DashboardHC Alpha vs Results

DashboardHC brings all your Senior Living and Skilled Nursing data into one place, so you can see how every building is doing and act on it, from anywhere. Backed by an industry-experienced data team, DashboardHC connects to the systems you already use and turns them into clear, live dashboards. DASHBOARDS • Every chart built in your organization, in one library • Build Metric, Table, Bar, Pie and Trend charts from the metrics, views and filters you choose • Rankings and custom web apps your team builds, right in the app • Copy any data point and paste it anywhere • Opens instantly from your last visit while fresh data loads POWER BI • Power BI reports and drill-through paginated reports with the Power BI Premium add-on • Turn your phone sideways for a full-screen view AI • Ask questions about your data in plain English and get answers, tables and charts SECURE BY DESIGN • Sign in with Google or Microsoft • Face ID or Touch ID lock after inactivity • Secure, Microsoft Azure–hosted data warehouse DATA INTEGRATIONS • We bring data from all your systems into your own cloud data warehouse • A growing library of connectors, including PointClickCare, Casamba, Optima, Kronos, Workday, ADP, Paychex, Paycor, Great Plains, Intacct, QuickBooks, PointRight, CMS Quality Metrics, Relias and more • Custom integrations for less common sources HELP & SUPPORT • Metric definitions behind every calculation • Newsfeed with the latest features and fixes • Support from our data team at help.dashboardhc.com ALSO IN THE WEB APP • User, role and access management • Share live dashboards with users and guests, and embed them in Microsoft Teams and SharePoint • Excel data connector for power users DashboardHC was built so operators of every size can focus on what they do best: great care for residents and great experiences for their teams. A DashboardHC account is required.

Results: The All-in-One CRM and Field Service Management Solution Results is an award-winning CRM designed for Service Operations and Field Service Management. Streamline operations, enhance customer relationships, and centralize information with this powerful, user-friendly software. Seamlessly integrate with QuickBooks and other popular apps to eliminate double data entry and ensure accuracy. Key Features: Business Relationship Management: Gain a 360-degree view of client and contact history, including communications, orders, invoices, payments, and more. Processes & Workflows: Automate tasks to reduce errors, maintain consistency, and ensure service quality. Task Management: Stay organized with individual and team calendars, follow-ups, and schedules for efficient service delivery. Document Management: Centralize critical documents for easy access to agreements, proposals, manuals, and more. Project Management: Monitor commitments and deadlines, track project progress, and ensure timely completion. Sales Management: Streamline lead tracking, create quotes, and convert them into sales orders and invoices effortlessly. Time Billing & Invoicing: Convert estimates, sales orders, and billable jobs into invoices seamlessly to improve cash flow. App Integrations: Integrate with QuickBooks (Online & Desktop), AvaTax, Zapier, Outlook, Gmail, SMS/Text, WhatsApp, Calendly, and more. Field Service Management (FSM): Empower your team with advanced FSM tools to optimize performance both in the office and in the field. For the Office: Efficient Field Crew Management: Assign tasks and track resources, including technicians and equipment, to keep operations running smoothly. Streamlined Communication: Send updates, instructions, and change orders to field technicians in real-time. Improved Work Order Management: Create, track, and prioritize tasks for efficient workflow and on-time completion. Enhanced Customer Service: Access detailed customer histories, respond to inquiries quickly, and provide accurate information. For the Field: Access Account History: View complete customer service records and equipment details for better understanding. Manage Work Orders Onsite: Access work orders and schedules, capture signatures, and upload photos directly from your mobile device. Generate Quotes & Invoices: Provide pricing details, streamline billing, and ensure accurate documentation from the field. Real-Time Communication: Update job statuses, share progress reports, and communicate issues with office staff instantly. Document Tasks with Ease: Record signatures, notes, and photos to create detailed reports for customers and staff. SMS Communication: Keep customers informed with status updates, appointment confirmations, and more. Why Choose Results? Optimize Operations: Automate processes and workflows to increase efficiency and consistency. Deliver Exceptional Service: Provide your team with the tools to enhance service quality and customer satisfaction. Grow Your Business: Build stronger relationships and streamline operations to focus on growth. Seamless QuickBooks Integration: Results integrates seamlessly with QuickBooks, reducing manual data entry and accelerating invoicing. Easily access client billing histories without requiring direct QuickBooks access. Whether you manage service operations or field crews, Results is your go-to solution for improving productivity, enhancing communication, and driving business success. Take control of your operations with Results today!