Built around your form
Already have a checklist you use? Send it to us and we can use it as the starting point for your digital version.
DIGITAL CHECKLISTS
Your checklists. Made digital.
Turn the checklists your business relies on into simple digital forms. Complete routine checks on phone, tablet or desktop, add notes or photos where needed and keep completed records together.
Turn your checklist into a digital form
If your business still completes checklists on paper, Formsy® provides a straightforward way to move the same process onto a phone, tablet or desktop.
We set the form up for you around the information you need to collect. Your team simply opens the form, completes the required details and finishes the record — without having to build forms or redesign your existing process themselves.
The example shown above is simply one possible layout. Your Formsy® form does not need to look like this — we can create the fields, sections and layout around exactly what your business needs.
Complete it anywhere
Fill in forms on phone, tablet or desktop, with offline working available through the mobile app on phone or tablet when an internet connection isn't practical.
Ready when completed
Save, email at the click of a button, or download a completed PDF whenever you need it.
Capture the information your business needs
Your digital checklist can be set up around your existing layout and workflow, including the fields, choices and declarations relevant to the way your business operates.
Frequently used information can be made quicker to enter, while structured fields help keep records clear and consistent across your team.
Your form can include
- Yes / no and pass / fail checks
- Pre-selected or required responses
- Notes and comments
- Photos where evidence is useful
- Dates, times and user details
- Signatures or declarations
- Sequential checklist numbering
Less writing. Less repeated information.
Digital forms can make repetitive waste paperwork much quicker to complete. Details that rarely change can be pre-populated or pre-selected where appropriate, helping your team spend less time entering the same information on every note.
We set it up
Send us your existing form, template or simply tell us what you need.
Your team completes it
Open the digital checklist and enter the job-specific information.
Complete the record
Capture the required declarations or signatures and finish the form.
Save, send or download
Keep the completed record available and produce a PDF when required.
Easy to find when you need it
Instead of searching through pads, books or filing cabinets, completed forms are kept together in Formsy®. Search your completed records and retrieve the form you need without relying on the original paper copy.
Ready to make your checklists digital?Tell us what you use now — or what you need — and we'll take it from there.
Get in touch