Full Feature List

Key Features

Supported Platforms

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 Data Hosting

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

National Restricted Data Hosting

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

Online or Offline

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 Usage

Unlimited Users
Unlimited Forms
Unlimited In-Progress Work
Unlimited Resources
Unlimited Submissions
Unlimited Jobs
Unlimited Storage

Secure, User Friendly Experience

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 Scheduler

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

Job Dispatcher

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

Professional Form Builder

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

GPS & Location Tracking

Location capture via device GPS
Reporting on submission GPS location
Job GPS and map positioning
Job sequence tracking

Integrated Media Capture

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

Advanced Drawing Tool

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

Your Custom Branding

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

Powerful Form Wizard

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

Form Upload 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

Resources eLibrary

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

Compliance Register

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

Notifications

Internal Dashboard Reminders / Notifications
Internal / External Email Reminders / Notifications
Pre-Event additional notification service
Customizable Content
Automated Recurring Profiles for ongoing reminders

Form Bank Templates

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

Photo Tagging & Searching

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

CSV Report Builder

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

Mobile Payments

Integrated Payment Gateway
Take instant card payment without leaving the app
Can be integrated directly into Invoice or Work Order type forms

Workflows

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

Skip Logic, Branching, Calculations and Integrated Rules

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

Kiosk Mode

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

Food Safety / Testing Production Mode

Rapid Submission & Page Refresh
Food Safety Check Mode
Production Line / Testing Mode
Optional Thermal Imaging Camera attachment for unobtrusive mobile temperature monitoring

Security

Customizable User Groups
National Restricted Data Storage option
Individual Role based permissions
Secure Data Transfer and Storage
Encrypted storage
SSL portal management

External Database Lookup & Referencing

Integrated Database Lookup
Integrated Database Add and Edit
API integration to external databases
URL Linking and In-App viewing
Embedded List Data

Sub Forms

Form in form function
Multiple Record Capture
Horizontal SubForm Numbering

Guest Pass - Management Portal

Enable external third parties to view related portal modules
Fully customizable on a per user basis
Integrated communications

Guest Passs - Client App Access

Enable your clients restricted App access.
Valuable tool for clients to create jobs, notifications, alerts and task requests

Integration

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

Reporting & Data Export

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

Email Tracking

Fully integrated email delivery tracking
Monitor delivery status and history
Real-time bounce notifications
Scheduled delivery reporting