Security Company: Updating Events Using Google Calendar
Scenario: A security company needed to update the start and end times of various work orders in a more efficient way. They wanted to [...]
Electrical Company: Integrating with Dropbox for Service Form Storage
Scenario: An electrical company needed an efficient way to reference past service calls. They used both Actsoft solutions and Dropbox to conduct and manage [...]
Pest Control: Using Salesforce to Generate New Clients
Scenario: A pest control business used Salesforce to manage their customer relationships; however, they also relied on TeamWherx™ to dispatch out new work orders [...]
Plumbing Company: Optimizing Work Orders with Share Links
Scenario: A plumbing company required a way for images submitted via our software’s Public Forms feature to be automatically available to their corresponding work [...]
Cleaning Company: Importing Contact Info into Quickbase
Scenario: A cleaning business required a way to take the customer contact information their employees were entering into digital forms (with our software) and [...]
HVAC Company: Recordkeeping with Google Sheets
Scenario: An HVAC company used TeamWherx™ to process their paperwork digitally. They saved the data from these electronic forms in Google Sheets once their [...]
Field Service: Exporting Flat Files to Microsoft OneDrive
Scenario: A field service company was spending too much unnecessary time manually extracting data from work orders in TeamWherx™ and inputting it into other [...]
Healthcare: Creating Pickup Appointments for Patients in Google Calendar
Scenario: A healthcare organization needed a way to transport its patients to designated healthcare facilities efficiently and with minimal manual processes. They had executed [...]
Landscaping Company: Importing Timesheet Data into QuickBooks Online
Scenario: A landscaping company needed a way to import their workers’ timesheet data into their accounting software, QuickBooks Online, from TeamWherx™. The company was [...]