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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 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
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
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
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
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)
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
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 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
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
Release Form
Always 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 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
Request a Free Demo and Sign Up for a Free 14-Day Trial:
www.goformz.com

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9 Essential Mobile Forms

  • 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
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  • 16. Request a Free Demo and Sign Up for a Free 14-Day Trial: www.goformz.com