The Forms solution is a versatile tool that helps businesses digitize and streamline daily paperwork by creating custom digital forms. Employees can access these forms anytime and complete them on mobile devices, simplifying processes like bookkeeping, work tracking, and client service records. This solution consists of a web interface for form creation and management, along with a mobile app for easy field access and submission.

You will find it in the main menu on the left under Forms icon .

Easily create forms that perfectly match your business operations. Whether you need customer intake forms, inspections, or employee checklists, you have full control over the fields, layout, and data collection process. No more one-size-fits-all solutions—customize forms to capture exactly what matters to your business.

Say goodbye to stacks of paper and lost documents! With mobile-friendly forms, your team can complete submissions on the go—whether they’re in the office, on-site, or working remotely. It’s faster, more convenient, and helps eliminate manual data entry errors.

Never lose track of important forms again! Every submission is automatically saved in a secure, centralized location, making it easy to find, organize, and retrieve data whenever you need it. No more searching through emails or folders—just quick, hassle-free access to all your records.

Stay in the loop without constantly checking in! Get instant notifications when a form is submitted, so you can take immediate action, or follow up as needed. No more delays—just seamless workflow management and better efficiency.

Effortlessly manage client interactions by assigning specific form templates to the right people. Whether you’re handling contracts, service requests, or compliance checklists, keeping everything organized has never been easier. With a few clicks, you can track submissions, ensure timely responses, and maintain a structured client database.