Formitize

Get to know Formitize

To start out, you'll create a Formitize account and build your form from your computer. Or, you can upload a copy of your old paper form, and the Formitize team will digitalize it for you. Making your own isn't that difficult, though—as with most online form builders, Formitize has a drag-and-drop editor so you can add in the features your forms need. Customize each element as you want, and lay out the form elements into the workflow that's best for your team.

Your team might need a bit more help on the field, and perhaps currently have to carry paper manuals and documentation to job sites. Formitize can eliminate that, with its resource library. Upload your PDF documentation, guides and more, and your team can view them right alongside their work forms.

Once everything's ready, just deploy the form, and your team can view it and any related documentation on their iOS, Android, or Windows Phone devices. They'll get a notification when new forms are added, and can sync the forms for offline use just in case there's no cell signal at the job site. Once they've completed a form, you'll get a notification back in the office, and all of the data they've gathered will be visible in the Formitize web app.

With text forms, sorting data is easy—but with the images, GPS data and more that your team will be gathering in Formitize, you'll need better tools to sort through it all. That's what you'll find in Formitize's dashboard. It includes a map to show form entries based on where they were created, a photo library to sort through graphics based on tags, location and more, and rich entries that show all of the data gathered in each form in one page. Or, you can setup Actions that will automatically create out a PDF invoice, update database records, send an email and more whenever forms are filled out, so you don't have as much management work to do.

Data collection is hard enough on its own, so Formitize handles the data management part so you don't have to worry about it. It's a powerful way to gather data on the field and then easily put the data to work back in your office.

Do more with Formitize

Zapier allows you to instantly connect Formitize with 2,000+ apps to automate your work and find productivity super powers.

Connect to 2,000+ Apps

Google Sheets

Google +1Google, Spreadsheets

16 Integrations

Google Calendar

Calendar +1Calendar, Google

12 Integrations

Dropbox

File Management & Storage

14 Integrations

Screenshots

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