Countless businesses – across industries including construction, aviation and renewable energy – are still over-relying on paper forms and documents, experiencing bottlenecks and other inefficiencies, and slow document approvals or inaccurate reports.
A transition to mobile forms can eliminate these issues, and streamline your business for growth. In this article, we’ll explore what mobile forms are and how form automation software can streamline business processes, from e-signatures to document approvals.
Mobile forms are digital forms used on mobile devices that serve as an alternative to manual paperwork.
Mobile forms can be used for any task that you might usually rely on hand-written documents for, such as filling out near-miss reports, daily reports, and equipment inspections.
Main characteristics of mobile forms include:
Form automation software allows you to digitize and automate paper-based forms, eliminating the need for manual data entry and paperwork.
When you transition to mobile form automation software, you can create, fill out, and manage forms directly on mobile devices, which increases efficiency and reduces errors.
Once you’ve made the swap to a digital system, your future processes will utilize automated data collection, meaning you can easily share any form with employees or customers, and always find the right documents in seconds.
Professional mobile form filling software will typically support all types of forms, especially those that are based on traditional business documents.
Let’s take a look at different types of mobile forms, including the pros and cons of each:
When you’re choosing mobile form software for your business, check that the platform has functionality for the types of forms you use.
For example, in Fluix we support both PDFs and digital forms, also giving you a form builder where you can recreate any format from scratch.
The application of forms management software is the best way to boost productivity when it comes to gathering information.
Data collection forms are necessary at all levels of business. From purchase orders to travel requests, these forms are unavoidable and typically take a long time to process.
Employees, supervisors and senior management can spend hours filing in, signing and organizing various forms — much of which is avoidable.
Other challenges of filling forms out manually include:
Digital data capture forms are a much more efficient way to collect, process and store information than manual methods. From streamlined workflows to reduced errors, mobile forms for businesses can improve efficiency at all levels.
Businesses with deskless workers tend to rely on mobile technology more than their office-based counterparts. This is because they don’t have easy access to all of the resources you would naturally expect to find in an office.
For employees who are working remotely from home or out in the field, it’s essential that effective solutions, such as automated mobile forms, are put in place for communication and collaboration.
The integration of mobile forms into a business workflow can raise efficiency and improve various everyday operations.
This is evident through:
By digitizing your forms, automation software ensures that data is captured accurately and consistently. With features like mandatory fields, data validation, and automatic calculations, you can minimize errors and improve the overall quality of your data.
For additional accuracy, real-time syncing enables instant communication between field teams and the office. As soon as a form is completed on a mobile device, the data is automatically synced to a central database, allowing for immediate access and analysis. This ensures up-to-date information for accurate decision-making.
To create mobile forms, you need a tool that supports this function. And the Fluix Mobile Form Builder is this kind of a tool.
Fluix is a workflow automation platform that provides a wide range of digital business solutions.
Among other features, it has a form builder that enables you to create mobile forms and adjust them to your needs, including the format of the questions and the appearance of each form.
This is how you can build any form in the Fluix form builder:
You’ll see that our builder offers a streamlined and flexible approach to form creation. With its intuitive interface, customizable elements, conditional logic, and seamless integration into workflows, you can design forms that meet your specific business requirements.
By now, you understand why form automation software is essential for digital transformation and business efficiency, and why Fluix is the leading choice.
The following are some of the most important features to consider when exploring form automation solutions:
Mobile form software solutions are useful for every business — and this is especially true for those working in areas with limited internet connectivity or those working remotely.
For businesses in rural areas with unreliable internet, automation can be invaluable, as offline functionality helps to keep everything running smoothly. For remote workers, a lack of access to paper forms can be a problem — one that is eliminated with mobile forms.
Let’s take a look at some examples of mobile form applications across different industries:
Regardless of the industry, mobile form automation software reduces costs, enhances access to critical data and improves decision-making at every level.