award winning process automation for financial & professional services 

 

 

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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.  Watch the demo below.

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.

Watch a Short Demo

6 Reasons to Choose Formworks

With market leading functionality, access a broad range of advanced features to transform and automate
your mobile and office based processes.

Works Offline and Across Devices

Self configure truly dynamic data capture applications that adapt based on inputs. Include calculations, logic and, hide & reveal features to simplify capture and boost quality.

Popular Features

  • Offline App
  • Web forms
  • Photos, audio, & signatures

Advanced Workflows & Logic

Automate authorisations and the routing of data with multi-step workflows that adapt based on inputs, your configured rules and database information.

Popular Features

  • Configurable workflows
  • Dynamic logic
  • Smart databases

Analytics and Insights

Deliver critical business intelligence by analysing the high quality data Formworks captures and present actionable information to executives and managers for better decision making.

Popular Features

  • Data store
  • Dashboard
  • Report Builder

Management Portal

The Formworks portal allows non technical staff to manage users, build export options and customise their own data capture for any form or report.

Popular Features:

  • Drag and drop form builder
  • Manage devices,  users and user groups
  • Track data submissions

Connect and Integrate

Use our wide range of configurable integration options to securely transfer data between your systems and the Formworks platform.

Popular Features

  • Configurable exports
  • API to link with your systems
  • Integrate with Finance, HR, CRM and more

Seamless Data Sharing

Ensure staff always have access to the right information by automatically pushing data to and from Formworks.

Popular Features

  • Local databases
  • Form pre-filling
  • Task distribution

The Challenges we solve:

Here are just some of the client processes we’ve helped transform.

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

Return on Investment

Save Time

Speed up your service delivery. Update your clients in an instant. Cut between 5 and 10 days off your billing cycle.

Save Money

Eliminate paper and print management costs. Eliminate rekeying. Eliminate scanning and filing. Boost cashflow.

Improve Quaility

Improve Quality

Add control to your data capture. Reduce rework. Instant MI will improve your management processes. Complete audit trail.

Ready to get started?

Get a demo or start your trial today

Call us: 0700 345 1191

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