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DocuWrx

844-DOCUWRX

DocuWrx is a premiere FileMaker developer. Our flagship solution, Kosmas, is an end-to-end vertical market solution for the construction industry. DocuWrx also creates first class custom business solutions for many different industries including hospitality, retail, property management, healthcare, manufacturing, and many more. If you are looking for a custom solution for for your business or are interested in Kosmas, inquire below.

Custom Kosmas

Field Service Software

All-In-One Customizable Field Service Solution

Scheduling / Routing

Minimize miscommunications with automated scheduling. Incorporate Gantt charts and use GPS time clock to view employees at job sites. With every update, an instant notification is issued.

Leads

Keep client information accessible, create quotes and estimates, track opportunities, and make sales orders and invoices with one click. Use email marketing through our MailChimp integration to convert leads.

Mobile Payments

Capture receipts and purchases from anywhere with your mobile device, with or without internet connection. Process credit cards with your mobile device with our Stripe integration.
Unite Office and Field

Office

Streamline vital operations in the heart of your business. From the office, efficiently manage the nitty-gritty details and update the crew in the field in real-time.
Planning
Campaigns
Scheduling
Document Management
Issue Tracking
Bookkeeping

Field

The field crews are usually the first to discover issues and directly oversee a project. Handle vital activity in the field, and instantly relay information to the office for final processing.
Mobile Payments
Work Orders
Credit Card Processing
Dispatching
Field Purchases
Workflow

1. Receive a Lead

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The phone rings and a customer needs service. Easily input the customer’s information and their request into TRUE for quick access and later use.

2. Assign, Schedule, or Dispatch

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Assign one or more employees to manage the order, who will receive a notification in the office or in the field of a new assignment. With easy-to-read scheduling, schedule a technician to the job with confidence that there won’t be conflicts. Adjust the order of their stops and dispatch the technician on their planned route complete with mapping.

3. Add Line Items to the Quote

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On the job, the technician can prepare a quote line-by-line including materials, labor, and automatic tax and totals calculations using TRUE Go on a mobile device. The quote is also instantly available for viewing, editing, or approval by your authorized office staff.

4. Provide the Quote to the Customer

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Also on-site, or from the office, send the quote to your customer via email, or printed copy. TRUE Go has the ability to email or print wirelessly.

5. Customer Approves the Work

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When the customer approves your quote, add additional notes, make adjustments if needed, or even upload the customer’s signature of approval for record-keeping.

6. Complete the Work

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For better or worse, sometimes jobs don’t go exactly as expected. Modify the order as necessary and keep everyone in the loop right away. Field purchases can be immediately sent to accounting, scheduling can be adjusted and more; keeping the field crew and the office in sync.

7. Take Payment for the Work

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When the work is completed, crews can take payment immediately on the spot. Instantly convert the work order to an invoice, which can be printed for the customer or sent by email. If payment is made on-site rather than being billed, transactions can be completed on a mobile device, by credit, debit, check, PayPal, or cash. 

8. Provide the Customer with a Receipt

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After the transaction is completed, the digitally-saved receipt can be sent to the customer by email directly from TRUE in seconds.


All-in-One Solution
  • Accounting
  • CRM
  • Dispatching
  • Field Purchases
  • Mass Mailing
  • Invoicing
  • Mobile Payments
  • Orders
  • Planning
  • Photos
  • Quoting
  • Routing
  • Scheduling
  • Time Clock
  • All Features
Use anywhere, anytime, on any device.

Web, phone, tablet, office, or at home.

Billed Annually

All-In-One Solution

Communication between the field and the office is critical to cutting costs and creating efficiency. Dispatch personnel, easily manage orders, and take payments on the spot, and much more.

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QuickBooks Integration
  • Seamlessly integrated with your current accounting software

Want to continue using your current Accounting software? We support real-time connections to QuickBooks Online, QuickBooks Pro, QuickBooks Premier, various QuickBooks Enterprise versions and Xero. Imagine all your Purchase Orders, Invoices, Bills, Inventory, Contacts and more, seamlessly pushed to your existing service. We even handle job costing so you don’t have to pay for that feature with other software. Contact us for more information about connecting to other Accounting software applications.

As an option, the Point of Sale system within TRUE allows you to manually enter or swipe credit or debit cards from your personal computer, tablet, smartphone or client web portal with ease. Transactions are automatically created with appropriate client and cost center information for job costing. Receipts can be printed or emailed to your clients; even from your smartphone!

Also, one of the most important parts of running a financially successful business is invoicing on-time and accurately. TRUE gives you the features you need for your dynamic business. Bill your clients up-front, setup a recurring payment schedule, and keep track of progress payments. See remaining balances, invoice history, and payments previously made. Collecting taxes are made easier by differentiating between material, labor based and keeping track of which of your clients are exempt.

Time Clock Mobile App with Job Costing
  • Track time punches with GPS for all of your field employees and contractors

Whether you’re tracking labor on-site, on the road, in the office or in the shop, TRUE is there. Even if you don’t have an internet connection, our field service software lets you clock in with confidence. Just initiate a sync later. Complex overtime rules, prevailing wages (Davis-Bacon Act), multiple activities per punch, and on-site vs. off-site punches are all standard. TRUE knows where you are when you punch and cross-references it with the job…if you’re too far away, your manager is notified.

Upload doctor notes and create attendance punches. Track paid time off balances, salaries, adjustments and seamlessly process them with payroll. Whether you use TRUE for payroll or a 3rd party provider, our field service solution helps you deliver accurate information in the format you need. Keep track of travel pay and per diem using your firm’s unique rules. Know when your team is traveling between sites and automatically job cost everything to the correct cost center and cost codes.

TRUE even calculates correct wages when employees have custom travel and per diem agreements or you’ve setup a specific job to pay more. Once you’ve used TRUE for your Time Clock needs, you’ll never go back.

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Mobile Apps
  • Connect your Team in Real-time with our collaboration tools

DocuWrx supports apps in phones and tablets that incorporate both online and offline accessibility with most desktop features. It allows you to save time by submitting information to the system on the go. Never let an issue slip through the cracks again. Assign co-workers to tasks and receive alerts on your dashboard, plus get texts and emails about any updates. Use our Checklists Module to create updatable item lists and ensure compliance of work procedures or other important tasks. Once applied to a module, your employees can work together to check-off items and add notes. For example, imagine a field supervisor checking critical items on a job-site as laid out by a supervisor while on their iPad or Android based smartphone.

Track your teams’ tasks and punch list items using our Issue Tracker. Any and every problem can be followed-up upon and items can be solved quickly; saving you money. Upload documents, pictures and receive email alerts when you’ve been added to a new issue automatically.

No matter if you’re on the job-site, at the office or working from home, stay connected and work as a cohesive team with TRUE.