GoFormz

Transform on-site work into a competitive edge.

Free Trial

Description

GoFormz empowers businesses to convert manual, paper-based processes into efficient, digital workflows. The platform allows field teams to capture data on mobile devices, automate complex approval and reporting tasks, and seamlessly integrate with leading business systems—while operating both online or offline.

Designed for regulated and data-intensive industries, GoFormz ensures the data you collect is validated, secure, and instantly available across your organization. With enterprise-grade compliance and security, it accelerates operations, reduces errors, and bridges the gap between field execution and back-office intelligence.

Key Features

Mobile & Online Forms: Capture data on any device, with full offline support.
No-Code Form Builder: Create forms that mirror real workflows with conditional logic and calculations.
Workflow Automation: Build and automate business processes without coding.
Enterprise Integrations: Pre-built connectors for ERP, CRM, project management, and field service platforms.
Conditional Logic: Enforce business rules, required fields, and manage approval chains in forms.
E-signature Collection: Secure, ESIGN and UETA-compliant digital signatures.
Reporting & Analytics: Customizable reports offering real-time operational insight.
Data Validation: Ensure only structured, clean data enters business systems.
Enterprise Security & Compliance: SOC 2 Type II, GDPR, and HIPAA-ready frameworks.
Offline Functionality: Complete forms and workflows anywhere with automatic sync.

Use Cases

Capturing field data in construction, energy, or field service operations
Digitizing inspection and quality control processes
Automating safety and compliance documentation
Time and materials tracking and billing
Managing permits, contracts, and administrative forms
Generating daily reports and operational intelligence

Frequently Asked Questions

What is GoFormz and how does it work?

GoFormz enables field teams to capture data using digital forms that replicate their existing workflows. It enforces validation, approval routing, and integrates the captured data directly into platforms like ERP, CRM, project management, and BI systems without manual re-entry.

Does GoFormz work offline or in areas without cell service?

Yes, GoFormz is designed for real field conditions. Teams can complete forms and workflows entirely offline, with all submissions auto-syncing to the cloud when connectivity is restored, maintaining full audit trails.

What systems and platforms does GoFormz integrate with?

GoFormz integrates with Microsoft Power Automate, SharePoint, SQL Server, Procore, Acumatica, Microsoft Dynamics 365, Salesforce, Snowflake, and many other leading ERP, CRM, and project management tools through pre-built connectors.

How does GoFormz help reduce billing cycle times and protect cash flow?

By automating time and materials capture and approval workflows, GoFormz accelerates invoice cycles and syncs completed submissions instantly to billing systems, helping reduce billing times from weeks to just days.

Is GoFormz secure enough for enterprise and regulated industries?

GoFormz meets enterprise security standards with 99.9% uptime, SOC 2 Type II compliance, and provides audit-ready records for regulated environments.