Connect2Field has integrated its cloud-based field management program with a pen that transmitted information on a job docket straight to the cloud.
The Destiny digital pen recorded the handwriting on a customer docket or form and used optical character recognition to turn the handwriting into text. The text and a PDF of the original document were sent to Connect2Field and updated in the customer’s records.
The vendor hoped the pen would make it easier for tradesmen to move to the automated field management program.
“You write on a piece of paper with the job details and we automatically put it into our system and do the handwriting recognition. There’s very little change for a plumber doing their work but they get all the efficiencies of using our system,” CEO Steve Orenstein said.
The pen cost $450 to buy and required a $45-per-month subscription to operate.
The Sydney-based Connect2Field covered job management, customer database and billing in one program. It has been operating for almost two years and has “hundreds” of companies as customers in over 15 countries.
While the trades were a natural fit, the program has been taken up by companies in high-end medical equipment repair, crane hire, property maintenance, insurance, IT repair and security companies.
“A lot of these companies were using spreadsheets or Outlook or paper job sheets. Most of them would be writing up the job straight afterwards, then they would bring it back to the office and send the invoice back out to the customer,” Orenstein said. This required back-office staff and slowed down cash flow.
“The whole idea of Connect2Field is to simplify their business and invoice much faster,” Orenstein said.
Users said they saved at least half an hour to an hour a day in paperwork by moving to Connect2Field, Orenstein said.
The vendor was adding the ability to download reports to Google Apps and sync with Google Apps’ contacts and calendar, Orenstein said.
Connect2Field was integrating with cloud-software integrator OneSaas which would make it compatible with cloud CRM programs such as High Rise and cloud marketing programs such as MailChimp.