Formation

Formation is a software solution that delivers a new and leading edge approach to capturing data on your mobile devices. Available for your employees or customers to use on Windows, Apple and Android devices plus a web portal so you can collect and pass any data anywhere. Formation Software is transforming the way businesses work by replacing slow, cumbersome paperwork with quick and efficient electronic forms. Formation connects people to information and work - anywhere, anytime from any device. Our software ensures that business gets done with ease and simplicity from SME to PLC.

Formation functions as part of your back office system (via the Formation Management Studio) and also provides field based staff with a flexible and secure form of data collection (via the Formation Mobile application). By choosing Formation Software you can take the hassle and expenditure out of hiring a developer – it is an intuitive forms design tool adaptable to your specific business requirements.

Formation Management Studio features:

• Drag and drop form creation

• Assign forms to colleagues

• Hosted on a secure server environment

• Personalised company branding

• Monitor user activity & generate reports with a workflow tracker

• Simple user dashboard gives an overview of existing projects

• Completed forms returned in smart PDF format or via data transfer

• Full audit trail of every action and change

• Design your own report outputs

• Integrates into your existing ERP/CRM system

Formation Mobile application features:

• Available to Windows, Apple (iOS) and Android devices (plus website forms)

• Capture a range of media rich content such as photos, video and audio

• Apply free text fields, currency fields, perform calculations and sketch with the drawing tool

• Annotate and edit uploaded photos

• Customisable grids and tables

• PAF Postcode validation for UK addresses

• Ability to work offline to complete forms

• Collect signatures with an e-signature tool

• Simple user dashboard gives an overview of forms status

• Barcode and QR Code Reader

• GPS Geo Tracking Functionality

• Cloud Storage

To request a Formation account or for more details please call 0845 621 11 11 (ext.603)