Automating Business Processes

Quickly. Easily. Effectively.

Finally, a mobile data collection tool that field teams will both love and use. Fix your inefficient processes – digitize, automate and transform your business with Fluix!

Features

Access Control Annotations Automated Workflows Offline Access Barcodes & QR codes Data Integrations eSignature Form Builder Geo-Tagging Mobile Forms Secure Cloud Storage Team Collaboration Unified File Naming Web & Mobile App

Simple 3-Step Process

Step 1

Digitize Documents

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Step 2

Automate Workflows

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Step 3

Transform Company

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Step 1

Digitize Documents & Forms — Anytime, Anywhere

Get easy access to all digital documents and forms in real-time

Fill out & submit forms without internet connection on site

Mark up documents with highlights and notes

With pre-filled data, automated calculations, unified file naming, form builder

For inventory management and asset tracking

Automatically track precise physical location of photo attachments

Store, organize, manage, and access documents in secure, centralized place (e.g. password protected PDFs, GDPR compliant)

Streamline processes and monitoring for HIPPA, OSHA, OH&S and NECB

Fluix cloud-based storage and easy integration with Dropbox, Google Drive, Box, Office 365

eSignatures

Capture electronic signatures instantly from your iPhone or iPad

Send a document link to customer email, receive a reviewed and signed copy back in minutes!

Send documents to multiple recipients, gather signatures in sequential order and receive signed copies

Benefits of Digitizing Documents & Forms

Less risk of human error with sensitive customer data loss
Simplicity with streamlined process of searching, distributing and storing data collection forms from field-to-office
Avoid unnecessary delays with automated document signing process
Reduce manual paperwork and heavy binders in the field
Ensure country/industry-specific regulations are followed with legally-binding digital signatures
Decrease redundancies and process cycle times

Step 2

Automate Custom Workflows — Simple to Complex

the latest versions of documents, order forms, checklists, specifications, and manuals to your teams

Send sales presentations, proposals and contracts in a professional format

Receive immediate sign-offs from managers, supervisors and team leads for completed work or trainings

Share documents between multiple field and office teams in real time with workflow rules

Security and Control

Provide team members with the access and admin rights depending on their roles in a process

Simplify user management process and secure the access to the app

Track team activity and document flow in real time

Benefits of Automating Workflows

Ensure secure document sharing and syncing for remote teams
Deliver time-sensitive, important updates and authorizations — truly automating business processes for your entire company
Reduce the risk of non-compliance
Guarantee confidentiality and privacy control of sensitive data
Eliminate job confusion with unique access for individuals and teams

Step 3

Transform Business — Real-Time Field Data & Insights

Upload Fluix data to your CRM for maintaining updated records. Use business intelligence tools for visualizations (e.g. PowerBI, Tableau)

Extract aggregated data from completed forms into spreadsheets for analysis and reporting

Benefits of Real-Time Field Data & Insights

Deliver actionable insights helping management avoid analysis paralysis
Save labor time/money wasted on manual tasks and inefficient processes
Provide visibility into the field by identifying productivity pitfalls, process bottlenecks and potential project delays