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Mobilize

File cabinets, email archives and scanned documents are a thing of the past. With cloud-based technology, every bit of information is at the tip of your fingers and ready to be shared in real-time.

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A Picture = 1000 Words

Reviewers no longer have to take insane amounts of notes to document issues. They can now simply take photos to explain areas of interest during their visit. These images are then readily accessible to all relevant users. This feature not only fosters collaboration, it makes documenting the reconciliation of issues a breeze.

 

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Reporting

It’s nearly impossible to find patterns between bits of paper, emails, or spreadsheets. Action Card’s robust reporting capabilities present field visit reports in a way that identifies trends, problem areas, and successes. Searchable, interpretable data is now at your fingertips.

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Workflow

With automated and customizable work queues, Action Card fosters communication and accountability at every step of the field visit process. Tasks now flow from one person to the next seamlessly.

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Accountability

Users are given a bird’s eye view of every moving part of field visit operations. Accountability is infused into the process through Action Card’s action item technology. You can now take a hand’s off approach to driving success with Action Card on your side.

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Collaboration

Action Card brings total collaboration to the field visit process, from the field visit operations manager, to the people who serve your customers. This top-down transparency adds accountability to the process through education and context.

Additional Features

  • Android, iOS And Web Compatibility
  • Email Alerts
  • Email PDF reports from your device
  • Role-based access
  • Easy to use form builder tool
  • Export Data
  • View Data for any form online
  • Analyze operations across locations, teams or employees
  • Forms Tool
  • Signature capture
  • Multi-Select
  • Tag Forms to ease reporting and  simplify search

Discover all these Features
for yourself

Ask us now for a free 30-minute live demo. No pressure, just the goods.
We’ll reply within 24 hours to schedule a time that works for you.