Custom Forms

Create and deploy fully customizable forms for any on-site task requirement—before, during, or after a task. Collect structured field data for surveys, audits, reports, or feedback without limits.

Customize Forms for Smarter Field Data Collection!

Enable clients to capture exactly what they need with tailored forms, boosting accuracy and efficiency on-site.

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Highlights of Custom Forms

Fully Customizable

Fully Customizable

Design personalized forms that match specific operational needs using a flexible, easy-to-use builder.

  • Multiple Form Creation: No restrictions—create as many forms as needed.
  • Flexible Field Types: Add numeric fields, quantity inputs, pricing fields, ranking tools (stars, scales), and company-specific fields.
  • Custom Labels & Layouts: Tailor every field and title to your business language.
  • Versatile Usage: Use forms for audits, feedback, checklists, task reports, and more.
  • Easy Integration: Attach forms to tasks, allowing employees to complete them on-site.

Smarter Data Collection & Reporting

Ensure data accuracy and usability with real-time capture, organized storage, and actionable reports.

  • Instant Submission from the Field: Employees can fill out and submit forms directly from their mobile devices.
  • Live Data Sync: Submissions are instantly available for review and processing.
  • Analytics & Reporting: Generate detailed reports by employee, form type, or period.
  • Export & Analyze: Export collected data for further analysis or compliance checks.
  • Adaptable Across Industries: Perfect for inspections, surveys, field reports, and more.

Smarter Data Collection & Reporting

Benefits of Custom Forms

Remove Data Transcription Errors

Custom forms filled directly in the field eliminate the need for manual data transfer from paper-based systems, reducing typos, misinterpretations, and delays in data processing.

Enable Conditional Logic

Forms can include logic that adapts based on input (e.g., displaying new fields when a checkbox is selected), making them dynamic and relevant, which saves time and improves data accuracy.

Compliance with Regulatory Mandates

Easily create audit-ready templates based on changing regulations, enabling field teams to stay compliant without needing new training or paper-based processes.

Personalize Forms per Role or Region

Assign specific forms based on field agent roles (e.g., supervisor vs technician) or project regions, ensuring only relevant data is collected without overwhelming users.

Real-Time Issue Escalation

Use forms with embedded alert triggers (e.g., a critical issue checkbox or a low rating) that instantly notify managers or dispatchers, enabling swift action or escalation.

Build a Reusable Data Library

Collected form data contributes to a centralized knowledge base, enabling long-term trend analysis, the detection of repeat patterns, and informed future planning across projects.

Multilingual Field Support

Design forms in local languages to ensure non-English-speaking field staff can understand and respond accurately, particularly in rural operations or when working with contract labor.

Digital Signatures & Timestamps

Include digital sign-offs, photo proofs, or GPS stamps in forms to verify task authenticity, adding a layer of accountability for audits and client assurance.

Instant Dashboards

Connect form data to real-time dashboards for managers, turning raw field inputs into immediate insights that drive quick, data-backed decisions.

Use Across Diverse Industries

This feature enables businesses across various sectors to gain a competitive edge through more efficient operations and streamlined workflows.

Field Workforce & Task Management

Build checklists, safety forms, and project updates for construction and maintenance sites.

Logistics, Delivery & E-commerce

Capture delivery feedback, payment info, or incident reports on the go.

Sales, Surveys & Customer Engagement

Create lead capture forms, feedback surveys, and client interaction logs to facilitate effective communication and data collection.

Support Services

Deploy service verification forms, installation reports, or maintenance checklists.

Emergency Services

Log incident reports, resource requests, and post-event evaluations efficiently and accurately.

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Frequently asked Questions

Got queries? Check out the common FAQs below for complete clarity and get started with confidence!

Can I preview a form before assigning it to my team?

Yes. Before assigning a form to tasks or field agents, it can be previewed to ensure that the layout, fields, and logic work as expected.

What happens if an agent is offline? Can they still fill out the form?

Yes. Taskeye’s mobile app allows offline form completion. The data syncs automatically once the device regains internet access.

Can multiple agents fill out the same form for different entries (like surveys or inspections)?

Absolutely. Forms can be reused across agents and tasks. Each submission is stored separately and tagged for easy identification and filtering.

Can we attach documents, photos, or voice notes to a form submission?

Yes. Forms can include multimedia fields to allow attachments, such as images (e.g., site photos), voice notes, or PDFs, for added context and verification.

Is there a way to restrict access to certain forms based on team roles?

Yes. Role-based access control enables the restriction of form visibility based on user type, department, region, or other custom criteria.

How secure is the form data collected from the field?

All submitted data is encrypted during transmission and stored securely on cloud servers, with access restricted to authorized users only.

Can I clone or duplicate an existing form to save time?

Yes. You can duplicate forms and tweak them as needed, which is helpful when building variations for different teams or processes.

Do I need coding experience to build complex forms with logic and dependencies?

No coding required! Managers or any authority can drag and drop a builder that includes logic tools (such as conditional fields), allowing anyone to use them intuitively.

Can form data be linked to external systems like ERPs or CRMs?

Yes. Taskeye supports integrations and APIs that allow data to flow automatically from custom forms to external platforms for deeper workflows or analysis.

What if I want to collect signatures on-site? Does the system support this?

Yes. You can include a signature field in any form, allowing field agents or clients to digitally sign directly within the app.

Can I track who submitted what and when, especially across large teams?

Yes. Every form submission is timestamped and tied to a specific user and task. You can filter submissions by agent, time, project, or region.

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