AUGUST 2014

9 Essential Mobile Forms

2016

Introduction• 9 essential mobile forms that businesses are using• Key features and benefits of each form• Real-world use case examples

Ditch The Paper FormsMobile 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

Work Order FormCapture 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

Request For Time Off FormExpedite employee vacation requests and approval.

• Emails request to supervisor instantly

• Calculates and tracks total days requested automatically

• Streamlines the entire process through automated workflows

Sign-in SheetReduce administrative overhead and keep accurate electronic records of all your visitors.

• Easily captures visitor information

• Automatically sends notifications

• Digitizes record keeping

Employee Timesheet FormEmpower 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)

Employee Evaluation FormEase 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

Expense Report

• Includes image copies of receipts

• Automatically calculates total expenses

• Instantly submitted for processing

Process expense claims faster and easier than ever.

Jobsite Inspection FormConduct 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

Invoice FormProcess 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

Release FormAlways record complete and necessary release information from anywhere.

• Captures participant’s photo

• Enforces required fields

• Faster, portable & accessible

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 workflows2. Utilize calculated fields to reduce human error3. Capture new types of data in forms4. Store, track and search documents in cloud-based database5. Easily run reports on any piece of data across all your forms6. Integrates with your other business systems

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