Help on the Go: 4 Ways to Manage Your Business with Mobile Forms

By Jess Penner

Mobile forms are the new way for companies and businesses to keep track of their people and products while they are both still in motion. The paperless route has become the highway to the future for mobile data collection, sharing, and analytics. Employees are sending in reports from the field that are uploaded and analysed in real time by head office. This allow s the main office to generate work orders and invoices immediately and efficiently. This is leading to increased business performance, improved productivity and better tracking of all aspects of a company’s affairs. Mobile forms are changing the way that field workers carry out their work and are enhancing the organization’s efficiency, speed, and analytical insight.

Mobile forms are being used by just about every company that has mobile or remote workers. This includes construction companies that can get progress and safety reports from their work sites and mining companies who are operating miles below ground. Their reports come through loud and clear and the system automatically records their data when they come back to surface. Department stores and retail outlets are also using mobile forms to track inventory and sales and to ensure that employees report to work on time and get paid for the hours they work.

This really is the new way of doing business and mobile forms are in and paper is on its way out. Here are the top 4 uses for mobile forms.

📱 1. Managing work orders and invoicing

Mobile forms make managing work orders and issuing invoices simple. The site worker or technician fills out a mobile form from the job site and sends it back to head office. This automatically generates a work order and at the end of the call, the remote worker logs back in. That triggers the invoice automatically and removes the need for paper as the invoice is generated by the system once the work order has been completed. This basic work order and invoicing mobile form can also be prepared in advance by head office with only the work for the day to be submitted by the technician.

📱 2. Managing sales

Mobile forms are great for getting orders and processing them quickly. That makes the whole sales process much more efficient and effective. It adds agility and speed to the process which in turn leads to faster estimates, sales and processing. There is also less chance of human or mathematical errors that might happen when orders are processed manually. Improving the sales chain process also leaves sales people and their admin supporters more free time to actually get more sales and more business.

📱 3. Managing people

Mobile forms are a much better way of handing all aspects of people management that might require forms or paperwork. This includes the basic attendance management system to keep track of employees’ hours on the job, especially when they are in the filed or working in remote work locations. The information is sent automatically using and electronic form and both users and human resource staff can track and monitor so that employees are properly compensated for their work. Mobile forms are also great for tracking expenses for mobile workers and transferring the information immediately to headquarters for payment.

📱 4. Managing inventory

Maintaining inventory is much less complicated and efficient when it is done with the help of mobile forms. Taking inventory with mobile forms is much easier than by-hand and it is much smoother to requisition replacement stock and parts, even from the field. This allows technicians and mobile workers to have the parts they need on-hand or to be able to order them and have them delivered quickly. This greatly improves the overall operation and allows a company to meet the needs of their customers in a far faster fashion than the past.