USE CASES

Asset Onboarding:

  • Simplify the asset onboarding process withcustomized 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.

Field work Forms:

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    outdated inventory items.

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.

Insurance Quotes & Claims:

  • 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.

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.

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.

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.

Property Management

  • 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.

Telecom:

  • 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. 

Address List

iSmartWorks

Automate form creation with AI

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