PreciseFP

PreciseFP

Spectrum Input
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About

Improve the flow of information with your customers, suppliers and subcontractors by working with a system designed bottom-up to work across company boundaries. Design, update, send and receive dockets to any party instantly. All from within the application. Never lose sight of a docket again. Our platform securely stores your dockets, accessible at any time. Our in-app docket designer provides a simple yet effective way to build and maintain your dockets. Create docket templates that capture the information you need and push them instantly to your fleet. Each docket is geo-tagged, time-stamped and audit-logged on our encrypted servers. Once sent, dockets are tamper-proof, creating a reliable record for all parties. More work, fewer disputes. Sign & send dockets in the field and have instant visibility of the data. Your customers can receive dockets directly into their Docketbook and electronically approve them = job done.

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

A cloud based platform for digital proof of work and delivery between businesses

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

$50 per month
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

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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

Docketbook
Founded: 2015
Australia
www.docketbook.io

Company Information

Spectrum Input
Poland
precisefp.com

Alternatives

Alternatives

CourtLink

CourtLink

LexisNexis
Autopilot Workflow

Autopilot Workflow

Autopilot Workflow Solutions
Docket

Docket

Docket Inc.

Categories

Categories

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

Construction Management Features

Accounting Integration
Budget Tracking/Job Costing
Change Orders
Commercial
Contract Management
Contractors
CRM
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
Residential
RFI & Submittals
Subcontractor Management
Timesheets

Document Management Features

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Transportation Management Features

Billing & Invoicing
Carrier Management
Customer Management
Dispatch Management
Driver Management
Fleet / Equipment Management
Load Management
Order Management
Quotes / Estimates
Routing
Scheduling
Shipment 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 Docketbook and update features and information
Claim Docketbook and update features and information
Claim PreciseFP and update features and information
Claim PreciseFP and update features and information