Latest Product Releases

These are the latest Cx product versions in production

Product Version Release Date
Cx Mobile App 0.10.8 9-14-2021
Cx Reporting Dashboard 1.1.0 9-6-2021
Form Template Designer 0.7.15 9-13-2021

 Roadmap

Sneak peak at what’s coming in the next few months (~ Nov 2021)

 Form Routing & Approvals Workflow

After field tech submits a form, it is routed to a person or persons for review and rejection/approval.

Frequently Asked Questions (FAQs)

Pricing

What does this cost/what is your pricing?

Pricing information can be found on our pricing page, here: https://xformscx.com/pricing

Do you have a free trial?
Not per se. However, your $249 one-time setup fee includes 30 days of platform usage at no charge and includes the full feature set, including unlimited users, unlimited form templates, and unlimited form submissions.
Do you charge per user?
No, we don’t charge by the user. We charge per active project per month, with an unlimited # of users. An active project is defined as an active commissioning project. Dormant/completed/inactive projects are not counted.
What does it cost to get form templates built by your team?

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 $249 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.

Mobile App

Where can I download the mobile app?

You can download our mobile app from either the iOS app store or the Google Play (Android) store. Links to each can be found on our downloads page: https://xformscx.com/mobile/#download

Does the mobile app work on iPad or Android tablets?

Yes

Does the mobile app work in offline mode?

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.

Does the mobile app work on a web browser?

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.

What's the login URL for the web version of the mobile app?

Dashboard

What's the login URL for the admin and reporting dashboard?
How is % complete calculated automatically?

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.

How do I add users to the system?
Users can only be added by an admin user. After login, go to Admin > Users and then click on the +Add button at the top right of the screen.

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

See screenshot below for reference.

Can I import my equipment checklists?
Yes. Our system can import comma-separated value (CSV) file imports for equipment and also for system IDs. To import, navigate to Manage > Systems or Manage > Devices, and click on the Import button on the top right of the screen. To assist in the import process, you can download an import template which is located just to the left of the import button. See screenshot below for reference.

Can I export all of my data out of XForms Cx?
Yes. Every single table (completions, devices, systems, projects, punchlist, users, etc) in the dashboard contains an “Export to Excel” button. To download everything listed in the table, click that button.

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.

Can my clients log into the dashboard and view their projects?

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.

Security

What do you do to ensure my data is secure?
All data stored in XForms is encrypted at rest and in transit.
There is a firewall layer between the apps (mobile and web) and the APIs that power the system.
Access to the database is only via the APIs.
There is no direct access to the datastore.
You can also define your own password policies in Admin > Users. See screenshot below for the password policies feature of the system.

Is my data being backed up?
Yes. Full backups are made daily, and snapshots are taken every 15 minutes. Backups are replicated in multiple datacenters.
Where is my data being stored?

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/

Integrations

Can XForms Cx integrate with other software tools like Procore and BIM360?

Yes. XForms uses an open 2-way API architecture, with RESTful API endpoints. Anything stored in XForms can be programmatically extracted out of XForms for insertion into other software products. Even Cx-specific information such as equipment and system ID lists can be accessed this way.

API documentation can be found here: https://api.xformsweb.com/index.html

Can I use Zapier, Integromat, or similar tool to connect XForms with other software?
Yes. While we don’t have an available “zap” just yet, any integration tool such as Zapier and Integromat can be used to connect XForms Cx to other software tools including Slack, OneDrive, Dropbox, Teams, Procore, Office365, BIM360, etc etc.

Guides

Getting Started with XForms Cx Mobile

(tap to expand each accordion item)

Download the app from your device's app store

Log in using your credential

** Menu Navigation **

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

Tap on the project you want to work on

Tap on a system to view devices assigned to that system

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

Tap on ‘Device Types’ on bottom of screen to view devices grouped by type

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

Tap on ‘Devices’ to search for a specific device by tag #, etc

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

Tap on a device to view the device info and its assigned forms

Tap on the Forms icon to view the Device’s assigned forms

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.

Tap on a specific Form to load it into the Form Editor

Scroll down the form and fill it out as needed

Take photos when needed

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.

Add a caption to your photo if you'd like

Tap on the photo to draw on top of it (to point out something)

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

Sign the form

Sync offline data (offline mode)

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.

Forms screen (to view submitted forms)

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.

Edit a submitted form (when needed)

Punchlist items

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.

Add a new punchlist record

Videos

Mobile App

Dashboard

Get Help

For assistance with something, fill out the form below

(typical response time is 8-12 hours)

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