Key Features
Apple iPhone and iPad |
Android Phones, Android Tablets |
Windows Phone 8,8.1 |
Windows Phone 10 |
Windows 10 - Tablet, Desktop |
Web Browsers - for online form submissions and Management Portal |
Global Cloud Storage Architecture - Default |
Global Cloud Storage to optimize speed and performance for clients |
For clients requiring restricted national hosting, refer to NRDH platform |
Localised storage of data can be restriced to a single country if requried. |
For clients requiring storage to be restricted to a single country |
Secure server solution footprint includes the following dedicated national options: |
Australia Only |
Brazil Only |
Canada Only |
China Only |
Germany Only |
Hong Kong Only |
India Only |
Japan Only |
Netherlands Only |
Singapore Only |
United Kingdom Only |
United States Only |
Full offline capability with all logic and rules maintained |
External Reference / Lookup Databases cached |
Auto 15 second backup during form entry |
Auto caching and syncing |
Optional Offline Mode selection |
Unlimited Users |
Unlimited Forms |
Unlimited In-Progress Work |
Unlimited Resources |
Unlimited Submissions |
Unlimited Jobs |
Unlimited Storage |
Powerful, Super Fast Application |
App Style Menu system that is simple and intuitive |
Auto 15 second backup during form entry |
Auto caching and syncing |
Manual Save option |
Automatic version update |
Kiosk Mode for repeating form entry |
Food Safety Mode for rapid re-entry processes |
Cloud based, fully integrated Scheduler |
Simple drag and drop format |
Schedule People |
Schedule Assets |
Assign Multiple People to Jobs |
Assign Multiple Assets to Jobs |
Day, Week and Month View |
Scheduler, List or Map View |
Status Updates |
App Notifications |
Full Job Details roll-over |
One off Jobs or Advanced Recurring Job Profiles |
Intuitive Bulk Job Upload tool |
Import CSV Excel fomat for auto dispatch |
Auto field matching |
Dispatch with or without Scheduler |
API feed to trigger job creation from external systems |
Attach form to Job and pre-populate fields |
Recurring Profile option for repeating jobs |
View current Job Status |
Simple Drag & Drop Form Building Tool |
WYSIWYG (What you see is what you get) view as you build |
Build mode |
Publish mode |
Form Action Scenarios |
Events |
Allocate forms to different User Groups |
Attach PDF to submitted form |
Clone Forms |
Clone Form Sections |
Many advanced features |
Location capture via device GPS |
Reporting on submission GPS location |
Job GPS and map positioning |
Job sequence tracking |
Photo Capture - single or multiple |
Import Photo / Image and draw |
Photo library select and import |
Photo Image Time, Date and GPS capture |
Barcode scanning |
QR code scanning |
Integrated Voice Recording |
Voice to Text transfer |
In-App URL link to video or other sites |
Take photo from device and draw |
Pull photo from device library and draw |
Import document from Resources and draw |
5 Layers - Background, Grid, Content, Text and Legend |
Add and position text |
Drag and drop customisable icons to image |
Custom logo and colour for App Login page |
Custom colour and naming for all App form pages |
Custom logos can vary for each App Form |
Custom logo and colour for Management Portal |
Custom logo and colour for all PDF documents |
Custom PDF report generation |
Custom PDF naming using form field data |
Custom Email subject using form field data |
Custom Email Content and Look |
Custom Customer View / Guest Pass of Portal |
Custom Naming of Resource Folders |
Intuitive User Friendly Wizard to build forms |
Simply answer questions and the Wizard does the rest |
Range of standard business forms ready to go |
Additional forms continually being added |
Option to Upload Form for Formitize to build |
Option to Upload Form and Formitize will build for you |
First form for free as part of free trial |
Subsequent form build may incur a cost - this will be quoted first |
Form turnaround time generally 48 hours |
Integrated Document Management Solution |
Create and Custom Name Folders |
Add resource Documents to folders |
Different User Group allocation & visibility |
Document Expiry Date Management |
Document Auto Expiry Notification |
Auto-sync of Resource Library to Mobile Users |
Auto Download, or Request Download Modes |
Powerful tool for workflow processes |
Perfect for Non-Compliance, Safety Checks, Pre-Starts and more |
Integrate job management |
Fully customizeable workflow process |
Customize the Workflow Steps |
Customize the Notification Content |
Link automatically to Job Status |
Form can be added to as workflow moves |
Tabs to indicate workflow status |
Automated register numbering for auditing purposes |
Internal Dashboard Reminders / Notifications |
Internal / External Email Reminders / Notifications |
Pre-Event additional notification service |
Customizable Content |
Automated Recurring Profiles for ongoing reminders |
Don't be confused by thousands of similar forms |
Hours can be wasted searching through templates that are similar but not right |
Form Bank provides a relevant template that can easily be adapted to suit your requirements |
Photos can be auto-tagged with Form Field information |
Sample tags: Time, Date, Location, Client, User, Before, After |
Photos can then be searched on Tag criteria |
Photo Stream presents photos as they are submitted from the field |
Live stream is a great feature to show before and after photos from job site |
Create CSV / Excel Reports on any single field of data collected in any form |
Create reports with just a few clicks |
Create preset Templates for commonly used Reports |
Includes Filters, Date Ranging and sorting functionality |
Integrated Payment Gateway |
Take instant card payment without leaving the app |
Can be integrated directly into Invoice or Work Order type forms |
Multi-step Workflow options |
Automated Form Submission Actions |
Sending an email |
Sending a PDF (fully customizable) |
Inserting a Database Record |
Updating a Database Record |
Emailing an XML |
Posting an XML |
Or utilizing the Integration and API tools |
Status Set |
Custom Email Subject and PDF Naming |
Set Staus / Require Status Rules |
Auto Add Resource Doc to emails |
Delayed Dispatch option |
Timed Dispatch option |
Send to Feature based on form field responses |
See also Compliance Register for advanced workflow features |
Smart rules engine with mobile forms |
Powerful If/Then Scenarios and Actions |
Make fields visible / invisible |
Make sections visible / invisible |
Assign set values to fields |
Assign URL to fields |
Number scrape from field |
Skip logic and branching |
Embedded formulas |
Advanced Calculations & Scoring |
Formula based scoring |
Make new field mandatory based on response |
Make new field optional based on response |
Link to Internal or external websites |
QR code with data lookup and URL integration |
Clean, consumer friendly interface |
Submit Only option |
Auto-Refreshes back to clear form for new entry |
Keypad security exit |
Add Different Images or Logos to different kiosk forms |
Rapid Submission & Page Refresh |
Food Safety Check Mode |
Production Line / Testing Mode |
Optional Thermal Imaging Camera attachment for unobtrusive mobile temperature monitoring |
Customizable User Groups |
National Restricted Data Storage option |
Individual Role based permissions |
Secure Data Transfer and Storage |
Encrypted storage |
SSL portal management |
Integrated Database Lookup |
Integrated Database Add and Edit |
API integration to external databases |
URL Linking and In-App viewing |
Embedded List Data |
Form in form function |
Multiple Record Capture |
Horizontal SubForm Numbering |
Enable external third parties to view related portal modules |
Fully customizable on a per user basis |
Integrated communications |
Enable your clients restricted App access. |
Valuable tool for clients to create jobs, notifications, alerts and task requests |
Full API for Advanced Custom Workflow |
Webservices for Advances Custom Workflows |
Dedicated integrations with third party partners such as: |
Xero, Quickbooks, Mailchimp, Google and Salesforce. |
Zapier integration bridging partner - over 200 integration options |
Custom integrations on request |
Data export to CSV, HTML, PDF, XML, JSON, API, Email, Google Doc, Box, Dropbox |
Advanced data filtering and querying capabilities |
Dashboard Reporting & statistics |
Photo Scrolling |
GPS submission mapping |
User submission tracking |
HTML reporting |
Designed Default PDF generation |
Customize PDF generation |
PDF auto-generation & auto-dispatch from device or Portal |
Advanced Statistics and Reporting |
External Integration Connections |
Fully integrated email delivery tracking |
Monitor delivery status and history |
Real-time bounce notifications |
Scheduled delivery reporting |