Offer Client Access Through Secure Portals – Formitize
Improve client service by providing secure portal access to job updates, invoices, and reports. Clients can log in to view project progress and submit feedback.
Use Barcode and QR Code Scanning With Formitize
Simplify inventory management and asset tracking with barcode and QR code scanning. Automatically populate form fields to reduce manual data entry errors.
Secure Data Sharing with Role-Based Permissions – Formitize
Protect sensitive data with role-based permissions. Limit access to forms, reports, and documents based on user roles to ensure security and compliance.
Leverage Multi-Device Compatibility With Formitize
Enable staff to work efficiently across smartphones, tablets, and desktops. Formitize syncs data in real-time, ensuring seamless collaboration across departments.
Ensure Compliance with Automated Workflows – Formitize
Automate compliance workflows to ensure timely completion of safety and regulatory tasks. Trigger alerts and escalate notifications to prevent compliance breaches.
Ensure Compliance with Automated Workflows – Formitize
Improve accountability and job monitoring with detailed field reports. Use checklists, photos, and comments to document tasks and provide real-time updates to management.
Enhance Field Reporting with Advanced Features – Formitize
Improve accountability and job monitoring with detailed field reports. Use checklists, photos, and comments to document tasks and provide real-time updates to management.
Implement Staff Training Modules With Formitize
Provide role-specific training through Formitize’s training modules. Track staff progress, assign quizzes, and keep your team up to date on policies and procedures.
Prioritize Jobs Efficiently With Formitize
Assign priority levels to jobs and tasks to ensure critical matters are handled first. Filter job lists by urgency for better resource allocation and time management.
Create Template Reports
Maintain consistency in reporting with reusable templates. Automate data entry, branding, and formatting to save time and ensure professionalism in your documentation.
