Now you can run reports on anything!
One of the biggest advantages of smart forms is data reporting
Create Reports on Any Single Form Field in Seconds
Word documents, Triplicate Pads, PDF forms and other traditional form formats lack one very powerful element – data reporting.
The Old World
There is one massive problem with the old triplicate pads, PDF editors and word documents – you can’t analyse the data. This might not seem to be a problem until you realise what can be achieved when analysis is possible.
The Power of Form Data
Imagine if you were able to unleash the data contained in the forms you complete. To be able to run a report on any field or question in any form. Formitize smart forms enable every single form field response to be available for reporting purposes and the opportunities are suddenly endless.
So Many Applications
Automating Time Sheets, Understanding Materials Used, Analysing Job Locations, Assessing Safety Inspection Results, Viewing Vehicle Safety Failures, Checking Logon Times, Understanding workflow behaviour…. the list is endless and power is awesome!
Saving Preset Templates
If you think you may use the report you created again, simply save it as a template and it will be available for future use.
Once the report is complete is can be saved and downloaded as a CSV file. The file can be formatted to upload to external solutions or can be used for charting or further Business Intelligence.
The Report Builder enables you to create CSV files in exactly the format needed for import into other solutions making form data integration available for any third party system. XML and other related integration services are also available.
The New World
Now you have the ability to investigate and understand any single aspect of the data you collect and it really is so easy. In no time at all you will find so many really useful applications.
Just Forms OR a Complete Business Solution
You can just use the forms for your business or you can benefit from all the other included business solutions.
CRM Client Database
All of your customer information in one place. Contact details, Forms, Jobs, Documents, Safety, Tasks, Communications, Quotes and Invoices all securely stored and always with you.
Fully integrated, paperless Safety First solutions ranging from simple safety checklists through to complete Safe Work Method Statements and Risk Assessments customised to suit you.
Scheduler & Job Management
Powerful, drag and drop scheduler to manage one off and recurring jobs. Smart notifications, reminders and status updates help keep you and your clients always up to date.
Quotes, Invoices & Expenses
Creates Quotes in seconds and convert to Job or Invoice. Automated Assistants will chase Quotes and Overdue Invoices for you, Card Payment and awesome integration with Xero and Quickbooks.
Manage all of your documents in one place. The perfect tool for Safety, Licences, Data Sheets and so much more with custom folders and automated expiry notification.
Lead Sales Pipeline & Tasks
Maximise every sales lead or enquiry with automated follow up and integrated pipeline. Create and assign tasks manually or by automated workflows.