Mobile Form Builders – How To Build A Mobile Form In Minutes

Posted 7.09.22 by:

Mobile form builder apps allow you to create customized forms for your assigned app users. The 1st Reporting app lets you easily add fields to your existing forms and customize the look and feel of your documents to suit your brand.

We’ve identified a simple 5-step implementation to get you to start building mobile forms in minutes. Here’s the low-down:

  1. Sign up for 1st Reporting on our site, Google Play, or The Apple App Store.
  2. Navigate to the form builder within the dashboard.
  3. Get building your custom forms to use with your team.
  4. Add your team members as users and get them to install the app on their mobile devices, tablets, or other suitable devices (Android, iOS, desktops, laptops).
  5. Start documenting incidents, inspections, shift logs, and any other form or checklist-relevant process.

It’s almost too easy. Getting started shouldn’t be difficult. You’ve got better things to do with your time. Let’s look at some features that will save you even more time.

Create Mobile Forms Instantly

The 1st Reporting app has a variety of built-in form and checklist templates that organizations use daily. If you need one of these templates, you’ve got an instant mobile form at your disposal.

Want customization?

You can use our mobile form builder to quickly create forms with no coding knowledge required. Drag and drop elements onto your form, and then save it for use with your assigned team members. Here’s more on how it works:

Customize Forms with Drag & Drop

With our mobile form builder, you can customize your forms by dragging and dropping elements into place. It makes building forms quick and easy.

You don’t need to know how to code. You don’t need to be some computer guru. You only need a smartphone, tablet, desktop, or laptop and enough knowledge to open the app. The user interface is intuitive, makes sense, and is easy to navigate. So, you never have to worry about overcomplications misleading you to incorrect app usage. It’s just plain common sense. An app to document incidents and inspections must run smoothly for you and your team, and that’s precisely what we’ve created for you.

Add Multiple Fields

You can add multiple fields to any form or checklist using drag and drop functionality. Our custom form builder makes custom forms, checklists, and templates simple, fast, and effective. 

Never again will you print a form to realize your efforts were in vain due to forgetting a required field.

With the custom form builder included, all you need to do is open the app and adjust your form accordingly. Only administration-level users can adapt the customization, so you don’t have to worry about your team members accidentally messing up a form or template.

Further Benefits of 1st Reporting

Save Time & Effort

We’ve made building mobile forms accessible with our free version of the mobile form builder. It’s super simple to use and will save you time and effort. Or, for a more enhanced, long-term experience, sign up for a paid account and benefit from all the features of full access.

Integrate with Teams

1st Reporting now integrates with Microsoft Teams®. It means that you can now receive notifications right from inside the Teams® dashboard.

Why is this a great feature? Because now you can have teams notify you of a completed form from your team members using 1st. It will allow you to control various aspects of your team’s operations through constant and real-time automated communications.

Link Reports For Integrated Process Documentation

One of the challenges of most organizations’ health and safety departments is properly following, tracking, and connecting documents for a prescribed incident. For example, if you complete a risk assessment and call for a repair to an item to avoid an incident, you may want the risk assessment and the repair final inspection checklist tagged together ‘in the same file’. Using 1st, you could easily link the two documents together to create a managed workflow.

This report link integration feature can work for anything requiring two or more stages. You could use this integration to track inspections and follow-up repairs or maintenance, repair, and safety inspection, incidents and follow-up action reports, and more!

Customize Dynamic Workflows With Conditional Logic

One of the best features of the 1st Reporting app is the ability to customize dynamic forms and lists. 

You could create a checklist to ensure team members stay on track when performing an inspection. The checklist could dynamically update and change the following questions based on user input. 

Dynamically changing forms are beneficial for inspecting various types of equipment, creating process checklists for complicated workflows, and guiding team members down complex decision-making processes.

If there is a process that could have different stages based on the results of a previous step, then dynamic form creation is for you – and so is the 1st Reporting app. Try it today and find out why it’s one of the hottest new apps for businesses.

Transparent, Fair Pricing

If one thing gets under our skin, it’s an app with obscure pricing. You know the ones – they lure you in with ritz and shiny things to drop the significant price increase after you’ve used the app for a week. No, we have open and honest pricing you can see for yourself right here.

Considerations For Mobile Form Builder Selection

Choosing a mobile form builder can seem like choosing a door with a hidden room behind it.

Simple Form App Or Complete Form Builder and Reporting Platform?

You might have spent some time investigating various form-building apps. If you have, you must have seen the varied differences between the simplest form-building apps and those that act as more of a management system.

What are the differences?

Simple form apps act just as you would expect – they allow you to create and share simple forms. However, the problem with these sorts of form builders is (typically) that the person you share the forms with can get the same app as you and have the same ability to manipulate the forms as you have. 

You can see that a simple form builder won’t make the cut for most business requirements. However, the danger is falling prey to overly complicated platforms attempting to do too many things simultaneously. Too much complication, and it’s likely to work slow on your mobile device. Moreover, a slow or complicated application is bound to cause your team frustration when they attempt to use it.

What’s the solution?

The solution is a formidable reporting app that acts as both a form builder and management platform. Yet the app must be lean, fast, and highly user-friendly. Oh, and a great team of real people to work with who can help customize the app for your specific organization would also be a nice feature.

1st Reporting is your complete mobile form builder solution and management platform rolled into one lean, user-friendly experience.

Can It Help In Keeping Field Technicians Efficient And Safe?

Mobile form builders have to do their job. When you send your team out to a job site or remote location, you can’t always be looking over their shoulder to ensure they are working safely. Similarly, it isn’t easy to know if some of your team members are working at their peak efficiency when they are not at your base of operations.

Our mobile form builder and reporting management solution solves both of these common issues with some clever technologies.

Will It Keep You In The Know Of Field Team Member Activities, In Real-Time?

A technician completes a report on their tablet using the 1st Reporting app. Managers at head office receive a notification upon the form's completion.
Real-Time Notifications provides real-time field team member management.

Real-time notifications upon form or checklist completion are a way that you can keep track of your field technicians. All you need to do is incorporate certain forms into the daily routine and procedures. Here’s an example of a field technician’s daily process and notifications:

  1. The technician starts their day with a vehicle inspection. They complete a safety checklist when they perform their daily vehicle walk-around inspection. You are notified when they are complete via the app’s automated notification.
  2. The technician arrives at a remote work site and performs a site inspection before commencing work. You are notified when the review is complete.
  3. The technician completes a work area safety checklist as they set up caution tape, pylons, and other safety equipment in their work area. You are notified when the checklist is complete.
  4. The technician completes a post-work site inspection checklist during clean-up or completion of whatever work they were on site to perform. If the technician was on site for an inspection, then you would receive a notification upon their completion of the inspection form. Similarly, a post-work checklist form or appropriate form to complete their work on site.
  5. The technician completes a daily report of activities with their finish time as they drop off their work vehicle or reach their final destination. Again, you could receive a notification of the completion of their daily report.

As you can see from the 5-step example above, while incorporating forms and checklists into the team’s daily duties, you can use the automated notifications to track the team members’ progress throughout their day.

Can The App Guide Field Technicians Through Complex Procedures Automatically?

Dynamic mobile forms help managers to guide remote processes with automation like the 1st Reporting app.
Everyone needs a guide sometimes. 1st Reporting can help.

Sometimes our team members must perform complicated duties that will change depending on what the team member encounters during the course. These dynamically evolving tasks or scenarios can become quite challenging to manage and for your team members to work through.

Using the dynamic form feature of the 1st Reporting app, you can use the mobile form builder to create dynamically changing forms based on user input.

The beauty of dynamic forms is that you can take a complex, multi-faceted process and build out a dynamic template that will change based on the conditional inputs from the user. This feature allows you to aid your team and guide them through the appropriate procedures by way of dynamically changing fields.

Consider a stressful situation, such as a workplace injury. We all want to avoid incidents, but they happen to the best of us and often despite our efforts. However, let’s consider the situation at hand – a workplace injury. 

During workplace injury scenarios, team members may face highly stressful situations. These situations can cause poor judgment and even a complete lack of common sense. It’s imperative to give your team the tools they need to keep their cool in the most terrible of possible scenarios.

Enter the dynamic form. You could create a dynamic injury report that guides your team members to make the correct decisions by way of altering the content based on their input. For example, the team member might note the severity of an injury, and the form changes to prompt their actions based on the severity of the incident entered.

The potential for dynamic mobile form building is near infinite when you stop and think about it. And 1st Reporting has the feature built-in and is ready to go. Are you ready?

Can You Customize Reports To Track Trends In Mobile Forms?

Track mobile form trends with
Custom reports using 1st help you maintain progressive incidents management through pre-emptive planning and trend analysis.

Documenting incidents and inspections with a mobile form builder and report management solution is essential. However, to prevent further incidents or to gather insight into inspections, you need to be able to generate reports.

The 1st Reporting app has a built-in and powerful report generation feature. We can fine-tune your reports to provide you with the exacting insights and data you need to see trends in your operations.

Define your key indicators and use trends to build prevention and mitigation strategies that define your organization as proactive and safe for its team members.

Reduce costly shutdowns and expenditures born of incidents that might have been prevented. In the US alone, there were over 4,000 preventable workplace deaths in 2020. Using trends to build safer workplaces and processes is one way you can help reduce your team’s chances of becoming one of these statistics. (source)

Are You Ready For a Better Mobile Form Building Experience?

Choose wisely – choose 1st Reporting.

Let’s sum things up regarding how we anticipate you can build a mobile form for your organization in minutes. Four key points stick out predominantly:

  1. Building custom mobile forms for your organization is easy with 1st Reporting using the drag and drop form builder.
  2. The 1st Reporting app is easy to use for your team and packed with features management will love.
  3. You can build mobile forms with dynamic functionality in a fraction of the time of other apps and include custom automated notifications.
  4. Fully customizable reporting allows you to track the mobile form submissions and analyze trends in the data, including viewing reports in a customizable map view in your management dashboard.
  5. Pricing is fair, transparent, and a great deal considering how much money and time it saves your organization – report after report and form after form.

Are you ready for a better mobile form-building experience? Try 1st Reporting today.

Start reporting today

Join the globally-recognized brands that trust 1st Reporting to safeguard their organizations.

Join the globally-recognized brands that trust 1st Reporting to safeguard their organizations!