Never Miss a Step Again

Feb 28, 2025

Consistency Counts!

One of the unique features of FormsTrackR is the ability to not only makes sure that things get done properly, but also that they get done in the correct sequence. This is not a trivial matter in certain situations. If you are using paper forms, you have no way to determine if your employees are using them correctly.

A Real-World Example

A swimming pool cleaning service wanted the technicians to skim leaves, brush the pool, vacuum as needed, empty the skimmer basket, check the filter pressure and perform other cleaning tasks first. Next, they wanted them to take a photo of the clean pool to prove that they did the work. And finally, they are to test the water chemistry and report the various readings. If a technician is using a paper form and is way behind on his daily schedule, he might forget to test the water. As the owner of the company, you won’t know that this step was missed until you review the form at the end of the day.

Enter Enforced Forms Sequencing

FormsTrackR has a solution – sequential forms and the ability to enforce the completion of each form in order before the next form can be completed. In this example, the first form was designed to automatically record and display the date and time the technician scans the customer’s QR code when the first form is opened. There was also a hidden GPS location option to make sure the technician was actually in front of the QR code and not scanning a copy of the QR code from the local coffee shop. Only then could he then go to the second form where he could record the water chemistry data. The date and time was again automatically recorded to show when this last form and the service call was completed.

Build a Solution That Helps Everyone

If proper sequencing of your workflow activities is important to you, FormsTrackR has you covered. The ability to automate certain data entries such as physical location, as well as time and date information, demonstrates how digital forms are the building blocks for automated data delivery, reporting and analysis. In this case, the employee’s job was well-defined and reporting was simplified.  The business owner got real-time information to manage his crews and analyze their performance.  If want to guarantee consistency with the service you provide, FormsTrackR can help with that.