Go paperless with digital forms & checklists

Create, assign, and approve mobile-first forms with signatures, photos, and AI-powered PDF-to-form conversion

4.9

from 2,000+ reviews

Photo-to-form

Convert PDFs/images

Templates

Ready-made

Jumpstart setup

PDF/XLS

Exports

Share & archive

Create, customize, and collect

Build fully customizable forms and checklists, or start from templates, and capture rich data from the field

Customize fields and inputs for reports, checklists, requests, and more

Capture photos, e‑signatures, and location stamps directly in entries

Use AI to convert PDFs, images, or spreadsheets into structured digital forms in seconds

Start fast with ready-made templates for common workflows

4.5

Review, approve, and collaborate

Manage end-to-end workflows with approvals, manager fields, comments, and notifications

Approve or reject submissions, add manager-only fields, and sign entries as part of the workflow

Notify employees on status changes and missing forms; allow edits on unapproved entries

Communicate in-thread on each entry to close the loop without switching tools

4.5

Automate and report

Keep stakeholders in the loop with scheduled summaries, exports, and searchable records

Set Auto Reports to deliver recurring summaries to specific audiences on a schedule

Export entries to PDF or Excel and store organized records in a centralized place

Search past entries quickly and use insights/summary views for field-level analytics

4.5

Connect workflows

Tie forms into daily operations across scheduling, tasks, and shared devices

Attach or link forms to shifts in the Job Scheduler and to tasks for contextual execution

Let teams submit checklists and forms from mobile or via shared kiosk devices

Use operational checklists, inspections, read‑and‑sign policies, and incident reports in one place

4.5

Why teams digitize here

Greater compliance, faster workflows, and real-time visibility across the field

Compliance & audit readiness

Standardize procedures with signatures, media, and centralized records to satisfy audits and policies.

Operational speed

AI conversion, templates, reminders, and auto-reports eliminate manual paperwork and follow-ups.

Field-first experience

Mobile and kiosk submissions with in-entry chat keep managers and teams aligned in real time.

Frequently asked questions

Answers about creation, AI conversion, approvals, reports, exports, and workflow linking

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Time Clock

Track hours and productivity in real-time

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Employee Scheduling

Efficient staff scheduling, from planning to distribution

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Forms & Checklists

Go paperless with digital forms and checklists

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Task Management

Assign and track project tasks with ease

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Digitize paperwork today

Create, submit, approve, and report—without pen, paper, or spreadsheets

AI photo-to-form • Templates included • PDF/Excel exports