Support
Roadmap
Sneak peak at what’s coming in Q3 2023
Platform
Enhanced Security Features:
2FA
Exposure to access logs via API and dashboard
Mobile App
Native app for Windows/Mac (done)
Dashboard
Nothing planned for Q3
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?
Yes, we offer a 30 day free trial, which should be enough time to set up a project and test it out.
Do you charge per user?
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 $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.
Do you have a library of commissioning templates to get us started with?
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/
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?
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?
Can I export all of my data out of XForms Cx?
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?
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?
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?
Guides
Getting Started with XForms Cx Mobile
(tap to expand each accordion item)
** 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 a system to view devices assigned to that system
Tap on ‘Device Types’ on bottom of screen to view devices grouped by type
Tap on ‘Devices’ to search for a specific device by tag #, etc
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.
Take photos when needed
Tap on the photo to draw on top of it (to point out something)
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.