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How does the 'Forms' solution work?
How does the 'Forms' solution work?
Updated over 2 months ago

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 .


Features

Design Custom Forms for Your Business Needs

Make forms that fit your business perfectly, capturing just the info you need.

Complete Forms on Mobile to Eliminate Paperwork

Say goodbye to piles of paper! Let your team fill out forms right from their phones.

Keep All Your Form Records in One Place

Store every form in one spot for quick access and effortless tracking whenever you need it.

Enable Notifications for Form Completion Updates

Get instant updates as forms are completed, so you’re always in the know.

Create and Assign Clients to Form Templates for Easy Management

Assign forms to clients with ease, keeping all their records organized and just a click away.

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