# Best Mobile Forms Automation Software - Page 6

*By [Neeraja Prakash](https://research.g2.com/insights/author/neeraja-prakash)*


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





## Top Mobile Forms Automation Software at a Glance
| # | Product | Rating | Best For | What Users Say |
|---|---------|--------|----------|----------------|
| 1 | [SafetyCulture](https://www.g2.com/products/safetyculturehq/reviews) | 4.6/5.0 (258 reviews) | Field inspections with offline mobile capture | "[Safety Culture Keeps Us Organised, Compliant, and Efficient](https://www.g2.com/survey_responses/safetyculture-review-13059223)" |
| 2 | [ArcGIS Survey123](https://www.g2.com/products/arcgis-survey123/reviews) | 4.3/5.0 (60 reviews) | Offline-capable field surveys with ArcGIS integration | "[Form-Based Surveys with Powerful Offline Sync for Field Data Collection](https://www.g2.com/survey_responses/arcgis-survey123-review-12638371)" |
| 3 | [Fulcrum](https://www.g2.com/products/fulcrum/reviews) | 4.6/5.0 (242 reviews) | Offline field data capture with GPS | "[Essential for Data Collection in the Field](https://www.g2.com/survey_responses/fulcrum-review-12505859)" |
| 4 | [TrueContext](https://www.g2.com/products/truecontext/reviews) | 4.5/5.0 (404 reviews) | Field inspection workflows with offline data capture | "[TrueContext Forms: Strong Admin Control, Standardization, and Data Integrity](https://www.g2.com/survey_responses/truecontext-review-12374051)" |
| 5 | [Appenate (formerly Forms On Fire)](https://www.g2.com/products/appenate-formerly-forms-on-fire/reviews) | 4.5/5.0 (262 reviews) | Offline field inspections with custom PDF outputs | "[Easy to Use, Feature-Rich, and Backed by Great Support](https://www.g2.com/survey_responses/appenate-formerly-forms-on-fire-review-13108865)" |
| 6 | [XOi](https://www.g2.com/products/xoi/reviews) | 4.9/5.0 (38 reviews) | Field service documentation with equipment data capture | "[Powerful Job Site Visibility and Shareable Updates for Customers](https://www.g2.com/survey_responses/xoi-review-12846293)" |
| 7 | [GoFormz](https://www.g2.com/products/goformz/reviews) | 4.7/5.0 (223 reviews) | Field-to-office PDF form digitization with offline capture | "[BEST EXPERIENCE](https://www.g2.com/survey_responses/goformz-review-8038709)" |
| 8 | [Lumiform](https://www.g2.com/products/zyp-one-gmbh-lumiform/reviews) | 4.6/5.0 (62 reviews) | Field inspections with offline-first mobile checklists | "[Flexibility and efficiency for inspections](https://www.g2.com/survey_responses/lumiform-review-12740428)" |
| 9 | [ODK](https://www.g2.com/products/odk/reviews) | 4.9/5.0 (100 reviews) | Offline field surveys in remote locations | "[User-Friendly Tool, Game-Changer for Data Quality and Field Efficiency](https://www.g2.com/survey_responses/odk-review-12780635)" |
| 10 | [MoreApp](https://www.g2.com/products/moreapp/reviews) | 4.4/5.0 (43 reviews) | Self-service digital form creation without consultants | "[Intuitive Platform with Versatile Integrations](https://www.g2.com/survey_responses/moreapp-review-12654807)" |


## G2 Grid® for Mobile Forms Automation Software
![G2 Grid® for Mobile Forms Automation Software plotting products by satisfaction and market presence](https://www.g2.com/categories/mobile-forms-automation/grids.png?focus%5B%5D=54666&focus%5B%5D=43580&focus%5B%5D=15975&focus%5B%5D=5329&focus%5B%5D=27763&focus%5B%5D=142433&focus%5B%5D=27295&focus%5B%5D=123588)
Highlighted products: SafetyCulture, ArcGIS Survey123, Fulcrum, TrueContext, Appenate (formerly Forms On Fire), XOi, GoFormz, and Lumiform.
Underlying data: [Grid® JSON](https://www.g2.com/categories/mobile-forms-automation/grids.json?focus%5B%5D=safetyculturehq&focus%5B%5D=arcgis-survey123&focus%5B%5D=fulcrum&focus%5B%5D=truecontext&focus%5B%5D=appenate-formerly-forms-on-fire&focus%5B%5D=xoi&focus%5B%5D=goformz&focus%5B%5D=zyp-one-gmbh-lumiform)


## How Many Mobile Forms Automation Software Products Does G2 Track?
**Total Products under this Category:** 134

### Category Stats (Jul 2026)
- **Average Rating**: 4.42/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product**: Certainty Software (+4.9%) - Among all products in this category, Certainty Software recorded the largest rating increase compared to last month
*Last updated: July 16, 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
- 134+ 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:** [Appenate (formerly Forms On Fire)](https://www.g2.com/products/appenate-formerly-forms-on-fire/reviews)
- **Easiest to Use:** [SafetyCulture](https://www.g2.com/products/safetyculturehq/reviews)
- **Top Trending:** [ArcGIS Survey123](https://www.g2.com/products/arcgis-survey123/reviews)
- **Best Free Software:** [TrueContext](https://www.g2.com/products/truecontext/reviews)


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---

## What Are the Top-Rated Mobile Forms Automation Software Products in 2026?
### 1. [Sans Paper Connect](https://www.g2.com/products/sans-paper-connect/reviews)
Seamless access to essential resources at your team’s fingertips. Facilitate understanding and boost productivity by providing crucial procedures, contacts, and resources. We’re not merely providing information; we’re laying the foundation for your business’s peak performance.



**Who Is the Company Behind Sans Paper Connect?**

- **Seller:** [Sans Paper](https://www.g2.com/sellers/sans-paper)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)






### 2. [Sans Paper Form](https://www.g2.com/products/sans-paper-form/reviews)
Select from the over 10 years of forms workflows and coding structures generated from working with companies in the construction industry. No coding required as each of the forms featured on the app had been developed and have had the code base customized for the end-users benefit. Unite your field crew with your operations team on one single app with all possible web forms you might need. Is an intuitive, lightweight app that lets your busy users do what they need quickly. It takes the power of process to your field workers, allowing the whole team – from managers to those on the tools – to benefit from digitisation.



**Who Is the Company Behind Sans Paper Form?**

- **Seller:** [Sans Paper](https://www.g2.com/sellers/sans-paper)
- **HQ Location:** N/A
- **LinkedIn® Page:** https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps (1 employees on LinkedIn®)






### 3. [StreetSmart](https://www.g2.com/products/streetsmart/reviews)
StreetSmart offers turnkey, mobile workforce management solutions including Jobs, Forms, Timesheets, Mileage, and Track & Trace.


**Average Rating:** 3.8/5.0
**Total Reviews:** 2

**Who Is the Company Behind StreetSmart?**

- **Seller:** [Ignite Enterprise Software Solutions](https://www.g2.com/sellers/ignite-enterprise-software-solutions)
- **HQ Location:** Austin, TX
- **Twitter:** @ignitetech (494 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/21226/ (398 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market



#### What Are Recent G2 Reviews of StreetSmart?

**"[Tracks my miles ](https://www.g2.com/survey_responses/streetsmart-review-1606936)"**

**Rating:** 5.0/5.0 stars
*— Christopher G.*

[Read full review](https://www.g2.com/survey_responses/streetsmart-review-1606936)

---


#### What Are G2 Users Discussing About StreetSmart?

- [What is Street Smart Mobile used for?](https://www.g2.com/discussions/what-is-street-smart-mobile-used-for)

### 4. [Tungsten Business Connect](https://www.g2.com/products/tungsten-business-connect/reviews)
Tungsten Business Connect is a digital platform designed to streamline and enhance business communication and collaboration. It offers tools for automating workflows, managing documents, and facilitating secure data exchange among organizations. The platform aims to improve operational efficiency by integrating various business processes, enabling users to connect seamlessly with partners and clients. Key features include real-time tracking, analytics, and customizable workflows, making it suitable for businesses looking to optimize their operations and enhance productivity.



**Who Is the Company Behind Tungsten Business Connect?**

- **Seller:** [Tungsten Automation](https://www.g2.com/sellers/tungsten-automation)
- **Year Founded:** 1985
- **HQ Location:** Denver, CO
- **Twitter:** @TungstenAI (6,445 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/tungstenautomation/ (1,564 employees on LinkedIn®)






### 5. [Vortilla](https://www.g2.com/products/vortilla/reviews)
Vortilla is an Australian software development company founded in 2016, specializing in creating innovative solutions that streamline business operations. Their flagship product, Op Central, is a comprehensive software platform designed to reduce the cost, risk, and complexity associated with managing businesses. Key Features and Functionality: - Billing & Invoicing: Efficient management of financial transactions. - Customer Relationship Management : Tools to enhance customer interactions and relationships. - Employee Management: Streamlined processes for overseeing staff. - Financial Management: Comprehensive oversight of financial operations. - Inventory Management: Effective tracking and control of inventory. - Marketing Management: Strategies and tools to optimize marketing efforts. - Order Management: Simplified processing and tracking of orders. - Point of Sale : Integrated systems for sales transactions. - Project Management: Tools to plan, execute, and monitor projects. - Purchasing: Efficient procurement processes. - Scheduling: Organized planning of tasks and appointments. - Time & Expense Tracking: Monitoring of time and expenses for better budgeting. - Training Management: Resources for employee development and training. - Vendor Management: Effective coordination with suppliers and vendors. Primary Value and Solutions Provided: Op Central addresses the challenges businesses face in managing various operational aspects by offering an integrated platform that consolidates essential functions. This integration reduces operational costs, mitigates risks, and simplifies complex processes, enabling businesses to focus on growth and efficiency. By leveraging Op Central, companies can enhance productivity, improve customer relationships, and achieve better financial oversight, ultimately leading to a more streamlined and successful operation.


**Average Rating:** 5.0/5.0
**Total Reviews:** 1

**Who Is the Company Behind Vortilla?**

- **Seller:** [Ideagen Op Central](https://www.g2.com/sellers/ideagen-op-central)
- **Year Founded:** 2012
- **HQ Location:** South Yarra, AU
- **LinkedIn® Page:** https://www.linkedin.com/company/op-central (15 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Mid-Market



#### What Are Recent G2 Reviews of Vortilla?

**"[Best Compliance Management Software](https://www.g2.com/survey_responses/vortilla-review-7777071)"**

**Rating:** 5.0/5.0 stars
*— Mayank G.*

[Read full review](https://www.g2.com/survey_responses/vortilla-review-7777071)

---



### 6. [Wooqer](https://www.g2.com/products/wooqer/reviews)
Wooqer is your One App for All Ops, helping businesses set expectations, share guidelines, measure compliance, and hold teams accountable. Wooqer helps you create the most consistent experience for customers in-store. Based out of San Jose, California, United States, Wooqer's real-time, mobile-first app and creator tools are purpose-built to empower retail leaders communicate expectations end to end, turn them into processes their teams actually follow, train store staff to execute them, and get the visibility to make faster decisions store by store. Brands like Majid Al Futtaim Lifestyle, Skechers, Nike, Levi's, Americana KFC, and 400 others power their stores using Wooqer. 140,000+ retail stores & restaurants use Wooqer in 80+ countries to share guidelines, set expectations, measure compliance, and build accountability amongst 370,000+ users in 7+ languages, leading to top-line and bottom-line impact.


**Average Rating:** 4.7/5.0
**Total Reviews:** 44
**How Do G2 Users Rate Wooqer?**

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 8.9/10)

**Who Is the Company Behind Wooqer?**

- **Seller:** [WOAS Technology](https://www.g2.com/sellers/woas-technology)
- **HQ Location:** San Jose, CA
- **LinkedIn® Page:** https://www.linkedin.com/company/28021388/ (5 employees on LinkedIn®)
- **Ownership:** Woas Inc.

**Who Uses This Product?**
- **Top Industries:** Retail, Food & Beverages
- **Company Size:** 46% Mid-Market, 28% Enterprise


#### What Are Wooqer's Pros and Cons?

**Pros:**

- Ease of Use (2 reviews)
- All-in-one (1 reviews)
- Analytics (1 reviews)
- Centralization (1 reviews)
- Customizability (1 reviews)

**Cons:**

- Poor Customer Support (1 reviews)


### What Do G2 Reviewers Say About Wooqer?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Wooqer to be **extremely user-friendly** , facilitating streamlined operations and easy task management.
- Users value the **all-in-one management** capabilities of Wooqer, enhancing compliance and efficiency in retail operations.
- Users value the **real-time tracking and reporting** features of Wooqer, enhancing operational efficiency and compliance management.
- Users value the **centralized reporting** of Wooqer, which enhances operational efficiency and simplifies compliance tracking.
- Users appreciate the **customizability** of Wooqer, enhancing workflow management and efficiency in retail operations.

**Cons:**

- Users find the **poor customer support** disappointing, especially given the high quality of the product.

#### What Are Recent G2 Reviews of Wooqer?

**"[Transforming Retail Operations with Wooqer: A Game-Changer for Excellence](https://www.g2.com/survey_responses/wooqer-review-9971475)"**

**Rating:** 5.0/5.0 stars
*— Faran F.*

[Read full review](https://www.g2.com/survey_responses/wooqer-review-9971475)

---

**"[A powerful platform for retail operations](https://www.g2.com/survey_responses/wooqer-review-11785586)"**

**Rating:** 5.0/5.0 stars
*— Thejesh Kumar V.*

[Read full review](https://www.g2.com/survey_responses/wooqer-review-11785586)

---


#### What Are G2 Users Discussing About Wooqer?

- [What is Wooqer used for?](https://www.g2.com/discussions/what-is-wooqer-used-for) - 1 comment

### 7. [WorkfloPlus](https://www.g2.com/products/workfloplus/reviews)
WorkfloPlus is a Connected Worker Platform and digital work instruction software that helps organisations standardise frontline operations, improve compliance and gain real-time operational visibility. Acting as the work execution layer between your enterprise systems and frontline teams, WorkfloPlus replaces paper documents, PDFs, spreadsheets and disconnected processes with guided digital work instructions, digital SOPs, inspections, checklists and task management workflows that ensure every job is completed consistently. Whether work is carried out in manufacturing, field service, utilities, construction, rail, mining, energy or logistics, WorkfloPlus gives engineers, technicians and operators clear step-by-step guidance on any mobile device or hands-free wearable, ensuring work is completed safely, accurately and in line with company procedures. As every task is completed, WorkfloPlus automatically captures evidence including photos, videos, signatures, measurements, timestamps, GPS locations and custom data fields. This creates a complete digital audit trail and provides instant proof of work without adding extra administration for frontline teams. Using the web-based management portal, organisations can create, edit and deploy digital workflows, work instructions and procedures from a single location. AI-powered workflow creation can transform existing SOPs, manuals and documents into digital workflows in minutes, while a human-in-the-loop review process ensures every procedure is validated before publication. Managers gain live visibility into frontline execution through real-time dashboards, analytics and reporting. This enables organisations to monitor job progress, identify bottlenecks, improve productivity, demonstrate compliance and make better operational decisions using accurate frontline data. WorkfloPlus supports a wide range of operational processes, including: • Digital Work Instructions • Digital Standard Operating Procedures (SOPs) • Quality Inspections • Safety Inspections • Maintenance Management • Preventive Maintenance • Field Service Operations • Equipment Installation & Commissioning • Asset Inspections • Compliance Management • Evidence Capture • Workforce Training • Knowledge Capture • Mobile Data Collection • Connected Worker initiatives By digitising frontline work, organisations can reduce errors, improve first-time quality, accelerate onboarding, retain critical operational knowledge, eliminate paperwork and generate valuable operational intelligence from every completed task. WorkfloPlus integrates with leading ERP, EAM, CMMS, MES and business systems, allowing organisations to connect frontline execution with enterprise processes without replacing their existing technology investments. Customers use WorkfloPlus to improve productivity, standardise work, strengthen compliance, increase workforce capability and gain complete visibility into how work is actually performed across their organisation.


**Average Rating:** 4.3/5.0
**Total Reviews:** 14
**How Do G2 Users Rate WorkfloPlus?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 8.9/10)

**Who Is the Company Behind WorkfloPlus?**

- **Seller:** [Workfloplus](https://www.g2.com/sellers/workfloplus)
- **Year Founded:** 2015
- **HQ Location:** Nottingham, GB
- **Twitter:** @intoware (807 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/intoware/ (16 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 67% Small-Business, 20% Enterprise


#### What Are WorkfloPlus's Pros and Cons?

**Pros:**

- Ease of Use (1 reviews)
- Efficiency (1 reviews)
- Process Efficiency (1 reviews)



### What Do G2 Reviewers Say About WorkfloPlus?
*AI-generated summary from verified user reviews*

**Pros:**

- Users love the **stress-free experience** of using WorkfloPlus, making their processes efficient and easy.
- Users value the **efficiency** of WorkfloPlus, making their processes stress-free and streamlined.
- Users love the **process efficiency** of WorkfloPlus, enabling stress-free and streamlined task completion.


#### What Are Recent G2 Reviews of WorkfloPlus?

**"[WorkfloPlus Gets Results](https://www.g2.com/survey_responses/workfloplus-review-10427365)"**

**Rating:** 5.0/5.0 stars
*— Travis  P.*

[Read full review](https://www.g2.com/survey_responses/workfloplus-review-10427365)

---

**"[My Work Flow with WorkfloPlus](https://www.g2.com/survey_responses/workfloplus-review-6974133)"**

**Rating:** 5.0/5.0 stars
*— Jacob A.*

[Read full review](https://www.g2.com/survey_responses/workfloplus-review-6974133)

---



### 8. [WorkMax FORMS](https://www.g2.com/products/abouttime-technologies-workmax-forms/reviews)
WorkMax mobile FORMS help your team create and deploy e-forms to your mobile, remote, and local workforce. Now you can capture rich mobile form information including table data, calculations, digital signatures, audio notes, pictures and even video footage from any Apple or Android device. No connection? No problem. The form app keeps form data stored locally so you can work on multiple drafts and then submit your e-forms when connected. All of the electronic forms are neatly organized in your WorkMax ControlCenter so you can find, send, print and access them from anywhere. Build and Share Convert existing business forms into modern, digital forms. WorkMax FORMS provides a powerful mobile forms builder to create, preview, edit, deploy, and organize your digital forms. The cutting-edge WorkMax FORMS builder is so intuitive, anyone can create feature-rich, digital forms with absolutely no coding or programming experience. Any Device, Anytime, Anywhere WorkMax FORMS allows your mobile and remote workforce to capture accurate mobile field forms and accurate information quicker.



**Who Is the Company Behind WorkMax FORMS?**

- **Seller:** [AboutTime Technologies](https://www.g2.com/sellers/abouttime-technologies)
- **Year Founded:** 2003
- **HQ Location:** Payson, Utah
- **Twitter:** @WorkMaxSocial (455 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/about-time-technologies-l.l.c./ (44 employees on LinkedIn®)






### 9. [Zerion](https://www.g2.com/products/zerion/reviews)
Zerion transforms the way organizations capture, use, and manage their data.



**Who Is the Company Behind Zerion?**

- **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/ (15 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 100% Enterprise, 100% Small-Business




#### What Are G2 Users Discussing About Zerion?

- [What is Zerion used for?](https://www.g2.com/discussions/what-is-zerion-used-for)


## 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.