OneSurvey Products

1. Easy CRM

2. Proposal Generator

3. Office Relocation Management

4. National Rollout 

5. Service Contract

6. Service Tickets

7. Maintenance Contract

8. Quality Assurance / Finished work

9. Asset Tracking

10. Client Engagement

11. Task Assignment

OneSurvey is a comprehensive, cloud-based platform designed to streamline facility management, particularly for low voltage and security system contractors. It offers a suite of tools that address various challenges in the industry, from collecting site information to managing facility systems. Here are some of the key features and advantages of OneSurvey:

1. CRM: OneSurvey provides a simple and efficient Customer Relationship Management (CRM) system. It allows you to manage client and project life cycles effortlessly, store client information, and facilitate communication between employees at different stages of the project.

2. Digital Survey: OneSurvey simplifies the process of conducting precise site surveys. With its drag-and-drop feature, you can easily capture text, audio, and images. This feature aids in creating a detailed database for each project, reducing errors and improving the design and estimation process.

3. Design: OneSurvey allows you to transform site survey data into detailed designs. It helps you add detailed information for each item placement and installation instructions, improving the accuracy of your designs and reducing the chances of errors during deployment.

4. Proposal: With OneSurvey, you can easily transform your designs into winning estimates and proposals. It offers ready-to-use templates and allows you to store multiple designs for your client to choose from.

5. Deployment: OneSurvey aids in planning installations and managing productivity. It provides an easy-to-use interface for technicians, facilitates communication between the technician and Project Manager, and generates daily project progress reports.

6. Quality Assurance: OneSurvey's robust Quality Assurance module ensures excellence at every stage of the project. It allows technicians to upload pictures and add notes on-the-go, encourages open communication and peer reviews, and includes a rating system for self-evaluation. It also provides AI-powered insights on common issues, trends, and areas for improvement.

7. Service Request & Ticketing System: OneSurvey's integrated ticketing and service request system ensures seamless interaction at every stage of the project. It allows clients to submit service requests and tickets effortlessly, tracks the progress of reported issues, and is fully integrated with the As-Built module.

8. Live As-Built: OneSurvey keeps living records of assets, generating recurring revenue. It provides real-time as-built with all cabling and hardware information, keeping clients informed of project progress and allowing them to request maintenance post-project.

By using OneSurvey, low voltage and security system contractors can improve their deployment process, increase productivity, and reduce errors. The platform allows for detailed site walkthroughs, design, take-offs, deployment, and quality assurance processes. It also enables contractors to generate recurring revenue through its live as-built feature, which keeps living records of assets and allows clients to request maintenance post-project.

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