# Best Mobile Forms Automation Software - Page 2 *By [Gauri Pawsey](https://research.g2.com/insights/author/gauri-pawsey)* Mobile forms automation software digitizes data capture by automating the process of creating and managing digital forms. This type of software allows for the creation of a variety of forms, often using a drag-and-drop form builder, such as checklists, contracts, surveys, work orders, internal company records, and client-facing documents. This software can streamline workflows used by virtually any team in an organization, however, it is most often used by field teams for the purposes of field surveys, site inspections, maintenance surveys, and more. Mobile forms automation solutions allow organizations to accurately and efficiently collect important data which can be integrated into existing databases and workflows to ensure day-to-day operations run smoothly. Along with the cost and time saving benefits of digital forms, this software also provides helpful analytics from the retrieved data, offering organizations insights that can feed into dashboards. Mobile forms automation software are often stand-alone applications, however, they can also be offered as part of more encompassing solutions, such as [field service management software](https://www.g2.com/categories/field-service-management), [environmental health and safety software](https://www.g2.com/categories/environmental-health-and-safety), and [workflow management software](https://www.g2.com/categories/workflow-management). To qualify for inclusion in the Mobile Forms Automation category, a product must: - Allow for the creation and distribution of digital forms using a form editor and customizable templates - Store forms in a centralized, searchable repository - Offer integration capabilities with existing databases and applications - Set up rules and permissions to assign creation, editing, and approval access rights to different users ## How Many Mobile Forms Automation Software Products Does G2 Track? **Total Products under this Category:** 131 ### Category Stats (May 2026) - **Average Rating**: 4.41/5 - **New Reviews This Quarter**: 35 - **Buyer Segments**: Mid-Market 50% │ Small-Business 37% │ Enterprise 13% - **Top Trending Product**: Youreka (+0.041) *Last updated: May 18, 2026* ## How Does G2 Rank Mobile Forms Automation Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 4,000+ Authentic Reviews - 131+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## Which Mobile Forms Automation Software Is Best for Your Use Case? - **Leader:** [SafetyCulture](https://www.g2.com/products/safetyculturehq/reviews) - **Highest Performer:** [Lumiform](https://www.g2.com/products/zyp-one-gmbh-lumiform/reviews) - **Easiest to Use:** [SafetyCulture](https://www.g2.com/products/safetyculturehq/reviews) - **Top Trending:** [ODK](https://www.g2.com/products/odk/reviews) - **Best Free Software:** [TrueContext](https://www.g2.com/products/truecontext/reviews) --- **Sponsored** ### Kintone Kintone is a no-code business application platform designed to empower non-technical users to create robust applications, workflows, and databases tailored to their teams and organizations. By utilizing a user-friendly interface that emphasizes clicks over coding, Kintone enables individuals to develop applications that streamline business processes, enhance collaboration on projects and tasks, and facilitate the reporting of complex data with ease. This platform is particularly beneficial for business users who require immediate solutions without the need for extensive programming knowledge. Kintone offers a wide array of pre-built applications that cater to various use cases, including customer relationship management (CRM), project management, inventory management, and more. These templates allow users to hit the ground running and adapt the applications to their specific needs, significantly reducing the time and effort required to implement new systems. Kintone's target audience includes small to medium-sized businesses, project managers, team leaders, and any professional looking to optimize their workflow without relying on IT departments or external developers. The no-code approach democratizes app development, allowing users from diverse backgrounds to participate in creating solutions that address their unique challenges. This inclusivity fosters a culture of innovation within organizations, as team members can contribute ideas and improvements based on their firsthand experiences. Key features of Kintone include customizable dashboards, automated workflows, and real-time collaboration tools. Users can design dashboards that provide insights into their projects and data at a glance, while automated workflows help eliminate repetitive tasks, ensuring that team members can focus on higher-value activities. The platform also supports real-time collaboration, enabling teams to work together seamlessly, share updates, and track progress on projects without the need for constant meetings or email exchanges. Kintone stands out in the no-code platform category by offering a flexible and scalable solution that grows with organizations. Its ability to integrate with other tools and services further enhances its functionality, allowing users to create a comprehensive ecosystem that meets their evolving business needs. By providing a powerful yet accessible platform for app development, Kintone empowers users to take control of their workflows and drive efficiency within their teams. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1044&secure%5Bdisplayable_resource_id%5D=660&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=neighbor_category&secure%5Bplacement_resource_ids%5D%5B%5D=660&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=16406&secure%5Bresource_id%5D=1044&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fmobile-forms-automation%3Fpage%3D2&secure%5Btoken%5D=fc823850354520e62fdbdc9bc35bdb8317a4b2eff37ec9623298786374b7d9ce&secure%5Burl%5D=https%3A%2F%2Fwww.kintone.com%2Fhow-to-get-started-with-kintone2%2F%3Futm_campaign%3DG2%2520Ads%26utm_source%3DG2%26utm_medium%3Dcpc%26utm_term%3DGet%2520started%2520CTA&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Mobile Forms Automation Software Products in 2026? ### 1. [iFormBuilder](https://www.g2.com/products/iformbuilder/reviews) iFormBuilder is a mobile data collector that gives users the ability to create and operate forms for image and audio recording, signature capture, offline data collection, GPS, mapping, and more. iFormBuilder supports customers in a variety of industries including engineering, agriculture, utilities, healthcare and NGOs. **Average Rating:** 4.8/5.0 **Total Reviews:** 10 **How Do G2 Users Rate iFormBuilder?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind iFormBuilder?** - **Seller:** [Zerion Software](https://www.g2.com/sellers/zerion-software) - **Year Founded:** 2003 - **HQ Location:** Herndon, VA - **Twitter:** @zerionsoftware (917 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1234906/ (18 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 70% Small-Business, 30% Mid-Market ### 2. [Magpi](https://www.g2.com/products/magpi/reviews) Magpi provides easy mobile forms for collecting field data anywhere, on any device, in any language or alphabet. Collected data can be arranged in real-time online dashboards and reports, or integrated with any other online system. All with no coding required. **Average Rating:** 4.4/5.0 **Total Reviews:** 19 **How Do G2 Users Rate Magpi?** - **OCR:** 7.8/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 7.8/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Magpi?** - **Seller:** [Magpie Systems](https://www.g2.com/sellers/magpie-systems) - **Year Founded:** 2002 - **HQ Location:** Westbrook, CT - **Twitter:** @Magpi_Mobile (2,549 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2010405/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 63% Mid-Market, 26% Small-Business ### 3. [Anvil](https://www.g2.com/products/anvil-foundry-anvil/reviews) Anvil helps turn clunky paperwork processes into embeddable document workflows with document APIs for product teams. We work closely with HRtech, Insurtech, FinTech, Healthcare, Real Estate, and startup companies where paperwork, user experience, and data accessibility are considered "high-priority". **Average Rating:** 4.7/5.0 **Total Reviews:** 29 **How Do G2 Users Rate Anvil?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 8.9/10) - **OCR:** 9.2/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 9.8/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 7.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Anvil?** - **Seller:** [Anvil Foundry](https://www.g2.com/sellers/anvil-foundry) - **Year Founded:** 2018 - **HQ Location:** San Francisco, California - **LinkedIn® Page:** https://www.linkedin.com/company/anvil-foundry/ (29 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 60% Small-Business, 30% Mid-Market #### What Are Anvil's Pros and Cons? **Pros:** - Ease of Use (11 reviews) - Customer Support (7 reviews) - Efficiency (6 reviews) - Software Integration (6 reviews) - Digital Signature (5 reviews) **Cons:** - Confusing (3 reviews) - Complexity (2 reviews) - Implementation Difficulties (2 reviews) - Missing Features (2 reviews) - Poor Documentation (2 reviews) ### 4. [Appify](https://www.g2.com/products/appify/reviews) Appify is an Enterprise Agility Platform that makes it easy to create, update and digitize business operations using the Appify No-code Platform. Supercharge your IT team and build Appify Apps on top of your existing and legacy systems. Appify gives you the power to digitize any process - all with the control, security, user management, and governance that the IT team requires. Avoid costly custom development, long deployment cycles, and app silos in your organizations, by introducing Appify into your tech stack. **Average Rating:** 4.7/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Appify?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **OCR:** 6.7/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 10.0/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Appify?** - **Seller:** [Appify](https://www.g2.com/sellers/appify) - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @appify (1 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/18349154/ (37 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 59% Small-Business, 41% Mid-Market ### 5. [Logiform](https://www.g2.com/products/logiform/reviews) logiforms is Professional Grade Form Software, powerful and flexible enough to meet your projects needs. **Average Rating:** 4.7/5.0 **Total Reviews:** 9 **How Do G2 Users Rate Logiform?** - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 8.9/10) - **OCR:** 8.9/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 9.2/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Logiform?** - **Seller:** [Logiforms](https://www.g2.com/sellers/logiforms) - **HQ Location:** Vancouver, ca - **LinkedIn® Page:** https://www.linkedin.com/company/logiforms/about/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Small-Business, 33% Mid-Market #### What Are Logiform's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Form Customization (2 reviews) - Customer Support (1 reviews) - Data Management (1 reviews) - Ease of Learning (1 reviews) **Cons:** - Complexity (1 reviews) - Expensive (1 reviews) - Limited Features (1 reviews) - Poor Interface Design (1 reviews) ### 6. [Certainty Software](https://www.g2.com/products/certainty-certainty-software/reviews) Certainty Software is a comprehensive, enterprise-level inspection management solution designed to streamline data collection, reporting, and issue management for audits and inspections. This software caters to a diverse range of industries globally, enabling professionals to conduct millions of inspections annually. Its primary objective is to ensure compliance, mitigate risks, and enhance operational performance across various sectors. The platform is particularly beneficial for organizations that require a systematic approach to audits and inspections. Its intuitive, user-friendly interface allows users to create customizable forms tailored to their specific needs. This flexibility makes it suitable for a wide array of applications, including safety inspections, quality assurance audits, supplier compliance checks, ESG (Environmental, Social, Governance) assessments, or any other checklist-based need. By facilitating real-time reporting and comprehensive action management, Certainty empowers users to capture, track, and analyze accurate data efficiently. One of the key features of Certainty Software is its data-driven approach, which provides actionable insights that can significantly enhance business performance and sustainability. Users can easily identify trends, monitor compliance levels, and address potential issues before they escalate. The software’s robust reporting capabilities enable the generation of detailed reports that can be shared with stakeholders, ensuring transparency and accountability throughout the inspection process. This level of insight is crucial for organizations aiming to maintain high standards of compliance and operational excellence. New to the Certainty platform are AI-enhanced capabilities. Certainty Software's Vision, Insights, and Analytics bring the power of artificial intelligence directly to your audits and inspections. Whether you're seeking to streamline checklist completions or uncover strategic insights through deep data analysis, the automation features are designed to meet your needs. This integration of AI not only enhances operational intelligence but also supports improved decision-making and agility, allowing organizations to adapt swiftly to changing requirements. Certainty Software stands out in its category by offering a centralized platform for managing inspections and audits. This eliminates the need for disparate systems and manual processes, reducing the likelihood of errors and improving overall efficiency. The ability to integrate with other enterprise systems further enhances its value, allowing organizations to maintain a cohesive operational framework. By providing a comprehensive solution that combines ease of use with powerful data analytics, Certainty Software supports businesses in achieving their compliance goals while driving continuous improvement in their operational practices. **Average Rating:** 4.5/5.0 **Total Reviews:** 21 **How Do G2 Users Rate Certainty Software?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 8.9/10) - **GPS & Time Stamps:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Certainty Software?** - **Seller:** [Certainty](https://www.g2.com/sellers/certainty) - **Company Website:** https://www.certaintysoftware.com - **Year Founded:** 2010 - **HQ Location:** Victoria, CA - **LinkedIn® Page:** https://www.linkedin.com/company/certaintysoftware/ (10 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 64% Enterprise, 27% Mid-Market #### What Are Certainty Software's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Customizability (7 reviews) - Customization (7 reviews) - Form Customization (6 reviews) - Easy Setup (4 reviews) **Cons:** - Limitations (3 reviews) - Limited Customization (3 reviews) - Inadequate Reporting (2 reviews) - Limited Features (2 reviews) - Limited Flexibility (2 reviews) ### 7. [Fielda](https://www.g2.com/products/fielda/reviews) Fielda is a Low-Code and Easy to use Mobile Data Collection and Workflow management platform built specifically for field activity. Whether your organization is doing Field Asset inspection, Device Installation projects, or simple data collection, Fielda can help you stay on schedule, share data, eliminate errors, and maintain inspection compliance. Our proprietary Geospatial Software (GIS) Maps can speed up mobile data collection and provide in-depth insights. A host of features including a no-code form builder with offline data collection, fully customizable forms, workflows, real-time insights, image capture, and easy integration with other applications make Fielda popular among our customers. Today, Fielda manages over 2.5 million assets and offers specific solutions for the Electric, Oil & Gas, Engineering, and Telecom industries. Visit App Store or Google Play Store to download Fielda today! **Average Rating:** 4.5/5.0 **Total Reviews:** 15 **How Do G2 Users Rate Fielda?** - **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.9/10) - **OCR:** 9.3/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 9.2/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Fielda?** - **Seller:** [Fielda](https://www.g2.com/sellers/fielda) - **HQ Location:** Nashville, US - **Twitter:** @fielda_com (147 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fielda/ (4 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 53% Small-Business, 40% Mid-Market ### 8. [Aliveforms](https://www.g2.com/products/aliveforms/reviews) Aliveforms is a versatile and powerful online form builder that can be used for a variety of purposes such as surveys, quizzes, polls, presentations, calculators, even apps, games etc. It's easy to use, even for beginners, but it also offers advanced features for power users. With its mobile-friendly design, real-time data, and competitive pricing, Aliveforms is a great choice for anyone who needs to create engaging and effective forms, quizzes, surveys, presentations. etc. **Average Rating:** 4.3/5.0 **Total Reviews:** 13 **How Do G2 Users Rate Aliveforms?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10) - **OCR:** 10.0/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 7.5/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Aliveforms?** - **Seller:** [Aliveforms](https://www.g2.com/sellers/aliveforms) - **Year Founded:** 2024 - **HQ Location:** Covent Garden, London - **Twitter:** @aliveforms (14 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/aliveforms (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 62% Small-Business, 38% Mid-Market #### What Are Aliveforms's Pros and Cons? **Pros:** - Features (3 reviews) - Form Customization (3 reviews) - Customization (2 reviews) - Easy Integrations (2 reviews) - Product Usefulness (2 reviews) **Cons:** - Expensive (2 reviews) - Difficulty (1 reviews) - Integration Difficulty (1 reviews) - Layout Issues (1 reviews) - Not User-Friendly (1 reviews) ### 9. [doForms](https://www.g2.com/products/doforms/reviews) doForms is a mobile app for businesses that enables companies to capture and send information to and from the field via smartphones and other mobile devices – and seamlessly integrate this data into their existing operating systems like QuickBooks, Salesforce.com, Oracle, SAP, Excel..etc **Average Rating:** 3.9/5.0 **Total Reviews:** 7 **How Do G2 Users Rate doForms?** - **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.9/10) - **OCR:** 6.7/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 8.3/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind doForms?** - **Seller:** [doForms](https://www.g2.com/sellers/doforms) - **Year Founded:** 2012 - **HQ Location:** Cranford, US - **Twitter:** @doForms (268 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2434693/ (24 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 57% Mid-Market, 43% Small-Business #### What Are doForms's Pros and Cons? **Pros:** - Data Management (2 reviews) - Ease of Use (2 reviews) - Mobile Apps (2 reviews) - Efficiency (1 reviews) **Cons:** - Connectivity Issues (2 reviews) - Data Management (1 reviews) - Limited Features (1 reviews) - Reporting Issues (1 reviews) ### 10. [DronaHQ](https://www.g2.com/products/dronahq/reviews) DronaHQ is an AI-powered platform that helps organisations build apps and AI agents on top of their existing data and systems. It is designed for teams that need to move faster on internal tools and process automation, while still keeping structure, visibility, and control over what gets built. At the core of DronaHQ is its low-code app builder, which allows teams to create internal tools such as dashboards, admin panels, approval flows, and data management interfaces using prebuilt components and configurable layouts. Applications can connect directly to databases, APIs, and internal services, and can be updated as business needs change without rebuilding from scratch. Alongside application building, you can also create AI agents that carry out defined tasks across systems. These agents can retrieve information, update records, trigger workflows, and assist with operational processes using controlled access to tools and data. Agents are designed to operate within clear boundaries, making them suitable for real business workflows. Teams can also vibe code to quickly produce functional apps from simple language prompts. Instead of generating one-off outputs, the platform keeps everything within a structured system. You get a React code, a UI layout, and a list of all UI components you can visually bind data and actions to. Any changes made visually update in the code, instantly. All apps and agents are powered by a centralised connectors hub that manages integrations with databases, APIs, and third-party services. This enables teams to reuse connections across multiple tools and workflows, thereby reducing duplication and maintaining consistent data access. DronaHQ also includes enterprise-grade security and governance features. Manage authentication, role-based access, audit visibility, and environments from a single workspace. Ensure that internal applications and AI-driven workflows align with organisational policies and can be safely operated at scale. **Average Rating:** 4.4/5.0 **Total Reviews:** 34 **How Do G2 Users Rate DronaHQ?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **OCR:** 6.7/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 4.4/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 7.5/10 (Category avg: 8.6/10) **Who Is the Company Behind DronaHQ?** - **Seller:** [DronaHQ](https://www.g2.com/sellers/dronahq) - **Year Founded:** 2007 - **HQ Location:** San Francisco, US - **Twitter:** @DronaHQ (845 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/225531/ (64 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Financial Services - **Company Size:** 51% Small-Business, 33% Mid-Market ### 11. [Gruntify](https://www.g2.com/products/gruntify/reviews) Automate your field service operations and efficiently manage your assets with Gruntify, the all-in-one mobile solution. Features: Efficient Asset Management: Track and manage assets with ease. Create profiles, schedule tasks, and ensure optimal maintenance. Intelligent Job Scheduling: Automate task allocation and dispatch thousands of jobs effortlessly. Customizable Forms and Checklists: Capture tailored data with customizable templates for inspections, surveys, and audits. Real-Time Workforce Collaboration: Assign tasks, share information, and collaborate in real-time for enhanced productivity. Advanced Mapping and Location-Based Services: Visualize and analyze location-based data, capture precise GPS coordinates, and map assets. Media Capture and Annotations: Capture photos, videos, and audio within the app and annotate them for accurate documentation. Offline Functionality: Collect data offline and sync automatically once you regain internet access for uninterrupted workflow. Robust Analytics and Reporting: Gain valuable insights, generate comprehensive reports, and make data-driven decisions. API, Integrations, and Data Connectivity: Seamlessly integrate with existing systems, connect with platforms like Power BI and Salesforce. Signup to Gruntify to streamline your field service workflow, optimize asset management, while elevating your team's productivity. Say goodbye to manual processes and embrace the future of efficient field service management. **Average Rating:** 4.7/5.0 **Total Reviews:** 13 **How Do G2 Users Rate Gruntify?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 8.9/10) - **OCR:** 6.7/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 8.3/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Gruntify?** - **Seller:** [Gruntify](https://www.g2.com/sellers/gruntify) - **Year Founded:** 2015 - **HQ Location:** Newstead, QLD - **Twitter:** @gruntify (388 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/4820814/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Small-Business, 29% Mid-Market ### 12. [Youreka](https://www.g2.com/products/youreka/reviews) Youreka, natively built on Salesforce, empowers organizations to transform frontline operations with AI-powered data capture and intelligent workflows. Designed for field service and frontline teams, Youreka enables companies to digitize complex processes, guide workers in real time, and capture high-quality data at the point of service. With a flexible, no-code platform, organizations can quickly build and deploy smart mobile applications that improve productivity, ensure compliance, and enhance service delivery. Youreka supports a wide range of industries, including: • Manufacturing • Healthcare & Life Sciences • Energy & Utilities • Financial Services • Government By extending Salesforce Field Service and Customer 360 into the field, Youreka helps teams work smarter, reduce errors, and unlock actionable insights from every service interaction. Key capabilities include: • AI-powered form transformation and data capture • Dynamic workflows and decision support • Offline-first mobile experience • Real-time validation and compliance controls • Multilingual support for global teams With Youreka, organizations can elevate frontline performance, improve customer experiences, and accelerate business growth. Learn more at https://www.youreka.io/ or find Youreka on Salesforce AppExchange. **Average Rating:** 4.6/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Youreka?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **Drag-and-drop Form Builder:** 6.7/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 7.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Youreka?** - **Seller:** [Dispatch](https://www.g2.com/sellers/dispatch-c29d7624-41d9-43b7-b0c6-aad6a9865ceb) - **Year Founded:** 2013 - **HQ Location:** Boston, Massachusetts, United States - **Twitter:** @dispatch_me (605 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dispatch-me (183 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 45% Mid-Market, 45% Small-Business ### 13. [Streebo Mobile Forms](https://www.g2.com/products/streebo-mobile-forms/reviews) Streebo Mobile Forms lets you build and deploy multi-channel, hybrid forms in minutes. **Average Rating:** 4.0/5.0 **Total Reviews:** 5 **How Do G2 Users Rate Streebo Mobile Forms?** - **Has the product been a good partner in doing business?:** 6.1/10 (Category avg: 8.9/10) - **OCR:** 10.0/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 10.0/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Streebo Mobile Forms?** - **Seller:** [Streebo](https://www.g2.com/sellers/streebo) - **Year Founded:** 2008 - **HQ Location:** Houston, US - **Twitter:** @StreeboInc (879 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/streebo-inc (244 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 40% Mid-Market, 40% Small-Business ### 14. [Workyard](https://www.g2.com/products/workyard/reviews) Workyard is a complete time tracking and job management software designed specifically for construction and field service teams. Using an intuitive mobile app, crews can clock in and out with GPS verification, giving managers real-time visibility into work hours and job site activity. Workyard’s GPS ensures every timesheet is accurate and audit-ready, while its built-in scheduling tools make it easy to assign work, share project updates, and communicate with crews on the go. Beyond tracking time, Workyard helps control labor costs by tagging hours to specific jobs or cost codes and generating up-to-date reports. You can monitor labor spending as projects progress, identify cost overruns early, and streamline payroll by exporting clean, verified timesheets to payroll and accounting systems like QuickBooks, ADP, Sage, Gusto, and more. Built‑in labor compliance tools let you automatically enforce breaks, track overtime, and deliver attestation prompts at clock‑out. Smart Forms let crews complete safety checks, inspections and daily logs—and every submission is time‑stamped, auditable, and stored securely. Workyard brings all aspects of field workforce management together in a single, easy-to-use platform built to handle the fast pace of construction work. **Average Rating:** 4.8/5.0 **Total Reviews:** 48 **How Do G2 Users Rate Workyard?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) - **OCR:** 8.3/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 5.0/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Workyard?** - **Seller:** [Workyard](https://www.g2.com/sellers/workyard) - **Company Website:** https://www.workyard.com/ - **Year Founded:** 2016 - **HQ Location:** San Mateo, US - **LinkedIn® Page:** https://www.linkedin.com/company/workyard (69 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction - **Company Size:** 71% Small-Business, 8% Mid-Market #### What Are Workyard's Pros and Cons? **Pros:** - Ease of Use (30 reviews) - Time Tracking (26 reviews) - Efficiency (22 reviews) - Tracking (20 reviews) - Time-saving (17 reviews) **Cons:** - Location Issues (10 reviews) - Connectivity Issues (6 reviews) - Limited Features (5 reviews) - Missing Features (5 reviews) - Clocking Issues (4 reviews) ### 15. [Formitize](https://www.g2.com/products/formitize/reviews) Formitize brings everything together in one smart system, from mobile forms and job tracking to scheduling, quoting, CRM and invoicing. Built for businesses of all sizes, it helps you ditch the paperwork, stay compliant, and get more done every day. Whether you're a team of one or a large enterprise, our flexible platform fits the way you work, with automation that takes care of job updates, reminders, quote follow-ups, overdue invoices and more. Get started with a free trial and see why thousands of businesses trust Formitize. **Average Rating:** 4.3/5.0 **Total Reviews:** 4 **How Do G2 Users Rate Formitize?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 8.9/10) - **OCR:** 6.7/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 8.3/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Formitize?** - **Seller:** [Formitize](https://www.g2.com/sellers/formitize) - **Year Founded:** 2012 - **HQ Location:** Gregory Hills, Sydney, AU - **Twitter:** @Formitize (501 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/formitize (18 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 25% Enterprise ### 16. [Ocasta](https://www.g2.com/products/ocasta/reviews) Ocasta is a frontline operations platform that brings knowledge and insight to teams on the frontline, from retail and hospitality to fitness and contact centres. We turn daily uncertainty into confident, informed action. With Ocasta, staff know what to do, how to do it, and when to act — no manager relay required. Everything is built to streamline communication and make essential knowledge instantly accessible, so teams work faster, feel supported, and stay engaged. Made for the frontline, Ocasta tackles the real-world challenges these teams face. Whether it’s rolling out a new process, sharing product info, or finding a how-to guide mid-shift, Ocasta helps people get what they need, right when they need it. That means no more wasting time hunting down old documents or waiting on manager approvals. Instead, frontline teams feel capable, confident, and in control. Our customers have seen 98% team engagement, faster onboarding, and fewer operational issues as a result. The platform is made up of five hubs — each focused on turning moments into performance: Internal Comms HubKnow what’s changing. Know what matters.Targeted operational comms go straight to the people who need them — no cascading through layers of management. Push alerts, internal calendars, corporate podcasts, and recognition tools help make messages stick and teams feel connected. Knowledge & Learning HubKnow more. Do more.A single source of truth for your frontline. It's searchable, editable on the fly, and backed by microlearning and knowledge checks so teams stay sharp and up to speed. Inspections & Checklist HubKnow what’s working. Fix what isn’t.Turn site visits and daily checks into consistent data you can act on. Spot patterns, track performance, and fix issues before they become problems. Observation & Coaching HubKnow the gaps. Coach the moment.Support your team where it matters most — on the floor. Managers can observe real behaviour, coach in real time, and see what training’s needed to close skill gaps quickly. New Starter HubLess unknowns. Less no-shows.Give new hires confidence from day one with welcome videos, site details, and the info they need before they start. It builds connection early and helps people hit the ground running. Together, these hubs make up Ocasta’s frontline operations platform — giving teams the tools and know-how to perform at their best, every day. **Average Rating:** 4.7/5.0 **Total Reviews:** 32 **How Do G2 Users Rate Ocasta?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 8.9/10) - **OCR:** 10.0/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 10.0/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Ocasta?** - **Seller:** [Ocasta](https://www.g2.com/sellers/ocasta) - **Year Founded:** 2011 - **HQ Location:** Brighton, United Kingdom - **Twitter:** @ocastahq (963 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/ocasta/ (15 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Telecommunications - **Company Size:** 74% Enterprise, 12% Mid-Market #### What Are Ocasta's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Customer Support (3 reviews) - Platform Usability (2 reviews) - Simple (2 reviews) - User Interface (2 reviews) **Cons:** - Connectivity Issues (1 reviews) - Inadequate Reporting (1 reviews) - Organizational Challenges (1 reviews) - Reporting Issues (1 reviews) ### 17. [pro-Forms](https://www.g2.com/products/pro-forms/reviews) Solutions for Field Service & Enterprise Asset Management plus mobile & online form builders pro-Forms is UK hosted cloud-based, Software as a Service (SaaS) solution designed to help businesses of all sizes digitise and streamline their data collection, field operations and asset management processes. With over 20 years’ experience of supporting UK organisations, pro-Forms offers a suite of flexible Plans that replace paper-based forms and fragmented systems with intelligent, reliable and efficient digital alternatives. At its core, pro-Forms provides an easy to use, feature packed job management and planning solution - WORK MANAGER. The Plan lets you raise, schedule and dispatch to field teams whilst monitoring activities real time. The ENTERPRISE ASSET MANAGER Plan adds full asset tracking, lifecycle management and automated workflows to ensure visibility and compliance across all your equipment and resources. Underpinning the field service and asset management solutions are powerful mobile and online form builders that enables businesses to create bespoke digital forms in minutes using a simple drag-and-drop interface. Whether you need inspection sheets, safety checklists, service reports, surveys or proof-of-delivery documents, pro-Forms puts custom form design and deployment in your hands without the need for specialist technical skills. These forms can be completed in the field or online, capture signatures, photos and GPS information, and are delivered instantly back to your office systems. All pro-Forms Plans are backed by UK-based development, hosting and support, with full GDPR compliance and flexible, rolling monthly licences that grow with your needs. Integrations with popular systems such as Xero, QuickBooks, Salesforce, Microsoft 365, Zapier and more mean you can easily connect pro-Forms to your existing business processes and IT landscape. Used across sectors from construction and facilities management to fire and security, health and safety and beyond, pro-Forms helps organisations reduce administrative burden, improve field data accuracy, accelerate invoicing and enhance customer service - all through a single, intuitive platform. **Average Rating:** 4.1/5.0 **Total Reviews:** 4 **How Do G2 Users Rate pro-Forms?** - **Drag-and-drop Form Builder:** 10.0/10 (Category avg: 8.3/10) **Who Is the Company Behind pro-Forms?** - **Seller:** [ResourceTrack ](https://www.g2.com/sellers/resourcetrack) - **Year Founded:** 2006 - **HQ Location:** Birmingham, GB - **LinkedIn® Page:** https://www.linkedin.com/company/668841/ (3 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 75% Small-Business, 25% Mid-Market ### 18. [Taskimo](https://www.g2.com/products/taskimo/reviews) Taskimo allows users to create digital forms, procedures, inspections, manuals, health and safety checks, training programs, preventive maintenance checklists, and more. It aims to replace paper-based systems with digital solutions with no coding. Users can author rich how-to content and operational instructions, which can be linked to QR codes or NFC tags for easy on-site access. With embedded automation capabilities, Taskimo can automatically prepare work reports, dispatch them them to relevant parties, conditionally notify people and integrate the metadata to legacy systems, all at once. **Average Rating:** 4.6/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Taskimo?** - **OCR:** 10.0/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 10.0/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 6.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Taskimo?** - **Seller:** [Taskimo](https://www.g2.com/sellers/taskimo) - **Year Founded:** 2020 - **HQ Location:** Istanbul, TR - **Twitter:** @usetaskimo (10 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/taskimo/ (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 59% Small-Business, 41% Mid-Market ### 19. [AllOnMobile](https://www.g2.com/products/allonmobile/reviews) AllOnMobile is a forms automation software help to take forms and jobs and enable them for access through iOS and Android-based tablets or smartphones. **Average Rating:** 4.2/5.0 **Total Reviews:** 3 **How Do G2 Users Rate AllOnMobile?** - **OCR:** 8.3/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 9.4/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind AllOnMobile?** - **Seller:** [AllOnMobile](https://www.g2.com/sellers/allonmobile) - **HQ Location:** GUILDFORD, GB - **LinkedIn® Page:** http://www.linkedin.com/company/allonmobile-limited (1 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Enterprise, 33% Small-Business #### What Are AllOnMobile's Pros and Cons? **Pros:** - Ease of Use (2 reviews) - Efficiency (1 reviews) - Form Customization (1 reviews) - Process Efficiency (1 reviews) **Cons:** - Connectivity Issues (2 reviews) ### 20. [Grid](https://www.g2.com/products/grid-2022-04-13/reviews) WorkOnGrid is a modular, modern utility operations platform designed to simplify complexity, accelerate deployment, and scale seamlessly across teams and geographies. We collaborate extensively with HES and other software providers to enable them with self-configurable modules and a unified interface for warehousing and analytics, driving intelligent automations between different systems, workforce management and more. Designed for agility and compliance, Grid offers rapid no-code deployment, real-time dashboards, and out-of-box integrations —making it a powerful tool for modern utility operations. **Average Rating:** 4.8/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Grid?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) - **GPS & Time Stamps:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Grid?** - **Seller:** [Pragyaam Data Technologies](https://www.g2.com/sellers/pragyaam-data-technologies) - **Year Founded:** 2017 - **HQ Location:** Bengaluru, Karnataka - **Twitter:** @workongrid (135 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/pragyaam/ (53 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Mining & Metals - **Company Size:** 40% Small-Business, 36% Mid-Market #### What Are Grid's Pros and Cons? **Pros:** - Customer Support (1 reviews) - Customization Options (1 reviews) - Flexibility (1 reviews) - Integrations (1 reviews) - Intuitive (1 reviews) ### 21. [naturalForms](https://www.g2.com/products/naturalforms/reviews) naturalForms is a mobile data capture and forms management solution for iPad and Android tablets. naturalFORMS allows users to complete forms on tablets using natural input (handwriting, photos, drawings, annotations, voice, GPS, electronic signatures). Captured information is converted to digital data, verified for accuracy, validated with business rules, and available in standard file outputs. **Average Rating:** 4.0/5.0 **Total Reviews:** 3 **How Do G2 Users Rate naturalForms?** - **Has the product been a good partner in doing business?:** 7.5/10 (Category avg: 8.9/10) - **OCR:** 7.5/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 7.5/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 7.5/10 (Category avg: 8.6/10) **Who Is the Company Behind naturalForms?** - **Seller:** [ExpeData](https://www.g2.com/sellers/expedata) - **Year Founded:** 2004 - **HQ Location:** Dayton, US - **Twitter:** @naturalForms (158 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/naturalforms (9 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Mid-Market, 33% Small-Business ### 22. [Opinsta](https://www.g2.com/products/opinsta/reviews) Opinsta is a mobile-first and SaaS platform designed to automate frontline data capture and workflows so organisations of all sizes can unlock operational efficiency. We eliminate fragmented processes for organisations of all sizes and sectors by digitising operations and transforming frontline data into actionable insights. The Opinsta Mobile App instantly connects all people, assets, systems and data through a single cloud managed platform that is rapid to deploy and scale. Our easy-to-use platform provides intuitive forms, automated workflows, customisation, advanced software integrations and analytics. Every feature in our platform has been designed alongside front-line employees looking to solve real-world challenges. Opinsta is used by thousands of employees to report defects, incidents, H&S, perform risk assessments, quality assurance and more. Opinsta is headquartered in Birmingham, UK with offices in Romania, Dubai and New Zealand. Opinsta. Operational Insights Instantly. **Average Rating:** 4.5/5.0 **Total Reviews:** 3 **How Do G2 Users Rate Opinsta?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Opinsta?** - **Seller:** [Opinsta](https://www.g2.com/sellers/opinsta) - **Year Founded:** 2013 - **HQ Location:** N/A - **LinkedIn® Page:** https://www.linkedin.com/company/opinsta/ (2 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 67% Enterprise, 33% Mid-Market ### 23. [Upflowy](https://www.g2.com/products/upflowy/reviews) Self-optimised signup flows forsales, marketing and agencies **Average Rating:** 4.9/5.0 **Total Reviews:** 30 **How Do G2 Users Rate Upflowy?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 8.9/10) **Who Is the Company Behind Upflowy?** - **Seller:** [Upflowy](https://www.g2.com/sellers/upflowy) - **Year Founded:** 2020 - **HQ Location:** Sydney - **Twitter:** @upflowy (368 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/upflowy/ (22 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 73% Small-Business, 7% Mid-Market ### 24. [Alpha Anywhere](https://www.g2.com/products/alpha-anywhere/reviews) Alpha Software offers the only mobile app development environment with both “low-code” and “no-code” development environments. Developers can use the Alpha Anywhere low-code app development platform to develop and deploy secure business applications with rich user experiences and advanced features. These web and mobile apps can integrate with existing systems of record, popular software, and workflows. The software produces apps that can work without a connection and can include advanced security or authentication requirements to protect corporate data. Alternately, business users can use the Alpha TransForm no-code app builder to turn any paper form into a powerful mobile app in minutes without coding. The solution offers free app templates and includes vertical solutions, including a robust offering for Manufacturing Quality. Thousands of developers and business leaders around the world rate Alpha Software as having the best coding-optional environment to solve the enterprise mobile app challenge. Learn more try the software at: https://www.alphasoftware.com **Average Rating:** 4.9/5.0 **Total Reviews:** 13 **How Do G2 Users Rate Alpha Anywhere?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 8.9/10) **Who Is the Company Behind Alpha Anywhere?** - **Seller:** [Alpha Software](https://www.g2.com/sellers/alpha-software) - **Year Founded:** 2000 - **HQ Location:** Burlington, MA - **Twitter:** @AlphaSoftware (5,909 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/34436/ (55 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 85% Small-Business, 15% Enterprise ### 25. [DB Technology Ras](https://www.g2.com/products/db-technology-ras/reviews) Ras is a forms automation software that empowers users with access to information on-demand so they can make faster and more accurate business decisions. **Average Rating:** 4.5/5.0 **Total Reviews:** 2 **How Do G2 Users Rate DB Technology Ras?** - **OCR:** 10.0/10 (Category avg: 7.5/10) - **Drag-and-drop Form Builder:** 9.2/10 (Category avg: 8.3/10) - **GPS & Time Stamps:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind DB Technology Ras?** - **Seller:** [dbtech](https://www.g2.com/sellers/dbtech) - **Year Founded:** 1983 - **HQ Location:** San Antonio, US - **LinkedIn® Page:** http://www.linkedin.com/company/dbtech (102 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 50% Mid-Market, 50% Small-Business #### What Are DB Technology Ras's Pros and Cons? **Pros:** - Ease of Use (1 reviews) - Form Customization (1 reviews) - Product Usefulness (1 reviews) **Cons:** - Lack of Integration (1 reviews) ## What Is Mobile Forms Automation Software? [Content Management Systems](https://www.g2.com/categories/content-management) ## What Software Categories Are Similar to Mobile Forms Automation Software? - [Field Service Management Software](https://www.g2.com/categories/field-service-management) - [No-Code Development Platforms](https://www.g2.com/categories/no-code-development-platforms) - [Inspection Management Software](https://www.g2.com/categories/inspection-management) --- ## How Do You Choose the Right Mobile Forms Automation Software? ### What You Should Know About Mobile Forms Automation Software ### What is Mobile Forms Automation Software? Mobile forms automation software assists field workers and their managers with the creation of transferable documents, forms, and data that can be accessed remotely or otherwise. Regardless of a jobsite’s location, this software assists in collecting data in real time and helping organizations with employees in the field streamline their collection of data. Often, it allows the user to connect offline, enabling remote teams to create more frequent and accurate updates to data. Mobile forms automation software then creates analytics from the data which is used to create dashboards and fill out and submit forms such as inspections, audits, and reports directly from a mobile device. This type of software enables companies to improve decision making, reduce costs, access important data in real time, and streamline workflows. These workflows notify users of changes and help teams remain updated on tasks, work orders, and other assignments. When integrated with a company’s IT system, paper documents can quickly and easily be converted into digital forms, both online and offline and stored safely in a company's cloud or on-premise storage. Key Benefits of Mobile Forms Automation Software - Digitizes forms and documents to eliminate paper records - Captures data from employees in the field electronically - Enables the sharing of digitized forms with customers and employees - Automates tasks, deadline notifications, and other alerts - Collects and analyzes data with various dashboards and reports ### Why Use Mobile Forms Automation Software? The main function of mobile forms automation software is to create and transfer documents remotely, both online or offline. However, there are several other reasons why organizations decide to invest in this software, some of which are listed below: **Improved productivity –** Mobile forms automation software helps to automate the processes of gathering, reporting, and storing information while allowing the employee to fill out and complete these forms virtually anywhere. This, in turn, reduces multitasking, allowing employees to work on more complex tasks while leaving routine duties to the mobile forms automation software. **Team collaboration –** This software sends work orders throughout the team while collecting information from employees involved in the project. It quickly and easily gathers necessary information and securely stores it, allowing workers to quickly find files they are looking for. **Time reduction in data collection –** Mobile forms allow teams to gather relevant data in the fastest possible way, and as a result, data is accessed quickly and more efficiently. ### Who Uses Mobile Forms Automation Software? Any company or organization with employees who work in the field or manage remote properties or projects may use mobile forms automation software. Within these organizations, both the employee and the employer can leverage the benefits of this software. **Transportation companies –** Transportation companies mainly use mobile forms automation software for vehicle inspections. The software assists in quickly collecting and securing data to create forms for transportation regulation agencies, such as the United States Department of Transportation (DOT) or the Federal Aviation Administration (FAA). Mobile forms can also be used by managers to review employees’ work in real time and ensure that they are following instructions during inspections. **Construction project managers –** Managers of construction projects use this software to automate the documentation involved in all processes of construction. These documents include timesheets, contracts, inspection reports, and any other contractor tracking. Mobile forms help managers streamline and control the workflow of all documentation. **Facility management companies —** Any company that has various properties reporting to the main office can use this software to collect data. Mobile forms automation software stores numerous reports in one centralized location, giving employees easy access to the data. Some of these reports may include real estate contracts, inspection reports, work orders, or cost estimates. **Utility companies —** Utility companies, such as gas, energy, and water or sewer, benefit from this software through the automation of their numerous regulatory compliance reports, work orders, land surveys, photos, and videos. Mobile forms help to streamline the collection and sharing of this data throughout the field. ### Kinds of Mobile Forms Automation Software There are various mobile forms that are supported by mobile forms automation software. They vary based on factors such as the scope of functionality, price, and simplicity. Some of the more popular types are listed below: **Webform —** This is the simplest type of form because there are only a few fields to fill out. Its main advantage is its simplicity but it may lack other functionality, such as reporting, workflow management, and notifications. In most organizations, it is just text forms with several fields. **PDF —** PDF is probably the most popular mobile form because it is the most compatible, and the forms look like the original form used in the workflow. The main advantage of the form is that it looks like a branded document with the company’s logo, color scheme, and font size. If specific calculations, dropdowns, or security settings are needed within the form, the software may have to be customized and these features have to be implemented into it, which isn’t always easy or cheap. Companies may need additional resources and time to adapt the form to their specific requirements. **Word documents and spreadsheets —** These forms are also popular because they are created using widely compatible documents. These forms can be easily created and edited, but sometimes lack functionality, like form design and centralized storage, while also having potential security issues. ### Mobile Forms Automation Software Features Among the many advantages and features of mobile forms automation software, the following are some common features typically found in this type of software: **Mobile application —** Employees often have to use this software on their mobile devices, including smartphones and tablets. A mobile interface is essential to perform the work on the go and in case of necessity. **Alerts —** Notification emails or system alerts are sent as soon as a workflow step is ready for the next employee, allowing the user to complete the task quicker. **Task management —** For employees to be automatically notified about alerts, escalations and any follow ups, workflows can be streamlined and created on the fly. **Reporting &** [**Analytics Dashboards**](https://www.g2.com/categories/mobile-forms-automation/f/analytics-dashboards) **—** Custom reports and dashboards can be created and distributed to defined contact lists using data populated and filtered by the software. These datasets can then be drilled into for further analysis. **Integrations —** The software integrates seamlessly with other platforms, such as spreadsheets, CRM systems, or marketing tools to send and receive data. **Offline functionality —** Mobile forms automation software functions offline, captures data, and autofills forms even when a device has no connection to the internet. Once the internet connection is restored, the software automatically begins to update the forms. **Workflows —** Once forms and tasks are updated and completed, they are delivered to the next employee for input or to a manager for issue resolution or approval following the company’s specific workflow rules. Other Features of Mobile Forms Automation Software: [API Builder Capabilities](https://www.g2.com/categories/mobile-forms-automation/f/api-builder), [Embedded Work Instructions Capabilities](https://www.g2.com/categories/mobile-forms-automation/f/embedded-work-instructions), [Image and Video Capture Capabilities](https://www.g2.com/categories/mobile-forms-automation/f/image-and-video-capture), [OCR Capabilities](https://www.g2.com/categories/mobile-forms-automation/f/ocr) ### Potential Issues with Mobile Forms Automation Software **Choosing overly complex software —** Depending on the size of an organization and the scope of their projects, it is important that they select a solution that best fits their needs and isn’t overly complicated or too vast in its functionality. If there are more form fields than needed, it may cause employees to waste time by sorting through irrelevant data which defeats the purpose of using mobile forms automation software. ### Software and Services Related to Mobile Forms Automation Software [**Workflow management software**](https://www.g2.com/categories/workflow-management) **—** Workflow management software helps companies define and manage sequences of business activities and tasks. This type of software is used to improve employee productivity and optimize resource utilization. It also increases collaboration between teams and departments. Workflow management software is used mostly by managers to define inter- and intra-departmental business flows. [**Digital process automation (DPA) software**](https://www.g2.com/categories/digital-process-automation-dpa) **—** DPA software is an emerging market of tools containing features found in many technologies, including a number of process automation and rapid application development software technologies. These tools help companies develop completely automated, end-to-end case and process solutions. DPA platforms provide the tools necessary to build applications, trigger integrations, and manage the processes associated with virtually any digital workflow. [**Business process management software**](https://www.g2.com/categories/business-process-management) **—** Business process management (BPM) software helps define, automate, and report on processes that are intended to help optimize businesses to deliver on company goals. BPM systems are used to clearly define processes that span a full company’s operations and then monitor those processes. These tools are also used to help automate processes or, in some cases, build digital applications for different steps in the process. The strength of BPM systems is that they look at the big full-company picture and can be used by any department, but they are commonly selected by operations teams.