Field Data Forms

Forms for inspection, delivery and maintenance
Create and manage custom forms and checklists right inside OpusFlow. No extra tools needed. Build form templates tailored to your business, link them to your projects, and let your team fill them out on-site even from their phones.

Why opusflow

Benefits for your company

With OpusFlow’s Forms module, everything your technicians fill in, sign, and photograph on-site lands exactly where it needs to be tied to the right project, ready to review, and automatically turned into the documents your business and your customers need.
Build forms that fit any job
Drag, drop, done. Templates, checklists, task risk analyses, open fields built your way.
Photos attached. Nothing lost.
Capture and attach site photos directly in the form, right from your phone.
Only show what's relevant.
Conditional logic hides unnecessary fields, so every tech sees exactly what they need.
Signed, sealed, sent.
Capture a digital signature on-site and a compliance PDF goes out straight away.

SOUND FAMILIAR?

Paper forms. Lost data.

Most installation companies still run their field admin on paper checklists, WhatsApp photos, and forms that get filled in from memory hours after the job. By the time the paperwork reaches the office, half the detail is missing and nobody can prove what actually happened on-site. OpusFlow fixes that.

Your solutions

Your field forms come back half-filled or not at all.

A technician finishes a job, meant to fill in the checklist, got distracted, did it from memory on the drive home. The result is incomplete data, missing signatures, and a back-office team chasing people who are already on the next job.

The job is done on Tuesday. The completion certificate gets typed up on Thursday, emailed on Friday, and the customer is left wondering what’s happening in between. In a market where after-sales experience sets you apart, that gap costs you.

A heat pump engineer opens a form built for solar. Half the fields are irrelevant. So they skip them, guess, or fill in whatever seems close enough. The data comes back inconsistent and the office spends time cleaning it up rather than using it.

All fields required. Forms complete.

A form can’t be submitted until everything relevant has been filled in.

Papers ready. Before departure.

The moment a form is submitted and signed on-site, a fully formatted PDF is generated and sent automatically.

Forms adapt. Automatically.

Everyone sees the only fields that apply to their specific installation type.

Paper forms. Lost data.

Most installation companies still run their field admin on paper checklists, WhatsApp photos, and forms that get filled in from memory hours after the job. By the time the paperwork reaches the office, half the detail is missing and nobody can prove what actually happened on-site. OpusFlow fixes that.

A technician finishes a job, meant to fill in the checklist, got distracted, did it from memory on the drive home. The result is incomplete data, missing signatures, and a back-office team chasing people who are already on the next job.

All fields required. Forms complete.

A form can’t be submitted until everything relevant has been filled in.

The job is done on Tuesday. The completion certificate gets typed up on Thursday, emailed on Friday, and the customer is left wondering what’s happening in between. In a market where after-sales experience sets you apart, that gap costs you.

Papers ready. Before departure.

The moment a form is submitted and signed on-site, a fully formatted PDF is generated and sent automatically.

A heat pump engineer opens a form built for solar. Half the fields are irrelevant. So they skip them, guess, or fill in whatever seems close enough. The data comes back inconsistent and the office spends time cleaning it up rather than using it.

Forms adapt. Automatically.

Everyone sees the only fields that apply to their specific installation type.

Join over 3.000 installers using OpusFlow

Build fast. Total control.

Build any form from scratch or using the templates without any technical knowledge. Pick your field types, drop them into place, set your logic, and publish.

Form from template | OpusFlow

Works with the tools your business already runs on

OpusFlow connects natively with Google Workspace, Microsoft 365, Exact, Mollie, and more, so your team hits the ground running, not starting over.

The right people get the right document automatically

As soon as a form is submitted, a formatted PDF is generated and sent to whoever needs it. Your customer, your back-office, your compliance folder. No manual step, no delay, nothing slipping through the cracks.

Automations | OpusFlow

Consistent data. Less paperwork.

Installers save hours of admin time by digitizing their documentation. See why leading businesses trust OpusFlow to capture the right data.

e-WNDR
"With OpusFlow, we can now make different automations, streamline processes, and have the flexibility to change processes within the business."

Ace Noppen - Marketing manager

Nothing leaves the field without your sign-off

Every submission lands in a review queue before it’s finalised. Approve it, flag an issue, or send it back with a note. You stay in control of what goes on the record without picking up the phone.

FAQ

Everything you want to know before booking a demo.

Is it possible to add photos/files to my forms?

Yes! You can easily attach photos and files directly to your forms, straight from your phone or tablet on-site.

Can I also fill out forms on my phone/tablet?

Yes! All OpusFlow modules work on any device, so filling out forms on your smartphone or tablet is no problem at all.

Is my data safe?

Yes! OpusFlow takes security seriously. Every environment has its own dedicated database, hosted and managed by AWS (Amazon Web Services), and we use Clerk for authentication, one of the leading platforms for securing cloud applications.

Is it possible to compose my own forms?

Yes! You can build your own forms from scratch and save them as templates, so every installation type has exactly the right checklist.

Still have questions?

Our team knows the product inside out. Ask us anything — no sales pressure, no scripts.

Schedule your free demo

Get a live customized demo focused on what your organization needs, get answers to your specific questions, and find out why OpusFlow is the right choice for your organization

What can I expect?

"By using OpusFlow, we were able to centralise our processes and massively increase efficiency. Our cost-per-quote ratio has certainly decreased by 50% as a result."
Patrick Salmon – Sales Manager, AMPERA Solar- & Energiesysteme
AMPERA

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