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.
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.
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!
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.
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.
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.
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.
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.