Forms Automation - Online Procurement System

Digital Forms offers a single platform and mobile application to assist you in making your business paperless. Our goal is to help you mobilize your workforce by transforming your business workflows, improving organisational ability and service delivery. Available on any web-enabled device, and both Android and iOS mobile apps.

Digital Forms allows you to interact and communicate with your office and field staff instantly, it’s efficient, productive, and super responsive.

Best of all, your staff will love using Digital Forms given how easy it is to use and navigate. We are very conscious of the end users wanting big buttons and easy to follow instructions.

The Digital Forms platform is customisable to suit almost any business requirement. Given the flexibility the Digital Forms platform offers, it allows any type of organisation to effectively implement a digital strategy with any number of custom workflows, no matter how difficult they may be.

Digitising your paperwork is the first and small step in a full business transformation to digital and automation, its the workflows and what you do with your data next is where true efficiency and savings is achieved. This is where our experience along with the flexibility Digital Forms affords offers your business exceptional value.

Digital Forms has over 80 individual features available that have been developed over many years at the request of our clients. Learn more at our Digital Forms website where you also can sign-up for a free trial.

Customise and configure

Convert your paper forms

Field staff fill out forms

Admin and management

Custom Branding – Your logo and company colours can be customised to suit your business requirements
Workflow Management – Create unlimited combinations of rules for departments, assign forms, approvers and auto emails
Multi-Forms – Reduce data entry time and share information between forms
Inventory – Manage inventory, including cost price, sell price or customer specific pricing all available in your forms

Form Builder – Create and edit your forms with our drag and drop builder. Don’t worry, our support team is here to help design your forms, and then you can jump in and make quick edits if you ever need.
Let Digital Forms handle the maths – Setup calculations within your forms which will ensure precision of users submissions.
Insert visual guides into a form – use the icons feature that will display in both the App and form submissions.

Digital Forms – Easily find and fill out all your assigned digital forms
Photos – Take multiple photos and upload with your form
Barcode Scanner – Lookup your inventory or equipment
Jobs – View assigned jobs or create a new job from the App
Workflow – Select an approver to review the form and continue editing it

Dashboards & Reporting – Print a PDF, export to CSV, or setup the dashboard to allow quick view of live data as it happens in the field.
Jobs & Billing – View and manage all your customers, jobs, labour, materials and invoices
Job Scheduling – Everything you need to organise your team
Device Management – View and manage all devices with access to Digital Forms with the ability to restrict access
Employee Management – Manage users with ease, assign security access and review all their submissions

Jobs & Customer Management

Digital Forms combines all the jobs or tasks assigned to you in one place. Users can view the status, priority, and manage from a single tab. The jobs assigned will be sorted in accordance with the required attendance date and time. Users can also create jobs from their device and select from your available customers directly within the job form.

Workflows & Form Approvals

Using the Digital Forms workflow feature, allow users to submit a form via the app that needs another users approval via the web administration portal. This feature also allows data capture on a single form by multiple users, and only upon final approval, triggers the email PDF copy of the form to your client.

Invoicing

View and manage all your customers, jobs, labour, materials used and invoices from a single screen. Whenever a user completes an assigned job, all labour and materials are summarised and then once approved, an invoice can be issued. If you are using an accounting system such as Xero, MYOB or QuickBooks, we can integrate with them too!

Reference documents & files

Upload your documents and files to share with your users via the App. Users can access all documents even in offline mode. You can also insert a document into a form, allowing users to view important documents without having to leave the form they’re filling out.

Calculations & Form Icons

Let Digital Forms handle the maths! Setup calculations within your forms which will ensure precision of users submissions. If you need to insert visual guides into the form, use the icons feature that will display in both the App and form submission.

Reporting

Run reports on just about any data captured by your users. Reports can be generated by printing a PDF, exporting to CSV or integrating with 3rd party software solutions. The dashboard can be setup to allow quick view of live data as it happens in the field.

Timesheets

Analyse all your employee timesheets and if the submitted timesheet is in reference to a specific customer, you can also view the details of the customer and the specifics of the services that were performed during the job.

Push Notifications & SOS

Notify users of important messages or alert them to new job requests. Users can also raise an SOS alert to their managers in the event of an emergency situation.

Integration and customisation

Digital Forms is a SaaS platform which allows for a wide range of integration options and can be completely customised to suit any business requirement or workflow.

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