Aug. 24 2020 08:56 AM

Business-essential forms, proposals, checklists and more can be completed directly from a mobile device or tablet.

supaleka / Adobe Stock

WorkWave, Holmdel, New Jersey, a provider of cloud-based software solutions that support every stage of a service business’s lifecycle, launched WorkWave Forms, an easy-to-use custom digital form management solution that allows customers to create custom forms tied directly into WorkWave platforms. The solution helps create a paperless environment and reduces the time needed to acquire new customers and complete service orders, says WorkWave.

Field technicians have the ability to add and complete business-essential forms, proposals, checklists and other company-required documents directly from their mobile device or tablet while in the field. That information can be saved directly into the underlying platform database, where the information can be used to complete sales, service, invoicing and other important activities.

With Workwave Forms, having access anytime from anywhere to one of the most essential pieces of a technician’s service process will save time and resources by eliminating unnecessary paperwork, searching for information and expense. While state forms may be mandatory and consistent from company to company, the ability to use and complete uniquely branded, customized forms can improve a company’s professional appearance and set them apart from the competition.

“Our customers asked for more robust functionality around creating, accessing, using, and administering digital forms, and we listened. WorkWave Forms empowers its users with end-to-end functionality to create proposals, accept digital signatures, and effortlessly fill out state-mandated forms – any form – digitally from any location,” says WorkWave CEO David F. Giannetto. “Customers will find that this is perhaps the best forms solution in the field service software industry.”

WorkWave Forms benefits both office staff, as well as technicians, with a range of uses including:

  • Access a library of common forms, including state-required forms
  • Set up templates and map fields for auto-fill, pre-population, calculations, images and signatures
  • Assign fields to specific user roles and define mandatory fields
  • Access, manage, and complete forms through web or mobile app
  • Accept in-person or remote digital e-signatures from customers
  • Access forms both online and offline

WorkWave Forms is currently integrated within WorkWave PestPac, WorkWave Service platforms, and WorkWave PestPac Select, and can be accessed via a single sign-on.