Operations
Forms that put information where it belongs
Enquiry forms, site assessments, checklists and sign-offs that save directly against the lead, job or project.
The problem
Paper forms and separate form tools create double handling
Information collected on paper or in a standalone form tool has to be retyped. It is often incomplete and rarely attached to the job it describes.
How Toolbase solves it
Build the form once and attach it to your process
Toolbase forms are created with a builder and linked to records. A website form creates a lead. A site form is completed on the job and stored with it.
Capabilities
What you can do with Forms
Form builder
Create forms with the field types you need.
Public forms
Publish enquiry forms for your website or landing pages.
Lead creation
Submissions can create a lead with the source recorded.
Site forms and checklists
Complete assessments and safety checks on a job.
Required fields
Make sure the important details are always captured.
Submissions on the record
Completed forms are stored with the lead, job or project.
Draft, published and archived
Control which forms are live.
Workflow example
A site assessment captured on the job
- Build
Create the assessment form once.
- Attach
Add it to the job type that needs it.
- Complete
The technician fills it in on site.
- Stored
The submission is saved on the job for everyone to see.
FAQ
Forms questions
Can I put a Toolbase form on my website?
Yes. Published forms have a public link and can feed leads into Toolbase.
Can staff complete forms on a phone?
Yes. Forms work in a mobile browser on site.
Where do submissions go?
They are saved against the related lead, job or project.
See Forms configured for your business
Tell us your industry and we will show you Toolbase set up the way you work.