PreciseFP

PreciseFP

Spectrum Input
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About

A secure and efficient solution to save all your reports online, instead of thousands of papers. Report field events quickly and securely with the 1st incident app. Forget about the old paper reports that you have to keep in a binder. Think of how simple lift would be if all of your forms were on the web or on your mobile device, all in one easy place. That’s what 1st Incident Reporting brings to the table. An incident may be started in the field but, it is the way you react and respond to an incident that is important to your organizations business process. 1st Incident Reporting gives you the tools to ensure you never miss and important field event. Efficient data analysis is the final step in an incidents lifecycle. Generate actionable reports to indentify problem areas in your day to day operations and ensure your employees safety.

About

Engaging your clients and capturing their information is as simple as sending an email. Once they’re done, exporting their data to your CRM or Financial Planning tool can be done with the click of a button. Each client is unique and you need the flexibility to handle any situation: from the simple, to the not-so-simple. Create your own engagement templates and customize your client’s experience as you see fit. Saving you both time and money is one of our major goals. That’s why we integrate with your most frequently-used tools and provide features to replace services you seldom use. We continue to improve upon what we have learned and we continue to learn about what we need to improve from our advisors. We are honored that PreciseFP is one of the first experiences that clients will have with their new advisor. Our latest version is easier to use, more customizable, and faster than ever before.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies in need of a cloud based incident reporting App and web software

Audience

Companies searching for a solution to collect client financial data

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$1.00/month/user
Free Version
Free Trial

Pricing

$60 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

emAPPetizer
Canada
emappetizer.com

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

Alternatives

A1 Tracker

A1 Tracker

A1 Enterprise
Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
Mirashare

Mirashare

Elmstone Systems

Categories

Categories

Incident Management Features

Audit Trail
Corrective Actions (CAPA)
Disaster Recovery
Incident Reporting
IT Incident Management
OSHA Compliance
Root-Cause Diagnosis
Safety Management
Task Management
Ticket Management

Forms Automation Features

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Integrations

MoneyGuidePro
SmartOffice
Wufoo
Zapier

Integrations

MoneyGuidePro
SmartOffice
Wufoo
Zapier
Claim 1st Incident Reporting and update features and information
Claim 1st Incident Reporting and update features and information
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information