Walkthroughs

Includes web and native app access

Data security

Straight-forward control over who and what

Set who has access to specific sets of records and individual fields on Solve records. PLUS working with Collaborators, and Google integration security controls.

Exceptional mobile apps

Expect to be pleasantly surprised

“Omgosh it’s so simple, so easy” — Even staff hesitant to change will love Solve’s native iOS and Android app. Tap to watch a 2-minute video, and see it for yourself.

Customization

Quickly refine the system to your needs

Highly flexible. Shape forms and selection values, organize records with simple tags, automatically adjust form fields by applying tags and so so much more.

Google Calendar integration

Solves three common scheduling challenges

Visualize and schedule activity across multiple resources. Centralize event history across the entire domain. Access service records from the field ― all based around Google Calendar.

Google email integration

Set it and forget it

Centralize access to customer email history from the team’s individual Gmail accounts. Perfectly organized inline with every other interaction your team’s had with the contact.

Workflow automation

Instantly add a full sequence of work

Workflows save time and money by automating processes. Schedules are intelligently determined, people are correctly assigned and notified, next steps become queued just-in-time.

Hand-offs

Like texting tasks, only better

A quick way to assign work that ensures predictable communication, alerting when important steps happen. Simple, tight and more fun than Angry Birds.

User dashboard

Real-time "what to do next"

Self-organizing personal dashboard for each user highlights what others need from them and what their priorities are.

Flexible reporting

Business snapshot in Google Sheets

Quickly pull-up custom reports that monitor where your staff is investing time, and what the most profitable work is.

Renowned search

Quick access in any context

Avoid the need to search manually using deep-linked notifications and recently accessed and pre-saved lists. Or of course, search by tapping just a few characters too!

Single client view

A business file with all relevant data at-a-glance. Ensures business continuity with staff and shows the relationship with other records - critically useful.

Activity management

Document what’s happened, what’s planned and keep the team organized. Activities can be customized and reported. Comments, photos, and formatted notes become surprisingly useful.

Relate records

Connect anything to anything with the selection of how they relate, e.g. parent, employee, manager - create your list. Show all activities from related records for a complete view.

Notifications and reminders

Receive a device or email notification right at the perfect moment. Mainly work from your email as updates (with deep links) are provided automatically.

Rich note taking

Staff love to leave notes and comments. Rich format editors in all apps are easy to use and help communicate relevant details.

Incoming & follow-up

Automatically creates corresponding contacts from your incoming web-leads and instantly notifies the appropriate team members for action.

Email templates

Tap an email address and have the information automatically merged into the new message. Works on the web and mobile apps. A great time saver.

Mapping

Integrated geo-mapping features provide proximity details, powerful multi-step route optimization, at-a-glance map, street-view, and directions.

Attach photos

Photos are a great way to record information quickly and are displayed perfectly inline on the record. Take in everything with the integrated photo previews or download the originals.

Wufoo web forms

Capture and update records from your websites with easy to implement web-forms with Wufoo.

Restore deleted items

If anything in the system becomes inadvertently deleted, one-tap puts it right back.

Videos

Focused presentations by our Client Success team

We love to help

Ask us a question