CoConstruct vs. Salesforce Agentforce Field Service vs. Upvise

Having the ability to completely manage a project from start to finish with one app is super helpful. The time reporting feature (when it works correctly) is a nice added bonus as it allows employees to switch from one task to another on the same project or to another project and task with ease, aiding in the accounting process of the total project. This was helpful for running analytics to see where we were spending too much time on certain tasks, thus allowing us to assess any training needs.

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We've demoed quite a few models, different companies. I know Salesforce has huge backing, but even so they're open to customization and solutions. Some of the competition, keep in mind for my industry, there's not a lot of options out there. We're not your typical Salesforce target market. I mean we're not really selling a lot. I mean, quite honestly, I don't even have a sales department because can't do all of the work that my current customers need me to do. So I don't need to go drum up new business. I just needed it for more of tracking and a work management solution. And in the construction, specifically utility construction, industry, there's not a lot of options, but it definitely was the best option for us.

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• The integration of all aspects needed to run a remodeling company efficiently: project scheduling and management, financial planning and customer service. Since it’s an all-in-one suite and cloud-based, it enables our team to keep track of all our projects in real-time. Communication breakdown is the last thing we want, so being on the same page is not only desirable but makes for the best possible relationship with our clients.
• Product education - We like how CoConstruct helps new users and get them to start using the tool right away. The dashboard resource materials are incredibly useful. We don’t have to spend a lot of time training new hires on the system and onboarding new clients.

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• Real Time Communication with back-office team When our nurses need anything by using mobile app they can reach out to our back office team to resolve their issues
• Utilization of resources We can see the all the appointments view with the assigned representative in a single page so We can assign more appointments if any resources has any free slot it is just a drag and drop
• It helps us to automate the process like delay or reach notification we can also route the appointments based on representative skill set, location and urgency of task

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• Internal Communication - CoConstruct lacks the ability to tag-team members for internal communication using @mentions or any other means. This has been crippling for us and forced us to use alternative software for communicating among our team members.
• Pipeline Management - CoConstruct's lead-tracking system feels clunky and hard to navigate and doesn't provide a pipeline view that's easy to navigate. We have moved our Pipeline Management outside of CoConstruct to make it easier for our sales team to track leads.
• CRM - CoConstruct doesn't offer anything for customer follow-up after projects are completed. This, in addition to the lack of an effective pipeline system, has led to our decision to use Hubspot as our CRM. Moving projects into CoConstruct for Design and back our after Production.

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• Our biggest complaint is the optimizer removes jobs from the schedule at times and they are hard to track down and if missed we may not have a tech show up at all for the customer.
• Reporting off of Service Appointment history is challenging
• Without having a developer adjust your views the amount of available fields can be overwhelming.

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As of right now there is not a alternative that seems to offer all of the functionality with a vision of what is needed in the future. It is my belief that ClickSoftware will remain a leader in Mobile Workforce Management for a long time.

Within a week a scheduler can confidently navigate the program and from there they learn more niche tools but from the beginning they can hit the ground running. With different user views available the developers can narrow down what is needed based on your job role which has been invaluable.

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The support staff is brilliant; they don't operate on Australian time, so you can't just dial up support when you need it. The response times are quick, and the staff is knowledgeable. They are also well versed in most of the differences between buildings in the US and the building in Australasia. Despite their funny accents and strange use of the English language, we get by just fine!

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Having a program that gives sales leaders a real time view was game changing. Time was always an issue because there wasn't always a sales leader available for closing sales. This has allowed for any sales leader to jump in and help make the sale without the need to do a warm transfer.

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Overall the training was quite informative but did lack detail in some areas. It had all of the necessary content for an experience product user but didn't offer enough information for a new user to complete the training and then feel comfortable in real-world situations running or managing the software. I would recommend this course for anyone with at least 1 year of full-time exposure to the ClickSchedule product.

Products like Procore and PlanGrid are geared towards projects with huge projects teams, multiple stakeholders and dozens of subcontractors. CoConstruct can be used for projects big and small (value) and also with small project teams or large projects teams. For small partial renovation or addition projects CoConstruct is a good more cost effective option.

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I have added a few of the many Salesforce products we use. We also use HubSpot but they all have different functions so not really comparable as they are used for different things/ teams.

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• It made time recording much easier and much more reliable
• With its GPS feature, we would be able to track when an employee left a job to help ensure accurate time recording
• Having the ability to give the homeowners their own custom home building app to watch the progress helped to put us ahead of the game in the industry
• Running job cost reports as easily as CoConstruct allows helped to curb some of our administrative fees

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Independently Invited by TrustRadius

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• ClickSoftware (ClickSchedule) has allowed for a technician work schedule to be fuller
• ClickSoftware (ClickSchedule) has improved efficiency of the mobile work force when it is adhere to, and excessive rule violations are avoided.
• ClickSoftware (ClickSchedule) has increased accountability of the mobile work force throughout the day.