What can we do for you

Mobile forms can streamline business operations by replacing paper-based processes with digital data collection. Here’s how they can benefit your business:

Increase Efficiency & Productivity

Improve Data Accuracy

Save Time & Reduce Costs

Enhance Mobility & Accessibility

Better Customer Experience

Ensure Compliance

Advantages of Online Forms for Small Business

Web Forms are often a touchpoint where you engage with potential customers. They serve as a bridge between you and your customers, handling various aspects of your business operations efficiently and helping you navigate the path to success in the world of small business.

"The global enterprise mobility market accounted for $206.13 billion in 2017 and is expected to reach $1225.78 billion by 2026 growing at a CAGR of 21.9% during the forecast period."
Barry Saunders
Digital1st Consulting

Work Areas that Love InFormUs

Property Managers

Entry Inspection
Exit Inspections
Ad-hoc Inspections
Guarding Inspections
Uniform Orders

Mobile Service Teams

Job Cards
Work Orders
On site Quotes
Preventative Maintenence
Supervisor Rounds
Safety Checklists

Marketing Teams

Customer Interviews
Product Feedback
In-store Promotions

Property Inspectors

Compliance Audits
Maintenance Reports

Independent Contractors

Solar Installations
Fiber Installations
Building
Plumbing
Boat Inspections
Cleaning Services

Examples of how mobile forms are used

Running a small business comes with its own set of challenges. This is where the right techniques, systems, and tools come into play. If you are a small business, now is the time to leverage online forms to streamline processes, enhance customer engagement, and boost your efficiency.

Engaging contact forms

Design a User-Friendly Form
Create visually appealing and easy-to-navigate contact forms that encourage visitors to reach out to your business.
Use Conditional Logic in the form
Tailor the form fields based on users' responses, making the form more personalized and relevant.
Integrate your form with CRM
Integrate your contact forms with CRM to centralize lead management and improve follow-up processes.

Quality Heating & Cooling Services

We provide customers with an industry leading 10-year installation warranty and a two-year service and repair warranty. With most companies, you will get a standard manufacturers warranty on installations and a one-year warranty on service and repair work.

We believe our warranties set us apart from our competitors and show our commitment to quality work and service.

PO request

When work is completed on a site outside of the office requests will be made for parts, materials and supplies. When a request has been submitted through a mobile forms app, a Purchase Order (PO) can be created automatically. That way, employees can continue working and don’t need to wait for the accounting department to get back to them with a PO.

Employees can take photos of receipts from purchases, so they don’t have to worry about losing receipts or needing to mail or scan them in. This is also helpful for accounting because these PO requests can be sent to them directly. When accounting later receives the bills, they can match up the POs and make sure that each purchase is authorized.

Quality Heating & Cooling Services

We provide customers with an industry leading 10-year installation warranty and a two-year service and repair warranty. With most companies, you will get a standard manufacturers warranty on installations and a one-year warranty on service and repair work.

We believe our warranties set us apart from our competitors and show our commitment to quality work and service.

Offsite and remote work locations

When work frequently takes you to projects in rural locations without a reliable cell or Internet connection, a field data collection app like mobile forms provides a solution for completing paperwork and returning it to the office more quickly. Because of the offline functionality of mobile forms, data can be collected in real-time, regardless of where a jobsite is located.

Managers often need to put together a report of work completed at the end of each week to send updates to customers and internal stakeholders. Teams using forms on mobile devices have access to that information sooner and can provide more accurate and frequent updates.

Driver and fleet management

logistics or other company with a fleet will have drivers completing deliveries and jobs. For each haul done, drivers often complete several paper forms. With mobile forms, these drivers can complete their required paperwork, including any necessary photos, GPS and time stamping data in the field, and send it back to the office instantly.

This gives the office a real-time understanding of the status of the job, vehicle, and driver. Having access to this data sooner allows dispatchers to keep clients better informed of progress at every stage of transport and delivery.

Purchase order requests

When work is completed on a site outside of the office requests will be made for parts, materials and supplies. When a request has been submitted through a mobile forms app, a Purchase Order (PO) can be created automatically. That way, employees can continue working and don’t need to wait for the accounting department to get back to them with a PO.

Employees can take photos of receipts from purchases, so they don’t have to worry about losing receipts or needing to mail or scan them in. This is also helpful for accounting because these PO requests can be sent to them directly. When accounting later receives the bills, they can match up the POs and make sure that each purchase is authorized.

We offer a mobile work order management solution, mobile inventory management solution, mobile asset management solution, digital operator rounds and digital work instructions solutions as part of our robust Connected Worker Platform. This creates an ecosystem of connected operations where a maintenance planner prioritizes work orders based on real-time rounds data.

This ecosystem breaks information silos. If a technician working in a company’s plant in North America learns a new thing about a process, he can update the information via the mobile solution. This quickly gets synced with the ERP system and technicians in other plants across the world can access the information. This improves the efficiency and productivity of not just that one technician but technicians at all plants, driving organizational growth.

What are mobile forms?

Mobile forms are applications designed for smartphones and tablets that allow for the creation and submission of forms with multiple types of form data. In most cases, mobile forms help companies with employees in the field streamline their data collection.

Mobile forms present a way for companies to fill and submit traditional paper forms like reports, audits, or inspections on mobile devices.

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Understanding mobile forms and forms on mobile devices

Businesses today often have an increasing need to enable workers in the field to collect data while outside of the office. Many companies, like construction and utility companies, employ a mobility strategy that equips these field workers with tablets and smartphones. Mobile forms solutions help those workers utilize their devices to collect and submit data in real-time. That data can be instantly shared with the main office, or input into another business system or workflow.

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How much do mobile forms cost?

Mobile forms typically cost between $12 and $50 per license per month for an annual subscription. The price may increase depending on the features needed. Mobile forms solutions are usually sold to businesses as a Software-as-a-Service solution (SaaS) on a per-user basis. Larger organizations needing many licenses often receive custom volume discount pricing. The monthly investment cost for mobile forms is priced to result in savings by reducing time, paper, and associated expenses. Total return on investment is achieved by 84% of organizations using mobile forms within months.

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How do you create mobile forms?

Forms for mobile devices can be created with mobile forms software on the web. A drag-and-drop, or other simplified form builder, is used to create and deploy forms to the desired team’s or employee’s mobile device(s). Responsive, feature-rich form builders make it easy to learn how to build and use mobile forms. Mobile form builders make it easy to create new forms, or recreate digital versions of paper forms companies are already using. Users can create custom forms with easy to organize drag and drop elements, and even see a preview of the form on a mobile device. If you can use a mobile form builder like ours, then you will know how to create forms for ipad.

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What is forms automation?

Forms automation refers to the process of digitizing paper-based business functions like form submission to eliminate the number of manual steps. With mobile forms automation, business forms completed on smartphones and tablets can trigger automated workflow steps like sending an email and text message, creating a PDF, or adding a file to a cloud storage system or web database. Submitting a single form can trigger an automation sequence, sending data to a manager’s email, delivering photos to Dropbox or Google Drive, saving a copy of the form to your project management database, or any other number of actions. The destinations for your form data can be set up when creating your forms. These automation steps can all help businesses go paperless.

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What is a Connected Worker?

Enterprise and cloud-based software-as-a-service solutions have helped deskbound workers become more productive, data-driven and efficient than ever over the last two decades. Frontline, deskless workers have been largely forgotten in this digital revolution, forced to perform tasks the same way they always have: with low-tech, paper-based workflows. 

A connected worker solution bridges that gap, giving field technicians and warehouse workers a direct link to centralized data mechanisms like ERPs and EAM systems. This is about more than just issuing these workers a smartphone. Connected worker solutions enable collaboration, information sharing, data capture and augmented reality training to empower the frontline worker to accomplish more better, faster and safer.

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Get in touch

Want to learn more ?

Working closely with your team, we actively listen to understand your requirements, goals, and nice-to-haves. Once defined, we’ll build your custom forms, documents, and workflows tailored to your organization’s needs. Leverage our onboarding and implementation experts to get your projects up and running quickly with minimal downtime for your staff.

We understand that sometimes the thought of changing from your well used paper forms might be difficult – but it needn’t be.  

We’ve done the hard yards so you don’t need to so drop us a message and we’ll have a virtual coffee !

 

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