September 23rd, 2024

Formitize Forms Bank – New Form Templates Added

We’re excited to announce that 19 new forms have been added to the Formitize Forms Bank, further expanding its utility across various industries. The Forms Bank is a repository of ready-to-use form templates designed to streamline business processes, ensure compliance, and enhance efficiency.

What's New?

The new forms cater to multiple sectors, including health and safety, equipment management, client relations, and more. These templates have been crafted to ensure operational excellence and are flexible enough to be adapted across different industries.

Here are some of the newly added forms:

  • Fault Resolutions Forms:

    • Equipment Fault Report: This form allows businesses to track and report faulty equipment, ensuring prompt action and reducing downtime.

    • Customer Complaint Resolution: Capture and document complaints, ensuring timely and effective resolutions.

  • Health & Safety Forms:

    • Accident Report: Streamline the process of documenting workplace accidents for proper investigation and corrective actions.

    • PPE Checklist: Ensure the proper use of personal protective equipment and compliance with safety standards.

  • Proposals and Agreements:

    • Service Agreement: Document terms and conditions of service agreements between your business and clients.

    • Contract Approval: Obtain and document the necessary approvals for contracts and agreements.

  • Parts Orders/Requests:

    • Parts Order Form: Simplify the ordering of parts and supplies, ensuring all necessary details are captured for a seamless procurement process.

How to Access?

These forms are now available under their respective categories in the Form Bank (see image).

This gives you instant access to download, customize, and start using the templates suited to your industry.

For Formitize account holders, you can access the Forms Bank directly via the Form Bank Link within the web portal. Simply log in to your account, navigate to the Forms section, and explore the Form Bank.

For a detailed look at the Forms Module and the capabilities of the forms, visit the Forms Module Page.


Benefits:

  • Streamlined Operations: These forms are designed to help manage equipment maintenance, client service, and safety inspections seamlessly.

  • Industry-Specific: While created for general use, the forms can easily be tailored to meet specific needs within various sectors.

  • Ready-to-Use: With forms for reporting, contract management, safety, and much more, businesses can begin enhancing their workflows instantly.

Stay tuned for more updates as we continue to expand our Forms Bank!