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Business Solutions

At SaaS Guyz, we help you improve your efficiency and customer experience, so you can achieve your business goals. 

Our Services

Solutions

SaaS solutions to help your business succeed. 

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Project & Workflow Management

monday.com offers 3 end-to-end products to choose from to run the core of your business. These products are dedicated solutions built on top of the Work OS and designed to answer the needs of specific industries and verticals. You can add as many products to your account as you need so your team can manage anything and everything in one place. Streamline workflows and gain clear visibility across teams to make strategic decisions with confidence.

- monday CRM is a fully customizable, dedicated sales platform. No code needed.

- monday work management allows teams to focus on executing tasks, projects, and processes efficiently and achieve shared goals at scale.

- monday dev for product & dev teams.

- monday service for IT & support.

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Customer Service Solution

Build lasting relationships with a complete customer service solution. Zendesk delivers rich conversational experiences and more in a single package. It’s available in five different plans to accommodate any stage of growth.

Get a complete customer service solution that’s easy to use and scales with your business.

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Register for a free trial or contact us if you need more information or help configuring Zendesk. 

Automated Workflows

Automate countless workflows, save hours, and deliver frictionless digital experiences with Formstack workflow automation software that combines digital forms, documents, and signatures into one visual workflow builder.

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Register for a free trial or contact us if you need more information or help configuring or integrating Formstack. 

Home Service Business Software

Jobber’s award-winning software helps all home service businesses organize their entire operations, from scheduling jobs and managing their crews to invoicing customers and collecting payments.

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Jobber is proudly partnering with SaaS Guyz to bring its customers an exclusive discount of 20% for 6 months (or 20% off for an entire year on Annual Plans) on Jobber software.

Use the button below to qualify for the discount.

Home Service Scheduling Software

Housecall Pro makes it easy to manage your home service business – from payments and scheduling to estimates and dispatching.

Your schedule is easy to maintain with a drag-and-drop calendar and real-time messaging to your employees and customers. Plus, with their integrated reporting, you can make sure you’re getting more of the jobs you want.

 

  • Set up new and recurring jobs from the office or on the go

  • Notify and dispatch technicians and estimators

  • Manage employee time tracking and stay on top of time cards

  • Send custom texts and auto-notifications

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Register for a free trial or contact us if you need more information. 

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Zendesk Custom Objects Commentator

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The Zendesk Custom Objects feature is a great way to capture additional data related to tickets but there is currently no way to easily bring the data into the ticket comments.

The Custom Object Commentator sidebar app allows you to add a custom object lookup field's data and related lookup object data to Zendesk ticket comments. This enables agents to include object-related data linked to the ticket as internal or public ticket comments. 

 

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Tech-Connect Synchroteam to Zendesk Connector

Connect your Synchroteam Field Service Management software to Zendesk. The Tech-connect Zendesk sidebar app will integrate your Synchroteam field service application and will allow you to schedule and update jobs from within the zendesk ticket.

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Business Systems Support

Reach out to us if you have any questions about Zendesk or any other business system and need any assistance configuring, implementing, optimizing, or integrating these applications. We will be happy to answer your questions and see how we can help your business be more efficient.

Setting up your new Synchroteam field service software

Setting up your new Synchroteam field service software

This video explains how to sign up for a free Synchroteam Field Service Management software trial using this link šŸ‘‰ https://fas.st/t/RXsLjgE7 . I also provide an overview of the basic functionality and how to configure the basic settings needed to get started. Synchroteam is a Field Service Management solution for your organization. Manage your mobile workers efficiently, simplify business processes and optimize costs. Functionality includes Schedule and dispatch, Online booking, Job Management, Custom Forms, and more. Schedule & Dispatch Dispatch workers quickly by dragging and dropping jobs based on availability, skills, and location. Map & GPS Tracking See the location of your office, workers, routes, and customers. Online booking Receive online bookings from your customers. Setup a personalized booking form that can easily be shared. Job Management Advanced job management and search - so you can find jobs quickly and efficiently. Custom Forms Design custom forms for all job types, allowing you to capture the right information in the field. Time Tracking Track regular and overtime hours spent by your team in the field, on the road or on break. Generate summaries of associated costs. Field Service CRM Comprehensive customer database, complete with site/equipment management, advanced tagging and filtering. Customer portal For even better service: provide customers with a secure private portal to create jobs, consult existing jobs, and download PDF job reports. Contract management Manage contracts for your customers. Define rules for Service Level Agreements, keep track of the number of hours for corrective and preventive maintenance. Inventory Management Track your parts inventory across depots and vehicles: Transfer parts, define pricing, set minimum quantity alerts, track by serial number and much more.ā€‹ Invoicing Job quotation and invoicing are built-in. Securely send your data to your accounting tool using our free connectors. Payment processing With Synchroteam's payment processing module, you can collect funds directly from the worksite. Mobile Apps Stay in contact with workers in the field via our mobile apps, available for iOS and Android. Customization Configure everything from custom fields to regional settings, tags to parts lists, mobile clients to taxes...and more! Connect with 2,000+ Apps Create automation with the most popular web Apps using Zapier integration and move information between them ---------------------- Visit our website and blog for more: https://saasguyz.com ---------------------- Chapters: 00:00:00 How to register for a free trial 00:03:28 Software overview 00:13:57 Initial configuration ---------------------- #synchroteam #fieldservice #fieldservicemanagement #schedulingsoftware #projectmanagement #invoicing #contractors #homeservicebusiness
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Get in Touch

Contact us to see how we can help improve your customer experience, productivity, efficiency, and bottom line through automation, improved workflows, integrations, and analytics.

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