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WorkSpace Features

irth WorkSpace can truly transform any business.

Take a look at WorkSpace's features:


To achieve business growth, you must maximize the performance of your people, the work they do, and the assets they use. Read the features below to learn how WorkSpace helps achieve maximum performance that fuels business growth.

Customizable Form Designer 

Our unique form designer empowers customizable, DIY digital form creation in a collaborative, easy to use, test and publish environment. Forms can be designed with advanced functions like dynamic contextual intelligence, multiple field types, advanced nesting, tracking, auditing, alerts, triggers, calculations, data inputs, validation and verification.

Key Benefits See More

  • Improves process efficiencies company-wide
  • Eliminates human error
  • Empowers real time data capture
  • Ensures accurate and complete information capture
  • 100% customized to your business processes
  • Empowers you to use the data you capture

Mobile Device Access 

Mobile access allows data collection on any laptop, tablet, smartphones or remote device in any OS, online or offline (even mapping functionality). Universally compatible with any device, WorkSpace can be deployed and interchanged with different operating systems at any time. Advanced features include photo and document capture, responsive user interfaces, GPS integration, work prioritization, customizable push notifications, signature capture, speech-to-text, turn-by-turn directions and more.

Key BenefitsSee More

  • Empowers remote workers globally
  • Allows data capture in the field; connected or not
  • Lets you deploy the hardware you have in place
  • Future-proofs your investment against future technology changes
  • Empowers data collection with or without internet access

Work and Asset Mapping 

WorkSpace gives you the ability to dynamically map your assets as well as where and when work is scheduled and/or completed. With pinpoint accuracy, our maps display street and satellite with ERSI map layers. Layers can be activated with various assets — and maps can be leveraged to define workforce responsibility, measure distances, search for assets/locations, auto-suggest related work items, view worker’s locations in real time, see work in progress and many more advanced functions.

Key BenefitsSee More

  • Ties physical assets to critical workflows
  • Delivers critical information to local technicians
  • Enables users to “see” sales opportunities for growing revenue
  • Ensures compliance with local, state and federal requirements
  • Enhances automated scheduling, dispatching and notifications

Configurable Process Automation Designer 

Using WorkSpace, entire work processes can be completely customized, automated and enforced. This includes automatic work dispatch (individuals or groups) based on triggered, scheduled or timed events; advanced if/then actions and rules based on system conditions; and recurring workforce notifications. In addition, workforce automation can be extended to third parties and contractors.

Key BenefitsSee More

  • Automates your processes and workforce
  • Provides visibility into who’s in the field and why
  • Enforces critical policies and procedures
  • Dispatches the right workers for the right job
  • Notifies individuals of critical work to save time and money

Customized Scheduling and Routing 

WorkSpace has the ability to schedule and optimize routes to job sites with automated routing or manual overrides — including the ability to take into account average time on a job site and travel time. This allows organizations to better plan jobs, communicate arrival times to customers or site managers, provide notices and alerts and develop advanced schedules.

Key BenefitsSee More

  • Saves travel time, fuel and optimizes routes
  • Allows jobs to get done faster with more efficiency
  • Improves customer communication
  • Drives job-site efficiencies
  • Expedites customer communication and invoicing

Reporting and Analytics 

WorkSpace provides Reporting and Analytics with the opportunities to drill down into every aspect of your business and create custom DIY reports with visually rich charts, graphs and complex data comparisons. Information can also be viewed on a map, exported to multiple file formats and indexed by time, work type, work cluster and more.

Key BenefitsSee More

  • Provides insight into cost optimization and profitability
  • Allows organizational visibility into KPIs to drive company-wide improvement
  • Drives information for proactive budgeting and planning against historical data

Integration with Internal and External Systems 

The built-in APIs within WorkSpace allow it to push and pull data bi-directionally to and from other systems automatically — including systems such as document management, EAM, WOM, ERP, CRM and CMMS; popular applications like Quickbooks and NetSuite; or any custom-developed or accessible system like barcode and inventory systems. This can be done in the field, in the office, across remote systems or mobile devices. Single sign-on can also be leveraged for system access, ensuring compliance and reducing the need for multiple passwords.

Key BenefitsSee More

  • Extend and get more value from the technology you already have in place
  • Trigger critical events and processes from systems outside of WorkSpace
  • Capture data in the field that integrates with home-office systems
  • Unlock trapped or siloed data from existing internal systems

Ease of Use, Scalability and Availability 

Not only is WorkSpace extremely easy to use with an intuitive user interface, it is highly scalable and and boasts a 99.9% uptime with proven reliability. It is deployed in the cloud with multi-tiered security, giving you the peace of mind that your critical data and company information will always be safe.

Key BenefitsSee More

  • Scales with you as your business grows
  • Training time is minimal and ramp-up is fast
  • Always available when you need it; no downtime
  • Product updates are immediate
  • Data is secure