Custom Mobile data capture for debt remediation, collections and process optimisation

 

Capture. Aggregate. validate. share.

 

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Formworks empowers financial and professional services organisations to create a completely customisable application to capture and share data from clients and staff.  Drive efficiency and professionalism in all of your interactions.

Formworks’ streamlines mobile and office based data capture & eliminates the need to re-key data. Capture text, photos, sketch, audio, signatures and aggregations directly into a custom app. Auto share forms based on inputs.
Financial and Professional Service organisations choose us to automate processes because generic solutions lack the same flexibility, security & integration abilities.
Digitise your static fact finds and customise inputs and calculations to gather exactly what you need. Instantly share outcomes with clients, staff and internal systems.
Replace paper and human based processes with automated workflows that offer the same benefits as custom-built operational software.

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Read more about our work in the case study below

Specialist debt management

Digital Pen Solutions
Formworks has replaced The Ascent Performance Group’s paper process with secure iPad forms which are available offline and include data validation controls, logic and calculations. The combination of data pre-filling and data capture controls within forms has enhanced data quality, improved compliance and reduced rework. By using Formworks, Ascent has enhanced data security and over 250,000 pieces of paper are saved each month. Field representatives save up to an hour of admin time a day and processing costs have been cut through the elimination of re-keying. The flexibility of Formworks means that forms can be quickly amended to meet customers’ changing needs.

Mobile Teams

Formworks empowers financial and professional services organisations to create a completely customisable application to capture and share data  from clients and staff.  Drive efficiency and professionalism in all of your interactions.  Watch the demo below.
  • Job Sheets
  • Work Records
  • Service Reports
  • Maintenance Worksheets
  • Installation Reports
  • Works Progress Report
  • Insurance Claims Assessments
  • Borehole Sampling Records
  • Gas Installation Reports
  • Electrical Service Reports
  • Medical Transfer Records
  • Vehicle Service Schedules
  • Care Planning
  • Care Contact Reports
  • Fire Engineers Reports
  • Load Testing & Certification
  • Timesheets & Expenses
  • Vehicle Checks
  • Health and Safety Audits
  • Risk Assessments & Method Statements
  • Workplace Inspections
  • Site Safety Audit
  • Incident Reports and Witness Statements
  • Permits to dig

Human Resources

  • Staff Inductions and enrolment documents
  • Health screening questionnaires
  • Sickness & return to work records
  • Leave requests
  • Appraisals
  • Training records and accreditations
  • Health and Safety Audits
  • Risk Assessments & Method Statements
  • Workplace Timesheets Inspections
  • Incident Reports and Witness Statements
  • Site Safety Audits

Operations

  • Expenses and authorisations
  • Timesheets
  • Project Reporting / Budgeting
  • Payment Requests
  • Purchase Orders
  • Job sheets
  • Work Records
  • Service Reports
  • Change Requests
  • Maintenance Worksheets
  • Insurance Claims Assessments
  • Gas Installation Reports
  • Electrical Service Reports
  • Medical Transfer Records
  • Vehicle Service Schedules
  • Care Plannings
  • Care Contact Reports
  • Fire Engineers Reports
  • Works Progress Reports
  • Plant Hire – Check Out / In
  • Health and Safety Audits
  • Risk Assessments & Method Statements
  • Workplace Inspections
  • Site Safety Audit
  • Incident Reports and Witness Statements
  • Permits to dig

Sales & Marketing

  • Client Onboarding Processes
  • Sales Orders
  • Quotations
  • Contract Authorisation Processes
  • Sales Visit Contact Reporting
  • Client Financial Assessments
  • Product Advice Consultations
  • Service Advice Consultations

Customer Service

  • Contact Centre Support Processes
  • Product Advice Consultations
  • Service Advice Consultations
  • Client Financial Assessments
  • Customer Feedback
  • Complaints Processes

Finance

  • Expenses and authorisations
  • Timesheets
  • Project Reporting / Budgeting
  • Payment  Requests
  • Purchase Orders
  • Sales Orders
  • Quotations
  • Contract authorisation processes

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Call us: 0700 345 1191
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