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Save time, money and paper

Digitise your documents and move away from paper in the field with simPRO's eForms solution.

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Complete forms electronically
Store information in eForms Portal
Attach photos and drawings to forms
Capture electronic signatures
Cross-platform functionality

eForms introduces profitable workflows to your business

With simPRO eForms, users can replace printed paperwork, increase data accuracy, eliminate double entry of data and save valuable time.

eForms is ideal for staying on top of safety and compliance, job or service quotes, invoices, sales forms, and audit history records. It provides ease-of-use in the field that will promote efficiency when on the job, and comprehensive oversight and functionality for those back at the office when storing information regarding jobs and quotes.

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  • eForms
  • Form designer
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  • Portal
Form Designer eForms

Reducing paper forms in the office and the field

Your team in the office can minimise the need for timely, paper-based processes like filing, data entry, and record-keeping with the eForms Portal. The portal allows administrative staff to access forms filled out by engineers in the field, sort and review them, and attach them to their relevant job or quote.

Less paper means less hassle for your field engineers, as they can find the forms they need, fill them out and then send it back to the eForms Portal, all with the eForms mobile app. This means more time to focus on the customer and the task at hand!

Stay on track with your compliance while saving time

The eForms mobile app has a simple, user-friendly interface which makes the completion of forms a quick and easy task to achieve - especially with features like pinch-to-zoom and customer’s electronic signature capture. This way, your field engineers only need a few minutes to stay on track with site requirements like safety forms, or to update customer information for future quotes and sales.

Pre-fill options in the eForms app also allow field engineers to pull data and auto-populate fields, this is a great way of ensuring consistency across job and customer records - a valuable asset for audits or compliance assessments!

The price of paperless processes

eForms is available as a standalone solution for businesses or can be integrated with simPRO. Pricing can vary according to business requirements, so for a quote, please contact the Sales Team on 0800 622 6376.

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simPRO integrates with
Quickbooks
sage50
Xero
Outlook