Work Management

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

Projects

  • Create and manage projects with custom statuses, priorities, and timelines
  • Link tasks, forms, and submissions to projects for complete traceability
  • Use project templates to standardize recurring work
  • Track project progress with real-time dashboards

Projects

Tasks

  • 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

Tasks

Forms

  • Visual form builder with 39+ 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

Forms

Submissions

  • 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

Submissions

Public Surveys

  • 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

Public Surveys

Ready-Made Solutions

  • 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

Ready-Made Solutions

Ready to run field operations on data you can trust?

30 days free. No credit card required.