Compare happisales vs ServiceM8

Summary

Happisales is an all-in-one sales management solution to manage the sales process. With a user-friendly business application, you can manage presence, goals, call records, and report customer issues. Improve sales force performance with real-time decision-making and responsive service to gain market insight. It allows sales representatives to enter their daily presence, (TASKS/DEPARTURES/MEETINGS/ TRAINING), executives define their monthly and daily goals, each customer visit will be followed with geographic locations and timestamps. In addition to these activities, it can capture notes and images. Consolidated daily reports of customer visits are sent daily to the administrator of the immediate reports. ..show more

Service M8 is a smart job management software for services and trades that is ideal for freelancers, individuals, small and medium sized businesses. With the foundation of ServiceM8, businesses can create professional invoices within moments and clear their payments faster than before. With their management system, the owners can abridge and rationalize their business undertakings, take control over the working scenario and act smarter since the first call with any client. In addition, they can make the completion of their jobs more efficient and get done with invoicing and payments within zero aggravation. With the features of built-in checklists, the owners stay updated throughout the day. The enterprises can easily hire the right person for the right job with the right qualifications at the right time. With their schedule and bookings attribute, the clients can access the schedule of their jobs anywhere and receive set automatic alarms regarding their upcoming bookings. On an average basis, using ServiceM8, the corporations can complete 30% more work in the first three months than they did in the past. They charge no hidden fees and provide all their services at just 9 dollars/month. Along with it, they also offer a 14-day free trial. ..show more

Analytics (Workforce) Helps you track and analyse the performance of the workforce

Attendance Management Helps to manage employee attendance or workforce presence in the workplace to reduce employee downtime

Billing and Invoicing This feature helps in issuing and handling the invoice and bills.

Claims Management Helps to organize and keeping track of insurance claims and as such claims made by patients.

Compliance Management Helps in making an assessment of risks, ensures policy comprehension and that policies/procedures are being followed

Digital Signature A facility to capture digital signature in a secure format

Document Management Ability to store and manage various information and documents in electronic format.

Inventory Management Helps in recording inventory to optimize and fulfill the requirement.

Job Scheduling Helps in allocating jobs to the right person at the right time

Offline Reporting Helps you to save the data offline and synchronize as soon the device connects to the internet

Real-time Job Tracking Allows you to view your workforce in real time and improve strategy

Reporting Sends instant status reports about the task with customer feedback

Route Optimization Determines the cost efficient route to perform the order

NA

• Deputy
• Quickbooks
• Workato
• Zapier
• MailChimp
• Xero

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