What Are Mobile Forms: A Beginner’s Guide to Mobile Forms

Mobile forms have become an incredibly popular tool in recent years, as they significantly improve productivity, profitability, and smooth out the flow of processes from start to finish. Mobile forms are often used by field service companies – companies whose services are primarily delivered by field workers to clients in their homes or businesses.

For companies like this, mobile forms help to significantly improve customer service, as they increase the number of customers that can be reached in the day, decrease the number of repeat visits, and improve the quality of service that can be delivered in a visit.

1. What are they?

Mobile forms are apps designed for smartphones and tablets that allow companies to streamline a large number of their processes, especially those concerning field employees. They contain many features that are highly customizable, and which the company can choose depending on their needs. The company then uses the mobile forms app to improve internal processes and customer service.

2. Who uses it?

Mobile forms are highly versatile and can be used by any employee. Since they are designed for smartphones and tablets, the app – and all the company’s data and documents – can be accessed remotely. This means that both field employees and office employees can access and send data from anywhere at any time.

In this way, mobile forms allow for greater communication between remote employees and office employees. It also allows them to share documents with each other immediately from great distances, which is one way mobile forms help to speed up processes.

3. Are they expensive?

The short answer is: no. Depending on the features the company requires and the number of users they need to have online, the price can vary significantly. That being said, mobile forms will never break the bank, even at their most expensive. Some mobile forms are offered for free – these are more basic versions of the software that allow fewer users or that have fewer features.

More complete mobile forms apps could cost around $40 per user annually, however the return on investment is well worth the cost. Consider this: Even if employees are only being paid $15 per hour, and each one saves just 2.5 hours by using a mobile forms app, they have already paid for their annual subscription. And mobile forms are guaranteed to save significantly more than 2.5 hours per user, per year.

4. How do they save time?

Mobile forms make the submission of forms, invoices and payments immediate. Any data acquired by field employees can be immediately transmitted to the office employees for finalization of the process. Instead of delaying document submission by an entire day, or wasting valuable mileage, time, and gas to return documents to headquarters, the process can go full circle with the click of a button.

Another way mobile forms save time is through route optimization for field employees. Using route optimization, field employees can reach a higher number of customers each day.

5. How do they save money?

First, time is money. All the time saved directly translates to cash in the pocket of the company through increased revenue and decreased use of resources. This includes less gas and wear and tear on company vehicles, and the more efficient use of employee time – both in the office and in the field. In addition, mobile forms remove the need for printing.

Printing is a much more costly process than many companies imagine. The cost of paper, ink, and wear and tear on the printer adds up quickly when everything is being printed. However, with mobile forms, documents don’t have to be printed at all.

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