Features

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.

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.

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.

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.

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.

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