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Smart Forms Overview

Smart Forms are dynamic, intelligent forms that adapt based on user input. Build forms with our visual builder or let AI create them for you - perfect for inspections, checklists, surveys, and data collection.

What Makes Forms "Smart"?​

Intelligent Features​

  • Conditional Logic: Show/hide fields based on answers
  • Auto-Calculations: Compute values automatically
  • Dynamic Validation: Context-aware field validation
  • AI Generation: Describe what you need, AI builds it
  • Smart Defaults: Pre-fill based on context

Adaptive Behavior​

  • Changes based on user input
  • Skips irrelevant sections
  • Validates in real-time
  • Guides users through complex processes
  • Learns from usage patterns

Key Capabilities​

Visual Form Builder​

  • Drag-and-drop interface
  • Real-time preview
  • No coding required
  • Instant publishing
  • Mobile-responsive

AI-Powered Creation​

Simply describe your form:

"Create a vehicle inspection form with sections for exterior, interior, engine, and safety equipment checks"

AI generates a complete form in seconds.

Field Intelligence​

  • Auto-complete suggestions
  • Format validation
  • Range checking
  • Dependency management
  • Cross-field validation

Offline Support​

  • Full functionality without internet
  • Local data storage
  • Automatic sync when connected
  • No data loss
  • Queue management

Use Cases​

Inspections & Audits​

  • Equipment inspections
  • Safety audits
  • Quality checks
  • Compliance verification
  • Condition assessments

Service Documentation​

  • Work completion reports
  • Time and material tracking
  • Customer sign-offs
  • Photo documentation
  • Issue reporting

Data Collection​

  • Customer surveys
  • Employee feedback
  • Incident reports
  • Inventory counts
  • Field measurements

Compliance Forms​

  • Regulatory checklists
  • Certification forms
  • Permit applications
  • Safety documentation
  • Training records

Form Components​

Input Fields​

  • Text, numbers, dates
  • Dropdowns and multi-select
  • Radio buttons and checkboxes
  • File uploads and photos
  • Signatures and drawings

Layout Elements​

  • Sections and pages
  • Columns and grids
  • Headers and instructions
  • Dividers and spacing
  • Conditional containers

Advanced Elements​

  • GPS location capture
  • Barcode/QR scanning
  • Calculations and formulas
  • Repeating sections
  • Skip logic

Integration Features​

  • Pre-populated data
  • Asset/account linking
  • Work order attachment
  • Automatic workflows
  • API webhooks

Smart Form Benefits​

For Field Teams​

  • Faster completion
  • Less errors
  • Guided process
  • Works offline
  • Mobile optimized

For Office Staff​

  • Consistent data
  • Automatic validation
  • Real-time submission
  • Easy reporting
  • Less data entry

For Management​

  • Standardized processes
  • Compliance tracking
  • Performance insights
  • Quality control
  • Cost reduction

For Customers​

  • Professional reports
  • Faster service
  • Digital records
  • Transparency
  • Easy access

Form Lifecycle​

1. Design​

  • Plan form structure
  • Define fields
  • Add logic
  • Test thoroughly

2. Deploy​

  • Publish to users
  • Assign permissions
  • Train team
  • Monitor usage

3. Collect​

  • Fill in field
  • Submit data
  • Review submissions
  • Generate reports

4. Analyze​

  • Track metrics
  • Identify issues
  • Optimize form
  • Update as needed

Integration Ecosystem​

Work Orders​

  • Attach forms to work
  • Auto-fill from work order
  • Complete during service
  • Include in reports

Assets​

  • Link to equipment
  • Pre-populate specs
  • Track per asset
  • Build history

Accounts​

  • Customer-specific forms
  • Account information
  • Contact details
  • Service preferences

Analytics​

  • Submission rates
  • Completion times
  • Field usage
  • Error patterns

Getting Started​

  1. Quick Start Guide - Build your first form
  2. Form Builder - Master the interface
  3. AI Generation - Let AI help
  4. Field Types - Available options

Best Practices​

Form Design​

  • Keep it simple
  • Logical flow
  • Clear instructions
  • Mobile-first
  • Test thoroughly

Field Selection​

  • Right type for data
  • Appropriate validation
  • Helpful descriptions
  • Smart defaults
  • Required sparingly

Logic Implementation​

  • Guide don't confuse
  • Progressive disclosure
  • Clear dependencies
  • Error prevention
  • Smooth experience

Performance​

  • Minimize fields
  • Optimize images
  • Efficient logic
  • Fast loading
  • Smooth offline

Advanced Features​

Templates Library​

  • Industry-specific forms
  • Best practice examples
  • Quick customization
  • Share across workspace
  • Version control

Multi-Language​

  • Form translations
  • Dynamic language switching
  • Regional formats
  • Cultural adaptations
  • RTL support

Workflow Automation​

  • Trigger actions on submit
  • Route for approval
  • Create follow-ups
  • Send notifications
  • Update records

API & Webhooks​

  • External submissions
  • Data integration
  • Real-time events
  • Custom workflows
  • Third-party apps

Success Stories​

HVAC Company​

"Smart forms reduced our inspection time by 40% and eliminated paper completely. The conditional logic ensures techs don't miss critical checks."

Property Management​

"AI-generated our move-in inspection form in minutes. Photos and signatures are automatically organized by unit."

Fleet Services​

"Driver inspection forms work offline and sync automatically. DOT compliance has never been easier."

Next Steps​

Ready to build smart forms?