Quality and compliance - documentation, standards and effective management

Form usage in Microbizz

Forms are an essential part of Microbizz and allow you to digitize and optimize a wide range of work processes - from process management and quality assurance to action management and certificates.

With Microbizz, you can set up an unlimited number of forms tailored to your needs. This ensures smooth and efficient digitization of your workflows without unnecessary complexity.

How forms ensure quality and compliance

Control processes

Schedules allow you to set up your own processes. A template can trigger actions, so you can ensure that different steps in a process are followed before an action/task is started.

Quality and compliance

With forms, you can ensure quality processes and compliance. Templates can control processes and quality templates can be attached to tasks to ensure they are completed and attached to the task. In addition, templates can generate certificates and other documents.

No typos

Forms eliminate typing errors and make the entire user experience stronger. Checkboxes make it easy and simple for users to fill in data, while ensuring a consistent data basis - for reporting, for example.

Transparency

Forms help create transparency in the company. It can be used by anyone, via PC or app, and provides an optimal data foundation that is available as real-time data 24/7 from any device.

Reports and statistics

It is easy and flexible to pull reports and statistics on data from forms. You immediately get a powerful overview that can also be presented graphically via charts.

PDF documents

Data from forms can be turned into PDFs, for example, for certificates or other compliance documents.

Generate tasks and objects

Forms can be used to create new tasks or objects, such as creating companies in CRM. This ensures that data is consistent and complete.

Deviations

Any deviations can be easily and smoothly registered via forms. At the same time, documents can be attached so that customers can see the deviation explanation. And the form can trigger an action, such as a task to handle the deviation.

Handle approvals

Forms can be used to handle approvals, for example when completing a task. It is possible to add a signature on the form as confirmation.

Questionnaires and analytics

Forms can also be used for surveys, such as customer surveys, satisfaction surveys, evaluation forms, etc. It is easy and flexible to extract reports and statistics afterwards.

Checklists

The form functionality is ideal for checklists, for example when completing a task or qualifying a task.

Quality templates

Forms are used extensively to manage quality controls. With Microbizz, you can ensure that the right form is associated with the right task and always in the latest version. This also applies to statutory QA forms, which are widely used in several industries.

How digital workflows create value for FM companies

How to plan The scheduling tool ensures that employees and resources are allocated to tasks within agreements and deadlines

Automation Recurring tasks, checklists and notifications can be automated so nothing gets forgotten.

Customer service Customers can access a customer portal with task data, documentation and status.

Time registration Employees record time directly on tasks, automatically creating a correct payroll and invoicing basis.

Quality assurance Ensure proper quality procedures are followed with automatic scheduling functionality

Documentation Employees document their work via the app, for example with pictures, checklists and notes.

Service and inspection The system keeps track of deadlines and reminders - and makes sure tasks are created on time.

Invoicing Time and cost of goods sold are continuously recorded in real time, so no hours are lost and invoicing can be done immediately.

Subcontractor Collaboration with subcontractors can be automated and documented so everyone has an overview and deadlines are met

At a glance Microbizz gathers all tasks in one system, making it easy to plan and distribute work - both daily operational tasks and major projects.

Data and history All data about tasks, buildings, equipment and service history is in one place and searchable.

Reporting Reports can be extracted in real-time from any device 24/7. Operational data can be further processed for analysis in Power BI

FORMS HELP WITH QUALITY AND COMPLIANCE

Form usage in Microbizz

How forms ensure quality and compliance

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How digital workflows create value for FM companies