Been putting off going digital because it sounds like a whole IT project? It's not. Here's what actually happens when you convert your first form with us — from sending through your paperwork to your crew ticking boxes on site. Not sure it's time yet? Here are five signs you're ready to ditch paper forms.
Step 1: Send us what you're using
No redesigning, no starting from scratch. Send through the paper form, PDF, or duplicate book you're using now — SWMS, RAMS, JSA, Take 5, timesheet, whatever. Handwritten fields, stamps, checkboxes, doesn't matter. We work with what you've got.
Step 2: We build the digital version
You don't lift a finger here. We convert your forms, apply your branding, sort out the logic and workflows, and get everything ready on Apple or Android. Full setup usually takes 7 to 14 days, depending on how many forms you have. A handful of forms is quicker than a big library.
Step 3: Try it out first
Before it goes near your whole crew, you get a working demo or pilot. See how it looks and feels next to the paper original, and tell us what to tweak.
Step 4: Your crew fills it out, on site or off
Once live, your team fills it out on their phone or tablet — signal or no signal. Photos, signatures, sign-on registers, all built in, no separate apps needed. Forms sync to your dashboard the second there's a connection.
Step 5: Everything's searchable and audit-ready
Every completed form lands in your dashboard — searchable by name, date, or project, stored securely for 7 years. No more digging through a filing cabinet when an audit comes around.
Where digital forms help
The point of converting your first form is getting rid of what slows crews down — rewriting the same paperwork every week, chasing signatures, losing pages on a windy site. Once it's digital, it syncs straight to your dashboard, and you've got a clean record every time.
No form of your own yet? Pick a template for your trade when you open the app.
Ready to give it a go? Try it free for 14 days, no card required, and we'll set it up with you.
