6 Business Guidelines for Mobile Forms

If you’ve got a lot of workers out in the field and want to speed up the transfer of information in your business, mobile forms could be just what you’re looking for. By using an app on a cell phone or tablet, mobile forms allow you to do your paperwork more efficiently.

1. Instant information transfer


Workers preparing a report on a job they’re performing in the field can transfer the information immediately with a mobile form. Unlike when traditional paper forms are used, when you have to wait until they’re back in the office to take the next step, you can respond right away. This also allows you to organize your business more efficiently. For example, if a worker is attending an appointment at a customer’s home but the person is not available, you can assign a new task for the worker to complete as soon as you receive the information from them.

2. Automated procedures

With mobile forms, you also have the option of setting up certain automated processes to make your life easier. For instance, when a form is sent by an employee, you can organize your system to automatically place a copy of the form in a project folder or online storage facility, simplifying your filing procedure. In addition, you can also arrange for the submission of data via a mobile form to trigger other procedures, such as the forwarding of information about a particular case to a new worker. This makes the handover of jobs from one worker to another much more straightforward and avoids the risk of papers being misplaced or lost.

3. Streamlined communication

The ability to communicate important information in real time will make your company more efficient. Anyone from a construction worker to an IT technician can benefit by using a mobile form to request the parts they need for their job immediately. In some cases, this may mean they don’t have to stop work to wait on materials or equipment being delivered.

4. Going paperless

Cutting down on the amount of paper your company uses by adopting mobile forms has many other benefits. For one thing, it’s much more environmentally friendly. It will also enable you to save money and resources on waste disposal and physical storage space.

Moreover, implementing a paperless system reduces the amount of work required to do regular tasks like processing payments, monitoring work schedules, and reassigning work. With managers or accountants able to access the latest information in one place, they will no longer have to worry about chasing information or locating missing files.

5. Flexible working

The effective use of forms app can also enable your workforce to operate more flexibly. Perhaps you have an employee who would like to work from home part-time, or a worker who will be able to get more done during the day because they don’t have to drive back to the office any more after finishing a job. Managers gain the added bonus of being able to provide customers and contractors with more frequent and accurate updates about work progress. A delivery company, for example, could be informed immediately when a package has been delivered.

6. What do mobile forms cost?

The cost of implementing a mobile forms system will vary according to the size of your business. Many providers of mobile form services offer monthly subscriptions to corporate clients. This allows you to choose the level of subscription based on your company’s needs.

While you may be tempted to think of a mobile forms subscription as an additional cost, it’s important to keep in mind the many savings you can achieve. You will have to spend less money on paper, storage space, and possibly fuel if your company covers the cost of employees’ trips between the office and the field.

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