Examples of Common Industry Use Cases
for Digital Mobile Forms

Work orders are dispatched to the field. Once the work order is completed the electronic form is forwarded to a supervisor for sign-off. The engineer is notified when sign-off is complete so that they can leave the inspection site

All staff are equipped to report safety issues within the manufacturing plant. As soon as a safety issue is identified, maintenance is alerted in-app with documentation, photos and the safety severity level.

Management performs regular building inspections. The location is selected from a drop-down list revealing site-specific instructions, access codes and special notes. Once submitted the digital report is delivered to multiple parties and published to a fillable PDF form.

Safety compliance audit forms are automatically updated with changes each time the HSE begins a new form. Small changes and updates to the audit forms occur frequently due to changing equipment and changes to compliance standards.

The company's standard fillable PDF invoice was provided and mapped into the app within the same day. Invoices are now automatically delivered to clients, accounts department, and the agent upon submission.

Drivers can quickly create each mileage log entry along with calculations performed and full tracking of location and times. Completed logs are automatically delivered in spreadsheet and PDF format to corporate as well as to the drivers email

The system needed to handle many types of business forms, timesheets, work orders with dispatch, mileage logs, expense tracking and multi-person sign-off sheets. All of these are accommodated in a single app.

During the equipment safety check if any item needs repair, a work order is generated and sent to maintenance with the vehicle ID, issue identified and related photos.

The created timesheet app allows capture of photos and an accurate time log of the daily activity using field-level GPS and time stamp for each activity in combination with hide and show rules to create an expanding time tracking of activity.

Claims needed extensive photo documentation tied to comments and ratings. The generated form and app streamlined data collection  using an Android camera with full OS capabilities.

Selecting a site reveals the location-specific instructions. Repeatable sections are then used to select the activity being performed, clear checks, collect photos and identify unusual activity and vehicles. Zapier is then used to push the completed log into the site-specific folder for client access.

Client has a large fleet of vehicles. Converting daily vehicle safety checklists from paper to electronic forms allows the business to track, store and analyze the data in a cloud database.

Maintenance work orders are dispatched to field staff with details of the order and client information embedded into the form, including unit type and prior work completed. Upon completion, the client automatically receives a statement of work completed.

Sales and support teams are able to complete expense reports while in-flight. Client found that in-flight time was the best time for sales and support staff to complete travel-related expense reports using repeatable sections.