Yes, we offer a 30 day free trial, which should be enough time to set up a project and test it out.

You can build form templates on your own for free using our Form Template Designer, and we can teach you how to use it via free Zoom meetings. If you prefer to have us build your initial batch of form templates for you, there is a fee to do that. Our standard fee is $300 per form template, which includes the development of both the input form template as well as the output (PDF and HTML) form templates. We do have volume discounts. Contact us with your particulars for a formal quote.

Yes!  We have 32 pre-built commissioning form templates that can help you get started.  They are also completely customizable (fees apply).  More information about these can be found here: https://xformscx.com/commissioning-form-templates-available-xforms-cx/ 

Yes

Yes. To use the app in offline mode, while in an area with internet connectivity, tap on the slideout menu and then on “Sync Offline Data”. After sync has been completed for the device types you will be commissioning, put your phone into airplane mode and use the app as usual. When you get back to an area with connectivity, tap on the sync icon to push your changes to the server.

Yes. The web version of the mobile app works on any modern browser, including Chrome, Safari, Firefox, and Edge. Note that it does not work on Internet Explorer. 

All elements of the web version of the mobile app function the same as the native app, including accessing the camera for photo capture and even geolocation capture.  While not fully tested, the web version of the mobile app should also work in offline mode.  This is is possible due to the progressive web app (PWA) architecture of the mobile app.

A typical use case for the web version of the mobile app is for transposing checklist and commissioning info that was filled out on traditional paper in the field into XForms by clerical staff.

https://cxapp.xformsweb.com

A good explanation for how XForms Cx calculates % complete can be found on this page: https://xforms.co/partial-complete-credit-cx-commissioning/

To summarize, you can assign weights to each form template at the device type level. This weight is multiplied by either 0 (form not started), 0.5 (form has been started but not submitted), or 1.0 (form complete and submitted by field tech). All calcs are then rolled up from the individual device up your device type hierarchy, all the way to the topmost level which is your overall project % complete.

Once added, you can disable this user, force change their password, or change their permission levels.

See screenshot below for reference.

All your form completion data is also exportable via PDF download. This is provided at the Completions > System Turnover screen.

See screenshot below for reference.

Yes. You can set up a credential for your client, and control which project they have access to.

To do this, navigate to Admin > Users, add a new user, and pick “Client” from the Role listbox. Then click on the gear icon and choose which projects they should have access to. When they log in, they will only be able to view projects you have given them access to.

XForms is powered by the Microsoft Azure Cloud, the most reliable and secure cloud system available today. Our datastore is Microsoft’s CosmosDB, their NoSQL data engine. Information about this technology can be found here: https://azure.microsoft.com/en-us/services/cosmos-db/

Devices
Tap to search for a specific device that is ready to be tested/commissioned

Forms
When forms are completed/submitted, they will appear here

Punchlist
Tap to view punchlist items or to start a new (generic) one

Select a Project
Toggle between projects by tapping here

Sync Offline Data
Tap here to download info prior to entering an area with no cell/wifi coverage

Clear Cached Data
Tap here to clear old form templates/download fresh copies

NOTE: The % value on the far right of each system denotes the % complete to date  for that system

NOTE: The % value on the far right of each system denotes the % complete to date  for that device type

TIP: You need to enter at least 3 characters into the search bar to start searching for your device

COLORS
Green color means that the form has already been completed.
Orange means the form has been started and saved as draft.
Black means the form has not been started.

% VALUES
The % weight for each form is provided in parentheses next to each form name.
The % complete value displayed at the top of the screen is the overall % complete for the device.

TIP
The “Take Picture” button will reduce the photo size automatically, which helps with form upload to the server; whereas the “Photo Library” button will load a photo in full resolution, which may cause issues when submitting a form that has a lot of photos attached to it.

TIPS
The thick brush is easier to view on printed forms
The eraser will erase all the draw markings at the same time

Use this feature before traveling to an area with poor or no cell coverage.  THEN flip your phone to airplane mode.

TIPS
It’s best to only sync the device types you will be working with for that period of time.  That way the sync process will be quicker, and you won’t need to search through device types that you won’t be working on.

After you have completed your work in airplane mode and are back in an area with reliable internet connectivity, the system will prompt you to tap on the sync button to push the local forms to the server.

TIPS
It’s best to only sync the device types you will be working with for that period of time.  That way the sync process will be quicker, and you won’t need to search through device types that you won’t be working on.

After you have completed your work in airplane mode and are back in an area with reliable internet connectivity, the system will prompt you to tap on the sync button to push the local forms to the server.

NOTE
If your app is configured to include some generic form templates that are not associated with a specific device (e.g., housekeeping, health & safety, etc), they can be accessed from the + icon on the bottom right of the screen.