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Field Service Management Software with Drag & Drop

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Salesforce Field Service logo
4.2
22

Cloud-based field service and onsite job management

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.0
    Features
    4.2
    Customer support
    4.1
Pros and Cons from Salesforce Field Service users   
avatar
avatar
avatar
+9
I self-implemented so the ability to quickly extend the package with flows was great.
Salesforce, sometimes when opening up a new case, can be slow. That is my only complaint.
Record every activity and calculate our daily, monthly and yearly performance which not only helps the management , but also helps in our personal growth in the channel.
The user experience from the field engineer side using the IPhone app our team has heard a lot of complaints on how the notification is not loud enough and where notifications are not seen.
I absolutely love Salesforce. Salesforce helps my work day go by with ease.
There are a lot of forms to fill out to get the software running correctly. 6 months in and we still are battling some bugs.
I particularly recommend for small and medium scale organizations to use this app which helps them economically and mentally also.
I strongly dislike that FSL's "Out of the Box" and extremely generic.
I love that there is virtually, even if our few field techs don't have internet.
Field Service Lightning has a beautiful interface for my team to find and schedule our field engineers to get to our customer sites.
Field Service Lighting is by far a great product. It keeps all my files separate and organized.
This includes our ability to increase service revenue through multi-trip work orders, and cut costs with tighter management of our inventory.
I self-implemented so the ability to quickly extend the package with flows was great.
Salesforce, sometimes when opening up a new case, can be slow. That is my only complaint.
Record every activity and calculate our daily, monthly and yearly performance which not only helps the management , but also helps in our personal growth in the channel.
The user experience from the field engineer side using the IPhone app our team has heard a lot of complaints on how the notification is not loud enough and where notifications are not seen.
I absolutely love Salesforce. Salesforce helps my work day go by with ease.
There are a lot of forms to fill out to get the software running correctly. 6 months in and we still are battling some bugs.
I particularly recommend for small and medium scale organizations to use this app which helps them economically and mentally also.
I strongly dislike that FSL's "Out of the Box" and extremely generic.
I love that there is virtually, even if our few field techs don't have internet.
Field Service Lightning has a beautiful interface for my team to find and schedule our field engineers to get to our customer sites.
Field Service Lighting is by far a great product. It keeps all my files separate and organized.
This includes our ability to increase service revenue through multi-trip work orders, and cut costs with tighter management of our inventory.
I self-implemented so the ability to quickly extend the package with flows was great.
Salesforce, sometimes when opening up a new case, can be slow. That is my only complaint.
Record every activity and calculate our daily, monthly and yearly performance which not only helps the management , but also helps in our personal growth in the channel.
The user experience from the field engineer side using the IPhone app our team has heard a lot of complaints on how the notification is not loud enough and where notifications are not seen.
I absolutely love Salesforce. Salesforce helps my work day go by with ease.
There are a lot of forms to fill out to get the software running correctly. 6 months in and we still are battling some bugs.
I particularly recommend for small and medium scale organizations to use this app which helps them economically and mentally also.
I strongly dislike that FSL's "Out of the Box" and extremely generic.
I love that there is virtually, even if our few field techs don't have internet.
Field Service Lightning has a beautiful interface for my team to find and schedule our field engineers to get to our customer sites.
Field Service Lighting is by far a great product. It keeps all my files separate and organized.
This includes our ability to increase service revenue through multi-trip work orders, and cut costs with tighter management of our inventory.
Jobber logo

Jobber

4.5
733

Quoting, scheduling, & invoicing for home service businesses

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.3
    Ease of use
    4.5
    Features
    4.2
    Customer support
    4.5
Pros and Cons from Jobber users   
avatar
+15
Jobber is fairly easy to use once you've had it for a while. They payment integrations are fantastic and the workflow from quote to job completion is great as well.
They are in Canada and the delay on their phone system is frustrating. I got dropped 2x and asked the guy to call me back from his cell phone and he said he wouldn’t.
Very easy to use and was very simple and makes time management more effective. Was great in keeping up with clients and schedules.
The mapping system is TERRIBLE AND IT only allows you to reset the route two times a day.
I like how easy it is to store all my appointments and photos and everything all in one place. It is easy for all my coworkers to share also.
Is technology costly or something. It is MAPPING and we may need to do it more than twice.
The customer service is excellent they got your back and always available to assist right away. Very Happy with Jobber team.
All 10 clients are billed except one and they can’t figure out why. Driving me and my bookkeeper crazy.
I love the features, the price breakdowns are very detailed you know exactly what you’re getting for what you pay for. I love that you get more bang for your buck.
I really enjoyed the ability to access documents digitally pertaining to the job anywhere you go. Also being able to clock in and clock out.
Jobber solved all of those issues for me and saved my company.
It assigns and tracks all work requests, quotes, jobs and tasks. It also does our invoicing and passes data nicely to Quickbooks for great financial reporting.
How amazingly easy was to implement. This was so refreshing, so easy.
With constant updates and an open API, this field service is very robust for any user. Jobber is the future of this industry.
The Chat support rocks and the marketing and sales team is absolutely wonderful. I wish I switched to Jobber months ago.
This software was easy to maneuver and very simplistic.
We started with the free trial while I set up the new app and tried to sell the owner on why it was worth the cost.
Jobber is extremely easy to use once you take the time to set up right.
Jobber is fairly easy to use once you've had it for a while. They payment integrations are fantastic and the workflow from quote to job completion is great as well.
They are in Canada and the delay on their phone system is frustrating. I got dropped 2x and asked the guy to call me back from his cell phone and he said he wouldn’t.
Very easy to use and was very simple and makes time management more effective. Was great in keeping up with clients and schedules.
The mapping system is TERRIBLE AND IT only allows you to reset the route two times a day.
I like how easy it is to store all my appointments and photos and everything all in one place. It is easy for all my coworkers to share also.
Is technology costly or something. It is MAPPING and we may need to do it more than twice.
The customer service is excellent they got your back and always available to assist right away. Very Happy with Jobber team.
All 10 clients are billed except one and they can’t figure out why. Driving me and my bookkeeper crazy.
I love the features, the price breakdowns are very detailed you know exactly what you’re getting for what you pay for. I love that you get more bang for your buck.
I really enjoyed the ability to access documents digitally pertaining to the job anywhere you go. Also being able to clock in and clock out.
Jobber solved all of those issues for me and saved my company.
It assigns and tracks all work requests, quotes, jobs and tasks. It also does our invoicing and passes data nicely to Quickbooks for great financial reporting.
How amazingly easy was to implement. This was so refreshing, so easy.
With constant updates and an open API, this field service is very robust for any user. Jobber is the future of this industry.
The Chat support rocks and the marketing and sales team is absolutely wonderful. I wish I switched to Jobber months ago.
This software was easy to maneuver and very simplistic.
We started with the free trial while I set up the new app and tried to sell the owner on why it was worth the cost.
Jobber is extremely easy to use once you take the time to set up right.
Jobber is fairly easy to use once you've had it for a while. They payment integrations are fantastic and the workflow from quote to job completion is great as well.
They are in Canada and the delay on their phone system is frustrating. I got dropped 2x and asked the guy to call me back from his cell phone and he said he wouldn’t.
Very easy to use and was very simple and makes time management more effective. Was great in keeping up with clients and schedules.
The mapping system is TERRIBLE AND IT only allows you to reset the route two times a day.
I like how easy it is to store all my appointments and photos and everything all in one place. It is easy for all my coworkers to share also.
Is technology costly or something. It is MAPPING and we may need to do it more than twice.
The customer service is excellent they got your back and always available to assist right away. Very Happy with Jobber team.
All 10 clients are billed except one and they can’t figure out why. Driving me and my bookkeeper crazy.
I love the features, the price breakdowns are very detailed you know exactly what you’re getting for what you pay for. I love that you get more bang for your buck.
I really enjoyed the ability to access documents digitally pertaining to the job anywhere you go. Also being able to clock in and clock out.
Jobber solved all of those issues for me and saved my company.
It assigns and tracks all work requests, quotes, jobs and tasks. It also does our invoicing and passes data nicely to Quickbooks for great financial reporting.
How amazingly easy was to implement. This was so refreshing, so easy.
With constant updates and an open API, this field service is very robust for any user. Jobber is the future of this industry.
The Chat support rocks and the marketing and sales team is absolutely wonderful. I wish I switched to Jobber months ago.
This software was easy to maneuver and very simplistic.
We started with the free trial while I set up the new app and tried to sell the owner on why it was worth the cost.
Jobber is extremely easy to use once you take the time to set up right.
Housecall Pro logo
4.7
2.7K

Field Service Management App

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.6
    Ease of use
    4.6
    Features
    4.5
    Customer support
    4.7
Pros and Cons from Housecall Pro users   
+15
My customers are also super happy because HP tells them when something is scheduled and allows them to interact with us. More engaged clients mean happy clients that may spend more.
They utilize a chat bubble on their website for support and have little to no way of escalating a problem to speak with someone. The implementation of new features comes fast and furious.
I love this software, I cannot thank the pros at housecall enough for introducing me to this product. The fee is very affordable and it has everything that I need to run my business daily.
We reluctantly renewed for one more year because of the hassle of yet another transition, and I can certainly say it has proved to be a mistake and regret.
I just like the ease of use and the organization of it. Keeps me organized and helps me accomplish more.
When your account ask for that information you will not be able to provide that to them. You will eat that loss on your tax filing.
Using HouseCall Pro has been a game changer for our company. We love it, the clients love it and it's amazing value for money.
Horrible for my accounts. We can not figure out what we paid in Credit Cards Processing Fees.
Great community, lots of questions and answers, fair cost and great team building, I would recommend to anyone with a business.
The estimate tool and proposal tool are awesome the scheduling integration works great and my book keeper uses it as well with the quick books integration.
I really like how organized it makes my company and how impressive it has been for many customers.
Time entries are easy to edit and update should the need be. Recurring service agreements have been a great feature to help grow the service side of our company.
I really like the quick and easy input screen. When I am on the phone with a client and I am scheduling I like to have as few questions to ask the client as possible.
The ease of use of this software is by far some of the best and I demoed several before deciding on Housecall Pro.
Responses from the customer service chat are excellent and helpful.
Works great on different devices. Support team continues to provide great response time.
Housecall Pro is definitely worth the money we spend for this software. The software is constantly being improved with new features.
If you are looking for a CRM that integrates with Quick Books look no further. This software has saved me time which is very important to me.
My customers are also super happy because HP tells them when something is scheduled and allows them to interact with us. More engaged clients mean happy clients that may spend more.
They utilize a chat bubble on their website for support and have little to no way of escalating a problem to speak with someone. The implementation of new features comes fast and furious.
I love this software, I cannot thank the pros at housecall enough for introducing me to this product. The fee is very affordable and it has everything that I need to run my business daily.
We reluctantly renewed for one more year because of the hassle of yet another transition, and I can certainly say it has proved to be a mistake and regret.
I just like the ease of use and the organization of it. Keeps me organized and helps me accomplish more.
When your account ask for that information you will not be able to provide that to them. You will eat that loss on your tax filing.
Using HouseCall Pro has been a game changer for our company. We love it, the clients love it and it's amazing value for money.
Horrible for my accounts. We can not figure out what we paid in Credit Cards Processing Fees.
Great community, lots of questions and answers, fair cost and great team building, I would recommend to anyone with a business.
The estimate tool and proposal tool are awesome the scheduling integration works great and my book keeper uses it as well with the quick books integration.
I really like how organized it makes my company and how impressive it has been for many customers.
Time entries are easy to edit and update should the need be. Recurring service agreements have been a great feature to help grow the service side of our company.
I really like the quick and easy input screen. When I am on the phone with a client and I am scheduling I like to have as few questions to ask the client as possible.
The ease of use of this software is by far some of the best and I demoed several before deciding on Housecall Pro.
Responses from the customer service chat are excellent and helpful.
Works great on different devices. Support team continues to provide great response time.
Housecall Pro is definitely worth the money we spend for this software. The software is constantly being improved with new features.
If you are looking for a CRM that integrates with Quick Books look no further. This software has saved me time which is very important to me.
My customers are also super happy because HP tells them when something is scheduled and allows them to interact with us. More engaged clients mean happy clients that may spend more.
They utilize a chat bubble on their website for support and have little to no way of escalating a problem to speak with someone. The implementation of new features comes fast and furious.
I love this software, I cannot thank the pros at housecall enough for introducing me to this product. The fee is very affordable and it has everything that I need to run my business daily.
We reluctantly renewed for one more year because of the hassle of yet another transition, and I can certainly say it has proved to be a mistake and regret.
I just like the ease of use and the organization of it. Keeps me organized and helps me accomplish more.
When your account ask for that information you will not be able to provide that to them. You will eat that loss on your tax filing.
Using HouseCall Pro has been a game changer for our company. We love it, the clients love it and it's amazing value for money.
Horrible for my accounts. We can not figure out what we paid in Credit Cards Processing Fees.
Great community, lots of questions and answers, fair cost and great team building, I would recommend to anyone with a business.
The estimate tool and proposal tool are awesome the scheduling integration works great and my book keeper uses it as well with the quick books integration.
I really like how organized it makes my company and how impressive it has been for many customers.
Time entries are easy to edit and update should the need be. Recurring service agreements have been a great feature to help grow the service side of our company.
I really like the quick and easy input screen. When I am on the phone with a client and I am scheduling I like to have as few questions to ask the client as possible.
The ease of use of this software is by far some of the best and I demoed several before deciding on Housecall Pro.
Responses from the customer service chat are excellent and helpful.
Works great on different devices. Support team continues to provide great response time.
Housecall Pro is definitely worth the money we spend for this software. The software is constantly being improved with new features.
If you are looking for a CRM that integrates with Quick Books look no further. This software has saved me time which is very important to me.
Service Fusion logo
4.3
197

Easy. Powerful. Mobile. Field service management software.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.2
    Ease of use
    4.3
    Features
    4.0
    Customer support
    4.2
Pros and Cons from Service Fusion users   
+15
Intregrates well with QuickBooks for billing, all of the admin staff love the output and reports showing the growth of our business, and our technicians love the mobile app for billing.
The reporting is very limited and you can't get all of your data out of the system. Some of the reports are currently providing bad data and cannot be used.
Very nice people that are willing to work with you weekly to train you and your team on the system free of charge so that is amazing.
The one thing I really dislike about this software is how difficult it is to just get a simple list of the VIP customers or maintenance contracts.
The data that you get out of it is fantastic. I also love the integration to Quickbooks which makes it even easier to manage the business.
Another Broken Software With Crappy Back-End Support.
Great Program, awesome features, pricing for the program is reasonable. The staff was quick to sign us up.
The bugs and workflow problems NEVER get fixed. We have been reporting issues and asking for fixes to them for over 3 years now and practically NOTHING we have asked for has been done.
Very beneficial software for scheduling and dispatching. Have the ability to attach photos and or documents to certain jobs is very helpful.
When we have questions, and we often do, the support team is amazing.
I love how technicians are able to use the app to update disposition of work orders, leave pictures and notes - this is very helpful for the office. The platform is very easy to use.
User friendly interface. I really love how it communicates with clients when tech changes his status.
Integrates with other software like quickbooks and the new flat rate seamlessly.
They were super about the initial training, and have consistently tried to answer any remaining issues.
The user friendly software. Easy to use to schedule and bill.
Their team in support is always quick to assist, they are helpful and not condescending.
This system has saved my company so much time and money in the 6 months we’ve had it.
I love the customer service team that has answered literally every question I've had since we've started. Switching programs twice is an accounting feat and very difficult logistically.
Intregrates well with QuickBooks for billing, all of the admin staff love the output and reports showing the growth of our business, and our technicians love the mobile app for billing.
The reporting is very limited and you can't get all of your data out of the system. Some of the reports are currently providing bad data and cannot be used.
Very nice people that are willing to work with you weekly to train you and your team on the system free of charge so that is amazing.
The one thing I really dislike about this software is how difficult it is to just get a simple list of the VIP customers or maintenance contracts.
The data that you get out of it is fantastic. I also love the integration to Quickbooks which makes it even easier to manage the business.
Another Broken Software With Crappy Back-End Support.
Great Program, awesome features, pricing for the program is reasonable. The staff was quick to sign us up.
The bugs and workflow problems NEVER get fixed. We have been reporting issues and asking for fixes to them for over 3 years now and practically NOTHING we have asked for has been done.
Very beneficial software for scheduling and dispatching. Have the ability to attach photos and or documents to certain jobs is very helpful.
When we have questions, and we often do, the support team is amazing.
I love how technicians are able to use the app to update disposition of work orders, leave pictures and notes - this is very helpful for the office. The platform is very easy to use.
User friendly interface. I really love how it communicates with clients when tech changes his status.
Integrates with other software like quickbooks and the new flat rate seamlessly.
They were super about the initial training, and have consistently tried to answer any remaining issues.
The user friendly software. Easy to use to schedule and bill.
Their team in support is always quick to assist, they are helpful and not condescending.
This system has saved my company so much time and money in the 6 months we’ve had it.
I love the customer service team that has answered literally every question I've had since we've started. Switching programs twice is an accounting feat and very difficult logistically.
Intregrates well with QuickBooks for billing, all of the admin staff love the output and reports showing the growth of our business, and our technicians love the mobile app for billing.
The reporting is very limited and you can't get all of your data out of the system. Some of the reports are currently providing bad data and cannot be used.
Very nice people that are willing to work with you weekly to train you and your team on the system free of charge so that is amazing.
The one thing I really dislike about this software is how difficult it is to just get a simple list of the VIP customers or maintenance contracts.
The data that you get out of it is fantastic. I also love the integration to Quickbooks which makes it even easier to manage the business.
Another Broken Software With Crappy Back-End Support.
Great Program, awesome features, pricing for the program is reasonable. The staff was quick to sign us up.
The bugs and workflow problems NEVER get fixed. We have been reporting issues and asking for fixes to them for over 3 years now and practically NOTHING we have asked for has been done.
Very beneficial software for scheduling and dispatching. Have the ability to attach photos and or documents to certain jobs is very helpful.
When we have questions, and we often do, the support team is amazing.
I love how technicians are able to use the app to update disposition of work orders, leave pictures and notes - this is very helpful for the office. The platform is very easy to use.
User friendly interface. I really love how it communicates with clients when tech changes his status.
Integrates with other software like quickbooks and the new flat rate seamlessly.
They were super about the initial training, and have consistently tried to answer any remaining issues.
The user friendly software. Easy to use to schedule and bill.
Their team in support is always quick to assist, they are helpful and not condescending.
This system has saved my company so much time and money in the 6 months we’ve had it.
I love the customer service team that has answered literally every question I've had since we've started. Switching programs twice is an accounting feat and very difficult logistically.
Kickserv logo
4.4
373

#1 Most User-Friendly Software to Run a Service Business

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Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.4
    Ease of use
    4.4
    Features
    4.2
    Customer support
    4.4
Pros and Cons from Kickserv users   
+15
I am extremely happy with Kickserv. There is a bit of a learning curve but I am very pleased.
The APP has always been very poor and its so hard to use, we've never been able to use it the past 2-3 years because of how poor it is.
They have excellent customer service that we have found to be responsive and personal. I would recommend Kickserve to anyone looking for a cost effective and well designed customer management system.
Editing estimates does not work correctly. There are problems with payment capturing in Kickserv.
If you need help or have questions, tech support is always there ready to help. Actually, a rep called me after signing up to see if I needed help or had any questions and right then, I thought WOW.
The company has horrible customer support took over a month to correct their error and after multiple calls no response, cannot not recommend to anyone.
My records are stored in the cloud and the best part was it synced with Quickbooks immediately. I absolutely love it and would recommend to a small start up to a Fortune 500.
I found it very easy to use, but some of our less tech savvy techs struggled. The biggest issue we had was when an invoice was done incorrectly and the customer already paid it.
It is quick and responsive and has a great flow. Their customer service is great and they respond immediately.
I like the price point, I like that there is relatively little down time. And I like some of the features the software has.
Seamlessly integrates with our other systems and prints easy to understand work orders. I love the fact that you can get digital signatures for invoices.
I like the ease of use, and the ease of scheduling appointments.
Kickserv is overall amazing an makes my job super easy.
This has great integration with quickbooks online. Would like to see more integration with 3rd party forms.
It includes everything you need, from A-Z. The customer support was amazing and it is highly customizable.
Overall this software has gotten way better and way easier for me to do my contracts and upload my information.
They always offer help icons. It is always being up to date to stay with the flow of new things.
It's easy to use for dispatching and task reminders. It also syncs with my bookkeeping software, google calendar, reputation management software and Stripe.
I am extremely happy with Kickserv. There is a bit of a learning curve but I am very pleased.
The APP has always been very poor and its so hard to use, we've never been able to use it the past 2-3 years because of how poor it is.
They have excellent customer service that we have found to be responsive and personal. I would recommend Kickserve to anyone looking for a cost effective and well designed customer management system.
Editing estimates does not work correctly. There are problems with payment capturing in Kickserv.
If you need help or have questions, tech support is always there ready to help. Actually, a rep called me after signing up to see if I needed help or had any questions and right then, I thought WOW.
The company has horrible customer support took over a month to correct their error and after multiple calls no response, cannot not recommend to anyone.
My records are stored in the cloud and the best part was it synced with Quickbooks immediately. I absolutely love it and would recommend to a small start up to a Fortune 500.
I found it very easy to use, but some of our less tech savvy techs struggled. The biggest issue we had was when an invoice was done incorrectly and the customer already paid it.
It is quick and responsive and has a great flow. Their customer service is great and they respond immediately.
I like the price point, I like that there is relatively little down time. And I like some of the features the software has.
Seamlessly integrates with our other systems and prints easy to understand work orders. I love the fact that you can get digital signatures for invoices.
I like the ease of use, and the ease of scheduling appointments.
Kickserv is overall amazing an makes my job super easy.
This has great integration with quickbooks online. Would like to see more integration with 3rd party forms.
It includes everything you need, from A-Z. The customer support was amazing and it is highly customizable.
Overall this software has gotten way better and way easier for me to do my contracts and upload my information.
They always offer help icons. It is always being up to date to stay with the flow of new things.
It's easy to use for dispatching and task reminders. It also syncs with my bookkeeping software, google calendar, reputation management software and Stripe.
I am extremely happy with Kickserv. There is a bit of a learning curve but I am very pleased.
The APP has always been very poor and its so hard to use, we've never been able to use it the past 2-3 years because of how poor it is.
They have excellent customer service that we have found to be responsive and personal. I would recommend Kickserve to anyone looking for a cost effective and well designed customer management system.
Editing estimates does not work correctly. There are problems with payment capturing in Kickserv.
If you need help or have questions, tech support is always there ready to help. Actually, a rep called me after signing up to see if I needed help or had any questions and right then, I thought WOW.
The company has horrible customer support took over a month to correct their error and after multiple calls no response, cannot not recommend to anyone.
My records are stored in the cloud and the best part was it synced with Quickbooks immediately. I absolutely love it and would recommend to a small start up to a Fortune 500.
I found it very easy to use, but some of our less tech savvy techs struggled. The biggest issue we had was when an invoice was done incorrectly and the customer already paid it.
It is quick and responsive and has a great flow. Their customer service is great and they respond immediately.
I like the price point, I like that there is relatively little down time. And I like some of the features the software has.
Seamlessly integrates with our other systems and prints easy to understand work orders. I love the fact that you can get digital signatures for invoices.
I like the ease of use, and the ease of scheduling appointments.
Kickserv is overall amazing an makes my job super easy.
This has great integration with quickbooks online. Would like to see more integration with 3rd party forms.
It includes everything you need, from A-Z. The customer support was amazing and it is highly customizable.
Overall this software has gotten way better and way easier for me to do my contracts and upload my information.
They always offer help icons. It is always being up to date to stay with the flow of new things.
It's easy to use for dispatching and task reminders. It also syncs with my bookkeeping software, google calendar, reputation management software and Stripe.
Youreka logo
4.3
23

Salesforce–native smart mobile forms that work offline.

visit website
Reviews Sentiment
Positive Reviews
Rating Breakdown
    Value for money
    4.0
    Ease of use
    4.2
    Features
    4.4
    Customer support
    4.5
Pros and Cons from Youreka users   
+13
IT was great experience. Customer service was great and was ready and happy to answer any question I had.
Data entry is prone to human error, and validation rules are critical for preventing bad data being captured. Unfortunately, this tool is limited in terms of what you can control in that regard.
I like it's flexibility and it's ease of use. For us, the software is multi functional and it has been a great value add that we can do more than 1 thing with 1 piece of software.
I dislike the lack of ability to export data. I realize the data lives in SF but being an admin and not a developer I find it difficult to export data from a form individually.
This solution have a great amount of diverse fields so you can use them no matter the industry; health care (that was my case), finance, forms, legal (my case also).
Vital contacts need to be configured in advance if they will be on the form, which can be hard when your sales team is lazy on providing this.
More time to focus on sales because it was very easy to set up so i didn't spend time on that. I tried a lot of solutions but this is by far the best.
I could not follow up all the required steps for initialize this. Got stuck in the middle.
I enjoyed the ease of form creating, as well as how well easy it was to plug and play with Salesforce.
The Youreka team are very innovative and helpful to deal with.
The principal pro I found is the super easy integration with Salesforce and the versatility of the forms you can create with Youreka.
Super easy to use and syncs seamlessly to Salesforce.
I like the offline use and the ability to add photos. The discoveries function is also great to identify problems and get them remedied quickly.
Excellent integration with Salesforce, a few steps and a lot of valuable information.
Ability to develop and publish surveys and obtain feedback from customers with an accelerated pace and easy to use interface.
The out of the box forms are not very attractive in the modern age, but that doesn't matter to me since I can override it to make it how I want. Customer service is really good.
IT was great experience. Customer service was great and was ready and happy to answer any question I had.
Data entry is prone to human error, and validation rules are critical for preventing bad data being captured. Unfortunately, this tool is limited in terms of what you can control in that regard.
I like it's flexibility and it's ease of use. For us, the software is multi functional and it has been a great value add that we can do more than 1 thing with 1 piece of software.
I dislike the lack of ability to export data. I realize the data lives in SF but being an admin and not a developer I find it difficult to export data from a form individually.
This solution have a great amount of diverse fields so you can use them no matter the industry; health care (that was my case), finance, forms, legal (my case also).
Vital contacts need to be configured in advance if they will be on the form, which can be hard when your sales team is lazy on providing this.
More time to focus on sales because it was very easy to set up so i didn't spend time on that. I tried a lot of solutions but this is by far the best.
I could not follow up all the required steps for initialize this. Got stuck in the middle.
I enjoyed the ease of form creating, as well as how well easy it was to plug and play with Salesforce.