{"best_for":["Salesforce users","Field service companies","Operations managers","Companies with offline data needs"],"citation":{"dataset":"aitoolsforbusiness-agent-tool-export","directory_tool_url":"https://aitoolsforbusiness.ai/youreka","json_profile_url":"https://aitoolsforbusiness.ai/data/tools/youreka.json","markdown_profile_url":"https://aitoolsforbusiness.ai/data/markdown/tools-md-050.json","schema_version":"1.4.0","suggested_citation_label":"AI Tools for Business: youreka (https://aitoolsforbusiness.ai/youreka)"},"features":["Offline Data Capture: Supports completing forms and creating Salesforce records without an internet connection, syncing data upon reconnection.","AI Template Agent: Designed to convert PDFs or paper forms into digital templates from prompts or images.","Automated PDF Generation: Supports the creation of branded PDF documents from completed form data using customizable triggers.","Guided Field Workflows: Uses conditional display logic and tooltips to lead technicians through procedures.","Advanced Data Collection: Supports 24 question types, photo capture with markup, eSignatures, and barcode/QR scanning.","Sketch Pad and Table Sections: Includes tools for capturing visual data and structured tabular information in the field."],"freshness_status":"fresh","name":"youreka","pricing_note":"Pricing varies by license: Desktop licenses are $25/user/month and Mobile licenses are $45/user/month. Template Builder licenses are $125/user/month, with an AI-enabled version at $270/user/month. A Starter Pack is available for $10K.","pricing_url":"https://youreka.io/pricing","primary_category":"Operations","profile_last_verified":"2026-06-05T12:52:41.062Z","secondary_categories":[],"short_description":"Youreka is a Salesforce-native mobile smart forms platform designed for offline data capture and AI-driven template creation for field operations.","slug":"youreka","sponsorship_status":"none","url":"https://aitoolsforbusiness.ai/youreka","use_cases":["Digitizing Field Inspections: Replacing paper checklists with digital forms for safety audits or routine equipment inspections.","Capturing Maintenance Records: Collecting technician data during on-site repairs and syncing records to Salesforce.","Health Assessments: Supporting clinicians in performing in-home patient visits and health assessments.","Regulatory Compliance: Using standardized forms to help field operations meet industry safety and legal requirements."],"website_url":"https://youreka.io/"}