GoSpotCheck by FORM Features

Notifies field service workers of their upcoming assignments.

Allows users to see tasks according to permissions and roles.

Tracks employee location to ensure timeliness.

Enables communication within the app from manager to field service employee.

Monitors behavior in the field.

Notifies clients, should any delays or mishaps occur.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Notifications that are delivered to users as soon as an event occurs

Customize data fields to support various needs and use cases

Manage and support multiple locations

Swipe a credit card or manually process payments while with the customer in the field

Creates reports that reflect field performance either as a team or individually, to review productivity.

Visualizes field activity via photos, graphs, and other data that can be displayed on a dashboard.

Integrates with CRM software to monitor all aspects of the customer relationship.

Integrate with a third-party accounting system

Integrates with QuickBooks

Set up connections to third-party platforms to improve business processes

Alter the layout and content of reports

Is consistently available (uptime) and allows users to complete tasks reliably.

Is accessible from a mobile device and by users on the go.

Provides users with a pre-built educational library of useable content

Allows administrators to accommodate their unique processes. Includes ability to create custom educational content.

Contains tools that allow users to create original content directly within the application

Provides tools to track and measure application performance

Provides analytics that reveal important business metrics and progress.

Integrates with LMS as needed to enhance corporate training and education.

Active reporting of data and metrics

Monitor team performance metrics such as territory coverage or amount of new sales

Analyze the performance of each retailer to identify issues and optimize execution

Track compliance with internal policies such as Minimum advertised price (MAP)

Define strategies to gather retail intelligence and use the insights to plan retail activities

Provide standard retail execution activities that can be customized by users

Track and manage inventory levels to maintain proper supply

Manage or track sales completed by field teams/employees

Create, manage and track all task activities and progression

Design, communicate, and distribute incentives to perform a specific action

Track and facilitate returns of products sold

Track and manage schedules and meetings via an integrated calendar

A set of processes to optimize the productivity of its employees

Manage and track customer orders for goods, investments, or any other purchases

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Track and manage adherence to policies for any service, product, process, or supplier

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track, store, and access client contracts or licenses

Allow employees, managers, and retailers to collaborate on retail execution tasks

Provide features for field employees, such as route planning, GPS search, or messaging

Include features for field employees to collect data, capture photos, and create orders

Receive data and information in real time

Handle all promotion activities and brand strategy for products at retail stores

Provides quizzes, testing, and software simulations to reinforce and measure effectiveness of materials.

Includes self-led, instructor-led, web-based collaboration, and tracking of completion for compliance.

Creates training materials for instructor- and self-led courses.

Allows managers to see progress of team members.

Provides functionality to store, organize, and search all training content.

Provides pre-created content (Courseware) on standard topics that can be used as part of a curriculum.

Observe employees over a period of time to gain an understanding of their abilities to perform certain tasks

Tracks metrics that provide insight into how a user interacts with any interface or product

Track employee skills, competencies, training & qualifications

Reporting on how each user, task or process has advanced since its initiation

Allow the audience to interact or engage with the content

Strategize and implement rewards for returning customers, employees and other members

Creation, administration, and evaluation of assessments or tests

Assign issues and tasks based on availability or required skills

Oversee and coordinate the registration of attendees, visitors, customers, events, activities, etc.

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Store and manage online video content

Organize and track educational activities

Track employee/learner's progression through training programs

Manage and track all internal and external communication conducted via calls, email, text, or chat

Online portal through which end users can access the system, manage tasks, or obtain information

Allows users to create forms with branching logic without any code.

Provides a built-in API builder for developers.

Integrates with back office systems, content management systems, and other types of office software.

Web form that allows users to enter data that is sent and processed for different reasons

Customize contracts and forms to collect specific information

Set up connections to third-party platforms to improve business processes

Provides built-in optical character recognition (OCR) functionality.

Records GPS and time data points in reports.

Allows users to attach barcode and/or signature data within a report.

Provides built-in image and video recording capabilities.

Allows users to access and finalize forms without an internet connect.

Allows users to access built-in work instructions.

Digitally sign online documents

Allow users to access multiple services after entering their login credentials once

Automatically identify and save contact information of potential customers

Converts data collected from forms into reports in a variety of file types (PDF, Word, etc).

Define and manage roles and access rights for the entire system.

Provides performance analytics dashboards.

View and track pertinent metrics to find patterns and gain insights from data

Provides the ability to recognize various types of objects in various scenarios and settings.

Provides the ability to recognize texts.

Allows users to detect logos in images.

Allows users to manage data from a number of sources

Tools for the systematic analysis of various types of data or statistics

Allows users to train model and provide feedback regarding the model's outputs.

Allows users to select given items in an image for the purposes of image recognition.

Provides the ability to build custom image detection models.

Search for information using an image instead of text-based queries

Can integrate well with other software.

Allows users to control of the sizes, shapes, and quantites of sales team areas

Allows users to map your customers to strategically incorporate them into your canvassing and field sales

Automatically assigns reps to new sales opportunities that are within their current territories

Allows users to create optimized travel routes based on assigned areas, lead locations, and appointments for the day.

Provides users with live directions en route to the final destination

Provides users with engaging sales competitions

Provides field sales statistics for all sales reps

Provides data on the data on the performance and whereabouts of reps in the field

Provides video capabilties that field reps can use during field sales calls

Allows users to collect e-signatures within the software

Condenses long documents or text into a brief summary.

Converts images into a textual description, identifying key elements.

Use AI to generate content in the form of text, images, videos, etc.

Check Inbound and outbound logistics activities to and from the store.

Provide visibility into order management, fulfillment and return.

Able to track low or missing shelf stock and keep shelves replenished.

Ensure right inventory and products with updated price and offers.

Must maintain right volumes and eliminate defective or outdated product from shelves.

Ensure store is equipped to streamline operations, maintain high standards and prevent incidents.

Track tasks in progress, completed and incomplete tasks.

Allow planning, scheduling and communication of duties and responsibilities to store personnel.

Capable of allocating multiple task to the store personnel.

Evaluate task execution, record performance based on field activities, and identify emerging trends.

Allow visibility of stock replishment on a single intiutive dashboard.

Allow visibility into loss prevention, bottlenecks and shrinkages.

Capability to perform complex tasks without constant human input

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Identifies and categorizes objects, patterns, or specific features within an image

Divides an image into multiple regions or objects to enable more precise analysis

Use AI to generate content in the form of text, images, videos, etc.

Ability to recognize printed or written text within digital images or scanned documents

The ability to identify a barcode on or within an image or packaging

Create and manage digital catalog of products/services with their details, specifications, and price

Create, design and manage workflows for repetitive tasks

Process and analyze human language in text or audio form

Ability to handle large datasets

Crawling the Web or a database for video content

Process digital photos and/or scans of various document types and extract text from images (JPG, BMP, TIFF, GIF)

Import or export content

Identify and analyze unique facial features in images or videos

Application programming interface that allows for integration with other systems/databases

The ability to discover a specific item the customer is looking to purchase

Product suggestions provided to users based on past behavior and relevant data, such as browsing and purchasing history

Generative AI models can be used for image and video editing tasks that can automatically enhance images, remove noise or change styles

Assembly of graphs and charts for visualizing and tracking statistics/metrics

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A request to search on an image that the user inputs

Detects the positions and orientations of human body parts or objects within an image or video

adding a text label to an image

Highlight content and/or make notations about parts of content

The process of discovering content on the web that is same or similar to logos, trademarks or other proprietary content

Capture photos for any type of use case

Software program that continuously adjusts its behavior based on observed data

Access the system via a mobile application

Search and find data in a structured format

Search and filter data across systems to locate required information by entering keywords or certain criteria

Ability of software to identify an image among other data

A report showing what actions customers perform

Add customized logos and colors to align with company branding

Learning content offered in small, focused chunks covering a single skill or topic.

Ability of websites, web applications, or mobile applications to function without an active internet connection

Designing course materials to be completed in a sequential order for personalized learning purposes

Brief assessments used to measure knowledge and skills

Adherence to the standards outlined in the SCORM (Sharable Content Object Reference Model) framework

Supports learning paths that combine in-person classes with online/virtual courses

Access software remotely via mobile devices

Supports flexible learning at different times (i.e., learners can access course materials at their own pace)

Import and export data to and from software applications

Games or game-like elements to track progress and reward accomplishments

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create and distribute custom certificates for achievements or assessments.

Allow users to access multiple services after entering their login credentials once

Manage and support multiple languages

Use AI to generate content in the form of text, images, videos, etc.

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Set up connections to third-party platforms to improve business processes

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-designed layouts that can be customized to match preferences and requirements

Analyze and gain insights into data in real-time

Real-time, interactive learning experiences where participants engage in learning activities simultaneously

Lessons and new learning are reviewed at increasing intervals to increase knowledge retention.

Provides a channel for team members to share media files, communicate, and work together

Students can learn from one another through creation and sharing of their own learning content such as flashcards.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Alter the layout and content of reports

Gauge satisfaction and receive information for improvement and success

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Developing custom training courses for educating employees or for teachers to create courses for their students

Software designed for companies who offer training programs to clients

Document and report the progress of ongoing projects

Software specialized for schools (K-12 & Post-Secondary)

Enables management and tracking the certification/licensing requirements of learners, employees, or stakeholders

Classes/sessions accessible via web browser of built-in video conferencing

Software specialized for corporate use

Connect with meeting participants remotely over video

Creating, assign, and track jobs and/or tasks for work orders

An itemized to do list that can be edited as tasks are completed

Schedule predetermined or ad hoc maintenance services and labor requests

Track parts inventory levels and manage re-stocking

Track work performed and resources used for past customers, sites, or assets

For residential properties

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Customize contracts and forms to collect specific information

Create, send, and track purchase orders and their statuses

Access software remotely via mobile devices

Manage sending personnel and resources to a site as needed

Track and manage the scheduling of tasks

Track and manage schedules and meetings via an integrated calendar

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Oversee technicians and track their assigned work orders

Track the status over time for a request, process, asset, or transaction

Application programming interface that allows for integration with other systems/databases

Store, manage, and track all electronic documents in a centralized location

Manage and track all job information and associated tasks

Minimizes equipment failures and optimizes asset reliability through scheduled inspections, repairs, and replacements

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Active reporting of data and metrics

Designed to serve commercial properties

Receive data and information in real time

Information, data and reports that are being tracked over time

Track, store, and access client contracts or licenses

A collection of customer information such as contact details, demographics, previous interactions, etc.

Scan barcodes to ensure accurate pricing and label tracking

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Create, design and manage workflows for repetitive tasks

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Track and manage inventory levels to maintain proper supply

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Plan daily routes to optimize employee scheduling and provide directions

Store, manage and track all forms in a centralized location

AI-based platform which conducts a conversation via auditory or textual methods

Manage product specific documents in a categorized order

Store and access documents, forms, and photos in one centralized place

Digitally sign online documents

Online portal through which end users can access the system, manage tasks, or obtain information

Set and monitor service level agreements to ensure timely response and resolution

Generative AI models can create personalized recommendations for users based on their preferences and behavior.

Assign available resources to various projects and tasks

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Assemble applications and processes by dragging over and arranging pre-built components

Generate quotes or estimates for customers

Plan availability and assign specific time slots for tasks and resources

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Track/log the amount of time employees worked per job using a timer

A set of processes to optimize the productivity of its employees

Track and document all activities across devices, networks, and other systems

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee

Arrange tasks based on the level of priority or urgency

Add customized logos and colors to align with company branding

Calculate rule-based prices for a product/service

Organize and manage the accomplishments and development of employees or performance of applications or systems

Track the location of specific equipment at all times

Import, collect, and capture data from multiple sources

Measure and track time including hours worked and paid time off (PTO)

Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency

Securely stores data to prevent data loss or breaches

Identify the physical location of an individual, asset, device, etc.

Finding the most optimal routes for drivers based on various factors and constraints

Ability of websites, web applications, or mobile applications to function without an active internet connection

Receive system updates as soon as any changes are made

Provides a channel for team members to share media files, communicate, and work together

Communicate using direct chat or messages within the system

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Electronically collect payments for goods or services

Access previous interactions or concerns to maintain customer relationships

Monitor product stock levels

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Plan and coordinate all the resources, costs and time needed to execute assignments

Private online space that lets businesses securely share documents and provide information access to clients

Generate estimated arrival times for drivers to keep back office or customers informed

Track and visualize the status of an ongoing job and the time spent on tasks or projects

Automatically create schedules based on business needs or employee availability and qualifications

Store and organize information about customers and previous interactions

Timed notification for any upcoming task, deadline, appointment, or activity

Create a new work order

Manage procedures that ensure organizational equipment remains in working condition

Import and export data to and from software applications

Search and filter data across systems to locate required information by entering keywords or certain criteria

Schedule repeating appointments based on a duration of time

Specialized for general contractors/sub-contractors (those who conduct work on a contract basis)

Define levels of authorization for access to specific files or systems

Streamlining repetitive tasks and activities through automated and predefined workflows

Automatically populating fields or sections within a form

Create, save, and re-purpose templates for emails, forms, etc.

Store, manage, and track all electronic documents in a centralized location

Multiple channels (email, web link, or social media) to distribute products, services, or surveys to customers

Search for specific words or phrases within a document or database

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage the process of evaluating documents or requests submitted for approval

Verifies and confirms the accuracy of an address

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Use AI to generate content in the form of text, images, videos, etc.

Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system

Manage the process of attracting and converting business prospects into leads

Add customized logos and colors to align with company branding

Access software remotely via mobile devices

Create, manage and track all task activities and progression

Customize data fields to support various needs and use cases

Application programming interface that allows for integration with other systems/databases

Ensure the answer provided fits set parameters (numerical, positive number, etc.)

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Capability of a software or system to make decisions and perform actions based on specified conditions

Store, manage and track all forms in a centralized location

Gauge satisfaction and receive information for improvement and success

Assemble applications and processes by dragging over and arranging pre-built components

Collection of images, videos and other digital content that can be used

Import and export data to and from software applications

Receive data and information in real time

Protect sensitive data for digital privacy

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track revisions and updates made to files and navigate between different versions

Provides a channel for team members to share media files, communicate, and work together

Create, design and manage workflows for repetitive tasks

Import, collect, and capture data from multiple sources

Pre-designed layouts that can be customized to match preferences and requirements

Streamlining repetitive tasks and activities through automated and predefined workflows

Set up connections to third-party platforms to improve business processes

Process images and automatically scan for data

Caters to sales teams

Assign working shifts or tasks to employees based on their availability

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Information about revenue from sales of a particular product in the past.

Adds a customizable form to the landing page, usually for the purposes of lead generation

Timed notification for any upcoming task, deadline, appointment, or activity

The activity of promoting the sale of goods at retail

Ability of software to identify an image among other data

For Retail Stores

Manage and support multiple locations

Track employees' arrival and departure timings for payroll purposes

Ensures the product is readily accessible on store shelves for purchase

Finding the most optimal routes for drivers based on various factors and constraints

Provides a channel for team members to share media files, communicate, and work together

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Visualize locations on a map

Gauge satisfaction and receive information for improvement and success

Software program that continuously adjusts its behavior based on observed data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Use AI to generate content in the form of text, images, videos, etc.

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Digitally sign online documents

Search and filter data across systems to locate required information by entering keywords or certain criteria

Import and export data to and from software applications

View and track pertinent metrics to find patterns and gain insights from data

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

An itemized to do list that can be edited as tasks are completed

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Access software remotely via mobile devices

Streamlining repetitive tasks and activities through automated and predefined workflows

Access previous interactions or concerns to maintain customer relationships

Store and organize documents in a centralized system

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Pre-designed layouts that can be customized to match preferences and requirements

Automatically identify and save contact information of potential customers

Score a lead on their quality or likelihood to buy based on certain behaviors

Finding the most optimal routes for drivers based on various factors and constraints

Track and manage schedules and meetings via an integrated calendar

Create, design and manage workflows for repetitive tasks

Addition of necessary external data, applications, tools, or features

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Application programming interface that allows for integration with other systems/databases

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Manage, store and organize emails within the system or via third-party apps

Track all opportunities for potential sales and convert them into recurring revenue

Customize contracts and forms to collect specific information

Swipe a credit card or manually process payments while with the customer in the field

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Manage, organize, and store contact information

Manage sending personnel and resources to a site as needed

A collection of customer information such as contact details, demographics, previous interactions, etc.

Access software remotely via mobile devices

Track and document all activities across devices, networks, and other systems

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Define, track, and/or automate sales activities and sales processes

Tracking, calculating, and paying commissions and earnings to employees

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Organize customer data and accounts by user or geography

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Use AI to generate content in the form of text, images, videos, etc.