, and devices via locally installed applications
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
File Transfer
Move files across different systems or networks
Two-Factor Authentication
Extra layer of security that requires not only a password and username but also something specific to that user
Single Sign On
Allow users to access multiple services after entering their login credentials once
Compliance Management
Track and manage adherence to policies for any service, product, process, or supplier
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Summary Reports
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Chat/Messaging
Communicate using direct chat or messages within the system
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Session Transfer
Transfer a support session to another team member
Remote Update/Installation
Deploy updates or install new software remotely
Audit Trail
A record of all activities within the system, including user access, changes made, etc.
Customizable Branding
Add customized logos and colors to align with company branding
Server Monitoring
Continuously scan servers on a designated network to monitor health and search for any irregularities or failures
Real-Time Updates
Receive system updates as soon as any changes are made
Troubleshooting
Take actions to troubleshoot issues for networks, devices, etc.
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Workflow Management
Create, design and manage workflows for repetitive tasks
Multiple User Accounts
Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Activity Tracking
Track and document all activities across devices, networks, and other systems
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
API
Application programming interface that allows for integration with other systems/databases
Support Ticket Management
Allow customers/users to submit support queries and service requests
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Customizable Reports
Alter the layout and content of reports
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Video Conferencing
Connect with meeting participants remotely over video
Diagnostic Tools
Access client's system information, including hardware and software configuration, to perform diagnostics
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Workflow Management
Create, design and manage workflows for repetitive tasks
Interaction Tracking
Track interaction history by documenting conversations for contacts
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Single Sign On
Allow users to access multiple services after entering their login credentials once
Self Service Portal
Online portal through which end users can access the system, manage tasks, or obtain information
Real-Time Analytics
Analyze and gain insights into data in real-time
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Inventory Management
Track and manage inventory levels to maintain proper supply
Tagging
Attach digital tags to documents and assets for identification, search, or monitoring purposes
Configurable Workflow
Configure existing workflows to meet your organization's needs
Customer History
Access previous interactions or concerns to maintain customer relationships
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Support Ticket Management
Allow customers/users to submit support queries and service requests
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Widgets
An extended application or connector that enables users to perform additional services with their current set of tools
Search/Filter
Search and filter data across systems to locate required information by entering keywords or certain criteria
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Email Templates
Pre-made examples and templates for emails
Activity Tracking
Track and document all activities across devices, networks, and other systems
Feedback Management
Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service
Real-Time Data
Receive data and information in real time
API
Application programming interface that allows for integration with other systems/databases
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Event Triggered Actions
Predefined actions automatically performed on the occurance of specific events
Website Integration
Seamlessly integrates with 3rd party websites
Help Desk Management
Managing service requests, incidents, IT issues & support with a ticketing system
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
SSL Security
Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Chat/Messaging
Communicate using direct chat or messages within the system
Live Chat
Ability to chat online in real time
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Customizable Reports
Alter the layout and content of reports
Email Management
Manage, store and organize emails within the system or via third-party apps
Customizable Branding
Add customized logos and colors to align with company branding
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Customizable Forms
Customize contracts and forms to collect specific information
Customer Communication
Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media.
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Customizable Fields
Customize data fields to support various needs and use cases
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Application Management
Track, manage and store the applications of potential future members, customers or candidates
Communication Management
Manage and track all internal and external communication conducted via calls, email, text, or chat
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
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
Document Management
Store, manage, and track all electronic documents in a centralized location
Data Import/Export
Import and export data to and from software applications
Access Controls/Permissions
Define levels of authorization for access to specific files or systems
Image Library
Store and manage images
Collaboration Tools
Provides a channel for team members to share media files, communicate, and work together
Virtual Reality
Integration of virtual reality along with augmented reality into one application
Single Sign On
Allow users to access multiple services after entering their login credentials once
Multiple Format Support
Includes a variety of messaging formats including industry-specific (EDIFACT, HL7, X12)
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
User Management
Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
Software Development
Development of software programs
Real-Time Data
Receive data and information in real time
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Content Library
Centralized repository to store content and assets
Social Media Integration
Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc.
Customer Experience Management
Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement.
Cross-Device Publishing
Deploy AR across multiple devices, such as VR glasses, mobile devices, etc.
Content Management
Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
API
Application programming interface that allows for integration with other systems/databases
Usage Tracking/Analytics
Track and interpret metrics on the usage of company resources
For Sales/Marketing
Used as a promotional or demonstration tool in sales and marketing presentations
Remote Access/Control
Access work applications remotely, for when working away from the office and/or traveling
Content Creation
The ability to create unique content
Predictive Analytics
Predict future data based on historical data sets
Multi-Channel Marketing
Coordinate marketing efforts across channels (email, landing pages, social media, etc.)
Multimedia Support
Supports various file formats
Interactive Content
Allow the audience to interact or engage with the content
Generative AI
Use AI to generate content in the form of text, images, videos, etc.
Blended Learning
Supports learning paths that combine in-person classes with online/virtual courses
For Training/Education
Used for training or educational purposes
3D Objects
Input 3D objects
Quotes/Estimates
Generate quotes or estimates for customers
Video Streaming
Allows users to view videos without downloading media files
Real World Backdrop
Objects are always overlaid against the real world background
Custom Development
Development of custom software, web apps, mobile apps, etc.
Workflow Management
Create, design and manage workflows for repetitive tasks
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
Modeling & Simulation
Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making
Customizable Branding
Add customized logos and colors to align with company branding
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Video Support
Supports various video file formats
Forecasting
Form predictions based on past and present data/trends
Project Templates
Pre-designed project plans that can be customized
Estimating
Estimate expected cost based on various factors before a project begins
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Superimposed Objects
Ability to overlay images, text, and 3D objects over existing reality view
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Video Call Recording
Record and playback video calls
Two-Way Audio & Video
Presenter can see and hear participants and vice versa
Role-Based Permissions
Set & manage permission levels based on user roles and restrict access to only authorized individuals
Chat/Messaging
Communicate using direct chat or messages within the system
Activity Tracking (1)
Activity Tracking
Track and document all activities across devices, networks, and other systems
Conversation Intelligence (1)
Conversation Intelligence
Recording, transcription, and analysis of sales calls for the purpose of training and generating insights
API (1)
API
Application programming interface that allows for integration with other systems/databases
Calendar Management (1)
Calendar Management
Track and manage schedules and meetings via an integrated calendar
Reporting & Statistics (1)
Reporting & Statistics
Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
AI Copilot (1)
AI Copilot
A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users
Dashboard (1)
Dashboard
Assembly of graphs and charts for visualizing and tracking statistics/metrics
Third-Party Integrations (1)
Third-Party Integrations
Set up connections to third-party platforms to improve business processes
Contact Management (1)
Contact Management
Manage, organize, and store contact information
Workflow Management (1)
Workflow Management
Create, design and manage workflows for repetitive tasks
Customer Database (1)
Customer Database
A collection of customer information such as contact details, demographics, previous interactions, etc.
Real-Time Notifications (1)
Real-Time Notifications
Notifications that are delivered to users as soon as an event occurs
Alerts/Escalation (1)
Alerts/Escalation
System alerts about the need to escalate an issue or request
Customizable Reports (1)
Customizable Reports
Alter the layout and content of reports
Job Tracking (1)
Job Tracking
Track and visualize the status of an ongoing job and the time spent on tasks or projects
Inventory Management (1)
Inventory Management
Track and manage inventory levels to maintain proper supply
CRM (1)
CRM
Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
Electronic Payments (1)
Electronic Payments
Electronically collect payments for goods or services
Customizable Templates (1)
Customizable Templates
Pre-designed layouts that can be customized to match preferences and requirements
Activity Dashboard (1)
Activity Dashboard
Dashboard to view the status of ongoing processes, identify current incidents and track past activities
Real-Time Data (1)
Real-Time Data
Receive data and information in real time
Electronic Signature (1)
Electronic Signature
Digitally sign online documents
Scheduling (1)
Scheduling
Plan availability and assign specific time slots for tasks and resources
Alerts/Notifications (1)
Alerts/Notifications
Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
Reminders (1)
Reminders
Timed notification for any upcoming task, deadline, appointment, or activity
Multiple Data Sources (1)
Multiple Data Sources
Allows users to manage data from a number of sources
Monitoring (1)
Monitoring
Observe and track the demand, usage, progress or quality of a system, product, or user
Customizable Fields (1)
Customizable Fields
Customize data fields to support various needs and use cases
Drag & Drop (1)
Drag & Drop
Assemble applications and processes by dragging over and arranging pre-built components
Mobile Access (1)
Mobile Access
Access software remotely via mobile devices
Estimating (1)
Estimating
Estimate expected cost based on various factors before a project begins
Customer History (1)
Customer History
Access previous interactions or concerns to maintain customer relationships
Reporting/Analytics (1)
Reporting/Analytics
View and track pertinent metrics to find patterns and gain insights from data
Multi-Channel Communication (1)
Multi-Channel Communication
Allows communication with customers or users via multiple channels such as phone, email, live chat, etc.
Invoice Management (1)
Invoice Management
Captures invoice data and maintains comprehensive records for auditing and reporting purposes
Sentiment Analysis (1)
Sentiment Analysis
Categorize emotions expressed and identify if they are positive, negative or neutral
Mobile Alerts (1)
Mobile Alerts
Notifications via mobile devices
Real-Time Reporting (1)
Real-Time Reporting
Active reporting of data and metrics
Key Performance Indicators (1)
Key Performance Indicators
Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
Employee Management (1)
Employee Management
Track employee schedules, availability, and performance across projects and tasks
Payment Processing (1)
Payment Processing
Accept, record, and reconcile financial transactions
Voice Recognition (1)
Voice Recognition
Recognize/detect varying frequencies in a person's voice to identify/verify "who" is speaking
Customizable Branding (1)
Customizable Branding
Add customized logos and colors to align with company branding
Contact Database (1)
Contact Database
Centralized database of stakeholders and their contact information such as names, address, phone number etc.
Computer Telephony Integration (1)
Computer Telephony Integration
Computer-telephony integration is the use of computers to manage telephone calls
Data Security (1)
Data Security
Protect sensitive data for digital privacy
Client Portal (1)
Client Portal
Private online space that lets businesses securely share documents and provide information access to clients
Performance Management (1)
Performance Management
Organize and manage the accomplishments and development of employees or performance of applications or systems
Real-Time Monitoring (1)
Real-Time Monitoring
Active monitoring of systems, applications, or networks
Chat/Messaging (1)
Chat/Messaging
Communicate using direct chat or messages within the system
SMS Messaging (1)
SMS Messaging
Send messages via SMS
Quotes/Estimates (1)
Quotes/Estimates
Generate quotes or estimates for customers
Predictive Analytics (1)
Predictive Analytics
Predict future data based on historical data sets
Billing & Invoicing (1)
Billing & Invoicing
Create, manage, and send invoices or bills to customers
Work Order Management (1)
Work Order Management
Creating, assign, and track jobs and/or tasks for work orders
Surveys & Feedback (1)
Surveys & Feedback
Gauge satisfaction and receive information for improvement and success
Email Management (1)
Email Management
Manage, store and organize emails within the system or via third-party apps
Interaction Tracking (1)
Interaction Tracking
Track interaction history by documenting conversations for contacts
Call Reporting (1)
Call Reporting
Track and report on all incoming and outgoing calls
Automated Routing (1)
Automated Routing
Tickets are automatically assigned to specific agents based on predefined rules
Service Level Agreement (SLA) Management (1)
Service Level Agreement (SLA) Management
Set and monitor service level agreements to ensure timely response and resolution
Support Ticket Management (1)
Support Ticket Management
Allow customers/users to submit support queries and service requests
Call Transcription (1)
Call Transcription
Voice conversion to text
Callback Scheduling (1)
Callback Scheduling
Schedules callback times
Knowledge Base Management (1)
Knowledge Base Management
Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support
Fleet Management (1)
Fleet Management
Management of commercial motor vehicles for work-related purposes
Task Automation (1)
Task Automation
Automatically handle routine, repetitive tasks and processes without the need for manual intervention
Multi-Location (1)
Multi-Location
Manage and support multiple locations
Dispatch Management (1)
Dispatch Management
Manage sending personnel and resources to a site as needed
Customer Management (1)
Customer Management
Store and organize information about customers and previous interactions
Accounting Integration (1)
Accounting Integration
Integrate with a third-party accounting system
Job Management (1)
Job Management
Manage and track all job information and associated tasks
Technician Management (1)
Technician Management
Oversee technicians and track their assigned work orders
Live Chat (1)
Live Chat
Ability to chat online in real time
Time Tracking (1)
Time Tracking
Measure and track time including hours worked and paid time off (PTO)
Manual Dialer (1)
Manual Dialer
Agents choose who to call and when
Automatic Call Distribution (1)
Automatic Call Distribution
Distribute/route/connect calls
Call Scripting (1)
Call Scripting
Provide agents with a typical response for common call subject matter
Voice Mail (1)
Voice Mail
Computer-based system that allows users to send and receive voice messages
Call Logging (1)
Call Logging
Collects essential call data such as call origin, call destination, call length, and other transaction details
Call Center Management (1)
Call Center Management
Manage all call center activities including call monitoring, call recording, call answering, call transfer, etc.
Call Recording (1)
Call Recording
Record the audio of phone conversations for quality assurance purposes
GPS (1)
GPS
System to support the positioning, navigation, and timing (PNT) measurements of an object or individual
Gamification (1)
Gamification
Games or game-like elements to track progress and reward accomplishments
Caller ID (1)
Caller ID
Identify the number and contact information of a caller before answering the phone
QuickBooks Integration (1)
QuickBooks Integration
Integrates with QuickBooks
Call Tracking (1)
Call Tracking
Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number
Call Transfer (1)
Call Transfer
Transfers live calls to other agents
Mobile Payments (1)
Mobile Payments
Clients can submit payments via mobile devices
Auto-Dialer (1)
Auto-Dialer
System that automatically dials calls
AI Summarization (1)
AI Summarization
Uses AI to condense large amounts of text, audio, or video data into a coherent form
Chatbot (1)
Chatbot
AI-based platform which conducts a conversation via auditory or textual methods
Automated Responses (1)
Automated Responses
Automatic reply functionality for incoming messages
Time & Expense Tracking (1)
Time & Expense Tracking
Log and record hours worked and costs spent to assist in billing and invoicing
Job Scheduling (1)
Job Scheduling
Planning and managing the execution of tasks or jobs within a computer system, network, or other automated environments
Property Layouts (1)
Property Layouts
Analyze floor plans to generate workflow
Mobile Signature Capture (1)
Mobile Signature Capture
Capture signatures via mobile devices
IVR (1)
IVR
Read and accept a combination of touch tone keypad selections and voice inputs and provide the appropriate prerecorded voice response
Customer Portal (1)
Customer Portal
A website or login for customers to access information
Pest Activity Tracking (1)
Pest Activity Tracking
Manage inventory based on different requirements of individual work orders
Language Detection (1)
Language Detection
Identify different languages
Timesheet Management (1)
Timesheet Management
Track the amount of time spent on a job or task
Calendar Sync (1)
Calendar Sync
Synchronize with other calendars to view mutual availability and schedules
Autoresponders (1)
Autoresponders
Create and automatically send premade copy in response to customer messages
Outbound Call Center (1)
Outbound Call Center
A call center that primarily makes calls, typically sales focused
For Handyman Industry (1)
For Handyman Industry
Serves handyman professionals
Queue Management (1)
Queue Management
Monitor wait time and abandonment for incoming requests that have not been routed
Pesticide Usage Tracking (1)
Pesticide Usage Tracking
Track the amount of pesticide inventory used on jobs
Call Whispering (1)
Call Whispering
Displays a personalized message to the receiver of the call, offering details about the reason or origin of the call.
Work History (1)
Work History
Blended Call Center (1)
Blended Call Center
A call center that both makes and receives calls
Inbound Call Center (1)
Inbound Call Center
A call center that primarily receives calls, typically customer service focused
Video Chat (1)
Video Chat
Chat with your counterparts over the video in real time
Call Tagging (1)
Call Tagging
Highlight specific time marks for annotation and review purposes
Call Monitoring (1)
Call Monitoring
Listen to live phone conversations for the purpose of training and assessing agent performance
Call Routing (1)
Call Routing
Sends voice calls to a specific queue based on predetermined criteria
Routing (1)
Routing
Plan daily routes to optimize employee scheduling and provide directions
Progressive Dialer (1)
Progressive Dialer
Type of outbound calling system that automatically dials a list of phone numbers and connects agents with answered calls
Predictive Dialer (1)
Predictive Dialer
System calls multiple numbers at once and connects the agent to the first number that answers
For Pest Control Companies (1)
For Pest Control Companies
Intended to be used by pest control companies
Inbox Management (1)
Inbox Management
Organize, prioritize, and manage incoming communications
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