Sometimes, you must keep documents like SWMS or JSA forms or a signed document with your project records.
If you have documents that you need to fill in regularly, you can do it with WorkGuru Forms. The form will also automatically be added to relevant projects so you can keep a permanent record.
...keep signed records alongside the project
Without leaving the platform, staff members can fill in and sign forms automatically attached to the project and time-stamped as PDF documents. Once a template is created, it can be filled in on each project when needed.
… create templates easily
Adding in new forms is a quick and simple process. You can create as many fields as necessary, and dictate the type of information needed. There are short and long text, date, picture, numbers, and signature fields to choose from. You have total control over what’s included so the uses are practically limitless.
...export and send completed forms
You have complete control over the layout and formatting of your form. You can choose how the information is presented by uploading a Word document with the custom fields used.
When the form fields are completed in WorkGuru, the form will be created using the Word document you’ve added. Your forms are saved as a PDF and can be easily downloaded and shared as needed.
If you're interested in forms for your business, contact the WorkGuru team today. We can offer you a free training session to help you assess whether WorkGuru is a good fit.