A smart forms & checklists app for frontline teams to increase productivity and oversee any process from anywhere
Create, manage, and track workflows with digital forms
- No credit card needed
- Best ease of use
Trusted by Over 60,000 Companies Worldwide
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Redefine efficiency for non-desk jobs
- Quickly compose custom forms for any process or use a variety of pre-made templates
- Save time using AI by uploading your existing PDF forms and turn them into a Connecteam form
- Distribute checklists to multiple locations instantly
- Fill checklists on the go from any mobile device
Improve accuracy in every form
- Keep forms up-to-date from anywhere with a click
- Gather correct and consistent information
- Build dynamic forms that adapt based on user input
- Meet expectations by tracking progress and time
Digital Forms is the New Norm
Easily create and publish custom forms from the field
Achieve a better form of communication
- Be notified of submissions and monitor them in real-time
- Get instant information and feedback from the field
- Interact with employees directly on any entry
- Attach any file type: PDF, spreadsheet, image, and more
Keep all submitted information in check
- Get a live overview of every completed checklist
- Store, organize, and easily access past data
- Increase accountability with eSignatures and geolocation
- Easily export and share reports within your organization
A BIG deal for small businesses
Connecteam is 100% free for up to 10 users!
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About the Connecteam Digital Forms App
Using a forms app makes data collection exponentially easier and cheaper than a traditional printed 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 is 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.
Connecteam’s digital forms and checklist app is an amazing tool to digitize paperwork, streamline workflows, and take compliance and procedures to the next level. Connecteam’s forms and checklist app makes it easy to create, manage, and assign highly customizable forms and checklists for your team to complete anywhere and at any time on their mobile phones. Easily create your very own digital forms, checklists, or reports or simply choose one of our ready-made templates. Your employees can complete forms, attach images of a job well done, add a digital signature, and submit them back for your review with a click. You’ll then be able to instantly review information gathered straight from the field and store, organize, and access past entries in a centralized place in your forms and checklist app. All in all, Connecteam’s forms and checklist app is the easiest and most affordable solution for you.