Simple Solutions for Complex Workflows

Activities & Workflows have never been easy!

We built features from ground-up. Listening to customers and delivering what they want has been our game changing approach.

EFFORTx provides real-time visibility of field operations & business processes. With a easily configurable and quick-sync native mobile app support across Android & iOS. Our flexible and smart workflows with powerful form builder, ensures a seamless implementation and onboarding experience. Think of a process, configurable and deploy. Its that simple with EFFORTx.

Solutions include, but not limited to:

Mobile Workforce Management Software Solution


Work Order Management


Scheduling & Dispatching


Customer Activity Management


Geo-tagging/Territory Management


Field Data Capture


Verifications


Delivery


Collections


Compliance Management


Field Service Management


Attendance Management


Claims Management


Mobile Workforce Management Software Solution

Mobile workforce management software solution is a strategic necessity and act as the field force manager that drives field activities and sales force automation process more effectively, providing a competitive advantage over others. Our wfm software gives access to all information with/without data connectivity.





Work Order Management

Workflows are the most complex of the entities. It involves several actors, steps and also back & forth between machines. Along with conditional logic and differential flows, a workflow is a nightmare for any process owner. Digitizing a workflow is now cake-walk with EFFORTx. Simply create forms with our Form Builder, sequence them into a flow, apply logic and publish. Its that simple. More importantly, the configurable dashboard provides for a nice interface with all the open, in-progress, delayed, completed jobs. Our Smart Work Allocation engine also lets the system allocate works to employees based on the calendar availability and also their last known location. This reduces a lot of manual intervention in work allocation and helps process owners to focus on maximing the time utilization.

Scheduling & Dispatching

Typically managers deal with reams of paper work when scheduling, dispatching and tracking job assignments. Assignment of jobs is done through a rudimentary and call & collect method. Our advanced dispatcher module with wide functionalities helps organizations to quickly assign new jobs and manage field executive's workload. A single-window view provides details on all open works, in-progess, completed, delayed etc. A simple drag-and-drop interface allows you to pull unassigned tasks, activities & works to field agents in a click. Our scheduling interface has an easy-to-read and intuitive layout provides the necessary details in one place.

Customer Activity Management

It is often very challenging to gather accurate and authentic information about customer visits at their location. It is also very difficult to plan, execute and report these visits in near real-time from remote locations. EFFORTx addresses these challenges using its mobility-based solution to capture any customer activity and monitor field employees using mobile devices.





Geo-tagging/Territory Management

Territory management enables the organization to manage the complex team structures along geographical locations. Without segmentation of customer and grouping the employees around territories, makes it difficult to track the organizations field coverage. EFFORTx Geo-Tagging and Territory Management allows businesses to effortlessly allocate the territories to employees for faster turn around time, better coverage and lower operational cost.

Field Data Capture

Data is the fuel that drives the businesses in the information economy. The legacy methods and tools used for data capture do not scale to meet today’s data needs. EFFORTx data capture technology simplifies data capture, increases the data quality, eliminates data loss, provides timely and quick access to data.





Verifications

Field verification is the process of verifying the reported parameters against the actual ones and document the actual parameters of any given person, facility, or organization. Using our field app field executives can gather accurate, complete and geo-ragged authentic information overcoming the data quality issues of manually collected information.


Delivery

Most companies that deliver goods to their customers have very limited visibility into their operations. Timely and accurate deliveries are critical for profitability and customer satisfaction. Our delivery management solution helps companies to effectively manage the delivery operations, with automatic least cost routing, upto the minute automatic field updates, and proofs of delivery.

Collections

Smooth cash flow is critical for the survival and growth of any company. Collecting money from customers is complicated process and is vulnerable to fraud. EFFORTx enables field agents to check the amount to be collected from each customer, their payment history, collect money via cash, cheque, debit/credit cards, and issue them receipts, whether the field agent’s mobile is connected to internet or not.


Compliance Management

Compliance Management enhances the performance of your organization by empowering your organization with a unified approach that integrates all your compliance processes and links it back to the organization strategy. EFFORTx compliance management enables the organization to define their compliance standard and enforce the field employees to satisfy the rules.


Field Service Management

EFFORTx field service management software solution provides end-to-end visibility from issue allocation to resolution. With quick response of service calls, field service tracking and field force tracking, this customer service management software helps in transforming service into strategic engagements with customers that builds loyalty and value.


Attendance Management

Organizations with dynamic mobile workforce lack proper attendance monitoring system to capture field workforce attendance. Spoors employee attendance management system software helps all type of organization for employee tracking and gain insights using reports generated in the form of employee attendance sheet.


Claims Management

Fraudulent claims under travel reimbursements, insurance claims, overtime billing, are unwanted expenses of any industry. These extra expenses not only reduce profitability but even result in losses and wasteful expenditure. EFFORTx claim management mobility solution helps the organization in providing the proof of the claims and make sure the organization is not giving away any extra money for any claims that is not valid.