DIGITAL FORMS & CHECKLIST APP Replace every paper form, without missing a beat

A forms app is a digital tool used to create, distribute, complete, and manage forms electronically. Using a forms app makes data collection exponentially easier and cheaper than a traditional pen and paper method. Digital forms can include checklists, reports, requests, and more. A forms app keeps all these documents in one digital location, eliminating time-wasting filing and the physical space those forms would otherwise take up. In addition, a good forms app, such as Connecteam, will back up all digital forms, guarding you against data loss. Finding a digital form couldn’t be easier using Connecteam’s handy search function.

Yes. For businesses using Connecteam’s Small Business Plan, the digital forms feature is 100% free for up to 10 users. If you have more than 10 users, you’ll still get a 14-day free trial to see if Connecteam’s digital forms are right for you and your team. When the free trial ends, you can opt for the limited plan (which is free forever) or you can upgrade to a premium plan to get advanced functionality.

Connecteam’s digital forms app is a breeze to set up and use. Managers can create their own digital forms or use premade templates. You can use the forms app to create digital checklists, incident reports, or even confirmation that an employee has read company changes.

Managers using Connecteam’s digital forms can:

• Automate information gathering
• Keep digital records of acquired information
• Require actions, such as signatures or photo uploads
• Notify employees of missing forms
• Approve or reject employee forms
• Receive notifications when employees check off items, sign documents, or upload a form
• Easily find the exact form needed using the search bar
• Export forms as PDF files or to Excel
• Communicate with employees without ever leaving the form
• Fully customize forms to fit the needs of the company
• Give employee feedback regarding a form they submitted

Employees can:

• Fill out and upload forms from their mobile device
• Alter forms that were not approved
• Receive notifications regarding the status of submitted forms

• Operational checklists – safety checklists, opening checklists, etc.
• Report workflows – incident reports, accident reports, etc.
• Inspection reports – health inspection, performance audits, etc.
• Read and sign workflows – uniform policy, daily COVID health declaration, etc.
• Ticketing – opening a maintenance ticket, reimbursement form, etc.

Yes. With Connecteam, you can turn existing paper forms, PDFs, and other files into digital forms in minutes. Simply upload your file and let AI automatically convert it into a customizable form. You can then add fields, e-signatures, conditional logic, and more, making it easy to collect accurate information, streamline workflows, and eliminate paperwork.

Yes. Employees can complete forms and checklists directly from their phones, whether they’re in the field, on the road, or at a job site. They can submit responses, upload photos and files, add e-signatures, and even use AI-powered speech-to-text to fill out forms hands-free.

Yes. Employees can use AI-powered speech-to-text to complete forms by simply speaking into their device. Connecteam automatically captures, summarizes, and organizes their input into the correct form fields, making data collection faster, easier, and completely hands-free.

You can create virtually any type of form or checklist your business needs, including inspections, safety audits, incident reports, equipment maintenance logs, onboarding forms, expense reimbursement forms, daily checklists, compliance forms, customer surveys, and more. You can build forms from scratch, start with a template, or use AI to instantly convert existing files into digital forms.

Yes. Connecteam supports dynamic forms that automatically adapt based on employee responses. You can use conditional logic to show or hide questions, require specific fields, and guide employees through the right workflow based on their answers. This helps ensure accurate data collection while keeping forms simple and relevant.