Work Management

Manage every aspect of your field work lifecycle from assignment to completion.

30 days free · No credit card required

Projects

Assign tasks to individuals or teams with due dates and priorities
Complete task lifecycle management: assign, accept, start, pause, complete, verify
Standalone tasks — project is always optional, with client/branch assignment when no project selected
Task rework workflow for quality control
SLA tracking with breach notifications
Save tasks as reusable templates

Visual form builder with 50 field types including check-in location, photo tags, audio recording
Photo Tag field — camera capture with metadata overlay (title, GPS, date/time, device) burned into the image
Conditional logic, repeatable sections, real-time field validation (email, phone, number, text patterns)
Data lookup fields for clients, products, serials, lots, and custom databases
Barcode and QR code scanning across products, serials, lots, and custom databases
Submission metadata with reverse geocoding and fraud detection signals

Form submission tracking with approval workflows and designated approvers per form
"Pending My Approval" filter for quick access to submissions awaiting your review
Rich metadata columns: Form, Project, Task, Location, Duration, Submitted Via — with column picker to customize view
Submission history and audit trails with full metadata (device, location, network, duration)
Fraud detection metadata with semantic coloring (root/jailbreak, mock location, VPN, emulator)
Field columns in table view with grouped/flat toggle for repeatable sections
Export Wizard: 3-step column selection, preview, and download (CSV/Excel) across all data modules
Client and Branch columns in metadata — slice submissions by who and where
Zebra-striped rows, row numbers, and multi-select checkboxes for faster scanning and bulk actions
Date-range shortcut popup: Today, Yesterday, This Week, Last Week, This Month, Last Month, Last 7, Last 30, or Custom
Reviewer Notes thread on every submission — flag discrepancies, request clarification, track follow-ups without mutating the source of truth
Edit History panel driven by the Audit Log module: every change recorded with editor, timestamp, and field-level diff

Visual designer — drag steps onto a canvas, branch on conditions, and see validation before you save
Triggers for every stage: task created, completed, overdue or assigned; form submitted; visit completed; approval required; escalation; on a schedule; run manually; or when a metric crosses a threshold — a Metric Alert fires once per crossing, not every few minutes
14 step types across data, logic, notifications, tasks and approvals — including Data Lookup, For Each, Set Status / Field, Conditional Branch, Wait, Send Email, Request Approval, Escalate to Manager, Create Ticket and Call Webhook
Re-check waiting submissions automatically when your validation list changes — a sale recorded before its serial number reached the list is approved the moment it arrives
Approvals with several approvers, and notifications to several named people at once
Start from a template library (approvals, escalations, notifications, scheduled, validation) or from scratch
Narrow a workflow to a single project with trigger conditions
Every run is recorded on an Executions tab, with a separate queue for approvals it raises

Collect responses from anyone with a link or QR code — no app and no login required
Pin a survey to a location so only people who are actually on site can respond
Publish, pause, or retire each location on its own; print a QR poster for the venue
Watch responses arrive with per-location and organization-wide analytics

Install a ready-made setup in one click — forms, dashboards, and databases included
Start from a proven pack (retail shelf checks, visitor sign-in, ID capture) instead of a blank slate
Everything installs pre-configured and stays yours to edit — and uninstalls just as cleanly

30 days free. No credit card required.