Your field technicians are always struggling with forms; they are either slow in filling them up or are always missing some data. Because of this, they have to go back to the site repeatedly until they have everything they need. Either way, you are losing money and precious time. On top of it all, you face compliance problems because of the lack of documentation. Plus, workflows are jumbled because nobody is sure exactly what needs to be done next. So you decide you need a forms automation software that can remove or diminish those pain points. A good starting point is to focus on the leading apps.
Consider these top 3 forms automation software: ProntoForms, Paperform, and Form.com. These are the leading products in this niche because of their configurable forms. They automate workflows to make sure field service professionals do not have to worry about the next step. With these tools, they can capture relevant information and make sure every field in the form is filled before they leave the site.
In this article, you can learn more about these three software and their unique selling points. You can also compare their key features and see which application is the best in specific areas. So when you are done with this article, you can decide which one to go with for your company.
In a survey by the Service Council, more than half of the respondents believe that changing customer expectations is a challenge. This is because customers have become more demanding, expecting their issues to be fixed the first time around.
Unfortunately, the average first-time fix is 77% only. Because of that, field service technicians have to do follow-up calls for 23% of service requests. This leads to companies losing money and being unable to answer other clients’ service requests promptly.
Technology Advice, FieldpointDesigned by
Those problems stem mainly from the lack of access to information. Indeed, 38% of field operators have no access to relevant data most of the time. These include service history and parts availability. And even if they have the technology available to assist them, field technicians say that their company’s technological investments are slow and inadequate.
Based on field service management statistics, the current tools of many providers cannot keep up with industry demands. Fortunately, companies are putting more of their money on better field service technologies to empower technicians. This way, they can keep customers satisfied.
ProntoForms is a low-code app development platform. But it is not like any other app-building solution—it is dedicated to helping you create apps that can automate your form processing. And because it is designed for rapid development, you can produce an app in a few minutes.
With ProntoForms, you can transform the way your field service professionals go about their tasks. Because this application is intuitive, individuals who have intimate knowledge of your processes can utilize this.
This means that even if they do not have expert knowledge of coding or app development, they could still make an app.
What’s more, the intuitiveness of ProntoForms extends to the use of field service workers. Since the forms they need are literally in the palm of their hand, they can complete their tasks in one go. No matter how complex it is, they can be confident that they did it right the first time.
And in case there is a need to distribute data as they enter the system, you can also configure automated workflows. This way, other employees that need the information can begin and accomplish their tasks without further ado.
Paperform is a web-based form-building platform that lets you create any form and customize the layout and designs. With this, you can elevate your forms with pictures, videos, and even stylized text.
Paperform helps you capture a wide range of data with its more than 20 question types. Options include multiple-choice, dropdown, file upload, and signature. If the type you want to use is not yet available, you can count on this solution to add it. This is because it is continuously working on expanding its database.
The forms you make with this application are also smart. This lets you curate a great form experience for customers by asking only relevant questions. You can do this by configuring logic rules to control which questions, pages, or content they see depending on their answers.
If you want to investigate the features closely, you can easily do so when you sign up for Paperform free trial here.
But Paperform is not limited to gathering data from customers, employees, target audience in marketing studies, and similar scenarios. You can also use it for accepting payments for products or services from any of the leading payment gateway providers.
Moreover, you can use it for event invitations, quizzes, document uploads, and more. This makes Paperform a dynamic solution because it can meet your general form requirements.
Form.com is a forms automation solution that digitizes enterprise forms. It has dedicated mobile applications that ease the jobs of field service professionals. Everything is configurable, too, so you can ensure that workers gather all the required data on-site.
Form.com also takes efficiency to another level. Aside from its integration with your enterprise systems, it has offline functionality. This enables employees to continue doing their jobs and not be dependent on an internet connection for productivity.
Another choice capability of Form.com is its set of reporting tools. This is complemented by BI dashboards, which can help you keep up with business intelligence trends for 2020. Together, these provide you with data-based insights that you can employ in revolutionizing your work processes.
You can try all its premium features at no cost when you sign up for Form.com free trial here.
Additionally, this forms automation software has task management tools. It has three elements that make up the module: background workflows, reactive in-app logic, and portals for each user. The latter allows every employee to have a personalized workspace where they can manage forms-related tasks.
When your workers are in the field, they need a solution that can help them complete their tasks in one go. ProntoForms is an excellent choice in this scenario. It enables you to build apps and forms for field operations, compliance requirements, audits, and the like. To that end, ProntoForms has an extensive database of data sources. It can support up to 10 million rows, which means you can collect every piece of data you require in a single form. And in case you need to edit items in bulk, you do not have to look farther than the one-click editor. With this, you can finish modifying a selection of elements at once.
Additionally, you can provide field service professionals with pre-populated forms. By doing so, you can streamline their work, resulting in faster task completion.
On the other hand, Form.com has purpose-built mobile apps that change the way you gather data on the field. You can configure the forms to suit your operations, thus, enabling you to collect relevant information. It has a form pre-population capability as well, similar to ProntoForms.
Meanwhile, Paperform lets you build any form you need quickly. The interface has drag-and-drop functionality for this. This is something that both ProntoForms and Form.com have, too. No technical knowledge is required so that anyone can come up with a beautiful form fast at any time.
Verdict: ProntoForms offers the most capabilities when it comes to building forms. It has a drag-and-drop capability that enables your staff even if they do not have an in-depth coding background. What’s more, it has advanced controls for data input method, which lets field service professionals capture a wide range of information types like photo or sketch, audio, and GPS stamps.
These top 3 forms automation software are popular among business users because they are smart. By this, we mean that you can configure workflows and automate various aspects of the form processing procedure. For example, in ProntoForms, when inspection forms remark that a part of certain equipment needs maintenance or replacement, it automatically triggers a new work order. Similarly, when an inspection yields a less than desirable rating, the application sends an alert to the supervisor or operations manager immediately. This way, they can resolve the matter before it escalates.
Another example is when you need to distribute data from forms to stakeholders. Instead of doing this manually, the solution forwards the information to select individuals as soon as it is available. The same is applicable to field workers. Whenever data they require becomes available, they can have access to it via integrations.
Moreover, when ProntoForms produces reports for different recipients, including customers, it can vary the presentations. You can configure this so that you can send branded summaries to the public and in-depth reports to members of the organization.
Form.com has dynamic custom logic, too. This lets you ensure that forms go to the right people every step of the way. On top of that, it has alerts and follow-ups as well that are triggered by answers on forms. And like ProntoForms, Form.com automates reporting and sends them to chosen recipients automatically.
Lastly, Paperform lets you customize logic rules. However, in its case, it only applies to the forms. To illustrate, choosing one answer over the other leads the user to an item directly related to the previous question or reply. Additionally, the solution can send emails when triggered by a form submission.
Verdict: While Form.com has dynamic custom logic, ProntoForms logic rules configuration is more wide-ranging. That is because it can also generate reports for different people or groups and design them accordingly. Looking to manage a broader workflow instead? You can check workflow management software and its features.
All top 3 forms automation software have templates. Form.com has a wide assortment of pre-made forms that you can deploy quickly and easily. However, those are not available within the interface itself. Instead, you can access those from Key Survey, a survey product by Form.com.
In contrast, ProntoForms does not have readily available templates. Instead, it lets you create forms to save as templates. With these templates, you can reduce redundant work and save time.
In the case of Paperform, there are ready-to-use templates. You can customize the design and other elements or just change the text and distribute the form. But unlike Form.com and ProntoForms, Paperform does not have forms for field service. What it has, though, is a database of forms for various business and even personal purposes. Examples include event invitations, payment forms, dinner reservation forms, and wedding forms.
Verdict: When it comes to templates for field data gathering, ProntoForms is the better choice. However, Paperform does make a case. Though it does not have the forms for field operations, it does have a broad selection of forms for other business aspects like HR and payment processing.
Among the three forms automation applications discussed, Paperform is the only one that does not have offline functionality. Meanwhile, both ProntoForms and Form.com have apps that make forms available even offline. Field service professionals can continue gathering data and trigger conditional workflow logic without an Internet connection.
As soon as workers go back online, the information stored in their devices synchronizes with the cloud automatically.
Of course, before you dispatch your field employees, you have to make sure that they have the latest forms synchronized with their app.
You should also note that these offline forms are available only via the apps. And both ProntoForms and Form.com have a variety of functionalities available offline as well through their respective applications.
For example, Form.com can still process electronic signatures. And concerning data collection, users can still take and attach pictures, add files, and insert comments and markups to forms.
On the other hand, ProntoForms can automate calculations such as hours spent working by employees, taxes, estimates, materials, and others. It can also capture images and sketches within the forms. What’s more, it can convert text on images and add them to forms using OCR. Lastly, it can scan documents through the mobile camera with traceability.
Verdict: Form.com and ProntoForms are both winners when it comes to robust offline functionality. They make sure that field workers can do their job seamlessly, even when they are disconnected from the Internet. However, ProntoForms has a leg up in mobile features with its OCR feature, document scanning with traceability to help with compliance, and automatic calculations.
Among the software discussed, both ProntoForms and Form.com are geared toward enterprise use, specifically in fieldwork. This makes them limited to creating apps and forms that aim to simplify data collection on the field.
Meanwhile, Paperform has more than 100 templates. It can cover anything from lead generation forms and customer surveys to donation and payment forms and event invitations. This makes it a dynamic solution, as it has templates for a wide variety of use cases.
Moreover, Paperform allows you to customize forms. It is not just the texts–it lets you exercise your creativity on the layout and the design. You can add images, videos, as well as stylized texts on any form you produce. Because of this, you can imbue everything to your brand and make them engaging for customers. Thus, they can be persuaded to interact with your forms
Verdict: Paperform is the most suitable for general use. It has templates for payment acceptance, customer feedback gathering, business review, and more. The only thing it does not cover is enterprise forms for field data gathering. This is the arena of ProntoForms and Form.com; while they have robust features for the process, they do not have features for non-field work use.
All of the forms automation solutions discussed here have great integration support. Paperform and ProntoForms have direct, point-and-click integration support for Google apps as well as various Microsoft products, among others. And in case an app does not have an existing integration with a product you use, they make available their APIs. The same goes for Form.com. Because of this capability, you can remove any data silo you may have had before.
This can also elevate your workflow by streamlining report generation and distribution. Aside from that, you can change the way you manage users and strengthen the security around your system.
Verdict: ProntoForms, Form.com, and Paperform have robust integrations. Aside from the readily available connections, they offer API access and use to enable you to connect with your favorite systems.
Out of the three forms automation software examined here, only Form.com has quote-based pricing only. Though this can be off-putting for some, it can also be a good thing. That is because this means you can customize the solution to fit your needs. Plus, the pricing would be tailored accordingly, too.
On the other hand, ProntoForms and Paperform have transparent pricing. They are both scalable, each with three packages to choose from. The only difference is that ProntoForms’ third bundle is by quote only.
Paperform has the most affordable price range, too. Paperform and ProntoForms’ lowest-tier offerings are at $15 per month. The second subscription for Paperform is $39 monthly, while that of ProntoForms is $45 monthly. Lastly, Paperform’s most comprehensive tier goes for $99 or more a month, depending on your requirements.
But while Paperform has attractive pricing, it does not have the advanced functionalities of either Form.com or ProntoForms. For example, it has no offline functionality nor a mobile application. It is for general business and personal use only, too, and cannot assist you in field operations.
Verdict: On the outset, Paperform has the most attractive pricing scheme. It provides a varied database of forms with that as well as integrations and conditional logic. The main difference between it and Form.com and ProntoForms, though, is that it is not meant for field service operations. In this case, ProntoForms has better pricing tiers with its advanced data collection and business logic support available from the most economical package.
Field service professionals are under much pressure from customers because of the need to fix things the first time around. But they would not be able to do that unless they have the information they require and the forms necessary to do the task. With forms automation software, though, they can gather the data they need on-site and process it immediately. This can be useful for people along the workflow who need that info to do and finish their own tasks.
Above, we took an in-depth look into three of the leading forms automation software. We found that ProntoForms is a low-code app development platform, which puts the power to create forms and configure workflows in the hands of those who have in-depth knowledge of them. It also offers conditional logic that lets you configure workflows. On top of it all, it has online functionality, thereby enabling field service operators to work while disconnected from the Internet.
We also discovered that Form.com is an enterprise solution, which aims to assist companies in digitizing their forms and related work processes. For the latter, they provide integration and APIs, allowing you to connect the platform with your favorite business apps. And it, too, empowers field service employees to work without an active Internet connection.
Lastly, we have Paperform. This forms automation system is unlike the two previously mentioned. That is because while it has a robust database of forms templates for different business uses, it does not have forms for field use. However, it gives you the ability to accept payments or donations within forms.
Of the three, ProntoForms is the best. It has an economical starting point that already gives you access to robust features. Going up a tier or two unlocks advanced features that fully transform your field service operations. And if you are worried about security, you can rest assured that ProntoForms keeps your data safe from prying eyes. You even have full control over user rules, and you can enforce password policies as well. Should you want to investigate the platform firsthand, you can easily do so when you sign up for ProntoForms free trial here.
Meanwhile, if you are planning to expand your field service management toolbox, you can learn more about what field service management software is.
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