NoteVault vs. Service Fusion

It's is absolutely well suited for all daily reporting/documentation needs, also since it essentially 'self archives' you can revisit past projects by logging into the admin panel faster than going to my own archived job files. It saved our skin by documenting where a bad GC Superintendent had been giving false information to the office, and we were able to prove our conditions/progress and alleviate the issue. It's very well suited for large projects, and ongoing projects. A bit less suited for small fast service type projects. We keep one 'service' job open to document the fast turn over stuff to alleviate that issue.

Service Fusion is a fantastic application for any business conducting fieldwork. Any instance in which you need to schedule and route agents for services (ie onsite repair services, contractors, construction, project management firms). Additionally, it could be applied to field sales representatives. As Service Fusion does have a CRM function, a structured sales organization could apply the features to track and follow up on lead generation and/or sales visits!

Incentivized

• As a delay has occurred in the field, the foremen are able to report it immediately. The project manager now gets this information as it happened, not just trying to remember the next time they talk or see each other.
• As an RFI arises, the foremen can ask their questions immediately so that the PM can address it right away.
• We input our manpower on a daily basis, which helps us project where we are as it pertains to hours on a job.

• GPS Integration for routing agents/technicians to job sites.
• Reporting, especially post-ticket completion.
• Customer Management - containing all pertinent files and information for a given customer.

Incentivized

• Difficult to bring back reports from the archives. I don't archive any more; I just sequentially date my projects and keep them all live.
• Notevault is set up for normal work shifts. But I mostly work night shifts from about 10 pm to 6 am. You then have to sort and filter the notes from two separate "days" in the system to get a coherent report from a single night shift. I live with it, but I don't like it.

Incentivized

• Integrations with 3rd Party Applications - especially CRM.
• Access permissions are complicated and somewhat unnecessary.

Incentivized

It flat works and has paid for itself quickly.

Simple use of functions. Majority of people can become familiar with this product fairly quick

Incentivized

I have used both Raken and NoteVault. It is my preference to use NoteVault due to the simplicity of it. Raken tended to be a bit cumbersome. I did not like the photo features used with Raken as opposed to the very simple straight forward approach with NoteVault

Incentivized

• Daily reports get published the following day after downloaded to NoteVault.
• From an executive standpoint, I am able to track the progress of each project on a daily basis and to be able to focus my efforts to the project that needs help.

• Postive ROI.
• Streamlined scheduling process for field service calls.
• Reporting has generated a traceable trail for long-term customers, to help better serve their needs.

Incentivized