Advanced Data Capture and Workflow Automation for Renewable Energy

 

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

READ OUR CASE STUDY BELOW

PAYMENT WORKfloW

RES, a global leader in the renewable energy space, needed a way of tracking and automating management of project spend.

Previously a complex combination of manual processes and spreadsheets were used to authorise project spend. The risk of errors and lost data was high and needed to be mitigated to reduce financial risk. 

Using smart workflows and intelligent automated approval processes Formworks transformed the current process through data validation, removing the need to manually share data and a full audit log.

Ready to get started?

Get a demo or start your trial today

Call us: 0700 345 1191

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