Real-time Management Portal
Real-time Mapping
You can see when a mobile form is submitted, and where it was submitted from as it arrives. Get an overview of your field agents and their paperwork made paperless with our clever mapping dashboard. Efficiency meets productivity and it shows!
Dispatching Jobs
Use the power of the cloud and enterprise mobility as you dispatch jobs to your field agents. Send pre-filled reports straight to their device in seconds! You can even provide relevant resources for the job, all controlled from the management portal. Fast and targeted smart forms ready for your mobile workforce to use!
Integrated Cloud Scheduler
Schedule your people and assets for one-off or recurring work or tasks with the fully integrated cloud scheduler. Monitor the status of all active jobs as they move through the workflow with scheduler, table or map view.
Starting Mobile Forms Online
All forms created can also be completed online through the Management Portal. You can start, edit, save and return to partially completed forms online. For desk-based users, this feature is of great value for items such as request approvals, status updates and workflow updates.
Editing Submitted Smart Forms
Not sure if the right information will come in from the field? Or perhaps you want to review what was submitted later? You can edit, save, and even re-submit smart forms after they have been submitted to the management portal. Just make the necessary changes and send it off to your customers or mobile workforce. Easy editing, sending, and saving makes your paperless forms more accurate than ever!
Resources E-Library
Have all company documents, safety policies, sales literature and more instantly to hand. Upload the document via your Management Portal and all mobile users have instant access latest version of all documentation. The perfect Version Control tool!
Advanced Statistics
Dashboard modules let you view important real-time statistics about your business using enterprise mobility.
Desktop & Tablet Friendly
Manage your business, smart forms and mobile workforce in the office or on the road with our desktop and tablet friendly Dashboard.
Photo Management
Watch your Dashboard Photo Stream in real-time as photos from the field are tagged and ready for viewing, then click through to see the linked form. Perfect tool for competitor analysis, before-and-after photos and so much more
Instant Report Tool
The Instant Report tool enables you to build an instant CSV reports on any single piece of data being collected in any of your mobile forms really quickly and easily. Once created you can save your Report as a template so its ready for next time.
Incredible Integration
With complete API’s and export functions, Formitize loves working with your existing systems. We actively integrate with more than two hundred cloud based solutions globally.
Other Portal Features include:
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 |
Your Custom Branding
| Custom logo and colour for App Login page |
| Custom colour and naming for all App form pages |
| 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 |
Compliance Register
| Powerful tool for workflow processes |
| Perfect for Non-Compliance, Safety Checks, Pre-Starts and more |
| Integrate job management |
| Fully customizable 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 |
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 |
| 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 |
Guest Pass - Management Portal
| Enable external third parties to view related portal modules |
| Fully customizable on a per user basis |
| Integrated communications |
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 |
| 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 |
The Ultimate Free Trial