Digital forms and documents

Break free from hard-coded digital forms that lock you into what you can and can’t enter by building your own. With an easy drag-and-drop interface, you’ll quickly learn how to capture the data that is most important to you and link it directly to existing or future work assignments in real time.

Your forms, your way

Redback’s dynamic forms give you complete control over which pieces of information you want to capture and work with. Build your own predefined form layouts that are easy to use with fields, lists, and actions based on different work contexts.

With Redback’s dynamic forms you’ll be able to:

Build straightforward layouts for specific work or field teams
Link data from form fields to other pieces of work or processes in real time
Provide your field teams with only the information they need to work with

Recognize opportunities

Business opportunities and process improvements can arise when you least expect it. And when they do, you’ll be able to capture them quickly with a custom form you’ve built on the fly, enabling you to add that improvement immediately to your operations.

Redback’s form capturing capabilities enables you to:

Never have to lose or forget a missed business opportunity, especially out in the field
Improve your business processes and operations in real time
Save time and paperwork by keeping your business insights directly into the system as they happen, whether at the office, or out in the field

Provide quality assurance

Redback’s dynamic forms work in tandem with its Scheduling & Invoicing features to ensure that when your teams record their work, they have done so on time, and on budget.

They can then send their forms as company-branded PDFs complete with images, photos of the completed work, and signatures. Redback’s form capturing capabilities enables you to:

Record and send proof of work on the fly using different file formats
Monitor form submissions in real time, which allows for prompt responses and interventions when necessary
Integrate data with other Redback business processes when triggered by form submission