Packed full of industry leading features.
With features this good you’ll be building your own apps in minutes.
Give your field workers the tools they need to get the job done accurately and efficiently, scroll down and click the icons to read more information about each of the key features of forms2mobile.
No Signal? No Problem!
Whether you work at the top of towers, the bottom of lift shafts, or anywhere in between, there will always be times when you don’t get a signal. Using our native apps for iPad, iPhone and Android means you can collect and access data whenever you need it. (Windows version coming soon!)
Signature Based Form Acceptance
Customers, operatives and managers all benefit when signatures are used for acceptance and approval. Make sure your business operations remain compliant by capturing signatures at key points within your workflows.
Intelligent Input & Logic Control
Minimise the number of questions a user needs to read and reduce the overall completion time required. Use visibility rules to determine if a question is displayed to the user or simply skip to the next relevant question.
Calculations & Formulas
Real Time Calculations
Automatic pricing, tax calculations, mileage, page scoring, answer weighting, mileage. Our sophisticated formula engine is baked right in across the entire platform meaning less errors, faster data entry and happier people.
Multi Step Workflow
Do you need jobs to be approved by a team leader?
Create multi step workflows that compliment and enhance your current processes. Logic driven, data driven, user driven, location driven. Keep your data flowing at the right time to the right person or system. Minimise delays and ensure tasks are completed on time using structured business logic.
Job Dispatch & Task Management
Know your team has the job in hand
Dispatch jobs and tasks to teams and users from the dashboard or API. Pre-populate form field data form existing systems. Create templates for easy form distribution. Use geofencing and timeframing to ensure jobs are completed at the right location while maintaining your SLA’s. Trigger events or reports based on job progress.
Documents & Manuals
Keep the latest information in hand
Don’t make your team carry heavy service manuals, user guides, plans & layouts around with them if they don’t need to. Push documents and files to your teams in-app so they always have the latest most up to date information available at all times.
Real Time Sync
Always On, Always Up To Date
Apps, workflows, forms, keep everything up to date and in sync, securely. Receive new tasks and forms as soon as they are published. Uploads collected information instantly. Keep everyone on the same page at all times.
Sketch & Media Capture
Photos, Audio, Video & Sketch
Capture an image of the site, record evidence of the incident, sketch a layout. Whatever media you need, images, video and audio. We’ve got you covered whatever you need. Add context to your photos by annotating them before you upload them.
Maps, Location & Geo-Fencing
Task Location & Navigation
Ensure tasks and jobs are completed at the correct location with Geo-Fencing and navigation. Field teams can easily see where their tasks need to be completed and, office teams gain that all important real-time business overview. Navigation to a site or job comes as standard.
GPS & Timestamps
Verify Time & Location
Know when and where your jobs have been completed. Automatically record the location, date, start and end times of when a job is completed. Use this data to determine how long the job has taken and meet your SLA’s.
Scan QR, NFC & Barcodes
Why Type When You Can Scan?
Barcodes, QR codes and Near Field Communication (NFC), scan a tag or a code to retrieve data and lookup records instantly. You can scan the barcode of an asset and update it’s service record, or you can scan an NFC tag to prove a location has been checked.
Go Paperless & Reduce Your Carbon Footprint
Got a document template that you print out and give to your team to complete? Simply upload your existing Word or Excel templates and have your data populated automatically. Create custom reports, client receipts, insert images, repeating data, locations, signatures. Limitless possibilities.
PDF, CSV, Text File, etc…
Choose from a variety of built in document formats. PDF’s for instant client or management output, CSV’s for the accounts team, or just a plain old text file. Further enhance your outputs using custom Word or Excel templates
Right Data, Right Person, Right Time
Exception reports will typically follow your predefined business processes. Taken a reading that exceeds tolerances? Need to escalate an issue to a different department or manager? Notify the right people with the right information at the right time.
Notifications & Messaging
Stay fully informed
Push notifications are an essential part of keeping your field teams up to speed. Notifications are automatically sent when tasks and jobs are assigned. You can also send custom messages on demand informing your teams of updates or changes they need to know about
Plug in to your favourite apps
Our growing collection of built in connectors allow you to quickly plug in to your favourite apps and services. Save files straight to Dropbox, add rows direct to a Google Spreadsheet, or send an SMS with Twilio, the possibilities are endless. Quickly share your data with the systems and people that matter.
Connect To External Services using XML and JSON
Our REST API connector allows you to plug in to any service that exposes a REST API. Pull your own data into our mobile platform. Push collected data back into your systems. A comprehensive set of interfaces allow you to deeply integrate our mobility platform with your existing systems and automate everything from sending messages, dispatching jobs and tasks, or updating suppliers or customers automatically. Context and data driven, the only limit is your imagination! You can always talk to us if you’re looking for inspiration 🙂
Auto Populate Answers
Answer One, Dynamically Fill More
Use lists, drop-downs, buttons, true/false and ratings questions all help increase efficiency when you’re working. Drive these answers from a database so you can dynamically populate subsequent answers based on the initial selection e.g. select a customer from the list and auto populate their address.
Business Centric Data On Demand
Access data and records from your existing databases or CRM’s. Business and job critical data such as client details, parts list and pricing tables can be made available directly to your team. Updates or changes sync automatically to device so your team is always up to date.
Role Based Security
User Roles & Security
Give your team only the access they need. You can define user roles based on job dispatch, accessing collected data, building workflows & forms, data source management and documents. Mobile users can be assigned to groups, giving access to only the forms and apps they need.
forms2mobile SQL Sync
SQL Sync – Cloud Synchronisation
Does your organisation use SQL Server? If so, then our database sync bolt-on is designed for you. Automatically synchronise a variety of data between our mobility platform and your local SQL servers.
Single Sign On
Extensible Enterprise Security
No need to maintain a separate set of user accounts. Connect to a variety of identity providers to enable seamless enterprise security.
Bring Your Own Device
Business & User Friendly
Whether you manage your own fleet of mobile devices, or you’re teams and contractors use their own. Simply download forms2mobile for iPad, iPhone and Android tablets & phones from the store. Your workflows, forms and data collection apps will work on any device with any sized screen.
Clear & measurable benefits.
Performance & Efficiency
- Removes paperwork generation & collection.
- Reduces distribution costs and time.
- Allows your team to be more productive.
- Streamlines your workflow.
- Data validated on device at the point of capture.
- Removes the cost & delay of data duplication.
- Monitor KPI’s, ensure SLA’s are met.
- Improved customer service.
- Reduces time between service delivery, invoice &payment.
- Integrates with 650+ apps & services.
- Risk assessment & compliance.
- Maintenance requests.
- Contract cleaning Audits.
- Asset & inventory management.
- Inspections & audits.
- Incident monitoring & reporting.
- Fleet management & logging.
- HR & staff administration.
- Surveys & report generation.
- Questionnaires & assessments.