Use Cases

Explore how iSmartWorks can be used across different types of workflows.

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iSmartWorks digital form interface on a dark background features fields like Report Date, Employee Name, and Work Description. Drag-and-drop icons are on the left.

Asset Onboarding:

  • Simplify the asset onboarding process with customized forms to capture asset details, assign asset tags, and document conditions.
  • Track asset movements and lifecycle updates using digital forms, reducing paperwork and enhancing accuracy.
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Two construction workers in helmets and reflective vests discuss plans while looking at a tablet. One points forward, showing focus and teamwork.

Field work Forms:

  • Enable field technicians to submit field reports, inspection checklists, and maintenance logs directly through mobile-friendly forms.

Asset Inventory Management:

  • Maintain an up-to-date inventory of assets and equipment by using forms to log acquisitions, transfers, and disposals.
  • Utilize conditional logic to flag missing or
    outdated inventory items.
Hands holding a tablet showing logistics data, including charts and a 56% progress icon, set against a warehouse background with shelves and boxes. The image represents inventory management.
A woman in glasses sits at a desk, talking on a landline phone and writing with a pencil. The office has a water cooler and a potted plant.

Ticket Creation & Management:

  • Streamline issue reporting and resolution by creating ticketing forms for IT support,
    maintenance requests, or customer service.
  • Use AI to suggest ticket categories, priority levels, and follow-up actions.

Quote Requests & Claims Processing:

  • Create insurance quote request forms with required fields for coverage type, asset value, and risk assessment.
  • Standardize claim submission forms with data entry fields for incident details, claimant information, and supporting documents.
use case insurance quotes
A person in a blue shirt uses a smartphone to select a smiling face with five stars, indicating a positive rating. Other options include neutral and sad faces.

Employee Feedback & Pulse Surveys:

  • Collect anonymous or identified feedback to assess employee engagement, job
    satisfaction, and workplace culture.
  • Use AI to generate targeted questions for specific departments or projects.

Performance Reviews & Appraisals:

  • Create structured evaluation forms for quarterly, bi-annual, or annual performance reviews.
  • Enable managers to provide feedback on skills, achievements, and areas for improvement.
Hands using a keyboard and calculator on a desk with a laptop, graphs, and a notebook labeled "EVALUATION." Indicates analysis and productivity.
Worker sitting on the warehouse floor, looking unwell and holding his head. Another worker kneels beside him, appearing concerned. A third person uses a walkie-talkie. Orange safety vests and hard hats are worn.

Incident Reporting:

  • Standardize reporting for workplace incidents, safety hazards, and policy violations.
  • Include fields for incident type, date, location, description, and supporting evidence (e.g., photos or documents).

Training & Development Needs:

  • Assess training needs by gathering feedback on required skills, knowledge gaps, and preferred learning methods.
  • Schedule follow-up forms to evaluate post training effectiveness.
A classroom setting with adults seated at desks, some raising hands eagerly. A presenter stands in the foreground. The mood is engaged and attentive.
Overhead view of a collaborative office setup with four people working on laptops and tablets, displaying graphs and spreadsheets. Indicating project updates and progress.

Project Updates & Status Reports:

  • Track project progress, milestones, and deliverables through customized update forms.
  • Allow team members to submit project challenges and proposed solutions.

Expense Claims & Reimbursements:

  • Streamline expense reporting with dedicated templates for travel, meals, and office supplies.
  • Attach receipts and supporting documents to each submission.
use case expense claim
A person in a suit holds a calculator displaying "5000" next to a laptop. In the foreground, a contract with keys and a model house.

Property Requests & Tenant Workflows:

  • Digitalize business processes for managing client properties.
  • Automate interaction with tenant organizations and their employees, e.g., requesting access cards, booking facilities, etc.

Maintenance Services for Homes/Facilities:

  • Request services from maintenance such as gardening and electrical.
A maintenance worker in a blue hard hat and plaid shirt works on wiring in a building's ceiling.
A worker in orange safety gear climbs a bamboo ladder to fix wires on a utility pole against a bright blue sky, suggesting diligence and focus.

Network Field Insights & Planning:

  • Digitalize field operations across fixed and mobile networks, review field activities and capture real time data to provide feedback to technicians.
  • Use data collected to predict maintenance needs and to plan for better resource and budget allocation.

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