Latest Product Releases

These are the latest versions in production

Product Version Release Date
Mobile App 1.5.11 05-03-2022
Reporting Dashboard 1.0.6 05-05-2022
Form Template Designer 0.7.16 04-30-2022


Q1/Q2 2022

Photo Management

  • Improved mobile app support for image capture (done)
  • Addition of a photos page on the reporting dashboard, for easy viewing and downloading of images collected with XForms (done)

QR Code Reader

  • Implementation of a generic QR code reader and QR code generator

Automated PDF Generator

  • Automatically create a basic PDF template from an input form template

Frequently Asked Questions (FAQs)


What does this cost/what is your pricing?
Pricing information can be found on our pricing page, here:
Do you have a free trial?
Not formally, no.  This is because our platform is still fairly new, and we have not yet automated the registration, payment, and onboarding processes.  If you want to kick the tires before committing, please contact us.
Do you charge per user?
Yes, for active users.  An active user is defined as a user that submits at least 5 forms per month. Users submitting fewer than that are free.  We don’t charge for your own customer logins, which are read-only.
What does it cost to get form templates built by your team?

You can build form templates on your own for free using our Form Template Designer, and we can teach you how to use it via some Zoom meetings. If you prefer to have us build your initial batch of form templates for you, there is a fee to do that. Check out our pricing page for special bundles and other pricing details.

Mobile App

Where can I download the mobile app?

You can download our mobile app from either the iOS app store or the Google Play (Android) store. Links to each can be found on our downloads page:

Does the mobile app work on iPad or Android tablets?
Does the mobile app work in offline mode?
Yes. To use the app in offline mode, while in an area with internet connectivity, tap on the slideout menu and then on “Sync Offline Data”. After sync has been completed, put your phone into airplane mode and use the app as usual. When you get back to an area with connectivity, tap on the sync icon to push your changes to the server.
Does the mobile app work on a web browser?
Yes. The web version of the mobile app works on any modern browser, including Chrome, Safari, Firefox, and Edge. Note that it does not work on Internet Explorer.

All elements of the web version of the mobile app function the same as the native app, including accessing the camera for photo capture and—to some extent—even geolocation capture.  While not fully tested, the web version of the mobile app should also work in offline mode.  This is is possible due to the progressive web app (PWA) architecture of the mobile app.

A typical use case for the web version of the mobile app is for transposing checklist/form info that was filled out on traditional paper in the field into XForms by your clerical staff.

What's the login URL for the web version of the mobile app?


What's the login URL for the admin and reporting dashboard?
How do I add users to the system?
Users can only be added by an admin user. After login, go to Admin > Users and then click on the +Add button at the top right of the screen.

Once added, you can disable this user, force change their password, or change their permission levels.

See screenshot below for reference.

Can I export all of my data out of XForms?
Yes.  The dashboard contains an “Export to Excel” button. To download everything listed in the table, click that button.

All your form data is also exportable via an Excel download, including geolocation (lat/long) and other metadata. To download, click on the 3-dot elipses on the top left of the screen.

See screenshot below for reference.

Can my clients log into the dashboard and view their projects?
Yes. You can set up a credential for your client, and control which project they have access to.

To do this, navigate to Admin > Users, add a new user, and pick “Client” from the Role listbox. Then click on the gear icon and choose which projects they should have access to. When they log in, they will only be able to view projects you have given them access to.


What do you do to ensure my data is secure?
All data stored in XForms is encrypted at rest and in transit.
There is a firewall layer between the apps (mobile and web) and the APIs that power the system.
Access to the database is only via the APIs.
There is no direct access to the datastore.
You can also define your own password policies in Admin > Users. See screenshot below for the password policies feature of the system.

Is my data being backed up?
Yes. Full backups are made daily, and snapshots are taken every 15 minutes. Backups are replicated in multiple datacenters.
Where is my data being stored?
XForms is powered by the Microsoft Azure Cloud, the most reliable and secure cloud system available today. Our datastore is Microsoft’s CosmosDB, their NoSQL data engine. Information about this technology can be found here:


Can XForms integrate with other software tools?
Yes. XForms uses an open 2-way API architecture, with RESTful API endpoints. Anything stored in XForms can be programmatically extracted out of XForms for insertion into other software products.

API documentation can be found here:

Can I use Zapier, Integromat, or similar tool to connect XForms with other software?
Yes. Any integration tool such as Zapier, Integromat, IFTTT, or can be used to connect XForms to other software tools including Slack, OneDrive, Dropbox, MS Teams, Procore, Office365, BIM360, ArcGIS Online, etc.


Getting Started with XForms Mobile


Mobile App

(images are of an iPad, but it works the same with phones)

Download the app from your device's app store

You can download our mobile app from either the iOS app store or the Google Play (Android) store. Links to each can be found on our downloads page:

Dashboard controls

Tap on a submitted form to view its details
Start a new form
Fill out a form
Fill out a table (by tapping on a row or on the "add row" button)
Take a picture
Add a caption
Draw on top of your picture

Sign the form
Submit the form
Tips and Best Practices
  • It’s good practice to reboot your device before deploying to the field. This will clear out memory issues before they become a problem, especially if you plan on taking pictures with the app.
  • If you know you will be going to a remote area with poor internet connectivity (i.e., 2 bars or less), its best to run the app in offline mode. To do this:

1.Tap on the “Sync Offline Data” menu while still in the office or area with good internet connectivity.

2.Then flip your device to airplane mode and use the app as needed, filling out forms and submitting them.

3.When back in the office or area with good connectivity, turn off airplane mode.  The system will prompt you to sync your submitted forms.

  • When you submit forms, please don’t turn off your device while the “please wait” alert is displayed. Doing so increases the chances of data loss during synchronization.

Reporting & Admin Dashboard

Login to the reporting and admin dashboard


Login to the dashboard using your provided credential.  URL:

Dashboard screen controls
Drill down to view aggregated data by form type
Click on a form type to view aggregations at the form template type level


Form screen controls
PDF controls
HTMW view
Map view
The map view is still quite rudimentary.  It is intended to display the form types at the geolocation where they were initiated.  This requires that the user allow XForms to capture their geolocation when prompted by their device.

A future release will improve upon this area of the system.

Approvals Workflow
User screen
Add users, disable users, set your password policies, set user permissions levels, force password reset

Tips and best practices
  • Use the latest versions of Chrome, Safari, or MS Edge. Firefox also works, but may have some issues. This does NOT work on Internet Explorer.
  • If you encounter issues, try doing a browser hard refresh by holding down the CTRL key (Windows) or Shift key (Mac) and clicking on the refresh icon. You can also try running it in an incognito/private browser window, which will ignore saved cookies.
  • If the PDF on the PDF screen looks wrong/wonky, click on the refresh icon to re-generate a new version.
  • If you want to change your password, click on the person silhouette at the top right of the screen (not on your user record in Admin > Users
  • If you want to save an image from a form, go to the Forms screen, click on the eyeball icon (the HTML viewer), scroll to the photo you want to save, right-click on it, and click on the Save Image As… menu option



Mobile App


Get Help

Fill out the form below

  • ie, Windows, Mac, iOS, Android, etc
  • ie, Chrome, Safari, Edge, etc
  • You can find the version # below the logo
  • Drop files here or
    Accepted file types: jpg, gif, png, pdf, Max. file size: 256 MB, Max. files: 5.
      If possible, send us screenshots