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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AUTOMATE WHAT MATTERS
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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
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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