Item: Square 9 Softworks
Rating: 9
Author: Verified User

Overall Satisfaction with Square 9 Softworks

Use Cases and Deployment Scope

We use it to find certifications and paperwork we have previously done. It allows us to search each customer by name, purchase order, cert number, job number. I frequently use the search entire documents, to find the jobs by serial numbers or part numbers. Customers will ask if we have done a particualar S/N and this helps the search process by being able to search all documents. We frequently have to email a customer the certifications or scans. Square 9 Softworks has a feature to email pages or the entire document.

Pros and Cons

Pros

Email documents
Search entire database for paperwork
Find part numbers
Search customer to see if work was done

Cons

My only concern is sometimes when I am searching for something it doesn't come up when it is in there.

Return on Investment

Saves time looking for files
Saves time emailing customers the paperwork is already scanned
Saves time seeing if we have a particular number in the system
Saves time seeing if a job has already been done

Innovative Features

The one I use is data extraction. It allows me extract data from all the files we have uploaded. This helps me save time and search the files, seeing if we have ever done the jobs. Emailing the data to customers when they request it.

Key Insights

Do you think Square 9 Softworks delivers good value for the price?

Yes

Are you happy with Square 9 Softworks's feature set?

Yes

Did Square 9 Softworks live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Square 9 Softworks go as expected?

I wasn't involved with the implementation phase

Would you buy Square 9 Softworks again?

Yes

Other Software Used

Adobe Acrobat, File Explorer

Likelihood to Recommend

It works well for paperwork. You are able to search by multiple factors i.e. Certification number, customer, purchase order number, date range, specification process or keyword search. I personal use the keyword search frequently to search if we have a certian part number or serial number in the system. This saves me time from manually going through all the customer files to see if we have done it.

Comments

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Nick Fugaro
(Vendor Representative) commented a year ago
Thanks for your review! We are glad to hear that our platform has saved you time with its search functionality. We appreciate your feedback.

GlobalSearch

Software Version