ProntoForms

ProntoForms is a mobile forms automation platform designed to simplify data collection for field teams. It enables users to create, collect, and submit custom forms directly from smartphones, tablets, or web browsers. The platform is widely used in industries like utilities, construction, healthcare, and field services, where accurate, real-time data collection is critical. ProntoForms enhances operational efficiency by automating workflows, improving data accuracy, and integrating with back-office systems.

Frends integrates seamlessly with ProntoForms, enabling businesses to automate workflows, connect collected form data to other systems, and streamline business processes end-to-end. This connectivity ensures that data flows smoothly between field teams and enterprise systems, eliminating manual intervention and improving overall operational efficiency.

Business use cases

Real-Time Data Integration with Back-Office Systems

Frends can automate the flow of form data collected in ProntoForms to back-office systems such as ERP, CRM, or inventory management platforms. For example, when a field worker submits a completed form, Frends can automatically sync the data into the corresponding module in systems like SAP or Salesforce. This reduces delays and ensures real-time updates to critical business systems.

Automate Compliance and Reporting

Frends can facilitate compliance processes by integrating ProntoForms with document management or compliance systems. Inspection reports or safety checklists submitted through ProntoForms can be automatically routed to a compliance database or regulatory reporting system. With Frends, organizations can avoid manual errors and ensure audit readiness with automated reporting workflows.

Trigger Notifications for Field Submissions

Frends can monitor forms submitted via ProntoForms and trigger alerts or notifications based on specific data points. For instance, when a field technician submits a service request form that indicates urgent action is required, Frends can send an automatic notification to the relevant team members via email, Microsoft Teams, or Slack. This ensures immediate attention to critical field issues.

Connect to Asset Management Systems

For organizations that manage a vast number of assets, Frends can streamline asset data collection by integrating ProntoForms with asset management software. Field teams can use ProntoForms to conduct inspections or update the status of assets, and Frends can ensure that this data is synchronized in real-time to an asset management system for accurate record-keeping.

Automate Work Order Processes

Frends can connect ProntoForms with work order management systems to automate workflows for maintenance requests or installations. When a form is submitted in ProntoForms, Frends can automatically create a corresponding work order in systems like ServiceNow or Maximo and update its progress based on subsequent field submissions.

Enable Real-Time Analytics and Dashboards

Frends can extract data from ProntoForms and deliver it to analytics tools such as Power BI, Tableau, or Google Data Studio. Data collected through mobile forms can be processed and visualized in dashboards to provide operational insights, such as field performance, service completion rates, or compliance trends. This gives managers a real-time overview of field operations.

Automate Customer Communication

Frends can use data from ProntoForms to streamline customer communication. For instance, when a service delivery or field inspection is completed, Frends can send confirmation emails or SMS messages to customers, including details of the completed work. This improves customer experience by keeping all stakeholders informed without manual intervention.

Sync Field Data with Payroll Systems

Frends can connect ProntoForms workflows with payroll systems by automating the submission of timesheets or job-related hours. When field employees submit their time tracking forms, Frends can ensure the data is accurately reflected in payroll systems, ensuring timely and error-free payments.

Centralize Document Storage

Frends can integrate ProntoForms with document storage platforms such as SharePoint, Google Drive, or Dropbox. Submitted forms, along with uploaded images or attachments from the field, can be automatically routed to the desired storage location, organized in a structured way. This ensures a comprehensive and easily accessible digital archive for all field data.

By integrating ProntoForms with Frends, organizations can optimize field operations, enhance data accuracy, and reduce manual effort in managing workflows. Frends enables a seamless connection between ProntoForms and other business-critical systems, improving agility and operational transparency across the organization.