Transform your business with mobile forms

Vivek Goel
3 min readJun 30, 2020

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Mobile forms illustration

We have all been away from the office for about four months now and it is still frustrating to us when we don’t have the functionality we used to. Even though businesses have been forced to have digital transformations, there still remains ambiguity around how to complete processes and embrace technology. This makes mobile forms an easy way to take care of processes that had different systems before lock-down.

Mobile forms refer to any paper forms that have been converted to digital. These are forms that can be filled through any device anywhere. They are an easy, long-term fix to automating originally manual workflows and ensuring that processes remain seamless even though setups have changed.

Some examples of applications of mobile forms include:

  1. Job Reports

Daily job reports have become increasingly important as employees work at home. They keep teams up-to-date on ongoing progress and make collating final data easy. However, missing and forgotten reports can cause issues in sketching out progress and can be a waste of time. Mobile forms take away from the ambiguity of this process by allowing employees to quickly upload information and data from their day of work. Additionally, they can be automatically reminded to fill their reports at the end of each day removing the need for manual follow-up!

2. Inspection Forms

Most inspections are done on-ground in any industry. They help organizations stay up to required standards. However, since offices must run at minimum capacity mobile forms come in handy as they reduce the need for direct interaction between individuals and allow the same exact information to be passed on to all required individuals now and in the future.

3. Incident Reporting

Reporting incidents in detail as soon as they occur is crucial towards rectifying them. Filling long forms can lead to loss of details and mobile forms help avoid this. They also ensure that all the required data is uploaded without having to be processes retaining the essence of time.

4. Employee Time-sheet

While at working from home or at low-capacity in an office it is hard to keep track of working hours. Mobile forms can help employees keep track of their working hours through the month and it can help employer’s process payroll efficiently.

5. Service and Sales Quotations

Businesses often spend too much time coming up with the perfect quote for a sale or a service they provide. All this can be saved but creating mobile form calculators to provide accurate and efficient quotes. These have been proven to help retain clients longer and not have to waste time in applying standardized special conditions. These will also save client information and route information they need automatically.

Some of the benefits you will be able to see once you activate mobile forms are real-time information sharing, reduction of manual errors, reduction of overheads, and boosts in productivity.

To know more on how you achieve all this and more, head to our blog to read more about mobile forms.

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Vivek Goel
Vivek Goel

Written by Vivek Goel

Seasoned B2B Marketer | Fractional CMO | Empowering Brands to Thrive Through Strategic Growth, Lead Generation, and Customer Retention

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