eForms App
is only available on the following plans:
Momentum
What is Zigaflow eForms App?
Zigaflow eForms App transforms your mobile device into a professional data collection tool that eliminates the frustration of paper forms and manual data entry. Whether your team is on construction sites, performing equipment inspections, conducting customer surveys, or completing job sign-offs, the app provides a seamless mobile experience that captures information accurately the first time.
The app connects directly to your Zigaflow system, automatically populating forms with job details, customer information, and relevant data from your database. Field teams can complete inspections, capture photos, collect signatures, and record detailed notes without internet connectivity. Once back online, everything syncs automatically into the right place in your system, creating permanent records that feed directly into certificates, reports, and customer communications.
Built specifically for field service businesses, the app handles complex scenarios like equipment inspections with multiple items, dynamic checklists that adapt based on responses, and conditional logic that only shows relevant questions. Real-time validation catches errors immediately, photo capture with annotations provides visual proof, and offline capability means work never stops due to poor connectivity. The result is professional data collection that reduces administrative overhead, eliminates transcription errors, and gives you complete visibility into field operations as they happen.
85%
Field teams using mobile eForms complete data collection 85% faster than paper-based processes, eliminating transcription time and reducing average form completion from 20 minutes (including data entry) to 3 minutes of field time only.
95%
Real-time validation reduces data errors by 95% compared to paper forms, catching missing information, invalid entries, and incomplete sections before teams leave the site when corrections take seconds instead of requiring expensive callbacks.
100%
Mobile forms with offline capability ensure 100% completion rates regardless of site connectivity, eliminating the productivity loss from poor signal areas and keeping field teams productive in any location.
Paper Forms Create Data Entry Nightmares
Problem:
Your field team completes detailed inspection reports or customer surveys on paper, only for that information to sit in a van for days before making it back to the office. Once it arrives, someone has to decipher handwriting, interpret unclear responses, and manually type everything into your system - a process that typically takes 15-20 minutes per form and introduces errors at every step.
The real cost extends beyond the data entry time. Unclear handwriting leads to follow-up calls that interrupt field teams during their next job. Missing information requires sending someone back to the site. Photos taken on phones need to be matched with the right job. By the time everything is finally entered, the customer is wondering why they haven't received their completion certificate yet.
Solution:
Zigaflow eForms App eliminates the entire paper-to-digital workflow. Field teams complete forms directly on their tablet or phone with a guided interface that prevents blank fields and validates responses in real-time. When they hit submit, the data flows automatically into the exact right place in your Zigaflow system - no typing, no transcription, no interpretation needed. Photos are attached to the specific form sections where they're relevant, signatures are captured digitally, and everything is instantly searchable. What used to take 20 minutes of office work per form now takes zero seconds because the data is already where it needs to be.
Mobile Reception Shouldn't Stop Field Work
Problem:
Your team arrives at a remote site or a building with thick concrete walls to complete an important inspection or job sign-off. They pull out their tablet only to discover there's no mobile signal. Without connectivity, they can't access online forms, can't submit data, can't even view the job details they need to reference. The choice becomes either complete the work on paper (creating all the data entry problems) or leave the site incomplete and come back another day.
This connectivity dependency creates constant friction. Teams waste time finding WiFi hotspots, delay completing jobs because forms won't load, or work around the system entirely by taking notes they'll transfer later. Each workaround introduces delays and increases the chance of errors or missed information.
Solution:
Zigaflow eForms App works completely offline. Teams can download forms before leaving the office, complete them entirely without any signal, capture photos, collect signatures, and review everything on-site with customers. The app stores all completed work locally and syncs automatically the moment connectivity returns - whether that's when they drive back into signal range or connect to office WiFi. There's no "save and finish later" complexity, no partial submissions, just seamless work regardless of location. Field teams never have to think about connectivity because the app handles it automatically.
Generic Forms Don't Match Real Field Work
Problem:
Your inspection process isn't linear - it changes based on what the team finds. If a piece of equipment passes inspection, you need to record basic details. If it fails, you need photos of the issue, detailed notes about the problem, and potentially a different set of questions about remediation. Paper forms try to cover every possibility with pages of irrelevant sections, while basic digital forms make teams fill out everything regardless of whether it applies.
This mismatch between rigid forms and dynamic reality creates two problems. Either your forms become unwieldy documents with mostly unused sections, or they're too simple and require supplementary notes that don't integrate with the main data. Field teams end up frustrated with forms that don't match how they actually work, while back-office staff struggle to find the information they need buried in free-text fields or scattered across multiple notes.
Solution:
Zigaflow eForms App uses conditional logic to show only the questions that matter based on previous responses. When a field team member marks equipment as "failed inspection," the app immediately displays photo capture fields, issue description questions, and follow-up action sections. If they mark it "passed," those sections never appear. The app can handle multiple dynamic sections - inspect 5 pieces of equipment and it creates 5 sets of questions; inspect 15 and it creates 15. The experience adapts to the actual work being done, making forms faster to complete while capturing more detailed, structured information that's easy to analyze later.
Field Mistakes Are Expensive to Fix Later
Problem:
A technician completes a site survey but accidentally enters the wrong unit type or forgets to capture a customer signature. By the time the office reviews the form three days later, the team is on the other side of town working different jobs. Sending them back costs hours of travel time and delays the project timeline. The alternative - calling the customer to clarify details or proceeding with incomplete information - creates equally frustrating outcomes.
These "discovered later" mistakes compound. Missing photos mean additional site visits. Incorrect measurements require redoing quotes. Unsigned forms have no legal validity for compliance documentation. What starts as a simple missed field becomes a multi-hour correction process involving multiple people and sometimes multiple trips back to the same location.
Solution:
Zigaflow eForms App validates data as teams enter it, catching mistakes instantly while they're still on-site and can fix them. Try to submit a form without a required signature? The app highlights the missing field immediately. Enter a measurement that seems unlikely based on the job type? The app prompts for confirmation. Take too few photos for the section type? The app reminds the team member before they can proceed. This real-time validation transforms potential expensive callbacks into 30-second corrections made while standing in front of the equipment or with the customer still present. Field teams develop confidence that once they submit a form, it's complete and correct.
Scattered Information Makes Reporting Impossible
Problem:
Your field teams collect information across multiple tools - photos on their phones, notes in a notebook, measurements in a spreadsheet, customer signatures on paper forms. When it's time to create a completion certificate or compliance report, someone has to hunt down each piece, figure out which photos go with which job, match signatures to the right documents, and manually compile everything into a coherent report.
This scattered approach makes simple questions surprisingly hard to answer. "How many failed inspections did we have last month?" requires reviewing every form. "What percentage of jobs get customer signatures on the first visit?" is almost impossible to determine. "Show me all sites where we found this specific issue" means manually reading through months of notes. The information exists somewhere, but you can't access it in any useful way.
Solution:
Zigaflow eForms App automatically organizes all collected data into structured, searchable records attached to the right job, customer, or asset. Photos are categorized by form section, signatures are linked to specific documents, inspection results flow into filterable databases. When teams submit a form, certificates and reports generate automatically with all the relevant information already in place. Need to find every site where equipment failed inspection last quarter? Run a filter. Want to see completion rate trends by team member? View the dashboard. Every piece of information captured through the app becomes instantly accessible, reportable, and actionable because it's structured and stored properly from the moment of collection.
Training Field Teams Takes Too Long
Problem:
New field technicians need to learn your inspection processes, documentation requirements, and quality standards before they can work independently. With paper forms, this means extensive shadowing while they learn which sections to complete for different scenarios, what level of detail is required, and how to avoid the common mistakes that create rework. Each new team member requires weeks of supervised work before you trust them to collect data properly on their own.
The training challenge multiplies when processes change. Update your inspection checklist or add new compliance requirements and every field team member needs retraining. Without a system to enforce the new process, some technicians continue using the old approach for months, creating inconsistent data that's difficult to trust or compare.
Solution:
Zigaflow eForms App guides field teams through the correct process with built-in instructions, required fields, and intelligent prompts. The app shows exactly what information is needed for each scenario, provides examples where helpful, and prevents submission until everything is complete and valid. New technicians can start collecting quality data within days because the app won't let them miss critical steps. When you update a form template, every team member automatically gets the new version on their next sync - no retraining required, no lag period where different people follow different processes. The app becomes your quality control system, ensuring consistent data collection regardless of who's in the field.
Customer Sign-Offs Create Project Delays
Problem:
Job completion requires customer approval, but the traditional process creates unnecessary delays. Field teams complete the work, return to the office to create a completion document, email it to the customer for review, wait days for a response, potentially make corrections based on feedback, and finally get a signature - often requiring someone to drive back to the site specifically to collect it.
This drawn-out approval process keeps jobs in "pending completion" status for weeks, delays invoicing, and creates customer frustration. The customer is ready to approve the work while your team is still on-site, but your systems force everyone to wait for the paper trail to catch up. Projects that should close in hours instead drag on for weeks, affecting cash flow and customer satisfaction.
Solution:
Zigaflow eForms App enables instant customer sign-off directly on the mobile device. Field teams complete the work, show the customer the inspection results or completion details right on the tablet, make any necessary adjustments while still on-site, and capture the customer's digital signature immediately. The approved form syncs back to Zigaflow, automatically triggers certificate generation, and can even initiate invoice creation - all while your team is packing up their tools. Jobs close the same day they're completed, customers appreciate the professional instant documentation, and your cash flow improves because invoicing happens immediately instead of waiting for paper forms to make their way through your office.
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How it Works
Download Forms to Your Device
Before heading to a job site, field team members open the Zigaflow eForms App and sync their assigned forms. The app automatically downloads all relevant job information, customer details, and equipment data, making everything available offline. For scheduled inspections, the app can pre-populate forms with asset history and previous inspection results. Team members can review form requirements, check attached documentation, and understand exactly what information they'll need to collect before they arrive on-site.
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Complete Forms On-Site with Guided Validation
At the job site, the app guides technicians through each form section with clear instructions and real-time validation. Required fields are marked, photo capture prompts appear at the right moments, and conditional questions only display when relevant based on previous responses. The app prevents common mistakes - trying to submit without a signature triggers a reminder, entering an unlikely measurement prompts confirmation, and missing required photos blocks completion. Teams can add detailed notes, annotate photos with arrows or highlights, and even use voice-to-text for faster data entry while wearing gloves or handling equipment.
2
Capture Visual Evidence and Signatures
The app's integrated camera makes documentation effortless. Teams capture photos of equipment conditions, installation details, or site issues directly within the relevant form section - no switching between apps or manual file management. Each photo automatically links to the specific inspection item or form question. For customer approval, the app provides a smooth signature capture interface that works on any screen size. Teams can review everything with the customer on the tablet screen, make final adjustments based on their feedback, and capture their signature with full legal validity right on the device.
3
Submit and Sync Automatically
When the form is complete, teams hit submit and the app handles the rest. If there's connectivity, the data syncs immediately to Zigaflow, appearing in the system before the team has finished packing their tools. Without signal, the app queues the submission and syncs automatically when connectivity returns - no manual intervention needed. The sync is smart, only transferring new or changed data to conserve bandwidth, and provides clear status indicators so teams know exactly which forms have synced successfully.
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Generate Certificates and Documentation Instantly
As soon as the eForms app syncs data back to Zigaflow, automated workflows take over. Completion certificates generate automatically with customer details, inspection results, photos, and signatures already in place. Compliance reports compile inspection data into the required format. Customer notifications send with attached documentation. The entire back-office workflow that used to require manual assembly now happens automatically within seconds of form submission. Customers receive professional documentation the same day work completes, field teams close jobs faster, and office staff focus on value-adding activities instead of data compilation.
5
Does the eForms app work without internet connectivity?
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Yes, the Zigaflow eForms App is designed specifically for field environments with unreliable connectivity. Before heading to job sites, field teams sync their assigned forms, which downloads all necessary data to the device including job details, customer information, equipment history, and form templates. Teams can then work completely offline - completing forms, capturing photos, collecting signatures, and reviewing everything with customers without any connection.
The app stores all completed work locally on the device and syncs automatically the moment connectivity returns. This could be when driving back into signal range, connecting to WiFi at the next job, or returning to the office. Teams don't need to remember to manually sync or manage which forms have uploaded - the app handles everything automatically with clear status indicators showing which submissions are queued, syncing, or completed.
This offline-first design means field teams never have to worry about connectivity. Whether working in remote locations, underground facilities, buildings with thick walls, or areas with spotty signal, the app provides the same smooth experience as if they had perfect connectivity the entire time.
Can the app handle complex inspections with multiple items?
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Yes, the eForms App excels at complex, dynamic inspections. The app uses repeatable sections that teams can duplicate on the fly as they work. For example, if you're inspecting equipment and encounter 5 items instead of the expected 3, team members simply tap "Add Another Item" and the app creates a new set of questions for item #4 and #5. There's no practical limit - inspect 2 items or 20 items using the same form template.
Each repeated section maintains its own set of responses, photos, and data. The app keeps everything organized so teams can easily review, edit, or expand any section. When data syncs back to Zigaflow, each inspection item appears as a separate, structured record that's easy to search, filter, and report on later.
The app also supports conditional logic within these repeated sections. If item #3 fails inspection, the app shows additional questions and photo requirements for that specific item while keeping other passing items simple. This combination of repeatable sections and conditional logic means one form template can handle simple inspections (single item, everything passes) through complex scenarios (15 items, multiple failures requiring detailed documentation) without the form becoming unwieldy or confusing.
How does the app ensure data accuracy in the field?
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The eForms App uses multi-layered validation to catch errors instantly while teams are still on-site where corrections take seconds instead of requiring expensive callbacks. Required fields must be completed before moving to the next section - the app won't let teams accidentally skip critical information. Data type validation ensures numeric fields contain numbers, date fields contain valid dates, and email fields are properly formatted.
Beyond basic validation, the app supports custom business rules specific to your processes. Set acceptable ranges for measurements and the app prompts for confirmation if someone enters an unlikely value. Require minimum photo counts for certain inspection types and the app prevents submission until enough visual evidence is captured. Create dependencies between fields so selecting one option automatically shows or hides relevant follow-up questions.
The app also provides contextual help and examples throughout forms. If a field requires specific formatting or information, teams can tap a help icon to see guidance and examples. This combination of preventive validation, intelligent prompts, and contextual help means field teams consistently capture high-quality, complete data without needing constant back-office review or correction cycles.
What types of data can teams collect through the app?
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The eForms App supports comprehensive data collection covering virtually any field service scenario. Teams can capture text responses (short answers, long notes, formatted descriptions), numeric data (measurements, quantities, ratings), dates and times, and selections from predefined lists or checkboxes. For visual documentation, the app includes full photo capture with annotation tools - teams can add arrows, highlights, and text directly on photos to point out specific issues or details.
Signature capture works smoothly on any device size, with legal validity for contracts, completion sign-offs, or compliance documentation. The app handles GPS coordinates to automatically record job site locations, can scan barcodes or QR codes to identify equipment, and supports file attachments if teams need to include external documents or reference materials.
For inspection-heavy workflows, the app provides rating scales, pass/fail checkboxes, and multi-tier questions (if failed, why? If for X reason, what's the severity?). All these data types can be combined within a single form and can use conditional logic to show different fields based on previous responses, creating forms that adapt to the specific situation field teams encounter rather than forcing them through irrelevant sections.
How do customer signatures work on mobile devices?
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Digital signature capture through the eForms App provides the same legal validity as wet signatures but with better auditability and instant processing. When a form includes a signature section, the app presents a clear signing area that works smoothly on any device - tablets, phones, or even small screens. Customers sign using their finger or a stylus, and the app captures their signature along with metadata including timestamp, location, and device information that creates a complete audit trail.
Before signing, customers can review the entire form on the device screen - inspection results, photos, work descriptions, or whatever information they're approving. If they want any changes, teams can make corrections immediately while still on-site, then recapture the signature on the updated version. This immediate review-and-sign process eliminates the delays of printing, mailing, or returning to sites specifically for signatures.
The captured signatures sync to Zigaflow along with all other form data and automatically populate completion certificates, compliance documents, or customer approvals. The system maintains the signature image along with all audit information, providing better proof of authorization than paper signatures while enabling instant document generation instead of waiting days for signed papers to return through the mail.
Can I customize forms for different types of jobs or inspections?
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The eForms App works with Zigaflow's flexible form builder to create unlimited custom forms tailored to your specific business processes. You can design different form templates for various scenarios - equipment inspections, job completions, customer surveys, compliance audits, delivery confirmations, or site assessments. Each form template can have its own structure, questions, validation rules, and conditional logic.
Customization extends beyond just different forms. Within a single form type, you can use conditional logic to adapt the experience based on job characteristics. For example, an installation form might show different question sets based on the equipment type being installed, or an inspection form might display additional sections if any items fail initial checks. You can set which questions are required versus optional, establish valid ranges for numeric fields, and control what level of photo documentation is necessary for different scenarios.
Forms created or modified in Zigaflow sync automatically to the mobile app, so template changes roll out to field teams without requiring app updates or manual intervention. This means you can continuously improve your data collection processes based on field feedback, add new compliance requirements, or adapt forms to new service offerings without disrupting field operations.
How does the app integrate with the rest of Zigaflow?
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The eForms App functions as a native extension of Zigaflow, not a separate system requiring manual data transfer. When field teams open a form, it automatically pre-populates with relevant information from Zigaflow - job details, customer contacts, equipment history, previous inspection results, or site specifications. This pre-population eliminates repetitive data entry and ensures consistency between your CRM data and field documentation.
When teams submit completed forms, the data flows automatically into the exact right places in Zigaflow. Inspection results attach to the relevant equipment records, customer feedback appears on their account, job completion data updates project status, and photos link to specific work orders. This seamless integration means no manual data transfer, no importing/exporting files, no risk of information getting lost between systems.
The integration also enables powerful automation. Form submissions can trigger workflows - generate completion certificates, send customer notifications, create follow-up work orders for failed inspections, update inventory for used materials, or notify managers of urgent issues. Photo data captured in forms can feed into compliance reports, customer portals, or quote presentations. The entire Zigaflow ecosystem works together, with the mobile app serving as the data collection endpoint that kicks off sophisticated back-office automation.
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