How digital forms can make your life easier - and your processes sharper

Paper forms, Excel sheets and scattered notes on your phone. For many field service companies, this is still the reality when it comes to documenting quality, recording deviations or filling out inspection reports. The result? Time-consuming processes, lack of overview and the risk of important details being lost.

With digital forms in Microbizz, you can solve this problem - easily and consistently. The forms make it quick to record information and ensure that everything is documented correctly.

But the forms can also do more: They can trigger actions automatically. A response in a form can create a new task, send a report to a customer or notify the right team. In this way, forms become an effective tool for digitizing your processes - without a heavy IT project.

From manual registration to digital overview

The form function in Microbizz makes it possible to create forms for almost any situation imaginable:

• Quality checks
• Inspections
• Deviation registration
• Questionnaires

The forms can be filled out directly in the app and with predefined fields you minimize the risk of errors and ensure consistent data.

The extra smart feature: Forms that drive action

In many systems, a completed form ends up as a passive registration. But in Microbizz it's different. Here, forms can generate actions automatically based on the answers.

This means that a form can, for example:

• Create a new task
• Create a new customer
• Send an email to the customer after completing the task
• Send information about time and cost information to invoicing

In this way, the forms become more than just a tool for data collection - they become an active part of your digital task management.

The benefits for your business

With the digital forms feature, you'll gain:

• Consistent data collection - for better reporting and statistics.
• No typing errors - with predefined fields and checkboxes.
• Faster workflows - both in execution and follow-up.
• Improved quality and compliance - when forms are linked to tasks, equipment or processes.
• Optimal user experience - easy for employees at customer sites.
• A quick path to digital workflows

Digitizing processes doesn't have to be complex or time-consuming. With Microbizz forms, you can get started quickly and create value from day one - both in terms of time savings, ensuring compliance and higher data quality.

Want to know more about how forms can streamline your workflows? Read more here or contact us for a demo.