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Partnership enables realtors to run a virtually paperless office
Cal-Bay Service

"All of our customer files are now kept electronically using the SAFEView system. These files contain important customer information such as invoices, work orders, installations and maintenance service records for each of them. Each customer file also contains before and after photographs of the job performed. My office personal can access customer files immediately of number of different ways, such as customer name, type of installation or service performed. We set our own parameters for searching files to fit our needs. Another great feature is that my staff can look up files directly from their computer desktops and we are throwing out filing cabinets to make room in our office. What a time and space saver!"

Max Estrada
President / Owner
Cal-Bay Service
Benicia, CA

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Accubil
“To achieve cost savings Accubil utilizes offshore resources and remote offices for domestic employees. SAFEView enables employees with remote offices to service customers seamlessly – retrieving records and updating information with ease. We don’t need to mail or fax documents between locations. With SAFEView all of our documents are secure and readily available to all of our locations. The SAFEView system was simple to set-up and training new employees on the tool takes less than an hour. SAFEView has transformed our business, making us more efficient while allowing our employees to better serve customers.”

Specialized Billing Service
“Medical billing is a document intensive business. We are required to maintain client records for many years. As a result our offices were filled with file cabinets and boxes of paper. We reached a point where we had to move to a new office, rent a storage unit, or find a better system. We decided to search for a solution to manage documents electronically and ultimately selected SAFEView. Today we manage all records electronically with SAFEView. We converted all of our archived files to electronic records and now only have one four-drawer file cabinet in the office. With SAFEView our business is much more efficient.”

Preventive Medicine of the Pacific
“I had SAFEView installed into our medical office earlier this year and what a great improvement in our office efficiency. We utilize SAFEView to maintain all patient records, programs and lab results digitally. SAFEView has eliminated the headache of maintaining patient files that are filled with paper records. We can find any patient file within seconds and no longer need filing cabinets under lock and key. Everything is secure and safe while only being accessible by authorized medical staff. Our office began using SAFEView the very same day that it was installed. The SAFEView system is simple, fast and very easy to use. I highly recommended the SAFEView system.”

Cal-Bay Service
"All of our customer files are now kept electronically using the SAFEView system. These files contain important customer information such as invoices, work orders, installations and maintenance service records for each of them. Each customer file also contains before and after photographs of the job performed. My office personal can access customer files immediately of number of different ways, such as customer name, type of installation or service performed. We set our own parameters for searching files to fit our needs. Another great feature is that my staff can look up files directly from their computer desktops and we are throwing out filing cabinets to make room in our office. What a time and space saver!"

Nu-Tech Industrial Sales
"NuTech provides a full range of industrial products and supply chain management services for manufacturing industries. Like many businesses, we are required to store and maintain a tremendous amount of Purchase orders, invoices and customer records. We utilize SAFEView to convert all of those documents to electronic files. It has allowed us to free up space in our offices and on our desks. Also providing better and faster customer service, since it only takes seconds to retrieve a customer file right at your desk."

The Pit Crew
"From oil changes and roadside assistance to commercial fleet maintenance and fabrication, our technicians and mechanics travel to the customer to make vehicle maintenance convenient and quick. In our business effective use of time and space is critical, so speed matters. SAFEView allows us to file, retrieve and manage customer records and photos in seconds. It gives us the ability to provide excellent customer service while reducing cost and paper waste. Our office staff enjoys a clutter free environment with instead access to customer files. Just as The Pit Crew is the future of vehicle maintenance, I believe SAFEView is the future of managing records for businesses."

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