Connect your project’s tasks and documentation.

Plan and assign tasks from the office, and give your team a simple way to record work in the field. Keep documentation with the task through review and handover.

How Automate helps

From planning to follow-up.

  1. 01

    Assign the work

    Create tasks with the information your team needs and assign them from the office.

  2. 02

    Follow progress

    Use task status to coordinate the work and see where follow-up is needed.

  3. 03

    Document on site

    Capture photos, measurements and signatures in a mobile form, even offline.

  4. 04

    Prepare handover

    Bring the records into reports that can be reviewed and shared with the recipient.

The workflow

From plan to handover.

  1. 1

    Plan and assign

    The office prepares the task and assigns it to the right team member.

  2. 2

    Record the work

    The team member completes the tailored form and documents the work on site.

  3. 3

    Follow up and deliver

    Review the records and bring the documentation together for handover.

Your process. Your possibilities.

See your workflow in a demo.

Bring a form or a real task. Together, we’ll explore mobile data capture and reporting for the way you work.

Book a demoBuilt around your tasks