Build forms and keep track of work
Create inspection forms, reports and checklists for your team. Track progress, assignments and deadlines as the forms are filled in.
Create forms that fit your work
Drag fields into place and organise longer forms into sections and tabs. Design the layout and PDF output without writing code.
Emma ClarkeField 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 longer forms into tabs and keep related sections together.
Free layout
Arrange fields on a grid. Adjust their widths and positions to match your form 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.
See what needs attention
Define your workflow statuses and assign forms to team members. See which forms need approval and who needs to review them.
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
See forms awaiting approval and their assigned reviewers on the dashboard.
Comments
Write comments beside the form and mention colleagues with @. Comments are saved with their 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
Overdue dates appear in red in the table. Check upcoming deadlines on the dashboard and the overdue count in the workspace header.
Assignment
Assign a person to complete the form and another to review it. Find your work in the Assigned tab.
Finished the checks at the north plant, two items are missing.
@team photos are attached, could you take a look?
Photo from siteMissing items are fixed, the form is ready for approval.ResolvedDiscuss work on the form
Ask questions, mention colleagues and share photos in the comments. Open the form to read the conversation alongside its details.
Choose how you view your work
Use a board for progress, a calendar for deadlines and a map for visits. Switch views while working with the same records.
Organise your data in worksheets
Create worksheets in Grid, calculate values with formulas and edit them with your team. Connect worksheet data to form fields when needed.
Keep files with the right form
Vault organises files in a folder for each form. Upload files to Formif or connect the storage service you already use.
Automate recurring tasks
Send a notification or generate a PDF when a form changes status. Set the conditions and test your rule before enabling it.
- 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.
Set viewing and editing permissions
Choose who can view or edit each field by company, team or role. Use project settings to manage which forms branches can share.
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
Use the default admin, manager and member roles, or create roles with the permissions you need.
Branch visibility
By default, branches see their own work and head office sees all work. Set which forms are shared between branches in project settings.
Field and section rules
Set viewing and editing permissions by company, team or role. Use rules to control section visibility.
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 use
Store files in SharePoint, OneDrive, Google Drive, Dropbox or a WebDAV server. Use integrations and webhooks to send form updates to other systems.
Manage work and invoices together
Create quotes and invoices, then track payments in Formif. Set up separate seller details, number series and VAT rates for each company.
Start with a plan that suits you
You can start on the free plan. Paid plans are billed per active user.
Create your first form
Open a free account and start with a form your team already uses.
No credit card required