Do more with your data

Forms, jobs and shifts for field teams

Your team captures inspections, jobs and shifts on any phone, online or offline. Approvals run in the Back Office and Linker sends the data on to the systems you already run.

UK built & hosted
Works on any phone
Offline capable
AI image validation
MFA & device approval
formulate.app/back-office

Formulate in 30 seconds

From field capture to back office, in one connected platform

What we built beyond the form itself

Capture is the easy part. These are the features that handle what comes after it.

Approvals without the emails

When a form flags a failed inspection or safety issue, Formulate automatically routes it to the right person. No chasing. Nothing lost in an inbox.

Every form tied to the job it belongs to

Create and assign jobs from the back office. Field workers see their queue in the app. When they submit a form, it's linked to that job, not floating in a list with no context.

Know who is on shift, without asking

Field teams start and end shifts on their phone. Breaks, timings, and location are captured automatically, so your office sees who is working and where in real time, and payroll gets timings it can trust. See shift management →

Shifts and AI form building in action

Both are shown on the screens your team would use.

The working day, on screen as it unfolds

Workers start a shift when they arrive and end it when the work is done. The phone records breaks, timings and location as they go, so the office gets the shift as it happened.

Start and end a shift from the phone, out on site
Breaks, timings, and location captured automatically through the day
A live view of who is working and where, as it happens
Payroll-ready hours with no timesheet to type up on Monday
Work done on a shift recorded against its job, inside Formulate
Mobile shift screen showing the day's timeline

A one-line description becoming a working draft form, live in the editor.

Describe the form and the editor drafts it

Describe the form in a sentence and the editor drafts the questions and picks the field types for you. It stays a draft until you publish it, so every question is still yours to change.

Say what the form is for, in a sentence
The editor drafts a first version as you watch
Every question stays yours to edit, nothing is locked in
It stays a draft until you choose to publish it

The standard features, all included

Form Validation

Required fields, ranges, regex, cross-field rules.

Photo & File Capture

Camera, gallery, and document attachments.

Conditional Logic

Show or hide fields depending on previous answers.

Works Offline

Fill forms without signal. Syncs when you reconnect.

Digital Signatures

On-screen sign-off with name, date, and audit record.

GPS Location

Every submission is tagged with where it was filled in.

Repeating Sections

Add as many rows as needed, great for multi-item checks.

User & Team Management

Roles, teams, and access controls that keep things organised.

PDF Reports

Branded reports generated automatically from any submission.

From the phone to your systems

This is the full journey data takes through Formulate, from first tap to back office to your existing software.

01

Capture in the field

Mobile form with photo capture, OCR, GPS, and AI validation. Log shifts and attendance too. Works offline.

02

Validate automatically

AI checks the photos, OCR reads the text and validation rules run before anything is saved.

03

Route & review

Workflow rules send flagged submissions to the right person for action.

04

Manage in back office

Your office team reviews, approves, and acts, all in one place.

05

Distribute via Linker

Data goes to your database, CRM, ERP, or any connected system. Automatically.

See Formulate run one of your own forms

Send us a form your team fills in now and we will have it running in Formulate for the demo.