Customize forms with workflow automation. No code required.
Tap the send button and let the magic happen

Assign new tasks to co-workers
Use our forms workflow software to automatically trigger a new work order when an inspection indicates a part needs to be serviced or replaced.Hand off work in progress
Forms built with workflows can be submitted as incomplete and passed between techs allowing for better work sharing, management of complex jobs across skillsets, and long jobs across shifts. Supervisors or team leads can also track work in progress and take action to unassign or reassign work.Send custom documents and surveys to clients and staff
Forward submitted data and reports to stakeholders in real time for further review and/or action, or send web surveys to customers for immediate feedback along with their invoice or work record.Notify and report escalations
Trigger an immediate SMS to a supervisor or VP of Operations when a safety inspection results in a "fail" rating. Automatically extract and share relevant data only
Store form data in Box (PDF/Word), extract & send financial data to finance (CSV), asset data to operations, and structured data to an analytics engine.Support your global & diverse field teams—no matter the language they prefer

The Multi-Language Workflow capability creates a universal approach to field work with multiple language options within a single workflow.
- Help technicians service assets safely and confidently
- Standardize forms across regions and languages
- Streamline data collection by tying all collected data to a single workflow
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Put data to work with custom documents
Contextual data matters. Based on the data collected in the field, custom documents can be generated and sent to systems and stakeholders to become actionable. Generate different documents for different audiences with a single submission. One click sends a branded summary to a customer, a work order approval to a manager, and file a record of compliance in a cloud storage destination.
- Build beautiful low-code documents in Excel with formulas, charts, and formatting based on answers in the form
- Build advanced custom documents with conditional questions, loops and more
- Generate different documents for different audiences with a single submission


Send readiness and satisfaction forms to your customers
Eliminate gaps in information that lead to wasted resources and time. Create workflows to send web-based customer-facing forms to gain visibility into a site before a technician arrives and track customer satisfaction after a tech departs. Customers can submit images to show worksite details, required maintenance, or proof of a defective or damaged asset. Supervisors and team leads can include images for a customer to review and approve as proof of delivery or completed work.
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Data drives your business. Make it accessible.

Make data from your FSM, EAM, EHS, CRM, and ERP systems available intelligently in context in the hands of technicians so they can work more safely and effectively.
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- Smart and automated workflows let you store, share, and distribute up-to-date information in real time
- Automate naming of file records in storage, easily retrieve files for audits
- Low-code connections to cloud services, REST API for enterprise integrations
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Put that data to use. Track trends in real time and send custom reports.
Use the forms workflow software to feed the raw field data to an analytics engine and extract the embedded value by building dashboards and custom reports.
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- Track field productivity over time using built-in form activity and analytics dashboards
- Use powerful enterprise analytics tools to build and share fully customized reports for executive decision-making
- Track productivity, improve quality control, and monitor compliance
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Ready to unleash productivity?
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