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CUSTOM FORMS

Your forms. Your fields. Your rules.

Build any form with a drag-and-drop editor, start from an industry template, and deploy it to the exact sites that need it. Control precisely what field staff can submit — camera or gallery, GPS-tagged, evidence-grade — then export every record as a PDF branded in your colours.

/ Drag-and-drop builder/ Deploy per site/ GPS-tagged capture/ Branded PDF export
Security patrol log being completed on a phone with required fields marked
01 / THE BUILDER

Drag a field. Drop it in. Done.

Text, numbers, ratings, calculations, dates, times, option lists and photo points — drag any field onto the canvas and reorder it freely. Make a field required, attach logic rules, and pin it to a location and timestamp. Publish a new version whenever you like; deployments can track the latest automatically.

Drag-and-drop form builder editing a security patrol log, with the field settings panel open

A field for everything you capture.

30+ field types
Text & number
TextLong textStatic textFormatted inputNumberFormatted numericRatingCalculationComputed label
Date & time
DateTimeTimer
Capture
Single photoMulti-photoVideoAudioFile uploadEmbedded photoSignatureBarcodeNFCLocation
Choice & data
Yes / No / NASwitchAcknowledgementSingle selectMulti selectGlobal listLookupLookup listsDatatable list
Layout & logic
Section breakSub-formsDocument viewerWeb link
02 / CAPTURE CONTROL

Full control over what gets submitted.

For every photo field, decide exactly how evidence is captured. Force the live camera and block the gallery so photos can't be uploaded after the fact. Require GPS tags and timestamps. Set quality, cap the count, demand a caption or annotation, or keep the full-resolution original for an evidence tier.

Photo field · settings
Allow Camera
Allow Photo Library
Allow GPS Tagging
QualityJpg Normal
Max Photos1
Preserve Original evidence tier
Field rule— Any Damage to Report?
WHENAny Damage to Report?
Condition
Equals ⌄
Value
Yes ⌄
Then
Show ⌄
Otherwise
Hide ⌄
On field
Damage Photo ⇅
Trigger
On Change ⌄
03 / CONDITIONAL LOGIC

Show the right field at the right moment.

Drive a form's behaviour from its own answers. Mark damage as “yes” and the photo and notes appear; mark it “no” and they stay hidden. Each rule fires show, hide, require or skip on any field or section — with an optional opposite branch when the condition is false. Forms stay short, relevant, and almost impossible to fill in wrong.

→ Show / hide / require / skip
→ Opposite branch built in
→ Visual rules or rule script
04 / TEMPLATES

Start from a template, make it yours.

Don't start from a blank page. Import industry-standard forms aligned to real regulations — COSHH, PUWER, HSE risk assessments, RIDDOR, BICSc cleaning checks — then drag, rename and re-rule them until they match exactly how your teams work.

Template library of industry-standard security and compliance forms that can be imported and customised
05 / DEPLOYMENT

Deploy a form to the sites that need it.

Publish a form to a specific site, and only the staff working there see it on their app — no clutter, no wrong forms at the wrong location. Track the latest version automatically, or pin one. Set an expiry so seasonal or audit forms retire themselves.

  • → Site-scoped visibility
  • → Track latest or pin a version
  • → Optional expiry date
Form deployments showing which published forms are live at which sites
List of forms available to an officer in the ShiftTracker app
Security patrol log being completed on a phone with required fields marked
06 / IN THE FIELD

Effortless on the phone, even offline.

Staff see only the forms deployed to their site, with a clear required-field count and progress bar. Photos open the camera with GPS and time captured automatically. Patchy signal? They save a draft and it syncs when they're back online.

→ Pending / in-progress / history
→ Auto GPS & timestamp on capture
→ Save draft, sync later
07 / REVIEW & PDF

Review, sign off, and export in your brand.

Every submission lands with its photos, GPS, submitter and a full audit trail. Start a review, add notes, approve or reject. Then export a clean PDF — branded in your organisation's colours and logo — ready to send straight to the client.

Custom-branded PDF · your colours
A completed security patrol log with its checkpoint visits, and the review actions beside it
08 / REPORTING

Know what's getting done, and what isn't.

Submission volume, completion rate, average score and status breakdown across every site and template — filtered by date, grouped how you like, exported to CSV. The proof that the work is happening, in numbers.

Form reporting with submission volume over time and a status breakdown

Build the form your operation actually needs.