9 Essential Mobile Forms
Download as PPTX, PDF0 likes614 views
The document discusses nine essential mobile forms that businesses use, highlighting their key features, benefits, and real-world use cases. Mobile forms improve data accuracy and accessibility, automate workflows, and integrate with other business systems, making them superior to traditional paper forms. Examples include work order forms, employee timesheets, and expense reports, all designed to streamline various operational processes.
9 Essential Mobile Forms
- 1. AUGUST 2014 9 Essential Mobile Forms 2016
- 2. Introduction • 9 essential mobile forms that businesses are using • Key features and benefits of each form • Real-world use case examples
- 3. Ditch The Paper Forms Mobile Forms Are Better Than Paper Forms • Include new data types, more complete information • Capture accurate data and save time • Form data is instantaneous, searchable, and accessible in real time • Run reports on all pieces of data across all forms • Forms and data can be used in other systems like CRM & ERP
- 4. Work Order Form Capture thorough and accurate information, and improve your records. • Captures more complete job details, customer requirements & costs • Auto-calculates totals and grand total • Securely stored and easily searchable
- 5. Request For Time Off Form Expedite employee vacation requests and approval. • Emails request to supervisor instantly • Calculates and tracks total days requested automatically • Streamlines the entire process through automated workflows
- 6. Sign-in Sheet Reduce administrative overhead and keep accurate electronic records of all your visitors. • Easily captures visitor information • Automatically sends notifications • Digitizes record keeping
- 7. Employee Timesheet Form Empower employees to track their own hours with the appropriate checks and balances. • Automatically tallies total hours worked, including breaks • Emails a copy to payroll for processing • Accessible from every employee’s mobile device (to improve daily tracking)
- 8. Employee Evaluation Form Ease the employee evaluation process with a smart and easily customizable Likert scale to fit your business needs. • Provides easy-to-fill-out Likert scale, with a points system • Includes notes sections for greater detail • Stored in a secure cloud based database for improved confidentiality
- 9. Expense Report • Includes image copies of receipts • Automatically calculates total expenses • Instantly submitted for processing Process expense claims faster and easier than ever.
- 10. Jobsite Inspection Form Conduct more complete inspections by including visual data directly on your form. • Uses device’s camera to snap photos • Includes text boxes for image descriptions & notes • Generates urgency for crucial points of interest
- 11. Invoice Form Process invoices faster and receive payments sooner. • References original work order to customer and services rendered • Calculates sub total and total amount due after taxes & fees • Automatically emails invoice to customer
- 12. Release Form Always record complete and necessary release information from anywhere. • Captures participant’s photo • Enforces required fields • Faster, portable & accessible
- 13. Conclusion Mobile versions of these essential forms save you time, reduce costs and improve data quality and availability. Key Business Drivers of Smart Mobile Forms: 1. Save time with integrated workflows 2. Utilize calculated fields to reduce human error 3. Capture new types of data in forms 4. Store, track and search documents in cloud-based database 5. Easily run reports on any piece of data across all your forms 6. Integrates with your other business systems Request a Free Demo and Sign Up for a Free 14-Day Trial @ www.goformz.com
- 16. Request a Free Demo and Sign Up for a Free 14-Day Trial: www.goformz.com