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PLATFORM  /  SMART FORMS

Where the tablet meets the work.

Every field inspection, maintenance check, work order, and regulatory form — captured once, routed automatically, and tied to the record it satisfies.

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Forms adapt as they're filled out — automatically.

What Smart Forms does

One form engine, four kinds of field work.

Paper forms and static PDFs are the weak link in field data — questions that don't apply, handwriting re-keyed later, no way to route a failed inspection until someone remembers to call it in. Smart Forms behaves like software: it adapts to what's entered, pulls known data instead of asking twice, and moves the next step along on its own.

The same engine runs every kind of field capture — and because field work doesn't stop where cell coverage does, it all works fully offline.

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Built-in intelligence, not add-on logic.

HOW IT WORKS

Every form carries the same four capabilities — none of them require a separate tool or a workaround.

01 — LOGIC

Conditional show/hide logic

Follow-up fields appear only when the answer calls for them. Shorter forms, fewer wrong answers, and nothing irrelevant to scroll past on a phone screen in the rain.

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02 — DATA

Data-driven dropdowns

Fields pull live from the asset registry and prior records — ID, location, history — instead of free text a technician has to remember or guess. Select the asset, and the form already knows it.

03 — ROUTING

Dispatch, escalation & multi-step workflows

A completed form can trigger the next step on its own: dispatch a work order, escalate a failed inspection, or route a regulatory form for sign-off — no one has to remember to follow up.

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04 — OFFLINE

Offline-first field capture

Forms work with zero signal — no internet, no cell data, no exceptions for remote sites. Everything syncs automatically the moment connectivity returns.

Built for your work

One engine, every kind of field form.

Field & regulatory inspections
 

Routine rounds and regulatory submissions run on the same conditional, data-aware form engine.

Work orders
 

Preventive and corrective maintenance forms pull equipment history straight from the asset record.

Testing
 

Capture mechanical integrity, engine stack, and well integrity results without a separate system.

CLIENT PROOF — Independent O&G Producer

Fewer forms lost, greater productivity.

16,776

hours saved

$1.7m

labor cost savings

24,800

offline forms submitted last year

Connects to

One form, feeding every module.

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Triggers Workflow Automation

A form submission is a workflow trigger — dispatch, escalation, and sign-off all start from the same event.

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Feeds Compliance & Emissions

Regulatory forms map directly to the requirement they satisfy, ready for reporting the moment they sync.

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Feeds Smart Inspections
 

Inspection forms and scheduling share the same underlying record — no duplicate entry.

See a form adapt in real time.

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