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ease
features
design
support

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Write a Review

Description

FormsPro enables your organization to develop intelligent, mobile forms that streamline communication across all levels. Facilitate data transfer among field teams, technicians, and customers, ensuring seamless interaction with your business systems. Boost efficiency by equipping technicians with guided forms tailored to various scenarios within your operations. Transition from paper forms and static PDFs by swiftly uploading images and documents to create mobile forms. Foster a culture of safety by implementing forms that necessitate reviews, signatures, and photographic evidence. Our platform integrates smoothly with your existing business software, allowing you to exceed expectations in customer service management. Gather essential data and automatically generate comprehensive reports to meet compliance and workplace safety standards, ultimately leading to significant cost savings. By harnessing the power of FormsPro, your team can not only enhance productivity but also elevate the overall quality of service delivery.

Description

Enhance the efficiency of large extinguisher and alarm inspection tasks by utilizing barcode or QR code scanning technology. When identifying any non-compliance issues, make sure to document the deficiencies recorded during inspections. Tailor your compliance reports for the Authority Having Jurisdiction (AHJ) to incorporate visual elements like graphs, charts, or photographs. Quickly recognize equipment using barcode or QR codes to streamline the process. Develop specific task lists tailored to each type of service provided. Adhere to EPA guidelines by accurately reporting refrigerant usage. Implement screening procedures for employees to check for COVID-19 symptoms. It's essential that technicians utilize the appropriate forms for their assignments and submit them with all necessary information. Ensure compliance is verified and address any discrepancies when data is automatically uploaded to ServiceTrade. Generate personalized, professional reports for customers and regulatory authorities such as the AHJ and EPA to demonstrate compliance effectively. Provide technicians with efficiency enhancements by auto-filling routine information from ServiceTrade, requiring them only to input new data. To guarantee thoroughness, implement mandatory fields that alert technicians if any information is overlooked, thereby promoting accuracy in reporting. This comprehensive approach not only improves the workflow but also strengthens compliance measures across the board.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Asana No 
Dropbox No 
Facebook No 
Google Calendar No 
Google Drive No 
HubSpot CRM No 
HubSpot Customer Platform No 
Mailchimp No 
Pipedrive No 
QuickBooks Online No 
Sage Intacct No 
Salesforce No 
ServiceTrade No 
Slack No 
Trello No 
X (Twitter) No 
YouTube No 

Integrations

Asana Yes 
Dropbox Yes 
Facebook Yes 
Google Calendar Yes 
Google Drive Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
Mailchimp Yes 
Pipedrive Yes 
QuickBooks Online Yes 
Sage Intacct Yes 
Salesforce Yes 
ServiceTrade Yes 
Slack Yes 
Trello Yes 
X (Twitter) Yes 
YouTube Yes 

Pricing Details

$15 per user, per year
Free Trial Yes 
Free Version No 

Pricing Details

$79 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

OmniByte

Founded

2015

Country

United States

Website

omnibyte.com

Vendor Details

Company Name

ServiceTrade

Founded

2012

Country

United States

Website

servicetrade.com/serviceforms/

Product Features

Field Service Management

Billing & Invoicing Yes 
Contact Database Yes 
Contract Management No 
Customer Database No 
Dispatch Management Yes 
Electronic Signature Yes 
Inventory Management No 
Mobile Access Yes 
Payment Collection in the Field No 
Quotes / Estimates No 
Routing No 
Scheduling Yes 
Service History Tracking Yes 
Time Clock Yes 
Work Order Management Yes 

HVAC

Billing & Invoicing Yes 
Customer Database No 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling No 
Mobile Access Yes 
Quotes / Estimates No 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Inspection

Appointment Management Yes 
Customer Database No 
Dispatch Management Yes 
Equipment Tracking No 
Photos In Reports No 
Print on Site No 
Report Templates Yes 
Speech Recognition No 
Subcontractor Management No 

Safety Management

Audit Management Yes 
Corrective / Preventive Actions No 
Incident Management Yes 
Injury Reporting No 
Inspection Management No 
OSHA Recordkeeping Yes 
Safety Risk Assessment No 
Training Management No 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Forms Automation

Approval Process Control No 
Archiving & Retention No 
Collaboration No 
Document Indexing No 
Drag & Drop No 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow No 
Text Editing No 
Version Control No 

Inspection

Appointment Management No 
Customer Database No 
Dispatch Management No 
Equipment Tracking No 
Photos In Reports No 
Print on Site No 
Report Templates No 
Speech Recognition No 
Subcontractor Management No 

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