Fulcrum vs. OnceHub

We use Fulcrum to record information about vehicles and our product in the field to ensure we have clean and organized records of work completed and issues encountered. This has unlocked immense value for us. It allows managers to review work to maintain high quality. Using Fulcrum has also allowed for large amounts of field data to be gathered and quickly transferred from our field team to our engineering team when necessary.

Incentivized

For all things bookings, including meetings, sales calls, events, and client onboarding, ScheduleOnce is the dominant software hands down. For shorter forms, such as quizzes and exercises on an online course, FormOnce is the far superior sibling as it's able to accommodate all needs, size, length, and customization.

• Organize information and tie it back to particular job.
• Easy to build and modify "apps".
• Export information in easy to share format (pdf, .csv, zip, etc).

Incentivized

• Booking page is easy to set up and use
• Many options as to the types of meetings/appointments that can be booked
• Improves my efficiency! Easy to send the booking link to colleagues, prospects, etc. have them select the most appropriate date and time to meet
• Enhances the professionalism of my business

Incentivized

• When exporting an app at the completion of a project file names are downloaded with what seem to be a random conglomeration of characters.
• When exporting an app at the completion of a project photo file names are downloaded with what seem to be a random conglomeration of characters.
• The load time between windows when using the Fulcrum website is a bit slow.

Incentivized

• I really wish I could put tracking pixels (i.e. AdWords conversion pixels) on the booking thank you pages. Having to direct to a thank you page on another platform is kind of a pain.
• The Salesforce connector pricing is a bit steep.
• Basic live chat capabilities would be awesome. Implementing a live chat widget alongside the ScheduleOnce widget can be a bit cluttered design wise.

Incentivized

They would not prorate a refund - I'm just out the money for services I have not used. To me, that is the WORST POSSIBLE customer service ever.

ScheduleOnce is the only platform that offered an easy way to send text messages to clients. I appreciated the ease of adding a few questions to qualify potential clients prior to getting onto a call with them. Easy to use and the customer service experience I have received has been great.

• Manual data entry of collected field information is no longer required saving anywhere from 1 to 10 hours of tedious work and eliminating human error.
• Clients are impressed with our ability to use digital field notes and our ability to communicate in near real time which helps ensure client retention and expanding our envelope of work with them.
• Instead of spending time trying to find out what, why, where, and when a picture was taken the guess work is removed as photos are georeferenced and can be annotated in the field.

Incentivized

• Saved me time by letting clients book their own appointments (5 hours a week).
• It's a professional way of doing business versus me playing phone tag to book an appointment, less work for my prospect ( at least 1-3 more sales).
• It has rescheduled missed appointments (1-3 more sales).

Incentivized