ProntoForms & Microsoft.
Fully Integrated Workflows
ProntoForms and Microsoft drive operational efficiency
- Take advantage of your existing Microsoft investment to enable sophisticated workflows
- Quickly deploy or extend your field services capabilities to handle complex use cases: installation, maintenance, safety, training, warranty, field ticketing, and more
- Deploy offline and online workflows to any device running Windows
- Get fast ROI and save overhead costs
ProntoForms & Microsoft: Connected from Office to Cloud, Featuring Shell
If you picked Bill Gates instead of Steve Jobs for your systems, join this session to explore how ProntoForms can leverage a range of Microsoft services, including SharePoint Lists and Document Libraries, to increase your productivity.
A fully integrated workflow within the Microsoft ecosystem
Collaborate in real-time with SharePoint Document Library
Receive data from a file in SharePoint Document Library or send submitted forms, photos, audio recordings, document attachments, etc. in real-time for longer-term record keeping.
Aggregate records and items with SharePoint List
Send/receive data records to/from SharePoint Lists. Supports repeat rows, parent-child relationships, etc.
Share & synchronize files with OneDrive
Store/retrieve data to/from OneDrive.
Empower workgroup communications with Teams notifications
Use Power Automate to post messages in a team's channel when a form is submitted, complete with form data, links, Adaptive Cards, and images.
Gain operational insights from field data with Power BI
Create analytics dashboards and reports on Power BI by connecting form submissions on SharePoint List.
Automate workflows with Power Automate
Build automated processes with Flows and Solutions in Power Automate. For example, convert one form document to another format, automatically trigger a dispatch when a SharePoint list is updated, etc.
Create Word documents on the fly with Custom Templates
Microsoft Word documents can be automatically generated when a form is submitted and sent through data destinations. Customize the documents with HTML/CSS, conditional formatting, and more.
Import structured data from Excel & design your own spreadsheet
Bring data into your forms from Microsoft Excel through SharePoint, OneDrive, FTP/HTTP, manual file upload, etc., or through the REST API. ProntoForms also allows you to design and build templates entirely in Excel for generating custom document outputs.
ProntoForms helps you deliver field service agility & performance
Streamline operations
Eliminate paper and manual processes. Create standardized workflows for service types, LOBs, work orders, or assets. Reduce human error with automated business logic and data validation. Increase FTF and eliminate repeat work.
Boost profitability
Ensure accurate quotes, repairs, service pricing, warranty claims, route planning, and field ticketing. Prevent unwarranted downtime, outage, costs, and delays. Speed up billing and reduce Days Sales Outstanding from weeks to minutes.
Ensure safety & compliance
Ensure the safety and security of field workers and customers with safety audits, hazard inspections, and incident management tools. Meet compliance rules for FDA, HIPAA, OSHA, etc.
Extend asset life and uptime
Ensure the smooth installation and running of your critical equipment. Conduct preventive maintenance, handle repairs, and process warranty and upgrades to extend the lifetime of your assets.
Gain a competitive advantage
Track granular pricing, cost matrix, most profitable contracts, and services. Use performance and safety KPIs for competitive bidding. Use white labeling to differentiate your services and develop unique IPs.
Provide rapid response
Build forms in minutes. Rapidly deploy emergency management apps to improve responses such as during a pandemic or natural disaster and to meet evolving business needs.
Implement any use case
ProntoForms is used by thousands of customers across heavy manufacturing, healthcare, utilities, energy, construction, and services industries for installation, preventive maintenance, inspection, warranty claims, billing, training, field ticketing, and many other uses cases.
Create new opportunities
Enable field technicians to capture service leads in the field, such as identifying expansion contracts, retrofits, or competitor activities. Automatically record opportunities in your CRM.
Deliver customer satisfaction
Create Customer Satisfaction (CSAT) Forms and Customer Acceptance Reports (CAPs) to track service quality and customer feedback.
Improve team engagement
Build interactive training forms. Frontline workers can provide feedback to the operations team to design better instruction materials. Automatically track team productivity, service performance, and timesheets.