The ultimate form app for Simpro users
Powerful forms get the job done
We believe the right form solution makes all the difference. Go from multiple clumsy methods to a beautifully simple app with powerful forms that automate workflows. Incorporating a world leading feature set the forms4tradies app connects you with Simpro to create a seamless interface.
Are YOU .........
· Transposing data from one place to another?
· Manually filling forms?
· Struggling with multiple form solutions?
· Dragging attachments across applications?
· Using a bunch of old forms?
Why not automate your processes, get everything into one place and tidy up your form act?
The ultimate form solution for Simpro users
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Pre-populate any form field with data from Simpro
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Send form field data back to Simpro
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Send forms and attachments to any email address
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Send form PDF, attachments and images back to a named folder in Simpro
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Extensive feature set enables virtually limitless form design
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Responsive design allows you to access forms on any device including PC
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Stop wasting money subscribing to multiple apps
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Save time and money toiling with paper based and inefficient systems.
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Use our in-house design service to create functional forms
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Built for Android and iOS and any PC browser
What could be simpler?
ORGANIZE YOUR FORMS
One solution combines all your forms in one place
Organize forms into Groups and Folders for easy access
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Compliance
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Health and Safety
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Incident Reporting
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Field Inspections
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Property Inspection
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Utilities Management
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Equipment and Asset Inspection
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Installation, Repair and Maintenance
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Surveys and Feedback Forms
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HR forms
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Audits
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Any Custom Form
EXTRAORDINARY FLEXIBILITY
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The ultimate form creator
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Flexibility to create almost anything
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The most advanced features
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Pre-fill data from Simpro Leads, Quotes and Jobs
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All your form needs in one place
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Powerful feature set with advanced tools, capable of managing every type of form
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Responsive to suit any device
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Prefill data from Simpro fields such as names, emails, location, description, custom fields etc
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Send data back to Simpro such as Description, Notes, Tags and Custom Fields
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Enable contractors to send job detail back to the job in Simpro
USE CASES
Inspections - Use standardised lists to perform inspections with data collection, photos, videos and audio to document issues.
Compliance Certificates - Complete and sign compliance documents using local authority templates or design your own.
Health and Safety - Complete risk analysis and document safety plans to validate your actions.
Checklists - Use custom checklists to standardise processes and verify work done.
Administration - Streamline your admin by creating forms for expense claims, leave request, HR and more
FORM FUNCTIONS
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Apply extensive conditional logic including if/and/or statements, skip/hide/show, content mask, require/enable/disable
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Embed images in the form or attach audio, images or files
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Create rules and alerts
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Map form fields to structured PDFs
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Map form fields to structured Emails
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Approval workflow
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Perform calculations
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Send return messages
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Send form and attachments to any recipient
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Kiosk mode
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Secure signature
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Capture raw form data for use elsewhere
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Extensive integrations
YOUR FORMS IN SIMPRO
INTEGRATIONS
forms4tradies natively integrates with Simpro and many other 3rd party systems
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Google Sheets
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Zapier
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Asana
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Google Drive
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Dropbox
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Plus many more
HOW IT WORKS
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forms4tradies is a Web App exclusively designed to connect to Simpro via the Simpro API Integration
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We use a powerful form creator and link specified form fields to Simpro
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The forms4tradies app pre populates these fields with data from Simpro
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Open the bookmarked forms4tradies app on your device.
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Select a form, enter the number of your job, quote or lead and the app will prefill your form.
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Fill your form, take photos, attach files and Submit
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Upon Submit the app sends data back to a folder in Simpro along with a PDF of the form and any other attachments
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Direct the form to specified email addresses
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Send form data to a database for analysis or dashboards
DISPATCH & DYNAMIC
WORKFLOW / INTEGRATIONS
Automate form dispatch and delivery of reports/data based on your specific business rules and workflow.
CALCULATIONS
Utilize embedded formulas for scoring and advanced calculations
OUTPUT TO YOUR OWN PDF AND WORD REPORTS
Map forms directly to your custom PDF and Word report templates.
INTUITIVE MOBILE WEB APP MAKES DATA ENTRY A BREEZE
Fully responsive with a logical flow makes data entry a breeze
PREFILL and SEND
Data such as names, emails, phone numbers, location, addresses, company details, description, notes and custom fields
IMAGE CAPTURE
Capture photos from your camera or photo library with ability to attach or embed in the form
DYNAMIC FORMS DRIVEN BY RULES and LOGIC to HIDE and SKIP
Configure your forms to automatically enforce actions and checks. Preset only relevant form questions to simplify data entry using hide and show rules.
GEOTAGS / TIMESTAMPS
Tag data elements with latitude/longitude coordinates and timestamps to identify where and when data was collected.
FULLY CUSTOMISABLE
Build inspections, audits, checklists, timesheets or any other custom forms
ABOUT
We are passionate about helping Simpro users get the most from their system and have been offering consulting services to Simpro users for more than 10 years. Seeing the ever increasing requirement for forms of all descriptions prompted us to craft a solution to bring together the disparate array of apps and paper systems currently in use. forms4tradies uses the Simpro API to create a single seamless form solution that covers all bases. Choose from our library or commission us to create great forms.
FAQ
Can I setup my own forms?
No - forms and API links are setup by forms4tradies.
Do I need a PDF or Word template?
No - forms can be EITHER a system created PDF OR fields can be mapped to a pre formatted PDF template.
Do you build form templates?
Yes - we use Adobe Creative Suite to create templates to meet your needs.
What if my customers have specific forms that need to be filled?
No problem - any field can be mapped to a specific form while maintaining a responsive layout on mobile devices.
Is there a fee for building form templates?
Yes - we will quote depending on complexity.
How does forms4tradies connect to my Simpro build?
Via API key.
Is there any limit on the number of forms or submissions?
No - there are no limits.
Where can you send forms?
Forms can be sent to Simpro, multiple email addresses and also integrated apps apps such as Google Drive and Sheets
Can I suggest a new feature?
Definitely Yes - you can contact us to let us know your needs.
PRICING
per user per month
NZ $ 25.00
Australia $ 25.00
UK £ 13.00
US $ 16.00
EU € 15.00
plus local taxes if applicable
form master creation and setup is priced on request