a coordinated approach to building sustainability and compliance
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Formation Software

Formation Software

Digital forms developed for your industry

Formation software is a self-serve digital form generator which adapts to your business and individual processes. Transform the efficiency of your company by integrating the office based and field based activities of your staff.

Discover Formation Software


A personalised suite of digital forms


Data on iPad and Android devices


Data storage via a secure back office system

Forms Manager – your back office system.

  • Drag and drop form creation style
  • Assign forms to colleagues
  • Hosted on a secure server environment
  • Appointment scheduling with in-built calendar
  • Personalised company branding
  • Monitor user activity & generate reports with a workflow tracker
  • Simple user dashboard gives an overview of existing projects
  • Completed forms returned in smart PDF format or via data transfer
  • Actions monitored via an audit tracking system
  • Design PDF outputs
  • Integrates into your existing ERP/CRM system

Forms User – field based data collection.

  • Available to Apple (iOS) and Android devices
  • Capture photographic, video and audio evidence
  • Apply free text/currency fields, perform calculations and sketch with the line drawing tool
  • Annotate and edit uploaded photos
  • Customisable grids and tables
  • PAF Postcode finder for UK addresses
  • Local solution - no internet connection required to complete forms
  • Collect signatures with an e-signature tool
  • Simple user dashboard gives and overview of forms status
  • Financial module
  • Barcode and QR code reader
  • GPS Geo Tracking
  • Cloud storage

If you want Formation for your business then call our sales team for the accredited partners channel today on 0845 621 11 11.