forms manager - 900x400

& Workflows

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viessmann
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Digitize core processes in minutes.

To be competitive in today’s business landscape, organizations need to be as efficient as possible. Paper forms and spreadsheets just don’t do the job.

Forms Manager provides everything you need to easily build forms, capture date, manage workflows and view real-time reports.

Build

Build dynamic forms that are instantly accessible to your staff and stakeholders.

Capture

Ensure the job is completed correctly. Make it easy for staff to succeed.

Manage

Manage status. Assign next steps. Ensure the process is efficiently moving forward.

Report

Understand status in real-time. Access rich reports instantly from anywhere.

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FAST & COMPREHENSIVE

“With Forms Manager, we digitized about 90% of our forms overnight.

Instead of using paper, we use tablets and mobile devices to collect data and manage processes. We save a lot of time and our supervisors are more on top of operations.”

Operations Manager - National Field Service company

Unlock your organization.

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Cloud-based - All you need is an internet connection

Compatible with virtually any device

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Configurable to suit unique business requirements

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"Unlimited Everything" - forms, photos, signatures, etc.

$15 / user / month

+ One-time Deployment

Unlock your organization.

 

  • Cloud-based - All you need is an internet connection
  • Compatible with virtually any device
  • Configurable to suit unique business requirements
  • "Unlimited Everything" - forms, photos, signatures, storage, etc.
  • Multiple app license discounts and 100+ staff discounts available

$15 / user / month

+ One-time Deployment 

Forms Manager Works Here.

Templates get you going quickly.

Audits & Inspections

Audits & Inspections

  • Site & Operational
  • Audits Health & Safety Audits
  • Machine Inspections
  • Vehicle Inspections
  • Behavioural Audits
  • and more ...

Health & Safety

Health & Safety

  • Incident Reports
  • Root Cause Analysis
  • Safety Inspections & Audits
  • Quick Kaizens
  • Improvement Suggestions
  • and more ...

Basic Training

Basic Training

  • SOP Training
  • Administrative Training
  • Group Training
  • Confirmation Safety Training
  • Machine Training
  • and more ...

Production & Quality

Production & Quality

  • Quality Inspection
  • Bulk Reconciliation
  • Production Setup
  • Compliance Verification
  • Specification Reports
  • and more ...

Field Reports

Field Reports

  • Daily Field Report
  • Work Orders
  • Job Checksheets
  • Customer Change Requests
  • Estimating
  • and more ...

HR & Administrative

HR & Administrative

  • Internal Job Postings
  • Corrective Actions
  • Expenses
  • Vacation & Leave Requests
  • Visitor Sign-in
  • and more ...
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BUILD

Your app. Your way.

Build the forms you need using our Form Builder tool. Drag and drop fields. Make changes at any time. A new Form Report is created for each form automatically.

Your app also includes custom branding, including your logo, your fonts and your brand colours.

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CAPTURE

Capture rich data instantly and efficiently.

Guide the process and capture data quickly, so that your staff can get back to work.

  • Photos & eSignatures
  • Talk-to-Text
  • Barcode scanner
  • User Look-up for easy assignments
  • Unique IDs Videos & other embedded content
  • and so much more...
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MANAGE

Make your work flow.

Submitted forms become “Open Tickets” to be managed by supervisors, who review, assign, add comments and manage the status. Staff instantly access tickets that are “Assigned to me”.

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REPORT

Data that manages itself.

Auto-generated form reports featuring all submissions and workflow data in columns and rows, making it easy to manipulate, to discover insights, and generate reports.

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Download the Brochure

Got 20 minutes?

Send us a quick note...

... or use our calendar to schedule a demo.

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