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, environmental health and safety software, and workflow management software.
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
