Build a mobile form and put it in the field
Create the form in the web dashboard, choose fields and sections, connect it to the equipment or job, then let workers complete and submit it from Android or iOS phones and tablets.
Build the form in the web dashboard
Start with the paper form, spreadsheet, PDF, or checklist your team already uses. In the web dashboard, name the form, add the header information, and divide the job into sections that make sense on a phone or tablet.
Authorized staff can build a new form, copy an existing form, or import a tab-delimited or CSV field list as a starting point. The setup can then be adjusted to match the way the crew records the work.
Choose the fields and sections workers need
Add text, number, and date fields, instructions, selection lists, checkboxes, radio buttons, scan fields, photos, and signatures. Mark required answers so the form warns the worker before submission when a needed response is missing.
Use repeatable sections for items whose count changes from job to job, such as problems found, parts entered, readings, or invoice lines. Keep the labels short and use the terms the crew already knows.
- 01Name the formUse the job or record name workers already recognize.
- 02Add sectionsBreak a long form into clear parts for a small screen.
- 03Choose fieldsAdd entries, choices, scans, photos, and sign-off.
- 04Set required answersFlag the details needed before the worker submits.
- 05Publish for workersMake the form available to the right users and jobs.
Give workers the form for the right equipment or job
A mobile form can be connected to equipment, property, a work order, project, production batch, or another business item used by the team. A dispatcher or office user can assign the work, or a worker can scan the available QR code, barcode, or NFC tag to identify the item and see the relevant form.
The worker can also use a stand-alone form when a job does not need a multi-step process. Add workflow only when several employees, stages, or reviews need a defined handoff.
Record the work on a phone or tablet
Workers use the QR Mobile Data app on Android or iOS. They can enter details manually, choose from lists, scan supported labels with the device camera, take photos, add a signature, and move between sections without working through one long screen.
A partly completed form can be saved on the device and reopened later. Workers can use the app without an internet connection and submit completed forms when a connection becomes available.
- 01Open or scanStart from an assignment or identify the available job item.
- 02Enter detailsComplete required entries and the answers that fit the job.
- 03Add evidenceInclude supported scans, photos, notes, or a signature.
- 04Pause or submitSave on the device or send the completed form when connected.
- 05Office reviewSearch, check, correct, export, or prepare a report.
Review, correct, and report from the office
Authorized staff can search submitted records in the web dashboard, review the collected details, fill office-only fields, or return a form for correction when the configured process calls for it. The available search filters depend on the job, equipment, employee, form, date, and recorded fields.
Supported outputs include CSV data and PDF reports. A custom Microsoft Word template can control the PDF layout and include the selected job details, answers, images, and signature. The exact review and report steps depend on the configured form and workflow.
Questions from the job
Frequently asked questions
How do you create a mobile form in QR Mobile Data?
Authorized staff create the form in the web dashboard, add a header, sections, fields, choices, instructions, and required answers, then make the form available to the workers who need it.
What can workers add to a mobile form in the field?
Workers can enter text, dates, numbers, and selections; scan supported labels; take photos; add a signature; and complete repeatable sections when the form is configured for them.
Can a worker pause a mobile form and finish it later?
Yes. A worker can save a partly completed form on the device and return to it later. The completed form can be submitted when an internet connection is available.
Talk through the work
Ask about building your mobile forms
Tell us what your crew needs to capture. We will help map the current process and the next practical step.