XForms Mobile
A modern + simple-to-use mobile forms software platform, loved by busy AF field techs
Use cases: construction vivariums truck delivery/pickup environmental inspections compliance safety property management any industry using field forms
Our focus is on SIMPLICITY, not features
Your digital solution is only effective if its actually embraced by your field techs, who are usually busy getting shit done in the field, battling timelines, equipment malfunctions, horrible weather, and who knows what. We understand this, and is why our software is focused on simplicity. Simple buttons, intuitive menus, with a less is more approach. Intended to be there when needed, and to get out of the way the rest of the time.
View submitted forms in an aggregated way by form type, drill down for details with ease
- View your submitted forms in a proportional block widget
- Drill down to view key performance indicators customized for each form type
- Drill down to a filtered view with customized grid columns
- Print to PDF
- Export all collected info to Excel
- Receive emails automatically
- Integrate with other software via our RESTful API
Create your own unique forms
Build and edit your own form templates with our simple-to-use design tool, including:
- Drag and drop, elegant interface
- Fully controllable Excel-like table grids
- Calculated fields
- Clonable forms, sections, and field controls
- Automatic form version control
Deploy to your field techs
- Add, edit, and disable users as needed
- Control which applications a user can access
- Force password resets
- Control the complexity of user passwords (length, complexity, and expiration)
Use the native apps.
In online or offline modes.
- Runs natively in online and offline modes on iOS and Android
- Autosave feature saves your progress every 15 seconds
- Includes a “Save Draft” feature, which allows your field tech to bypass required fields until their form is ready for final submittal
Or run it on a browser
The web version runs on any modern web browser, including camera access, draw layer, and signature controls.
Even offline mode works in a browser. Imagine that!
Route forms through a simple approvals workflow
- Setup an approvals workflow for specific form templates
- Supports single step and multi-step workflows
- Automatic two-way push, SMS (optional), and email notifications
- Signature pad on browser for approvals
- Signature metadata automatically appended to final PDF
- “Pending” and “Rejected” watermarks
Get notified by email when a form is submitted
- Set up an automated email notification in less than 30 seconds
- Trigger sends the notification near instantly
- Control which form submissions to receive a notification for
- Email notifications can be set up for internal users and/or external email addresses
- Notifications include a link to download the PDF version of the submitted form
Integrate with other software tools
- Use our RESTful APIs for 2-way communication with other tools (e.g., OneDrive, MS Teams, Slack, Dropbox, Google Sheets, etc)
- Everything stored in XForms is programmatically extractable. out of XForms…PDF documents, photos, draw layer and caption of a photo…even metadata such as geolocation and submit date/time
Happy Stakeholders that stick around 🙂
Our users are big fans of XForms.
So much so that they stick around for years, not weeks.
Because of its simplicity and intuitiveness.
And because we have real humans helping them extract more value along the way.
We switched from a popular forms software tool to XForms for a high-profile client who has very specific data collection needs. With XForms, we were able to deploy a solution to our field staff and contractors within days, and have fully satisfied our client’s unique requirements. XForms’ personal responsiveness during this switchover was critical to the project’s success.
Our experience with XForms has been outstanding! The initial deployment was quick even with the special requirements I had. The use of XForms has not only simplified data entry, it has improved the accuracy of our reports since we now have up-to-date records. Working with Jim and the XForms staff has been a pleasure
I am extremely pleased with XForms and how it works in the field for collecting data. It has been a very valuable tool during COVID which has forced me to work at home and not able to visit the project sites. The coordinators can use detailed checklists in the field without me being present and can report the results from remote locations. The checklist format provides a unified acceptance criterion for field inspectors which is used as a base line for future process improvements.
It has been a pleasure with you over the years and the service you provide has been excellent. Looking forward to working with you on future projects.
Want to give it a closer look?
Book a 20-min exploratory discussion, where we listen to your unique needs and pain points, and—if appropriate—demonstrate XForms to you in a live setting.