| Standard |
System |
Custom form builder |
✔ |
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Form templates |
✔ |
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Document management with folders |
✔ |
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Management reports |
✔ |
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Web service API for system integration |
Contact us |
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Marketing |
C-mobo marketplace listing to connect with new customers and vendors |
✔ |
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Customized logo, header and graphical look & feel |
✔ |
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Integration with your company web site |
✔ |
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User Management |
Unlimited cloud admin and free field rep accounts |
✔ |
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Free client account to issue orders and view results |
✔ |
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Users with different permission levels |
✔ |
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Linkage to other EZ customers to receive or dispatch jobs |
✔ |
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Multiple linked accounts for separate business units |
✔ |
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Field rep signature, vacation & background check settings |
✔ |
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Field rep job capacity, territory, services and fees |
✔ |
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Alert on user’s landing page or as running banner |
✔ |
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Batch import users and services |
✔ |
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Order Management |
Create orders individually or in batch |
✔ |
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Import client orders (CSV, Excel, PDF, XML or client system) |
✔ |
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Rent client and rep due date |
✔ |
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Prepopulate form with history or default data |
✔ |
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Dashboard of jobs and field rep performance |
✔ |
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Quick and advanced job search functions |
✔ |
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Accept or reject jobs |
✔ |
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Auto job dispatch by field rep’s capacity, territory and services |
✔ |
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Dispatch jobs by selecting pushpins on a map |
✔ |
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Send job back to field rep for redo |
✔ |
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Emails of new job and status change |
✔ |
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Notes between office and field staff |
✔ |
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Property notes to appear on all orders of the property |
✔ |
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Map address to correct inaccurate client address |
✔ |
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Custom QC filters to catch issues |
✔ |
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Admin data and photo QC functions |
✔ |
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Share results with clients and 3rd party users |
✔ |
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Export orders and results to CSV file |
✔ |
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Audit log of job actions |
✔ |
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Job history |
✔ |
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Field data & photo collection |
Free, offline mobile app (Android, iPhone / iPad, Windows) |
✔ |
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Dynamic forms for fast data entry |
✔ |
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Fast and batch photo upload to the web |
✔ |
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Data and photo validation rules on mobile and web |
✔ |
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Collect resident signature on mobile app |
✔ |
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Record property geocode for future routing |
✔ |
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Record property note |
✔ |
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Trip planning, routing & mapping |
✔ |
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Accounting |
Client & field rep fees |
✔ |
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Client invoicing |
✔ |
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Import client payment list |
✔ |
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Field rep payment |
✔ |
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QuickBooks integration |
✔ |
| Plan Specific |
Mortgage Inspection |
Automatic download client orders 24/7 |
Client specific |
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Automatic upload results to client system |
Client specific |
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Automatic creation of docs such as vacancy certificate |
✔ |
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Custom QC filters such as FTV, damages, mobile home etc. |
✔ |
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Dynamic forms compatible with mortgage nationals |
Client specific |
|
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Aspen Grove integration with on-site check-in |
✔ |
| Plan Specific |
Insurance Inspection |
Replacement cost calculator |
✔ |
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Upload sketching |
✔ |
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Form templates for insurance inspections |
✔ |
| Plan Specific |
Property Preservation |
Form templates for preservation & grass cut |
✔ |
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Manage properties |
✔ |
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Define service requests, service types and fees |
✔ |
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Set up custom instructions |
✔ |
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Batch create new orders from existing order types |
✔ |
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Easily add service types to new order |
✔ |
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Contractor creates bids from a selectable list |
✔ |
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Contractor enters completed services with fees |
✔ |
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Office admin QC bids and completed services |
✔ |
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Manage client invoices and contractor pays |
✔ |
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Aspen Grove integration with on-site check-in |
✔ |
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Automatic order import and result upload |
Client Specific |
| Plan Specific |
Property Rehab & Maintenance |
Form templates for bid request and task completion |
✔ |
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Manage properties |
✔ |
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Exchanges notes on the property |
✔ |
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Create bid request for the property |
✔ |
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Create jobs from approved bids and dispatch to contractors |
✔ |
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Pay contractors during rehab process |
✔ |
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Create final client invoice when rehab is completed |
✔ |
| Plan Specific |
Rental Property Inspection |
Form templates for regular and move-in move out inspections |
✔ |
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Apply the same condition to a room or area |
✔ |
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Highlight issues for office QC |
✔ |
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Create maintenance order |
✔ |
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Import properties |
✔ |
| Plan Specific |
Vacation Property Inspection |
Import properties |
✔ |
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Form templates for property condition checklist |
✔ |
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Highlight issues for office QC |
✔ |
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Create maintenance order |
✔ |
| Plan Specific |
BPO / REO Management |
Auto create BPO comp and inspection jobs |
✔ |
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Simultaneous completion of comp and inspection jobs |
✔ |
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Automatic download client orders 24/7 |
Client specific |
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Automatic upload results to client system |
Client specific |
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Form templates for REO and BPO jobs |
✔ |
