Powerful Mobile Forms for Field Service
Using our UK cloud hosted mobile form builder introduces game changing business and field service forms of any kind no matter what industry you work in.
All your company forms in your pocket
Whether you need an engineers Service Report, a surveyor’s Inspection Report or construction operatives’ Toolbox Talk record – no problem – they can all be on your mobile device right in your pocket.
Providing instant impact, digital mobile forms help you become paper free and benefit from transferring field data to your office staff and systems in minutes thanks to our leading integrations and software connectors.
Start your journey to paperless field work with mobile forms
Just some of our digital mobile form users…
Features
What’s included in the Mobile Forms Plan?
With all the features required to help your business become paperless and super efficient in no time at all, our Mobile Forms Plan offers:
> Unlimited admin users
> 30-day rolling License for mobile app users
> Create unlimited number of forms
> Send & receive unlimited number of forms
> Self build forms using drag & drop
> Optional form building service
> Integrations & connectors
> Help & support
> UK hosted, supported & fully GDPR compliant
Take your field service activities paperless
Building reusable form templates containing form field types including check boxes, drop down fields, radio buttons and calculations as standard means you can respond quickly to the demands of your customers and at the same time streamline your business processes.
We have solutions for the very simplest of situations to the most complex and demanding.
With branded customisable layouts in either Word or PDF formats, forms can be automatically sent by email, uploaded to OneDrive, Google Drive, Dropbox or Sharepoint or sent by FTP in csv/ XML or JSON to other systems.
Typical Users
Our typical Mobile Form users are from:
> Construction
> Property maintenance
> Building services / fire & security / air conditioning
> Specialist machinery & equipment maintenance
> Materials Handling Equipment (MHE)
> Facilities management
Your Mobile Forms FAQs – pro-Forms® Mobile Plan
Looking for clear answers about mobile forms?
This quick FAQ explains the key features, how the pro-Forms® Mobile App works, what types of data you can capture in the field, and the security, compliance and technology requirements you can expect. Read on to choose the best digital form option for your team, customers and contractors.
Ready to get started?
If you’d like to see how Mobile Forms could fit your workflows then why not request a Demo or start a Trial, and share an example of a typical form so we can build the form for your Trial?
What is the difference between Online Forms & Mobile forms?
Mobile forms are completed in the pro-Forms® Mobile App. Each person filling in mobile forms needs their own unique login, which makes mobile forms ideal for a company’s field engineers, technicians and in-house site teams.
Online forms are designed for people who don’t have the pro-Forms® app and are not members of your staff. They’re typically sent via a secure link to customers, subcontractors or visitors—for example, sending a customer feedback form after a job is completed.
What kinds of form and data do people capture with mobile forms?
Mobile forms can support virtually any field service or business process where teams need to capture accurate information on-site and submit it instantly (or later, if offline). Common examples include:
This can include:-
– Engineers’ jobs sheets
– Equipment installation & commissioning
– Risk assessments / RAMS / Method Statements
– Compliance checks and audits
– Planned Preventative Maintenance (PPM) activities
– Expenses, timesheets and HR forms
– Delivery notes & proof of delivery
– On-hire/ off-hire checks
– Safety Checks and incident reporting
– Toolbox talks and briefing records
Are the forms and my data secure?
Yes.
Security and compliance are built into the pro-Forms® platform.
UK data hosting: Our servers are hosted in highly secure UK data centres, and your data (including backups) stays in the UK to support UK data residency requirements.
Encrypted databases: System databases are encrypted, with optional field-level encryption for sensitive form fields.
Secure admin access: The browser-based admin Work Group uses 256-bit encryption for login, and Two-Factor Authentication (2FA) is available for all admin accounts.
Mobile app encryption: The pro-Forms® Mobile App uses AES 128-bit encryption as standard.
Secure file transfer: If you need data movement via FTP, SFTP (Secure FTP) is available.
GDPR compliant: The system is GDPR compliant and developed and supported in the UK.
What technologies are required?
The pro-Forms® Mobile App is available on Android and iOS and can be downloaded from Google Play and the Apple App Store.
Mobile users typically need an internet connection, but the app also supports offline working (store-and-forward) when coverage is limited.
For best results, we recommend enabling QR code scanning on the device camera and turning on location services to capture GPS coordinates when required. Office/admin users simply need a reliable internet connection and a modern browser (e.g., Chrome, Firefox or Safari) for drag-and-drop form building and administration.
What happens if a mobile user has no internet connection?
The mobile app includes an offline mode with a built-in queueing mechanism. Users can continue completing and submitting forms as normal. If the connection is weak or unavailable, the app will automatically and silently hold the submission and send it once a stable connection is restored.
Can forms be saved to the device for later completion and submission?
Yes.
Users can manually save a form on their device and return to it later. Saved forms are linked to that device, so they won’t appear on a different device even if the user logs in with the same credentials.
The system can also automatically save form progress to our cloud-based platform (internet connection dependent). This helps protect your data—if a device is lost, any information already saved to the cloud can still be retrieved.
Can a user share their account with another user?
No.
This is specifically prohibited by our Terms and Conditions.
Each user must have their owe unique user account in the system using an email address as their username. This supports auditability, security and reliable reporting.
What types of question can be used on a mobile form?
Mobile forms support a wide range of question types, so you can capture the right data in the right format, including:
– Formatted text fields (single-line, multi-line, decimal, integer and more)
– Images and photo capture
– Signatures
– GPS location capture
– Multi-select options (radio buttons, checkboxes, dropdown lists)
– QR code & NFC tag reading
– Date and time fields
– Text labels and guidance notes
Can forms manage complex processes and on-site scenarios?
Yes.
Forms can be configured with conditional logic, visibility rules, dependencies and calculations to guide users step-by-step. This makes even complex workflows—such as compliance inspections, multi-asset checks or safety processes—simple and consistent in the field.
Can company branding and existing form layouts be matched?
Yes.
The generated document layout (created when a field user submits a form) can include your company logo, colour scheme, accreditations and contact details.
We can usually replicate existing paper or PDF layouts to maintain familiarity, ensure continuity and support accreditation or compliance requirements.