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Key Features

 

Supported Platforms

 

Apple iPhone and iPad

Android Phones, Android Tablets

Windows Phone 8,8.1

Windows Phone 10

Windows 10 - Tablet, Desktop

Web Browsers - for online form submissions and Management Portal

 

Global Data Hosting

 

Global Cloud Storage Architecture - Default

Global Cloud Storage to optimize speed and performance for clients

For clients requiring restricted national hosting, refer to NRDH platform

 

National Restricted Data Hosting

 

Localized storage of data can be restricted to a single country if required.

For clients requiring storage to be restricted to a single country

Secure server solution footprint includes the following dedicated national options:

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Online or Offline

 

Full offline capability with all logic and rules maintained

External Reference / Lookup Databases cached

Auto 15 second backup during form entry

Auto caching and syncing

Optional Offline Mode selection

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Unlimited Usage

 

Unlimited Users

Unlimited Forms

Unlimited In-Progress Work

Unlimited Resources

Unlimited Submissions

Unlimited Jobs

Unlimited Storage

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Secure, User Friendly Experience

 

Powerful, Super Fast Application

App Style Menu system that is simple and intuitive

Auto 15 second backup during form entry

Auto caching and syncing

Manual Save option

Automatic version update

Kiosk Mode for repeating form entry

Food Safety Mode for rapid re-entry processes

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Cloud Scheduler

 

Cloud based, fully integrated Scheduler

Simple drag and drop format

Schedule People

Schedule Assets

Assign Multiple People to Jobs

Assign Multiple Assets to Jobs

Day, Week and Month View

Scheduler, List or Map View

Status Updates

App Notifications

Full Job Details roll-over

One off Jobs or Advanced Recurring Job Profiles

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Job Dispatcher

 

Intuitive Bulk Job Upload tool

Import CSV Excel fomat for auto dispatch

Auto field matching

Dispatch with or without Scheduler

API feed to trigger job creation from external systems

Attach form to Job and pre-populate fields

Recurring Profile option for repeating jobs

View current Job Status

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Professional Form Builder

 

Simple Drag & Drop Form Building Tool

WYSIWYG (What you see is what you get) view as you build

Build mode

Publish mode

Form Action Scenarios

Events

Allocate forms to different User Groups

Attach PDF to submitted form

Clone Forms

Clone Form Sections

Many advanced features

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GPS & Location Tracking

 

Location capture via device GPS

Reporting on submission GPS location

Job GPS and map positioning

Job sequence tracking

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Integrated Media Capture

 

Photo Capture - single or multiple

Import Photo / Image and draw

Photo library select and import

Photo Image Time, Date and GPS capture

Bar-code scanning

QR code scanning

Integrated Voice Recording

Voice to Text transfer

In-App URL link to video or other sites

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Advanced Drawing Tool

 

Take photo from device and draw

Pull photo from device library and draw

Import document from Resources and draw

5 Layers - Background, Grid, Content, Text and Legend

Add and position text

Drag and drop customisable icons to image

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Your Custom Branding

 

Custom logo and color for App Login page

Custom color and naming for all App form pages

Custom logos can vary for each App Form

Custom logo and color for Management Portal

Custom logo and color for all PDF documents

Custom PDF report generation

Custom PDF naming using form field data

Custom Email subject using form field data

Custom Email Content and Look

Custom Customer View / Guest Pass of Portal

Custom Naming of Resource Folders

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Powerful Form Wizard

 

Intuitive User Friendly Wizard to build forms

Simply answer questions and the Wizard does the rest

Range of standard business forms ready to go

Additional forms continually being added

Option to Upload Form for MTS to build

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Form Upload to Build

 

Option to Upload Form and MTS will build for you

First form for free as part of free trial

Subsequent form build may incur a cost - this will be quoted first

Form turnaround time generally 48 hours

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Document Management-Resources e Library

 

Integrated Document Management Solution

Create and Custom Name Folders

Add resource Documents to folders

Different User Group allocation & visibility

Document Expiry Date Management

Document Auto Expiry Notification

Auto-sync of Resource Library to Mobile Users

Auto Download, or Request Download Modes

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Compliance Register

 

Powerful tool for workflow processes

Perfect for Non-Compliance, Safety Checks, Pre-Starts and more

Integrate job management

Fully customize-able workflow process

Customize the Workflow Steps

Customize the Notification Content

Link automatically to Job Status

Form can be added to as workflow moves

Tabs to indicate workflow status

Automated register numbering for auditing purposes

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Notifications

 

Internal Dashboard Reminders / Notifications

Internal / External Email Reminders / Notifications

Pre-Event additional notification service

Customizable Content

Automated Recurring Profiles for ongoing reminders

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Form Bank Templates

 

Don't be confused by thousands of similar forms

Hours can be wasted searching through templates that are similar but not right

Form Bank provides a relevant template that can easily be adapted to suit your requirements

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Photo Tagging & Searching

 

Photos can be auto-tagged with Form Field information

Sample tags: Time, Date, Location, Client, User, Before, After

Photos can then be searched on Tag criteria

Photo Stream presents photos as they are submitted from the field

Live stream is a great feature to show before and after photos from job site

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CSV Report Builder

 

Create CSV / Excel Reports on any single field of data collected in any form

Create reports with just a few clicks

Create preset Templates for commonly used Reports

Includes Filters, Date Ranging and sorting functionality

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Mobile Payments

 

Integrated Payment Gateway

Take instant card payment without leaving the app

Can be integrated directly into Invoice or Work Order type forms

 

Workflows

 

Multi-step Workflow options

Automated Form Submission Actions

Sending an email

Sending a PDF (fully customizable)

Inserting a Database Record

Updating a Database Record

Emailing an XML

Posting an XML

Or utilizing the Integration and API tools

Status Set

Custom Email Subject and PDF Naming

Set Status / Require Status Rules

Auto Add Resource Doc to emails

Delayed Dispatch option

Timed Dispatch option

Send to Feature based on form field responses

See also Compliance Register for advanced workflow features

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Skip Logic, Branching, Calculations and Integrated Rules

 

Smart rules engine with mobile forms

Powerful If/Then Scenarios and Actions

Make fields visible / invisible

Make sections visible / invisible

Assign set values to fields

Assign URL to fields

Number scrape from field

Skip logic and branching

Embedded formulas

Advanced Calculations & Scoring

Formula based scoring

Make new field mandatory based on response

Make new field optional based on response

Link to Internal or external websites

QR code with data lookup and URL integration

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Kiosk Mode

 

Clean, consumer friendly interface

Submit Only option

Auto-Refreshes back to clear form for new entry

Keypad security exit

Add Different Images or Logos to different kiosk forms

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Food Safety / Testing Production Mode

 

Rapid Submission & Page Refresh

Food Safety Check Mode

Production Line / Testing Mode

Optional Thermal Imaging Camera attachment for unobtrusive mobile temperature monitoring

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Security

 

Customizable User Groups

National Restricted Data Storage option

Individual Role based permissions

Secure Data Transfer and Storage

Encrypted storage

SSL portal management

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External Database Lookup & Referencing

 

Integrated Database Lookup

Integrated Database Add and Edit

API integration to external databases

URL Linking and In-App viewing

Embedded List Data

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Sub Forms

 

Form in form function

Multiple Record Capture

Horizontal SubForm Numbering

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Guest Pass - Management Portal

 

Enable external third parties to view related portal modules

Fully customizable on a per user basis

Integrated communications

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Guest Passs - Client App Access

 

Enable your clients restricted App access.

Valuable tool for clients to create jobs, notifications, alerts and task requests

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Integration

 

Full API for Advanced Custom Workflow

Web services for Advances Custom Workflows

Dedicated integrations with third party partners such as:

Xero, QuickBooks, Mailchimp, Google and Salesforce.

Zapier integration bridging partner - over 200 integration options

Custom integrations on request

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Reporting & Data Export

 

Data export to CSV, HTML, PDF, XML, JSON, API, Email, Google Doc, Box, Dropbox

Advanced data filtering and querying capabilities

Dashboard Reporting & statistics

Photo Scrolling

GPS submission mapping

User submission tracking

HTML reporting

Designed Default PDF generation

Customize PDF generation

PDF auto-generation & auto-dispatch from device or Portal

Advanced Statistics and Reporting

External Integration Connections

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Email Tracking

 

Fully integrated email delivery tracking

Monitor delivery status and history

Real-time bounce notifications

Scheduled delivery reporting

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