How Formulate works, step by step

Step-by-step walkthroughs of the key workflows, from a field worker's phone to your back office systems.

Follow a field worker through a site inspection, from opening the form to submitting with photos, GPS, and a signature.

See how the AI checks that the right subject is in frame, flags problems, and prompts retakes before submission.

Watch a flagged submission route through approval stages, escalate when unactioned, and reach the right person.

From creating a job in the back office to a field worker completing it on their phone, with every form linked.

See how submission data flows automatically from Formulate into your database, CRM, or reporting system.

Follow a shift from the field worker tapping "start" to the back office reviewing timings, breaks, and location, with work recorded against the job.

Watch a form get drafted from a plain-English description, then run the AI review to catch design problems before it goes live.

Book a live walkthrough

Twenty minutes on a call, on the real product.