We’ve given you the tools to build your own intuitive forms for your business and it’s a total game changer for Field Service
The beating heart ? of Klipboard and what makes us unique in field service management is the ability to create any type of custom mobile workflow form on our software. We know our customers love it as it gives them the ability to create intuitive forms and allow their team to capture any type of data in the field. Combined with our PDF Designer, that data gets outputted using some wizardry onto their own personally designed PDF template.
Great we hear you say! Well that’s what we think too but we don’t like to rest on our laurels. To stay ahead of the pack we’ve also made some exciting updates to our mobile form building tool it’s time for lift off!
Introducing a Super Charged & More Intuitive Mobile Form Builder
No need for space age tech or baffling jargon, we’ve just taken what we know you’ll need in the field and given you the tools to build your own intuitive mobile forms.
Drag and Drop keeps it simple
The new functionality allows you to create your own mobile forms with ease and most importantly at speed. A range of new components such as Date, Time and Number selectors have been added, making it easier for your team to capture that format of data in the field.
In addition to the new Drag and Drop functionality, we’ve introduced a “Mobile Device Preview”, enabling you to see at a glance how the form will appear on a mobile device for your team completing jobs.
While you’re here check this out: How Klipboard can help you impress more clients with your branding
Design your own branded PDF in seconds
Now that your field team worker can capture the data for your forms and reports efficiently, you will now want it outputted in your own styled PDF format!
Our intuitive drag and drop PDF designer enables you to create your own output of data captured in the field through the workflow forms. You choose the layout, font, colours, add images, cover pages to create whatever you need, imagine what you could make:
- Inspection Reports
- Detailed Legionella Water Treatment Reports
- Physical Security Device Audits
- Fire Safety Asset Reports
- Electrical Substation Service Summaries
- The list goes on!
Whatever your particular service you offer in the field, our platform helps you make intuitive forms and the PDF designer can help you collect the data you need and give your client a professional branded report you can be proud of.
For more on Klipboard Intuitive forms: Learn more