Digital Forms

Every job depends on accurate information being captured at the point of work.

When site information is recorded on paper-based documentation, handwritten notes, photos, emails or disconnected files, your business is left managing gaps, duplication and unnecessary administration.

Information may be missed.

Office staff may need to chase technicians for clarification.

Reports may take longer to prepare.

Customers may receive documentation that does not reflect the quality of the work completed in the field.

Simpro Digital Forms helps change that.

Results Group works with you to develop Digital Forms workflows that capture the information your business needs, in the way your business needs it captured.

Whether your team is completing site inspections, safety checks, commissioning records, asset testing, compliance documentation, customer sign-offs or service reports, Digital Forms can help create a more consistent and controlled information flow between the field and the office.

Using conditional logic, Digital Forms can guide technicians through the relevant questions based on the answers they provide, reducing unnecessary data entry and helping ensure the right information is captured for the work being performed.

Completed Digital Forms can then be connected back to the relevant Simpro job, keeping job information, field records and supporting documentation together in one operational platform.

Where required, PDF Overlay Integration can also be used to present captured information into branded or structured PDF layouts, helping your business produce professional, consistent and customer-ready documentation.

This is particularly valuable where reporting quality, compliance evidence, customer presentation or industry-specific documentation standards are important.

The result is better information from the field, reduced administration in the office, improved reporting consistency and stronger operational control across your business.

Your technicians capture information once, at the point of work.

Your office receives clearer and more complete job information.

Your customers receive documentation that better reflects the professionalism of your business.

That's how Simpro becomes the system your business runs on.