Digital Forms
Digital forms transform your paper-based processes into a seamless, paperless workflow. Create and share forms that eliminate manual data entry, improve on-site accuracy and ensure your team is always compliant and audit-ready.
WorkPal's Digital Forms help you go paperless
Stop wasting time on paperwork. With WorkPal’s digital forms, transform paper forms into professional digital documents stored securely in the cloud. Data captured in the field syncs instantly to the office, giving your team real-time accuracy and the ability to email documents to clients with a single click.
- Boost efficiency
- Improve accuracy
- Enhance accountability
- Ensure compliance and safety
Key benefits of transforming your paperwork into a Digital Forms
Boost
efficiency
Capture data in the field from any device, even offline. Instantly sync completed forms back to the office, eliminating manual data entry and speeding up your entire workflow.
Improve
accuracy
Say goodbye to illegible handwriting and missing information. Our digital forms ensure consistent data collection with mandatory fields and built-in validation, leading to fewer errors and more reliable reporting.
Enhance
accountability
Easily link completed forms, such as risk assessments or inspection reports, directly to specific jobs. This creates a clear, searchable audit trail that improves transparency and project oversight.
Ensure compliance
and safety
Standardise and enforce safety protocols with digital checklists and forms. Centralise and securely store all compliance documentation, making it simple to stay audit-ready and maintain a safe workplace.
Compliance made simple with our Digital Forms
Ensure your field operatives are always compliant with essential health and safety workflows using WorkPal’s digital forms. WorkPal’s allows you to make forms, such as risk assessments or vehicle checks, compulsory before a job can begin. Once completed, these forms are instantly attached to the job and can be emailed to clients or viewed by customers with portal access in real-time, simplifying compliance and auditing.
The information you need, the way you need it with WorkPal's Digital Forms
Our digital forms puts the power back in your hands. Create a custom form from scratch using our drag-and-drop builder. Set required fields to ensure critical data like photos and signatures are always captured and customise the layout with your company logos to ensure professionalism.
Digital Form helps centralise information
All data collected through your digital forms is stored in WorkPal’s secure, cloud-based system. This means staff can access accurate and up-to-date information at any time, from anywhere. With both recent and historical documentation stored online, auditing becomes much simpler and more efficient than with traditional paper records.
See WorkPal in action, book a demo today!
WorkPal is the all-in-one job management software built to streamline your business from quote to cash.
Book your free, personalised demo to discover how our field service management solution will help you:
Effortlessly Allocate Jobs: Use our job allocation software for fast, simple scheduling.
Track Everything in Real-Time: Gain full visibility over your field operations and team status.
Create Fast Quotes & Invoices: Eliminate paperwork and get paid quicker.
Stop letting admin slow you down. See why WorkPal is the smarter work management software.
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