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Assisted Form Deployment
Create, assign, and deploy job-specific forms to boost compliance and operational efficiency
by Joblogic Marketplace
The Assisted Form Deployment module helps you streamline your current processes by allowing you to create and manage rules for forms based on specific job criteria, such as Job Type, Trade and Asset Class. This app will ensure that the relevant forms are assigned to jobs based on pre-defined rules, significantly reducing the need for manual resources and saving valuable time.
The Rules Library and automated form deployment reduce administrative burden and ensure that relevant forms are accurately assigned and utilised, ensuring that your system is set up correctly.
Key Benefits Include:
- Increased Efficiency: Reduces the administrative burden on main contractors by automating rule creation, assignment, and form deployment.
- Improved Accuracy: Minimizes errors by centralizing rule management and ensuring that all forms are deployed based on accurate, predefined criteria.
- Enhanced Compliance: Ensures that all required forms are deployed and completed, adhering to regulatory and contractual standards.
- Better Communication: Streamlines communication and workflow between main contractors and subcontractors, improving job management.
- Scalability: Supports the growth of service contractors by enabling them to manage complex rules and form deployments without additional administrative overhead.
01
🎯 Intelligent Rule Creation
Build custom rules linking forms to specific Job Types, Trades, and Asset Classes.
Assign rules to customers or sites so the correct forms are automatically deployed when jobs are created.
02
📋 Centralised Rules Library
Maintain all your form deployment rules in one place for easy management and updates.
Add, edit, or delete rules as business needs change — no technical knowledge required.
03
⚡ Automated Form Assignment
When a job matches your pre-defined criteria, forms are auto-attached with no manual input needed.
Asset-related forms only display for the correct asset class, ensuring precision and avoiding clutter.
04
🔍 Smart Form Selection
Search and select forms quickly with a wildcard search by reference, name, or industry.
Toggle between all forms or just those selected for your rule.
05
🛠 Flexible Control Options
Choose whether a form is required at the visit or asset level.
Remove forms from rules instantly, stopping assignment on future jobs.
06
📈 Compliance & Accuracy Built In
Guarantees that all required forms are deployed and completed, supporting contractual and regulatory compliance.
Reduces the risk of errors from manual form selection.
07
💼 Designed for Growth
Scales effortlessly as you add new services, sites, or customer requirements.
Handles complex rule sets without additional admin overhead.
Price available on Request
Monthly plan
To read our handy guide, click here. Alternatively, watch our video guide here.
The Assisted Form Deployment module helps you streamline your current processes by allowing you to create and manage rules for forms based on specific job criteria, such as Job Type, Trade and Asset Class. This app will ensure that the relevant forms are assigned to jobs based on pre-defined rules, significantly reducing the need for manual resources and saving valuable time.
The Rules Library and automated form deployment reduce administrative burden and ensure that relevant forms are accurately assigned and utilised, ensuring that your system is set up correctly.
Key Benefits Include:
- Increased Efficiency: Reduces the administrative burden on main contractors by automating rule creation, assignment, and form deployment.
- Improved Accuracy: Minimizes errors by centralizing rule management and ensuring that all forms are deployed based on accurate, predefined criteria.
- Enhanced Compliance: Ensures that all required forms are deployed and completed, adhering to regulatory and contractual standards.
- Better Communication: Streamlines communication and workflow between main contractors and subcontractors, improving job management.
- Scalability: Supports the growth of service contractors by enabling them to manage complex rules and form deployments without additional administrative overhead.
01
🎯 Intelligent Rule Creation
Build custom rules linking forms to specific Job Types, Trades, and Asset Classes.
Assign rules to customers or sites so the correct forms are automatically deployed when jobs are created.
02
📋 Centralised Rules Library
Maintain all your form deployment rules in one place for easy management and updates.
Add, edit, or delete rules as business needs change — no technical knowledge required.
03
⚡ Automated Form Assignment
When a job matches your pre-defined criteria, forms are auto-attached with no manual input needed.
Asset-related forms only display for the correct asset class, ensuring precision and avoiding clutter.
04
🔍 Smart Form Selection
Search and select forms quickly with a wildcard search by reference, name, or industry.
Toggle between all forms or just those selected for your rule.
05
🛠 Flexible Control Options
Choose whether a form is required at the visit or asset level.
Remove forms from rules instantly, stopping assignment on future jobs.
06
📈 Compliance & Accuracy Built In
Guarantees that all required forms are deployed and completed, supporting contractual and regulatory compliance.
Reduces the risk of errors from manual form selection.
07
💼 Designed for Growth
Scales effortlessly as you add new services, sites, or customer requirements.
Handles complex rule sets without additional admin overhead.
Price available on Request
Monthly plan
To read our handy guide, click here. Alternatively, watch our video guide here.