What are mobile forms?

Your forms on mobile devices

Businesses everywhere are going paperless, and using digital forms to replace their traditional paper forms. Filling out forms on phones and tablets means that you capture data faster, more accurately and more reliably than before. Relying on paper forms isolates valuable data within filing cabinets and binders, and risks losing critical information. Digitizing your forms collection for use on mobile devices (like phones, tablets and computers) liberates your data, empowering your team to effortlessly collect field data and route information in real-time to the back-office for immediate processing, review, and application.

How mobile forms work

Mobile forms are easy to create and even easier to use. The best mobile forms are identical versions of your existing paper forms, digitized for use on phones, tablets and computers. To avoid incurring switching costs like having to train users on a new system, businesses are using mobile forms platforms that allow you to create digital forms that look exactly like existing paper versions (and toggle to a more app like format for use on smaller screens). Using digital versions of your existing forms on mobile devices (like phones and tablets) allows users to collect data within an interface they recognize, while enjoying the digital features paper forms simply cannot provide.

Data capture with mobile forms

Mobile forms can be filled out and submitted directly from your device, dramatically simplifying data capture and expediting form completion. Mobile forms can be equipped with dynamic, powerful fields and features, extending the digital efficiencies enjoyed by office personnel to teams in the field. Using mobile forms to capture field data allows users to submit, upload and route data in real-time – no hand-delivering forms required. With real-time data access, teams can more rapidly respond to business opportunities and obstacles, resulting in significant efficiency and operational improvements that directly benefit your bottomline.

Collaboration with mobile forms

Mobile forms drastically improve collaboration, without disrupting your existing workflows. Your mobile forms and workflows can be easily automated to instantly execute daily tasks like routing, record-keeping and reporting. Mobile forms can even be automatically emailed to customers, partners and colleagues, simplifying communication and increasing project transparency. Mobile form drafts can also be transferred between teammates and departments, streamlining multi-touch projects without fear of overwrites or redundancies.

Enrich your operation end-to-end

Implement a current of rich, highly accurate information between your departments, locations and platforms. Via workflow automations and integrations, field data captured by forms can be effortlessly synced with your other business applications in real-time. This automation eliminates the need for rekeying data and costly delays, ensuring that your connected platforms are instantaneously updated with highly accurate, timely data.

Creating a mobile form

Digitizing your forms collection is incredibly easy and requires no coding or IT assistance. Simply log into your GoFormz account from a computer, upload a PDF or JPG of your form and add digital fields.

Drag-and-drop form builder

Customizing your mobile form is as simple as dragging and dropping fields onto your uploaded form. Once added, your specific field properties can be further customized to change the field’s appearance and behavior. For example, a form field could be made Required, ensuring it is completed before a form is submitted. These properties can even be made dynamic. For example, the aforementioned Required field could be instructed to only become Required if a specific condition is met.

Mobile form fields

Mobile forms can host a large variety of fields, including:

• Images
• Sketches
• GPS & Maps
• Barcodes
• Automatic calculations
• Drop Downs
• Signatures
• Checkboxes
• Date & time fields
• Auto-fill fields
• Text & number fields
• ...and more!

Filling out documents in the GoFormz mobile forms app

Using the GoFormz app (available for iOS, Android and Windows) your team can fill out and complete mobile forms from their devices. The mobile forms app works offline, allowing data to be synced once a signal becomes available.

Small-screen optimized mobile forms

When using your mobile form, there are two available viewing modes available: Form View and List View. List View is a small-screen optimized viewing mode, that presents fields in an app-like index, while Form View looks exactly like your original form. Mobile form users can easily toggle between the two viewing modes as they wish, granting form fillers further flexibility.

Refine mobile forms bidding to increase sales

Oscar W. Larson, a contracting solutions company, performs energy audits at customer sites, including the calculation of alternative energy cost savings. With paper forms, reps would need to return to the office to complete calculations, generate a sales contract, and print a proposal for signing – resulting in long delays. Using mobile forms, calculations can now be instantly and accurately completed, and audits can now end with a digitally signed contract, rather than a trip back to the office to collect approvals.

Add images to mobile forms to tell a better story

Freedom Industries, a commercial door and dock maintenance company, relied heavily on paper forms at job sites, resulting in hours of lost time scanning, documenting, and filing paperwork. With GoFormz mobile forms, they’ve replaced their triplicate carbon copy system with offline accessible mobile forms, making data management a seamless process from the field to the office. They’ve also enhanced their job site documentation with image fields and improved their customer communication.

Save time and money through mobile forms

CCDC, an affordable housing corporation, leveraged GoFormz to digitize their existing paper forms, enabling residents and managers to complete forms remotely using their preferred devices. As a result, CCDC can provide residents with application forms pre-populated with information – saving ample time and money for managers and residents during the application process. Completed forms are automatically routed to the appropriate CCDC contact, accelerating the approval process.

Why GoFormz?

GoFormz is the only mobile forms solution that allows users to create digital forms that are identical to their existing paper forms. Rather than forcing users to work within a rigid, unfamiliar interface, GoFormz presents teams with a familiar user experience. The familiar look of GoFormz mobile forms not only streamlines onboarding, but also presents clients with a polished, professional digital document, with the added benefit of visual elements like Images, Sketches and Maps.

Ready-to-use Starter Forms

Every GoFormz account comes stocked with a collection of free Starter Forms that you can start filling out as soon as you sign up. Showcasing popular forms like Timesheets, Work Orders, Inspections, Checklists and more, Starter Forms arm your team with the mobile forms they need to start collecting digital data immediately.