Creating Forms for Field Operations Made Simple
FormsPro empowers your team to create smart, mobile forms for your entire organization. Capture and send data between field personnel, tech to tech, other employees, to your customers and back to your business solutions and office.
Challenges Field Service Companies Face and How FormsPro can help
I need my technicians to do more!
Provide technicians smart forms with logic to guide them through any use case in your business and increase their efficiency.
Paper & Fillable PDFs
How do I replace paper, access the data and easily report?
Upload images and PDFs to rapidly deploy mobile forms, replacing paper and static data from fillable PDFs.
I need to increase safety in the field!
A "safety first" culture can be achieved with forms requiring reviews, responses, photos, signatures and more!
Enhance Your FSM
My Field Service Management and Business Software doesn’t have smart forms just tasking!
Our solution is designed to integrate to your business software solutions.
How do I retain more customers?
Go beyond expectations by capturing and reporting on all your customer service delivery and commitments.
How do I manage compliance and reporting needs?
Collect required data and auto-generate reports on the full range of compliance and workplace safety requirements and save $$$.
FormsPro Features Mobile Form Builder
A powerful drag and drop form builder. No code or IT support required.
Easily create unlimited forms your way!
- Upload PDFs and images of existing forms
- Create forms from scratch or industry templates
- Formatting and Navigation
- Extensive input types
- Photos and Annotation
- Signature Capture
- GPS Stamping
- Barcode Scanning
- Date and Time Stamping
- Text and Numeric Fields
- Checkboxes and Radio Buttons
- Auto Numbering
- Required Fields
- Build Forms & Reports in Required Languages
Intelligence and Containers
- Data Lookups
- Conditional Logic Rules
- Workflow Automation
- Calculated Fields
- Dynamic and Static Tables
- URLs and Locking Fields
Data Distribution Automation
- Send Data to Storage
- Integration and Data Mapping
- Email and Reports to Customers
- Calendar Scheduling
- Schedule and Dispatch Forms
- Send Notifications to Individuals, Teams, Roles and All Users
Contactless Signature Capture
With FormsPro Contactless Signature Feature, capture signatures with no physical contact or device exchange.
Use Contactless Signature Capture on any form for unlimited use cases!
- COVID-19 contactless signature
- Customer is not present or remote
- Manager or Supervisor sign-off required
- Subcontractor and Vendor signatures
How it Works
Step 1 - Employee Device
The employee initiates and sends a Contactless Signature Request to a customer with a QR Code Scan, text or email.
Powerful options when a customer is not nearby or present!
Step 2 - Customer Device
The customer scans the QR Code, or receives a text or email with a URL link, their browser is launched where a signature is captured and saved.
Customers can also download the report to see all information in the form being signed.
Step 3 - Employee Device
The customer's electronic signature is then returned to the employee's device and added to the form.
Once the form is completed and submitted by the employee, an email and PDF report can automatically be sent to the customer.
Use iOS, Android, Windows devices and browsers to collect data.
Download the app, sign in and get to work!
- Work online and offline.
- Submit completed forms back to the office.
- Email forms to the customer, personnel or both.
- Use workflow to review, approve, or reject submitted forms.
- Pull data from your business solutions into forms to provide technician information and easy data capture.
- Push data back to your business solutions and/or export to a file.
- Store, share, host, access and manage your data sources for reporting, dashboards and more.
Systems of Record
Your Business Solutions
Store, host & manage data sources
Reports and Dashboards
FormsPro includes a Basic Report builder and an Advanced Report builder to address simple to complex reporting needs.
- Auto-generated and contain the fields and responses on a form.
- Reports fields are created in the same order as they appear on the app.
- The Basic Report is always up to date when any changes are made to a form.
- Create customized reports different from how the form appears on the app.
- Multiple reports for each form can be created with advanced formatting for customers, external organizations or agencies, and more.
- Create dashboards with key performance indicators and summaries to keep executives and managers up-to-date on overall operations.
Utilize FormsPro across service industries and across your business
Alarm & Security • Computer & IT • Disaster Restoration • Electrical • Facility Maintenance • Government/Public • HVAC • Oil & Gas • Human Resources • Installation Services • Medical Equipment • Plumbing • Property Management • & More!
Field Service & Operations
Sales and Marketing
Ready to learn more?
Request Your FormsPro Demo