Advanced Data Capture and Workflow Automation for field teams

Improve data quality, eliminate manual processes and generate cost savings with Formworks

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Formworks empowers field teams to work offline and build completely custom apps for gathering and sharing data. No more inflexible forms. Build what you want, when you want it.

AUTOMATE WHAT MATTERS

Use Formworks for completely customisable project cost tracking, maintenance, inspections, SHEQ, timesheets and more

Understand how your people and processes are performing in real time. Gain access to key insights on field worker and engineer activity, including a complete audit trail of when, where and by whom data is captured

Validate data at the point of capture – even without connectivity Perform calculations and work our acceptable ranges to gurantee quality and eliminate human error

Allows seamless data flows from mobile teams to back office systems and vice-a-versa Give operatives access to data on assets, work orders and prioritised tasks on thier mobile devices

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Mobile Teams

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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READ OUR CASE STUDY BELOW

Digitising paper forms

GreenZone are an award-winning commercial cleaning company – providing services to a wide variety of premises across the UK over the past 10 years. GreenZone needed a solution to eliminate the inaccuracies, lost data and communication issues that paper- and manual-processes presented.

Formworks provided a digital form and workflow automation solution to remove the need for paper. Formworks allows staff and executives to easily design forms that are intuitive to use; while advanced enough to reap considerable efficiencies through custom logic and data validation.

Formworks is now an integral part of GreenZone’s operations and over the last 3 years additional use cases and more sophisticated methods for data transfer and management have been implemented resulting in an increased ROI

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