Custom Mobile Forms for Field Service teams
Using our Mobile 'ESSENTIAL' Plan create any kind of form for any kind of business.
Download the app for Android or iOS and wave goodbye to field workers' paperwork for good.
Forms can be built in the office using drag & drop in just a few minutes and with the final form output matching your company branding what could be better?
Create any type of form
From job sheets to risk assessments and checklists. Create whatever you need.
Capture signatures, photos & GPS
Capture all the evidence you need to get paid & ensure compliance.
Pre-populate form fields
Save field workers time on-site & improve accuracy and form completion rates.
Create vehicle types & dedicated checklists for each type. Allocate drivers to vehicles.
Works on & offline
Store & queue forms in areas of low and no mobile signal.
Match your existing form layouts
Keep the familiarity of your existing forms but without the unreadable handwriting.
Multiple form output formats
Generate PDF, Word, Excel and text documents and a whole lot more.
Hold forms in drafts list
Have mulitple forms open for editing/ adding information in 'drafts' prior to submitting.
- Integration with OneDrive, Dropbox, Google Drive, Sharepoint, Power BI, Salesforce & Sage50
- Pre-populate form fields from csv data files.
- Capture & annotate images at pre-set resolutions.
- Use skip logic and show/ hide fields to create intelligent worklows for field workers.
- Define re-usable lists and question sets.
- Use mandated and read-only formatted fields to ensure accurate & complete data collection.
- Save partially completed forms in 'drafts' list for easy reopening and adding information.
- Make forms visible to field workers based on teams, location and job role.
- Assign editing rights to office staff for received forms with full audit trail of changes made.
- Retrieve to the mobile app previously submitted forms for editing/ updating.
- Comprehensive range of form field/ control types for form building.
- Wide range of Word/ PDF document formatting capabilities for completed form Layouts e.g. colour coding fields and text based on question answers.
- Resend option with audit trail for received/ submitted forms.