There are many benefits of using GoFormz' mobile forms. Unlike traditional paper forms, mobile forms - forms or documents that you can fill out on mobile devices like phones and tablets - allow you to capture new data types like GPS, maps and images, run reports that monitor and analyze your business, and connect document data with your other business applications.
This presentation focuses on nine key mobile forms that businesses around the world are using today. Learn how each form will digitally transform your business operations and improve data capture.
2. Introduction
• 9 essential mobile forms that businesses are using
• Key features and benefits of each form
• Real-world use case examples
3. Ditch The Paper Forms
Mobile Forms Are Better Than Paper Forms
• Include new data types, more complete information
• Capture accurate data and save time
• Form data is instantaneous, searchable, and accessible in real time
• Run reports on all pieces of data across all forms
• Forms and data can be used in other systems like CRM & ERP
4. Work Order Form
Capture thorough and accurate information, and improve your records.
• Captures more complete job details,
customer requirements & costs
• Auto-calculates totals and grand total
• Securely stored and easily searchable
5. Request For Time Off Form
Expedite employee vacation requests and approval.
• Emails request to supervisor instantly
• Calculates and tracks total days requested
automatically
• Streamlines the entire process through
automated workflows
6. Sign-in Sheet
Reduce administrative overhead and keep accurate electronic records
of all your visitors.
• Easily captures visitor information
• Automatically sends notifications
• Digitizes record keeping
7. Employee Timesheet Form
Empower employees to track their own hours with the appropriate
checks and balances.
• Automatically tallies total hours worked,
including breaks
• Emails a copy to payroll for processing
• Accessible from every employee’s mobile
device (to improve daily tracking)
8. Employee Evaluation Form
Ease the employee evaluation process with a smart and easily customizable
Likert scale to fit your business needs.
• Provides easy-to-fill-out Likert scale, with
a points system
• Includes notes sections for greater detail
• Stored in a secure cloud based database
for improved confidentiality
9. Expense Report
• Includes image copies of receipts
• Automatically calculates total expenses
• Instantly submitted for processing
Process expense claims faster and easier than ever.
10. Jobsite Inspection Form
Conduct more complete inspections by including visual data directly
on your form.
• Uses device’s camera to snap photos
• Includes text boxes for image descriptions
& notes
• Generates urgency for crucial points of
interest
11. Invoice Form
Process invoices faster and receive payments sooner.
• References original work order to
customer and services rendered
• Calculates sub total and total amount due
after taxes & fees
• Automatically emails invoice to customer
12. Release Form
Always record complete and necessary release information from
anywhere.
• Captures participant’s photo
• Enforces required fields
• Faster, portable & accessible
13. Conclusion
Mobile versions of these essential forms save you time, reduce costs and
improve data quality and availability.
Key Business Drivers of Smart Mobile Forms:
1. Save time with integrated workflows
2. Utilize calculated fields to reduce human error
3. Capture new types of data in forms
4. Store, track and search documents in cloud-based database
5. Easily run reports on any piece of data across all your forms
6. Integrates with your other business systems
Request a Free Demo and Sign Up for a Free 14-Day
Trial @ www.goformz.com
14.
15.
16. Request a Free Demo and Sign Up for a Free 14-Day Trial:
www.goformz.com