HindSite Reviews & Pricing

Key Features

• Billing and Invoicing: Generate invoices and collect payment in the field with pre-built templates and tiered service price lists. Manage detailed records of accounts receivables, accounts payables and project costing for quick reference with QuickBooks integration. 
• Business Coaching: Gain access to virtual coaching with one-on-one or group courses and real-time support to sell more efficiently, scale operations and achieve long-term business goals. 
• Contract Management: Execute and manage contracts from initial pricing and quoting to billing and automatic renewals. Create, monitor and manage service contracts while preventing revenue seepage. 
• Customer Database: Store and maintain all customer data, including details of their addresses, email ID, phone numbers, service history, invoices and feedback. 
• Customer Feedback: Collect customer feedback on each completed work order. Get ratings on various metrics such as service delivery, field staff, service pricing and more to understand the likeliness of referral and recommendation. Schedule and automate follow-up communication on received feedback and continually improve services. 
• Field Data Capture: Record customer and work order information such as location, time, resources and materials used and more in real time in the field with one touch. Back up data every day to keep records safe. Digitize work order notes and record reports, photos and job progress updates to minimize paperwork and communication delays. 
• Job Management: Segregate field staff and teams by location for efficient dispatch and scheduling. Track clock-in and clock-out times, progress and current status of the job, pending tasks and more to competently manage each service order. Manage multiple franchises from a single platform. 
• Maintenance Management: Offer preventive maintenance scheduling, send alerts for repeating maintenance tasks and streamline the repair process. 
• Marketing: Create, monitor and edit marketing campaigns through targeted emails and smart filtering. Use the Connect tool to create, customize and personalize nine different message types. Track and analyze campaign performances to measure ROI. 
• Payroll Management: Auto-populate payroll reports and calculate overtime pay by monitoring office and field activity, work hours and employees clocking in and out accurately. 
• Quote Management: Create, manage and share quotes using customizable templates. Issue multiple quote options that can be viewed and accepted online. 
• Reporting: Generate accurate and insightful reports on accounts receivable, open project status, work orders, inventory and more. Use filters for more details on certain aspects and build customized reports. 
• Routing and GPS Tracking: Users can help field staff with quick and efficient routing to their job location. Routing features with GPS tracking keep managers and customers updated on technician ETAs. Log the check-in and check-out time to track time spent on a job and generate accurate invoices. 
• Sales: Track and manage leads. Ensure targeted communication and quick response rates for conversion. Gain visibility into the sales pipeline and forecast to take control of bottom-line revenue. 
• Scheduling and Dispatch: Schedule, reschedule and assign one-time and recurring work orders in just a few clicks. Manage work orders based on the job type, technician skill set and field staff availability to ensure top-notch services. Map the required tools and routes and get real-time updates on field staff’s location and work order progress. 
• Service History Management: Maintain a service history record for each customer and technician with details like order requests, resources used, notes and invoices. 
• Technician Management: Track and monitor field staff with details like live location, navigation, work orders completed and customer feedback. 
• Work Order Management: Create service requests upon receiving work orders, schedule and assign jobs for field staff, track real-time work progress and manage efficient work order processing. 

Limitations

•  Customer support is chargeable. 
•  Collecting payments from mobile is a hassle. 
•  New versions are released without being completely developed. 
•  Editing contracts is difficult. 
•  Limited reporting features. 

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