3 minute read
simPRO’s eForms tool is simplifying form processes
Businesses are often built on paper forms, but have they met their match in digital apps?
eForms is a standalone tool available from operations management provider, simPRO. It offers users all the advantages of capturing information with traditional paper forms, whilst optimising the experience and preventing the unnecessary duplication of process.
That’s a lot to achieve from a single solution - so how does simPRO do it? By digitising manual entry and automating the transfer of this information.
Field staff can use eForms on their phone or tablet to digitally complete form templates that have been preloaded into their system (by office staff using the Form Designer tool!).
Once completed, they can then digitally submit the information to an online portal, where office staff can access and download the completed forms.
This means, using just the tablet in their hands, fire professionals can easily capture crucial data, like customer signatures, safety reports, site information and more.
This high-level functionality means big benefits for fire businesses across New Zealand. Let’s take a look at some of the ways this solution can impact a team.
Instant access minimises time wastage
With the eForms mobile app, field staff can access any of the forms that users have set up. This instant and easy access removes two major pain points common to the paper workflow:
1. Losing paper forms or grabbing the wrong one when leaving the office.
2. Needing to return to the office to grab the right form or a new one.
With eForms, the team has instant access to forms as they are needed, minisming job delays and maintaining great customer satisfaction.
Design and customisation options keep your business looking professional
The eForms tool also has an eForm Designer, where users can template the forms that field staff use in the mobile app.
For those working in an industry that requires a specific form structure and specific fields of information, users can easily recreate them in a digital template. Plus, eForms enhances corporate branding thanks to the option to include logos and supporting images in the design!
If users would like to design a form that specifically addresses the compliance standards of their industry, this is also something they can achieve with the eForm Designer.
Digital entry means improved readability
When it comes to completing forms with the eForms app, field staff have the digital keyboard of their tablet or phone at their disposal.
So, not only is manual entry neater and easier to read, it is also quicker!
Collect new types of data with custom forms When templating forms, users can include different formats in which data can be collected. Some of the fields that can be added to forms include:
- Text Field
- Signature Field
- Drawing Panel u Image Upload
This is where eForms really enhances data collection for fire businesses. Field staff can attach important documents to their digital forms, like site photos or drawings that can help other members of a team when working on the same site in the future.
Auto-fill when connected with simPRO facilitates even faster data entry
eForms is a standalone solution provided by simPRO. However, those using simPRO’s job management software can actually integrate their build with the eForms tool.
By linking eForms with a simPRO build, field staff in the field can enter a simPRO job number at the top of a form and data already stored against the job in simPRO will be pulled in - auto filling relevant fields in the form.
This eradicates the need for manual entry and saves time for both technician and customer.
Removes the need to return to the office to submit forms and complete a job
eForms isn’t only for field staff. Once a form is completed using the mobile app, they can then submit that form to the eForms Portal.
The portal is for the team members who manage forms as they are completed and lodged by field staff. Office staff can access forms and process them as they normally would in the eForms Portal - whether that be saving them to a certain location, printing them for filing, or assigning them to a job or quote in simPRO.
Field staff don’t need to drive all the way back to the office to hand in their forms, and office staff don’t need to wait on techs and their paperwork. This again optimises the data collection and management processes so they are as effective and quick as possible. Interested in knowing more about simPRO’s eForms tool?
If you think eForms could help you improve your field staff’s paper-based workflows, why not get in touch? You can get started at simpro.co.nz/solutions/eforms
simpro.co.nz/fire, or call 0800 100 854
