6 Different Ways to Use Mobile Forms

A mobile form is an electronic or digital app on your smartphone or tablet that collects data and sends it to your office or computer. Depending on your mobile provider, your mobile form can be connected to a cloud service, servers, or social media platforms.

Mobile forms have proven to be great because not only have they allowed us to be more productive, especially for gathering data, but they’re also environmentally friendly. In terms of gathering data, the mobile form eliminates the transcribing process or scanning loose papers full of notes.

Here are some ways your business can use mobile forms.

1. Safety Inspections

Since mobile forms are able to collect data live and quickly, they’re able to help those who need to conduct on-the-spot safety inspections. Mobile forms can also share information immediately, allowing you to find a solution quick.

Some features of mobile forms also allow the person doing the inspection to send notifications to stakeholders, dispatch tasks and create workflow plans.

2. Work Orders

Just about any process can be automated today, and if this is the case, then why not automate your work orders? Mobile forms can help you do just that. By automating your work orders not only do you minimize errors, but you keep consistent with your order and a produce a record on the spot without extra steps.

In cases when you turn to mobile forms for work orders, you’ll also be able to see previous orders and spot any opportunities for new business or perhaps identify problems. And without the extra step of having to bring the order back to the office, you’ll be able to produce the order, send it to the office, and go on to your next meeting or head home for dinner.

3. Expense Reports

Another benefit of mobile forms is being able to track all your expenses directly from your phone or tablet. Instead of chasing receipts down at the end of the month or worrying about signatures, you can easily upload your receipts, track expenses, and submit them from anywhere at anytime.

4. Inventory Reports

Being able to access your inventory anytime, anywhere is also a plus. Instead of having to call or wait for an email or run back to the office, you can use a mobile form to check the supply or status of a product. This comes in handy if you work in supply chain management, warehouse management, or are physically tracking inventory.

Again, going paperless has its benefits, and being able to access your inventory in the palm of your hand saves you and your company time. And of course, since the data is all collected in one place, you’re able to generate reports without having to go through piles of paper or excel sheets.

5. Merchandise Requisition

Consistency is key to any business, and using a mobile form for your merchandise requisition will keep your orders consistent and for the most part correct. There are thousands of templates you can choose from or perhaps you already have a template you’d like to use that can be easily uploaded to your mobile form.

Either way, just like expense and inventory reports, mobile forms can make your merchandise requisition smooth and simple.

6. Invoicing

Last but not least, is invoicing. Mobile forms are able to invoice right away and make the process easier and faster than before.

Using a mobile form for invoicing removes the worry of forgetting to invoice or sending it too late. And again, you will have the template at your fingertips and won’t have to sort through piles of invoices later because the invoices and reporting will all be in one place.

Whether your small or big company or on your own business, mobile forms are a great addition and help for improving your processes and workflow. Make your life easier and business better with a mobile form.

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Kelly Young is a writer born and raised in Toronto. Proud of her simple and cozy life, a perfect evening for Kelly would be to snuggle up in bed with her cat and a well-written historic memoir.

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