Google Sheets CRM
Solve reports live inside Google Sheets, where there are no constraints and an excess of powerful spreadsheet features (even Microsoft teams can use it).
Free with any Solve subscription
Solve for Google Sheets provides the advanced capability to run both simple and deeply customized reports that can work with anything Google Sheets connects to.
Display queued work for each service staff and which work orders they’re closing.
Detect patterns in service history to meet regulatory or safety requirements while exposing opportunities for condition-based maintenance.
Track time spent around each customer, project or case to understand it’s profitability, capture every billable hour, and make price adjustments to the next quote.
Follow where staff spend their time, how many hours they billed, and what jobs they completed in a given time period.
Understand which accounts are getting attention, how the work is going, and who did what, when and where, with an automatic feed providing insight into each staff member’s daily flow.
Provide service history to stakeholders as proof of compliance and completed work.
Find answers to precise questions, with enterprise-level multi-search criteria that can transpose and integrate data across multiple searches. For example, providing a specific list of customers who had a particular type of project.
Save multi-criteria searches to provide the team with instant access to very customized views.
Summarize multiple Google Sheets reports into an interactive dashboard using Google Data Studio.
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