Key Features
| Apple iPhone and iPad |
| Android Phones, Android Tablets |
| Windows Phone 8,8.1 |
| Windows Phone 10 |
| Windows 10 - Tablet, Desktop |
| Web Browsers - for online form submissions and Management Portal |
| Global Cloud Storage Architecture - Default |
| Global Cloud Storage to optimize speed and performance for clients |
| For clients requiring restricted national hosting, refer to NRDH platform |
| Localised storage of data can be restriced to a single country if requried. |
| For clients requiring storage to be restricted to a single country |
| Secure server solution footprint includes the following dedicated national options: |
| Australia Only |
| Brazil Only |
| Canada Only |
| China Only |
| Germany Only |
| Hong Kong Only |
| India Only |
| Japan Only |
| Netherlands Only |
| Singapore Only |
| United Kingdom Only |
| United States Only |
| Full offline capability with all logic and rules maintained |
| External Reference / Lookup Databases cached |
| Auto 15 second backup during form entry |
| Auto caching and syncing |
| Optional Offline Mode selection |
| Unlimited Users |
| Unlimited Forms |
| Unlimited In-Progress Work |
| Unlimited Resources |
| Unlimited Submissions |
| Unlimited Jobs |
| Unlimited Storage |
| Powerful, Super Fast Application |
| App Style Menu system that is simple and intuitive |
| Auto 15 second backup during form entry |
| Auto caching and syncing |
| Manual Save option |
| Automatic version update |
| Kiosk Mode for repeating form entry |
| Food Safety Mode for rapid re-entry processes |
| Cloud based, fully integrated Scheduler |
| Simple drag and drop format |
| Schedule People |
| Schedule Assets |
| Assign Multiple People to Jobs |
| Assign Multiple Assets to Jobs |
| Day, Week and Month View |
| Scheduler, List or Map View |
| Status Updates |
| App Notifications |
| Full Job Details roll-over |
| One off Jobs or Advanced Recurring Job Profiles |
| Intuitive Bulk Job Upload tool |
| Import CSV Excel fomat for auto dispatch |
| Auto field matching |
| Dispatch with or without Scheduler |
| API feed to trigger job creation from external systems |
| Attach form to Job and pre-populate fields |
| Recurring Profile option for repeating jobs |
| View current Job Status |
| Simple Drag & Drop Form Building Tool |
| WYSIWYG (What you see is what you get) view as you build |
| Build mode |
| Publish mode |
| Form Action Scenarios |
| Events |
| Allocate forms to different User Groups |
| Attach PDF to submitted form |
| Clone Forms |
| Clone Form Sections |
| Many advanced features |
| Location capture via device GPS |
| Reporting on submission GPS location |
| Job GPS and map positioning |
| Job sequence tracking |
| Photo Capture - single or multiple |
| Import Photo / Image and draw |
| Photo library select and import |
| Photo Image Time, Date and GPS capture |
| Barcode scanning |
| QR code scanning |
| Integrated Voice Recording |
| Voice to Text transfer |
| In-App URL link to video or other sites |
| Take photo from device and draw |
| Pull photo from device library and draw |
| Import document from Resources and draw |
| 5 Layers - Background, Grid, Content, Text and Legend |
| Add and position text |
| Drag and drop customisable icons to image |
| Custom logo and colour for App Login page |
| Custom colour and naming for all App form pages |
| Custom logos can vary for each App Form |
| Custom logo and colour for Management Portal |
| Custom logo and colour for all PDF documents |
| Custom PDF report generation |
| Custom PDF naming using form field data |
| Custom Email subject using form field data |
| Custom Email Content and Look |
| Custom Customer View / Guest Pass of Portal |
| Custom Naming of Resource Folders |
| Intuitive User Friendly Wizard to build forms |
| Simply answer questions and the Wizard does the rest |
| Range of standard business forms ready to go |
| Additional forms continually being added |
| Option to Upload Form for Formitize to build |
| Option to Upload Form and Formitize will build for you |
| First form for free as part of free trial |
| Subsequent form build may incur a cost - this will be quoted first |
| Form turnaround time generally 48 hours |
| Integrated Document Management Solution |
| Create and Custom Name Folders |
| Add resource Documents to folders |
| Different User Group allocation & visibility |
| Document Expiry Date Management |
| Document Auto Expiry Notification |
| Auto-sync of Resource Library to Mobile Users |
| Auto Download, or Request Download Modes |
| Powerful tool for workflow processes |
| Perfect for Non-Compliance, Safety Checks, Pre-Starts and more |
| Integrate job management |
| Fully customizeable workflow process |
| Customize the Workflow Steps |
| Customize the Notification Content |
| Link automatically to Job Status |
| Form can be added to as workflow moves |
| Tabs to indicate workflow status |
| Automated register numbering for auditing purposes |
| Internal Dashboard Reminders / Notifications |
| Internal / External Email Reminders / Notifications |
| Pre-Event additional notification service |
| Customizable Content |
| Automated Recurring Profiles for ongoing reminders |
| Don't be confused by thousands of similar forms |
| Hours can be wasted searching through templates that are similar but not right |
| Form Bank provides a relevant template that can easily be adapted to suit your requirements |
| Photos can be auto-tagged with Form Field information |
| Sample tags: Time, Date, Location, Client, User, Before, After |
| Photos can then be searched on Tag criteria |
| Photo Stream presents photos as they are submitted from the field |
| Live stream is a great feature to show before and after photos from job site |
| Create CSV / Excel Reports on any single field of data collected in any form |
| Create reports with just a few clicks |
| Create preset Templates for commonly used Reports |
| Includes Filters, Date Ranging and sorting functionality |
| Integrated Payment Gateway |
| Take instant card payment without leaving the app |
| Can be integrated directly into Invoice or Work Order type forms |
| Multi-step Workflow options |
| Automated Form Submission Actions |
| Sending an email |
| Sending a PDF (fully customizable) |
| Inserting a Database Record |
| Updating a Database Record |
| Emailing an XML |
| Posting an XML |
| Or utilizing the Integration and API tools |
| Status Set |
| Custom Email Subject and PDF Naming |
| Set Staus / Require Status Rules |
| Auto Add Resource Doc to emails |
| Delayed Dispatch option |
| Timed Dispatch option |
| Send to Feature based on form field responses |
| See also Compliance Register for advanced workflow features |
| Smart rules engine with mobile forms |
| Powerful If/Then Scenarios and Actions |
| Make fields visible / invisible |
| Make sections visible / invisible |
| Assign set values to fields |
| Assign URL to fields |
| Number scrape from field |
| Skip logic and branching |
| Embedded formulas |
| Advanced Calculations & Scoring |
| Formula based scoring |
| Make new field mandatory based on response |
| Make new field optional based on response |
| Link to Internal or external websites |
| QR code with data lookup and URL integration |
| Clean, consumer friendly interface |
| Submit Only option |
| Auto-Refreshes back to clear form for new entry |
| Keypad security exit |
| Add Different Images or Logos to different kiosk forms |
| Rapid Submission & Page Refresh |
| Food Safety Check Mode |
| Production Line / Testing Mode |
| Optional Thermal Imaging Camera attachment for unobtrusive mobile temperature monitoring |
| Customizable User Groups |
| National Restricted Data Storage option |
| Individual Role based permissions |
| Secure Data Transfer and Storage |
| Encrypted storage |
| SSL portal management |
| Integrated Database Lookup |
| Integrated Database Add and Edit |
| API integration to external databases |
| URL Linking and In-App viewing |
| Embedded List Data |
| Form in form function |
| Multiple Record Capture |
| Horizontal SubForm Numbering |
| Enable external third parties to view related portal modules |
| Fully customizable on a per user basis |
| Integrated communications |
| Enable your clients restricted App access. |
| Valuable tool for clients to create jobs, notifications, alerts and task requests |
| Full API for Advanced Custom Workflow |
| Webservices for Advances Custom Workflows |
| Dedicated integrations with third party partners such as: |
| Xero, Quickbooks, Mailchimp, Google and Salesforce. |
| Zapier integration bridging partner - over 200 integration options |
| Custom integrations on request |
| Data export to CSV, HTML, PDF, XML, JSON, API, Email, Google Doc, Box, Dropbox |
| Advanced data filtering and querying capabilities |
| Dashboard Reporting & statistics |
| Photo Scrolling |
| GPS submission mapping |
| User submission tracking |
| HTML reporting |
| Designed Default PDF generation |
| Customize PDF generation |
| PDF auto-generation & auto-dispatch from device or Portal |
| Advanced Statistics and Reporting |
| External Integration Connections |
| Fully integrated email delivery tracking |
| Monitor delivery status and history |
| Real-time bounce notifications |
| Scheduled delivery reporting |