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
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
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.
Construction Financials
Experience our award-winning Construction Financial module. Your business will simplify financial reporting whilst streamlining finance management.
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.
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.
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.
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.
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
Nearly 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.
Tailored approach
Clients tailor their RedSky solution by selecting only the modules that match their business needs.
CASE STUDY
Irwin M&E: Mobile Forms
CASE STUDY
Irwin M&E: Mobile Forms
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.
Nadine Chapman
PCE ltd
"I would like to thank Emily on support for the help she has given me with Auto-Enrolment. She is a good listener and did all she could to help me get up and running with the pension changes."
Mike Lomas
Managing Director at Big Red Industries Group
"A great investment to the future of Big Red Industries Group! This is going to enable us to operate more efficiently and reduce the variation in construction! A positive move for the future!"
David Strickland
Walls Construction
"The new system has got rid of the frustrations and bottlenecks associated with paper in a process that involves multiple approvals. It has streamlined the whole process. It’s certainly saving us a lot of time and hassle and is 100 times better than the way we used to do things."
Gary Jones
Walters Group
"From a QS perspective, the new system has been a game-changer because they now have full visibility of – and responsibility for – costs on a daily basis"
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?
