Operations/Forms & Checklists
Turn inspections, incident reports, requests, and daily checklists into forms your team completes on a phone or a computer. Photos, signatures, and location come back with every submission.
Text, numbers, yes or no, dropdowns, dates, times, ratings, signatures, photos, and location. Build the form you already use on paper.
A picture of the finished job and a customer signature are part of the form, not a separate text message.
Forms save on the device and upload when the phone reconnects. Nobody retypes a report.
Build on the web. Fill on the phone.
Drag the form together from twelve field types, add a rule for what happens on a No, and publish it to a location or a team. The people who fill it out get a clean form on their phone, with photos, signatures, and location built in, and it works without a signal.
Drag, set the rules, publish. No paper to print.
On the phone or the web, in the middle of the work.
The twelve building blocks of every form.
Plain-language rules on any field. No code.
A submission is the start of the follow-up, not the end.
Moments in a form
Twelve field types, rules that react to an answer, forms that work without a signal, follow-ups that create themselves, checklists that repeat, and every submission in one list.
Text, numbers, yes or no, choices, dropdowns, ratings, dates, times, photos, signatures, location, and sections. Enough to rebuild any paper form.
A No can require a photo and a note, show more questions, notify a manager, or create a task. Set it once on the field.
In a garage or a basement, the form saves on the phone and uploads on its own when the signal returns. Nobody retypes a report.
When an inspection fails an item, a task is created for the right person with the photo and note attached, and the manager is notified.
Opening, closing, and daily checks repeat by day, time, and location, and you can see at a glance which days were done.
Filter by form, person, place, or date. Review, comment, and mark as reviewed. Export to CSV, or open any submission as a PDF.
Forms & Checklists
The details that make Forms & Checklists work for your team.
In most cases, yes. Forms are built from individual fields, so you can match the layout and questions your team already knows.
Yes. Publish a form to a location, a team, or a role, and set it to repeat by day and time. The people on that location see it on their phone when it is due.
Whatever the rule on that field says: require a photo and a note, notify a manager, or create a task for the right person with the photo attached. The submission is flagged in the list until it is reviewed.
Yes. The form is saved on the phone as it is filled out and uploads on its own when the phone reconnects. The submission keeps the time and location from when it was completed.
Yes. Export a form's submissions to CSV, and open any single submission as a PDF with its photos and signature.
Operations
Forms & Checklists is part of the Operations hub. These tools share the same team, locations, and records.
Create a workspace, invite your people, and run tomorrow from one app.
