DIGITAL FORMS
Efficient Forms
I'll come in tomorrow, I promise!
I posted it to you last week!
I haven't had time to come back to the office to type it up yet!
These are all statements we have heard at one time or another in our business. While some of these might be valid reasons as to why you have not received paperwork, we all know the flow on effect of documentation that is late or lost. Each day you don't have information, is potentially another day you cannot invoice and another day your cash flow is effected.
Even if you put the above example to the side, you know every hour that you have your sales staff or technical personnel out in the field, is potentially another sales call missed or another hour that you cannot charge out.
There is a solution though - Digital Forms.
The solution we provide can:
Create digital versions of your paper forms
Capture client signatures
Insert images or sound files in your form
Perform in-form calculations
Include drop down boxes or pick lists
Have required fields
E-mail directly on completion
Off-line data capture
Assign pre-completed forms to field staff
Australian hosted cloud
Fully encrypted admin portal (optional)
Customised reports (optional)
But best of all, it is fully scalable!
CLIENT SIGNATURE CAPTURE
Capture digital client signatures on the spot or send the client a weblink to sign remotely.
CHECKLISTS WITH EITHER TICK BOXES OR SELECTION BUTTONS
Checklist answers are only a tap away!
This can be applied to a wide variety of industry checklists, questionnaires, polling forms etc which have standard option results.
COMPANY LOGO & TIMESHEETS
Forms can be customised to show your company logo and can also display images within the electronic form.
In addition, timesheet information can be captured on the go and be available to office admin staff as soon as staff have submitted their forms. No more need for waiting on emails or paperwork to come in!