Mobile forms questions for field and operations teams
Use this guide to see how crews open and complete mobile forms, how offices build and review them, and when to use a stand-alone form or a multi-step workflow.
How crews use mobile forms on the job
A field crew can use a mobile form for a service call, site inspection, equipment check, daily report, or other job that needs a consistent record. The worker opens an assigned form or scans an available QR code, barcode, or NFC tag to identify the equipment, property, work order, or project.
The form runs on an Android or iOS phone or tablet. A worker can enter answers, choose from lists, scan supported labels, take photos, and add a signature when the job calls for it.
The app can also be used without an internet connection. The worker completes the form on the device and submits it when a connection becomes available.
- 01Identify the jobStart with the work order, equipment, site, property, or project.
- 02Open the formUse the assignment or scan the available label to find the form.
- 03Record the workAdd checks, readings, notes, photos, scans, or a signature.
- 04Submit when connectedSend the completed record after the job or when service returns.
- 05Office reviewSearch, check, correct, report, or start the next step.
What happens after a worker submits a form
Submitted forms become digital records that authorized staff can review in the web dashboard. Office staff can search available records by details such as the job, equipment, date, employee, form, or answer instead of sorting paper files.
A configured process can include office-only fields, a correction loop, a PDF report, CSV data, or an alert. Those steps depend on the form and workflow set up for the team.
Choose a stand-alone form or a workflow
Use a stand-alone form when one worker can complete a service record, inspection, condition report, or similar job in one sitting. It keeps the setup simple and gives the office the finished record.
Use workflow when the work runs for several days, moves between several people, or needs defined field and office stages. Each step can have its own form, status, and handoff.
- One worker, one sitting
- A service ticket, inspection, or field report can use one stand-alone form.
- Several steps or handoffs
- A longer project or process can use workflow to connect forms and status.
Questions from the job
Frequently asked questions
What is a mobile form?
A mobile form is an electronic work form that an employee completes on an Android or iOS phone or tablet. It can collect typed answers, selections, scans, photos, and signatures and keep the submitted record with the job, equipment, property, or project.
Can field crews use mobile forms without internet?
Yes. The QR Mobile Data app can be used without an internet connection. A worker can complete forms on the device and submit completed forms when a connection becomes available.
What happens after a worker submits a mobile form?
Authorized office staff can search and review the submitted record in the web dashboard, fill office-only fields, create supported reports, or return the form for correction when the configured process calls for it.
Talk through the work
Ask about your mobile forms and workflow
Tell us what your crew needs to capture. We will help map the current process and the next practical step.