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Articles and Whitepapers

First Look: Mobile Process Automation Made Easy with doForms

This whitepaper by CITO Research takes a deep-dive look at doForms, explaining what doForms does, and why it matters. It goes on to discuss who should use doForms and describes several different use cases where doForms can greatly improve the speed, accuracy and productivity through the use of mobile devices.

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Are You Ready for Do It Yourself Mobile Apps?

In this article, Forbes.com contributor, Dan Woods, discusses why he believes it’s time for organizations of all sizes to adopt a do-it-yourself approach to developing mobile apps. He discusses the variety of emerging technologies that allow true DIY mobile app development and contends that companies using consultants to develop all their mobile apps are missing out on an opportunity, and possibly wasting a lot of money. He discusses doForms as the kind of solution that is bringing self-service mobile apps to a broad user base, and why.

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Customer Stories

Swim Tech Dives Into Mobile Automation with doForms

Swim Tech performs weekly swimming pool maintenance, one-time cleanings, mechanical repair, and new pool construction in Dallas, Rockwall, Heath, and Rowlett, Texas, and the surrounding areas. Swim Tech regularly services over 300 pools per week.

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Mobile Forms Put Truck Inspections on the Fast Track

HUB Truck has nearly 1,800 HUB-owned trucks in operation, making it one of the largest full-service truck leasing companies in the northeast. Managing such a large truck fleet means tracking a lot of paperwork and logistics.

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Mobile Forms Streamline Forum Registration for The Connex Group

The Connex Group is a business information consulting company headquartered in New York City that regularly holds Sector Meetings and Private User Forums throughout the U.S. to bring industry leaders together in person for networking.

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Community Empowerment Lαβ™, health initiative in rural India

Community Empowerment Lαβ™ uses doForms to initiate lasting health improvements for mothers and children in rural India. Roughly 200 young women with no prior technology experience are now conducting research and collecting data on tablets throughout the region.

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Magnum Foods, Owner/Operator of 36 Little Caesar’s Franchises

Successfully operating 36 Little Caesar’s stores means Magnum Foods focuses on providing a delightful experience to its customers. It’s equally important that it delivers this experience consistently, day in and day out, in all its stores. Magnum turned to doForms to help capture and document store conditions throughout its network and improve internal reporting compliance.

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JLL, Commercial Real Estate Strategy and Management

JLL manages store properties across America for some of the world’s largest retailers. When stores like these undertake a system-wide renovation, planning and managing the on-site work becomes complex. JLL discovered that by using doForms to inspect, inventory, and catalogue every aspect of the individual stores within a retailer’s network, the JLL project team could save hundreds of hours of in-field work and back-office data integration.

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DelAgua, Manufacturer/distributor of laboratory and life sciences equipment

DelAgua operates in 150 countries to help improve the quality of drinking water in rural areas and in disaster or emergency situations. It also runs large-scale programs in Rwanda and India to increase its impact on the health and welfare of rural populations in those countries. doForms has been in integral mobile technology helping achieve success in these programs.

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Andy Gump, Construction and Event Site Services

As one of the premier construction and event site services companies in the U.S., Andy Gump is on the forefront of adopting innovative technology to help solve business problems. doForms is one of those innovations. It has quickly driven new efficiencies, faster responsiveness, and higher customer satisfaction. Andy Gump now uses over 20 different doForms forms in its daily operations and continues to add more.

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Data Sheets and Brochures

Mobile Forms Data and Fleet Tracking Data – Better Together

Businesses of all sizes can now merge, manage and output mobile forms data from doForms along with fleet management diagnostics and tracking data from Verizon Networkfleet in the business systems they use every day.

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doForms Overview

doForms makes mobile forms available to everyone via mobile apps for easily collecting data on your smartphone or tablet and a web dashboard for building forms and accessing data back at the office.

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Networkfleet Integration

Businesses of all sizes can now merge, manage and output mobile forms data from doForms along with fleet management diagnostics and tracking data from Verizon Networkfleet.

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First Form FREE Offer

Our mobile forms experts will build your first form for you at absolutely for FREE!

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Back Office Integration

doForms Back-office Integration enables you to quickly and seamlessly synchronize and integrate data collected in the field with your existing back-office accounting, CRM systems and databases.

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Plans & Pricing

Start with the doForms Professional plan, add anything else you need, and save when you pay annually.

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Use Cases Brochure

doForms is used around the world in organizations of all sizes and in all industries. Read how workers in industries as diverse as construction and site management to professional services use doForms to make work a little easier.

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doForms for Government Data Sheet

Paper is everywhere in government — and it’s a huge expense. The average paper form costs more than $4.50* in printing, data collection, manual data entry, delivery, copying, and storage — to say nothing of the environmental impact of all that paper.

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doForms for the Enterprise Data Sheet

doForms offers its simple and easy-to-use solution with enhanced functionality for the enterprise to ensure scalability and security, integrate into enterprise legacy systems, and provide the kind of value enterprises demand. Its enterprise functionality means doForms can be your single solution for the enablement of your mobile workforce.

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doForms for Construction Data Sheet

doForms is used by tens of thousands of companies around the world — and a significant portion are involved in commercial and residential construction and renovation. Below, we provide some case examples of how doForms is saving these companies time and money, boosting productivity, improving responsiveness and agility, and speeding up cash flows.

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Documentation

Building a form with doForms can take just minutes once you learn how

This will provide a few basic starter tips, as well as, a few more advanced tips to help you build really nice looking and super functional forms.

View Documentation

Quick Tips

doForms Allows Autodialing from Mobile Forms

Did you know? You can enable employees in the field to autodial a customer directly from a work order, inspection sheet, invoice or other mobile forms. This feature is particularly useful for workers in the field who need to confirm with customers or managers or gain approval for their assigned tasks before proceeding.

Utilizing the feature is as simple as including your customer’s phone number in your dispatch data, then adding the phone dialer action button to your mobile form. You can give the button any intuitive label you choose, such as “Call Customer to Confirm.”

This little convenience can save precious minutes on each job in the field, translating to hours of gained efficiencies over the course of each fiscal year!

doForms is Ideal for Contracts and Proposals

Did you know? You can create proposals, POs, contracts, estimates or invoices in the doForms web portal and email them as mobile forms to your customers, vendors and suppliers for execution.

What makes doForms better then PDFs, spreadsheets and word docs for document execution? doForms mobile forms come with the ability to track opens and statuses, collect signatures and trigger automated emails once completed.

Imagine sending a purchase order to your customer and knowing exactly when it was opened. Once your customer completes the mobile form it automatically gets emailed throughout your organization in seconds and in multiple formats to trigger fulfillment.

Or imagine sending a proposal to a customer for sign off and your sales manager getting an email the instant the deal was won. Moments later, the warehouse receives an email to ship the product, your accounting system is automatically updated and an invoice is generated. All for less than the cost of a single stamp. No email attachment can come close to that functionality.

To learn more ways you can put doForms mobile forms to work closing deals for your organization, contact our friendly and knowledgeable mobile forms consultants.

Embed Your Mobile Forms Anywhere

Did you know? doForms mobile forms go way beyond your mobile device. doForms are so versatile that you can embed them everywhere, like in your web site, in an employment ad on a recruiting website like Monster or Indeed, in email or in any other internet-connected interface that supports your business.

You Can Dispatch Work Orders to Email Addresses

Did you know? It’s a snap to dispatch work order forms to anyone in your doForms address book. That puts everyone that works for you in any capacity within your business workflow whether they’re in your organization or not, from employees and contractors to external vendors and suppliers.

Have resources that you only use on an as-needed basis? Simply add them to your dispatch address book and schedule them to do work when you need them. doForms will send them your work request form, allow them to accept or reject the email, and will let you know as soon as they open the form. doForms also enables them to send you status messages at any time through the work order form, keeping you up to date on job progress. Fees only apply when you send and receive forms, so no licenses are needed for the individuals that you email.

This is a handy feature for anyone who manages a workforce, and it’s available standard in doForms Dispatch & Tracking and it’s available to try free for 30 days.

Sample Forms

These sample forms will give you hands-on experience of using doForms. They will also illustrate best practices for building your own forms. You can adapt them to your own use. Select from one of these sample forms.

Self-Scoring Survey

This sample form is general purpose survey, that includes radio button choices with built-in relevance.

View Form

Sample Functions

This is a valuable resource providing form building blocks for some of the most popular and helpful form functions, including relevance, calculations, action buttons, auto stamps, media, and optimal form layout.

View Form

Pre-Trip Vehicle Inspection

This sample form features a checklist and signature capture features.

View Form

Medical Insurance Form

This sample form provides a multi-page form with radio button choices, dropdown choices, comments boxes, signature capture.

View Form

HVAC Work Order

This is a sample form for a typical HVAC work order and includes text fields, radio buttons, photo capture.

View Form

System Requirements

Sync & Save Integration – Cloud Storage

  • Box
  • Dropbox
  • Google Drive

Sync & Save Integration – Applications

  • doForms Dispatch
  • doForms Custom Reports (Excel or PDF)
  • Evernote
  • Google Sheets (spreadsheets)
  • Method CRM
  • Microsoft Excel
  • Microsoft SharePoint (2010 and 2013)
  • ODBC Compliant Databases (includes databases listed plus IBM DB2, PostgreSQL, etc.)
  • QuickBooks (Desktop & Online)
  • Salesforce.com
  • SMS (Clickatell)
  • Text Files (CSV/Delimited/Fixed Width/XML)

 

Sync & Save Integration — Databases

  • Microsoft Access
  • Microsoft SQL Server
  • MySQL
  • Oracle
  • Sage 50 (formerly Peachtree Accounting)/Sage100ERP
  • Sybase ASE

System Requirements for Sync & Save

  • Operating System: Windows XP (home or professional), Windows Vista (all editions), Windows 7 (all editions), Windows 8 (all editions except RT), Windows Server 2003/2008/2012
  • Processor: 1 GHz
  • RAM: 512 MB
  • Disk space: 20 MB
  • Framework: Microsoft.Net framework 4.0

Mobile Device Specifications

APPLE IOS MOBILE DEVICES:

  • Apple iOS Version 4.0 or greater
  • Cellular or WiFi Internet connection
  • Minimum of 2 GB free space

ANDROID MOBILE DEVICES:

  • Android OS Version 3.x or greater
  • Cellular or WiFi Internet connection
  • Minimum of 2 GB free space

Web Browser Specifications

  • Internet Explorer Version 9 or greater, or
  • Chrome Version 4 or greater, or
  • Safari Version 4 or greater, or
  • Firefox Version 4 or greater

Technical Resources

doForms 5.2 Offers Enhanced Customizations to Form Builders

Release 5.2 introduces a variety of upgrades into doForms’ mobile forms products, providing our customers greater control over their forms, dispatches and calculations.

Read More

New Formatting and Logic Available in doForms 5.1

We’ve continued to add new enhancements to our mobile forms software since the release of doForms 5.0 this September, and we’re proud to announce the following upgrades now available in doForms 5.1.

Read More

New Features in doForms 5.0 to Up the Game in Dispatching Software

The new Dispatch Scheduler and Dispatch to Email features are ready to change the game for dispatchers everywhere.

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doForms Mobile Forms Software 4.5 Offers Form Builders Increased Control

The mobile forms software experts at doForms went to work recently modifying the dashboard and application to offer increased control to our customers, from enhanced form styling and data display manipulation to additional form preview modes.

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doForms Paperless Forms Credits Available in Web Portal

doForms has made it easier for you to purchase credit packages – simply click on the Credits link in the upper right corner of the doForms web portal.

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The Newest Features in doForms Mobile Forms Software

Once again, we’ve added more features and tweaked existing ones to make doForms form builder software easier to use. This is a continual process and we are always working hard to make your job easier whether you use our mobile data collection forms, dispatching software, contractor forms, or any of our form builder software options.

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What’s New in doForms Mobile Forms Software?

We are continually updating and improving doForms to make it easier for you to build and use our mobile app platform. Recent developments are too numerous to detail here (click for complete list) but include new action buttons, enhanced keyboard settings and new download capabilities as well as…

Read More

Building a form with doForms can take just minutes once you learn how

This will provide a few basic starter tips, as well as, a few more advanced tips to help you build really nice looking and super functional forms.

Read More

Sync & Save Integration – Applications

  • doForms Dispatch
  • doForms Custom Reports (Excel or PDF)
  • Evernote
  • Google Sheets (spreadsheets)
  • Method CRM
  • Microsoft Excel
  • Microsoft SharePoint (2010 and 2013)
  • ODBC Compliant Databases (includes databases listed plus IBM DB2, PostgreSQL, etc.)
  • QuickBooks (Desktop & Online)
  • Salesforce.com
  • SMS (Clickatell)
  • Text Files (CSV/Delimited/Fixed Width/XML)

 

Read More

Sync & Save Integration — Databases

  • Microsoft Access
  • Microsoft SQL Server
  • MySQL
  • Oracle
  • Sage 50 (formerly Peachtree Accounting)/Sage100ERP
  • Sybase ASE
Read More

System Requirements for Sync & Save

  • Operating System: Windows XP (home or professional), Windows Vista (all editions), Windows 7 (all editions), Windows 8 (all editions except RT), Windows Server 2003/2008/2012
  • Processor: 1 GHz
  • RAM: 512 MB
  • Disk space: 20 MB
  • Framework: Microsoft.Net framework 4.0
Read More

Mobile Device Specifications

APPLE IOS MOBILE DEVICES:

  • Apple iOS Version 4.0 or greater
  • Cellular or WiFi Internet connection
  • Minimum of 2 GB free space

ANDROID MOBILE DEVICES:

  • Android OS Version 3.x or greater
  • Cellular or WiFi Internet connection
  • Minimum of 2 GB free space
Read More

Web Browser Specifications

  • Internet Explorer Version 9 or greater, or
  • Chrome Version 4 or greater, or
  • Safari Version 4 or greater, or
  • Firefox Version 4 or greater
Read More

Videos and Webinars

Introduction to doForms

This video explains what doForms is, how it works, and explores the many benefits it brings to businesses by improving the productivity of both field and office workers.

Watch Video

How to Convert a Paper Form

This “how-to” shows you how to quickly convert a paper form into a doForms form.

Watch Video

Build it Once, Use it Everywhere

See the many places that, once built, a doForms form can be used.

Watch Video

5 Tips for Building Better Mobile Forms

doForms is rich with features and capabilities that can make any mobile form better and more useful. This video gives a sampling of 5 powerful form-building features that will transform any form.

Watch Video

How to Build Your First Form

This brief video will get you started quickly building your first doForms form.

Watch Video

Webinar: Building a Custom Report

In this webinar, you’ll learn the details for creating a custom report output for your forms, so you can export your data into a format of your design and choosing.

Watch Video

Webinar: Basic Web Dashboard Navigation

The doForms web dashboard is where you build forms, dispatch forms, view data and, in some cases, fill out forms. In this webinar, you’ll learn the basics of navigating through the doForms web dashboard and discover its many useful and important features.

Watch Video

Webinar: Form Building

This webinar teaches how to use the “Build Forms” tab of the doForms web dashboard, and how to build a basic form using the tools.

Watch Video

Webinar: Excel Plug-in

With doForms, you can instantly integrate your forms data into an Excel spreadsheet. This webinar teaches how to configure the settings for an Excel spreadsheet using the plug-in and how to synchronize the data from doForms to the spreadsheet.

Watch Video

Webinar: Sync and Save

Sync and Save is the doForms utility that enables you to integrate your forms’ data into your backend databases and applications, like QuickBooks, Salesforce, and many more. This webinar teaches how to create a Submission job within Sync and Save to pull data from doForms into a basic Excel file.

Watch Video

Whats New in doForms

doForms 5.2 Offers Enhanced Customizations to Form Builders

Release 5.2 introduces a variety of upgrades into doForms’ mobile forms products, providing our customers greater control over their forms, dispatches and calculations.

Read More

New Formatting and Logic Available in doForms 5.1

We’ve continued to add new enhancements to our mobile forms software since the release of doForms 5.0 this September, and we’re proud to announce the following upgrades now available in doForms 5.1.

Read More

New Features in doForms 5.0 to Up the Game in Dispatching Software

The new Dispatch Scheduler and Dispatch to Email features are ready to change the game for dispatchers everywhere.

Read More

doForms Mobile Forms Software 4.5 Offers Form Builders Increased Control

The mobile forms software experts at doForms went to work recently modifying the dashboard and application to offer increased control to our customers, from enhanced form styling and data display manipulation to additional form preview modes.

Read More

doForms Paperless Forms Credits Available in Web Portal

doForms has made it easier for you to purchase credit packages – simply click on the Credits link in the upper right corner of the doForms web portal.

Read More

The Newest Features in doForms Mobile Forms Software

Once again, we’ve added more features and tweaked existing ones to make doForms form builder software easier to use. This is a continual process and we are always working hard to make your job easier whether you use our mobile data collection forms, dispatching software, contractor forms, or any of our form builder software options.

Read More

What’s New in doForms Mobile Forms Software?

We are continually updating and improving doForms to make it easier for you to build and use our mobile app platform. Recent developments are too numerous to detail here (click for complete list) but include new action buttons, enhanced keyboard settings and new download capabilities as well as…

Read More