Design the work. Formif tracks it.
Build the inspection, the report, the checklist yourself. Your team fills it in; you watch it as a table, a board, a calendar or a map. Nobody asks which file is the current one.
Rebuild your paper form on screen
No code, no consultant. Drag sections, tabs and fields where you want them, and lay them out on a grid instead of one long column. Every template you save keeps its version and writes its own PDF.
Field types
Add text, number, date, time, currency, folder, file, company, person and button fields. Any field can be made required and shown as a column in the forms table.
Sections
Split the form into sections that collapse and reorder. Each section holds its own fields and can be shown or hidden by a rule.
Tabs
Split a long form across tabs. Each tab carries its own sections, so the person filling it in is never looking at everything at once.
Free layout
Place fields on a grid instead of a single column. A paper form can be rebuilt on screen with the same layout.
Formulas
Calculate a field from other fields. The formula editor lists every function with its syntax and an example result.
Auto Generate PDF
Design the form's PDF on the Document tab: cover page, header, footer and margins. Switch automatic generation on and every save writes a new PDF; leave it off and you create one when you want it.
Nobody hunts for a lost email
You name the statuses; Formif sorts them into Not started, Active, Done and Closed. A form waiting on approval sits on the dashboard with the name of whoever it is waiting on.
Your own statuses
Add a status, pick its colour, drag it into a group. To Do, In Progress, Missing Info, Needs Revision, Delivered and Done ship as defaults.
Approvals
A form waiting for approval shows on the dashboard together with the person it is waiting on. Nobody goes looking for a lost email.
Comments
Comment from the panel beside the form and tag someone with @. Every comment stays on the record with its author and date.
Notifications
Being assigned a form, tagged in a comment or asked for a revision raises a notification. The dashboard list shows the unread ones.
Due dates
Dates that have passed turn red in the table and appear in the upcoming deadlines list on the dashboard. The overdue count sits in the workspace header.
Assignment
Every form has a responsible person and a separate check responsible. The Assigned tab on the dashboard collects everything on one person into a single list.
Keep the conversation next to the work
Ask about a form on the form. Threads, @mentions and the photo from site stay on the record, so the decision is where the job is — not in an inbox or a WhatsApp group.
Nobody exports anything to Excel
Every view reads the same records. The board for the morning stand-up, the map when you are planning a route, the Gantt when you are planning a week. Same data, one click apart.
Keep the price list out of Excel
Build price lists, rate tables and matrices with formulas, formatting and sheet tabs. A field on a form reads a row straight out of one, so nobody retypes a price.
Where's the file? Under the form.
The vault mirrors your project tree, a folder per form. Upload what you have, or connect SharePoint, OneDrive, Google Drive, Dropbox or your own WebDAV server and leave the files where they already live.
Set the rule once, not every time
No scripting. Pick the event that starts the rule, add a condition, say what happens. Then run it once against a real form and see the result before it touches anything.
- TriggerStatus changed
- ConditionIf priority is high
- FieldShow the section
- ActionNotify the responsible
- ActionGenerate the PDF
Triggers
Start a rule when a record is created, a form is created, or a priority changes.
Conditions
Put AND, OR and comparison nodes between the trigger and the action. The rule stays readable as a diagram.
Actions
Set a value, assign a person, show or hide a section, send a notification or an email.
Section links
Show or hide a whole template section based on a field’s value. The WWS section only opens when it is needed.
Field links
Connect two fields so the second one only offers options that match the first.
Test run
Run the rule once with the Test Run button above the canvas, before you switch it on.
Who should see this field?
You answer that in the field's own settings: everyone, a company, a team or a role. Sections work the same way. At project level you decide how far a form travels — across every branch, or only to head office.
Companies
Add every company in the workspace with its members, address and contact details. Every form belongs to a company.
Teams
Group members into teams: inspectors, modellers, energy consultants, project managers, quality control.
Roles
Workspace admin, manager and member ship as defaults. Add your own role and pick what it is allowed to do.
Branch visibility
By default a branch sees only its own work and head office sees everything. At project level you can turn that around: every branch sees every other branch’s forms, or only head office does.
Field and section rules
Every field decides separately who can see it and who can edit it: everyone, a company, a team or a role. Sections can be hidden by a rule in the same way.
API keys
Issue keys with their own scopes and rate limit. Every request a key made is listed with its endpoint, method and status code.
Connect the tools you already use
Keep files in SharePoint, OneDrive, Google Drive, Dropbox or your own WebDAV server. When a form changes, send the event to Slack, Zapier, Autodesk Construction Cloud or your own endpoint. Nothing has to move house.
Invoice the job where you did it
Quotes, invoices, credit notes, payments and a ledger, kept separately for each issuing company. Every company keeps its own seller details, number series and VAT rates. The job and its invoice never live in two systems.
Starts free, per seat after that
A monthly fee per active member. The free plan is a real plan, not a trial.
Build your first form today
Start on the free plan and grow it as the team grows. No setup fee, no mandatory consultant.
No credit card required