Custom Field Forms: Digitize Your Forms with Rhumbix
Overview
Tired of field users completing—and sometimes losing—paper forms? Rhumbix can help you create a more efficient workflow! By digitizing your forms, we make it easier for your teams to complete, manage, and track forms directly in Rhumbix. Plus, the data collected can be pulled into other reporting, giving you better insights and more control.
Benefits of Custom Field Forms
Increased Efficiency: Say goodbye to paper forms and manual processes. Digitizing your forms allows for faster, more reliable data entry.
Real-time Access: Field teams can fill out and submit forms instantly, giving you real-time visibility into what's happening on-site.
Tailored to Your Needs: We work with you to make sure your forms are customized to capture exactly what you need, ensuring consistency across all submissions.
Accurate Data: With built-in checks, required fields, and automated workflows, you can rest easy knowing that the data is accurate and complete.
Examples of Custom Forms We've Created
One of our most commonly customized forms is T&M (Time and Materials) Tracking. We can even create a variant of this form that doesn’t display rates to field users but does display them when sending for sign-off approvals—perfect for managing sensitive information efficiently.
Here are a few examples of custom forms we’ve built for existing clients:
Custom Daily Construction Report (DCR)
Material Requisition Forms
Daily Worker Safety Engagement Forms
Weekly Safety Inspection Checklists
Job Safety Analysis (JSA)
Share Feature: Streamline Communication and Approvals
Once your forms are digitized in Rhumbix, you can easily share them with internal and external parties using the Share feature, available for all forms. This allows you to:
Share Material Requisition Forms internally with your supply personnel, ensuring fast and efficient processing.
Send T&M Tags directly to a General Contractor (GC) for approval, saving you valuable time in getting sign-offs and speeding up your billing process.
The Share feature is a powerful tool that streamlines communication and reduces delays in approvals, helping you manage your workflows more efficiently.
How It Works
Submit Your Forms: Simply send us your existing forms (PDF or paper), and we’ll get started on transforming them into digital versions.
Form Digitization: Our team will convert your forms into a user-friendly, digital format that’s fully integrated into Rhumbix. We’ll ensure the forms match the layout and design you're familiar with.
Form Configuration: Need specific fields or logic? We’ll configure your form to match your workflow. This can include required fields, conditional logic, or custom field arrangements to make data collection as seamless as possible.
Form Embedding: Once everything is set, the form will be live in your Rhumbix platform. Your team can access it directly from their mobile devices, ensuring they’re never far from the tools they need.
Training and Support: Not to worry—we’ll provide all the support and resources you need to ensure a smooth transition. Our team is available to help with any questions or adjustments as you start using your new digital forms.
Explore the Possibilities
Although we do have a few limitations when it comes to form customization, we encourage you to explore the possibilities with us. We’re often able to work with clients to adjust forms to fit within our platform’s capabilities while still enabling the digitization of essential workflows. Don’t hesitate to reach out—there’s a good chance we can find a solution that works for your needs.
Frequently Asked Questions (FAQs)
Q: How long does it take to digitize a form?
A: It depends on the complexity of your form, but simple forms can often be ready within a few days. More complex forms may take a little longer.
Q: Can we make changes to the forms after they’ve been digitized?
A: Absolutely! If your needs evolve, just let us know and we can update the forms as necessary.
Q: Will my team need training to use the new digital forms?
A: Rhumbix is designed to be intuitive and easy to use, but we’re always here to provide training and answer any questions to ensure a smooth rollout.
Q: Can these forms be used offline?
A: Yes! Your team can fill out forms offline, and everything will sync once they’re back online, so no data is lost.
Getting Started
Ready to go digital? Contact our support team at [support@rhumbix.com] or reach out to your Professional Services Consultant, and we’ll get your forms digitized and embedded into Rhumbix as soon as possible.