Construction Forms & Workflow Software - RedSky
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Forms & Workflow

Make Your Business Work Smarter & Optimise Your Workflow

Our Forms and Workflow module allows construction businesses to capture information digitally whilst they’re offline. With our easy-to-use module, simply input your data and let the module do the rest, including syncing to your database when you’re back online.

Make Your Business Work Smarter & Optimise Your Workflow

Our Forms and Workflow module allows construction businesses to capture information digitally whilst they’re offline. With our easy-to-use module, simply input your data and let the module do the rest, including syncing to your database when you’re back online.

We are trusted by over 1000+ customers

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Features of Our Construction Forms and Workflow Module

You’ll save time and increase efficiency with this module. Using the forms designer, you can digitise pre-existing forms by scanning your document into the system and adding fields of information to it.

Here’s what you can also expect from our module:

  • Customisable forms that are personalised to your business needs
  • Ability to add field types so digitised data can be added
  • Clear auditable digital trail for documents, including incident reports and inspection forms
  • Easy communication with our Business Analytics module for later analysis and review
  • Secure data storage in a centralised folder

And much more…

Benefits Of Using Our Forms And Workflow Module

RedSky customers love that digital forms remove the need for physical paperwork (and costly storage of documents). As it’s all electronic, data can be retrieved easily. You can run enquiries on information, shown in the screenshot on the right, or set up your forms to go through an authorising workflow, ensuring any new information has been verified. That’s not all you’ll  experience too.

You’ll enjoy the following thanks to our Forms and Workflows module:

  • Familiarity– as your existing document serves as the basis for your form, users recognise the layout so there’s no need to change the way your team work
  • Single central source– the template for each form is available to anyone with the necessary permission, so you can always be confident that users are working on the latest version of every document
  • Easy to complete– the form validates each user entry by field type, reducing the risk of error
  • Clarity– the information entered is always legible and clear
  • Accessible – the data can be accessed in Summit at any time and is displayed clearly
  • Customisable – you can digitise pre-existing forms and add relevant fields of information
  • Online or offline use – the forms can be completed online or offline on a compatible mobile device, and will be uploaded when connectivity is next available
  • Secure – the information is saved directly to the Summit database and is synced for offline data when a connection is available
  • Management information – using Business Analytics alongside this module, you can traffic-light, filter, and format the data to meet your needs. You can also incorporate form enquiries as part of your dashboards
Construction Managers Looking at Site Files on a Tablet

Fully Customisable Forms That Enhance Your Processes

Save time when filling out important forms, like incident reports and inspection forms, with our Forms and Workflows module. You can fully digitise paper-based reports by scanning them in and adding text fields to them. Not only are you saving time on reporting, but you’re also enhancing your digital trail.

What Other ERP Modules Do We Offer At RedSky?

Our selection of modules are designed to enhance your processes and create efficiencies within your business. You can explore all our core modules here.

Business Analytics

Our Business Analytics module gives you total control when it comes to decision-making. Your business’ data is centrally stored and displayed ready for use.

Read more…

Construction Financials

Experience our award-winning Construction Financial module. Your business will simplify financial reporting whilst streamlining finance management.

Read more…

Cost Value Reconciliation

Streamline and consolidate your business’ approach to CVR with our module. You’ll benefit from securely stored data that is centralised, meaning vital information is available to the right people.

Read more…

GRN Register

Simplify your goods received notes and take control of your accounts payable process. Our GRN Register module enables you to keep track of all invoice statuses in one place.

Read more…

Invoice Register

When you employ our Invoice Register module, you’ll drive efficiencies within your Finance team. Our module enables you to significantly reduce business overheads and streamline invoice processes.

Read more…

Payroll & HR

Payroll compliance has never been easier, thanks to our Payroll and HR module. Experience convenience when handling employee payments, pricing their contracted time and calculating their take-home pay.

Read more…

Why choose RedSky software

Award-Winning

As the 2022 winner of the Construction Computing ERP Software of the Year Award, we’re proud to be recognised by our construction industry peers.

50

Almost 50 years in business

We use our extensive construction industry knowledge and experience to keep developing and refining our software, for the benefit of our clients.

Construction Software

Clients tailor their RedSky solution by selecting only the modules that match their business needs.

CASE STUDY

Irwin M&E: Mobile Forms

The Irwin Mobile Forms Case Study Using RedSky Mobile Forms instead of completing paperwork is saving Irwin M&E engineers around 20 minutes on every boiler service… and the admin team is no longer on their tail. They certainly wouldn’t want ...
Read More...
Construction Professionals Meeting About Documentation
CASE STUDY

Irwin M&E: Mobile Forms

The Irwin Mobile Forms Case Study Using RedSky Mobile Forms instead of completing paperwork is saving Irwin M&E engineers around 20 minutes on every boiler service… and the admin team is no longer on their tail. They certainly wouldn’t want ...
Read More...

Testimonials

When you partner with RedSky, you’ll receive an excellent customer experience that is second to none. See what our customers have to say about it.

Optimise Your Workflows and Form Processes Today

With our Forms and Workflows module, you’ll be able to easily automate previously lengthy processes, leaving behind a clear digital trail. Why not give it a try?

Optimise Your Workflows and Form Processes Today

With our Forms and Workflows module, you’ll be able to easily automate previously lengthy processes, leaving behind a clear digital trail. Why not give it a try?

Construction Managers Reviewing Documents On-site