AI TOOL PROFILE
GoFormz: Mobile Forms and Data Capture Software
- Operations
- Form Builder
- Small businesses
- Mid-market companies
- Enterprise companies
- Field service operations
- Construction and engineering teams
Pricing
Pricing starts at $24 per user per month (billed annually) for the Team plan. An Advanced plan is available for $48 per user per month (billed annually), and a free Basic plan is available for single users.
At a glance
- Best for
- Small businesses, Mid-market companies, Enterprise companies, Field service operations, Construction and engineering teams
- Key use cases
- Work Order Management, Safety and Compliance Inspections, Timekeeping and Scheduling, Invoice and Permit Management, Contract and Consent Collection
- Integrations
- Salesforce, Google Workspace, Microsoft 365, Procore, QuickBooks Online
- Official website
- Visit GoFormz official website
How AI is used
GoFormz is a digital forms platform designed to replace paper-based documentation. It allows users to upload existing PDF or Word forms and convert them into interactive digital versions that maintain the original layout, which may help reduce training time for field staff.
The tool is designed for organizations with field-based operations, such as those in construction, HVAC, and manufacturing. It supports capturing data—including images, GPS coordinates, and barcodes—directly from mobile devices.
Beyond data entry, the platform supports automated workflows and reporting, which may reduce the manual effort required to route documents for approval. It includes a free basic tier for single users.
Buyers should confirm if the number of templates provided in the lower-priced tiers meets their needs and verify if their specific third-party software is among the supported integrations.
Key Features
AI-powered form builder
Supports digitizing existing paper forms or creating new ones from scratch using a no-code interface.
Offline data capture
Allows users to fill out forms on mobile devices without an internet connection and syncs data once reconnected.
eSignature capture
Includes ESIGN and UETA-compliant electronic signature fields for legally binding documents.
Automatic calculations
Performs math, logic, and text operations to auto-calculate fields based on other values.
Advanced data fields
Supports the collection of GPS locations, barcode scans, images, and sketches.
Workflow automation
Provides no-code tools to automate tasks such as emailing completed forms or routing for approval.
Conditional logic
Supports business rules by hiding, requiring, or highlighting fields based on user input.
Use Cases
Work Order Management
Digitizing work orders for field teams to complete and submit from job sites.
Safety and Compliance Inspections
Using digital checklists and image capture to document site safety and compliance.
Timekeeping and Scheduling
Capturing employee hours and scheduling data electronically.
Invoice and Permit Management
Managing the documentation and routing required for billing and permits.
Contract and Consent Collection
Sending public links to external parties to collect eSignatures and consent.
Integrations
- Salesforce
- Google Workspace
- Microsoft 365
- Procore
- QuickBooks Online
- SharePoint
- Box
- Dropbox
- Zapier
- Acumatica
- Autodesk
- Smartsheet
FAQ
Does GoFormz work without internet access?
- Yes, the mobile app allows users to fill out forms, capture signatures, and take photos offline. Data syncs to the cloud once a connection is restored.
Can I use GoFormz for free?
- GoFormz offers a free Basic plan for a single user with one template, as well as a 14-day free trial of the Advanced plan.
Is GoFormz compliant with healthcare privacy laws?
- Yes, GoFormz provides HIPAA-compliant solutions, including Business Associate Agreements (BAAs) and encrypted data storage.
Can people outside my company fill out these forms?
- Yes, you can share a public link to a form that allows external recipients to complete it without needing a GoFormz account.
Source category: Operations
Source subcategory: Form Builder
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