Everything you need to replace paper forms
From the first tap on-site to the finished PDF in your customer's inbox.
Capture everything on-site
Field teams fill in forms on a phone or tablet, with the evidence attached as they go.
Works offline
No signal on site? Keep working. Forms save on the phone and upload automatically when the connection comes back.
Photos, signatures and sketches
Take one photo or several, capture customer and staff signatures, and draw sketches or mark-ups straight onto the form.
Scan barcodes and QR codes
Scan an asset tag, serial number or QR code into a field instead of typing it.
Read text with the camera
Point the camera at a label, plate or document and the app reads the text into the field for you.
Location and time stamps
When the user allows it, the app records where and when the form was completed, and can fill a location field with one tap.
Tables for line items
Repeating tables for parts used, hours worked, defects found or anything else that needs more than one row.
The right field for every answer
Text, numbers, dates, times, dropdowns, tick boxes, multi-choice, phone, email and consent fields, all checked as they are filled in.
Save a draft, finish later
Start a form, save it, and pick up where you left off.
Optional app lock
Users can lock the app behind their phone's fingerprint, face or screen lock.
Get the right form to the right person
Office teams decide who fills in what, what they need to see, and who checks it.
Smart forms that react
Show, hide or require fields based on earlier answers. For example, mark a tyre as "Defect" and the form asks for details and a photo.
Send pre-filled forms
Start a form with the job details already filled in, attach drawings or reference documents, and send it to a chosen user.
Forms for people without an account
Email a link to a customer or subcontractor. They fill the form in from their browser, with no app or login needed. Available for simple, standalone forms.
Review before it's final
Make a form review-required, so a reviewer must approve it or send it back for more information before the PDF is issued.
Linked follow-up forms
Start a follow-up form from an earlier submission so related paperwork stays connected.
Recurring checks
Check that the right people submit enough of the right forms. For example, each driver must submit 2 vehicle checks every 7 days. You get told when they don't.
Address book
Save customer and site details once and pick them on the next form instead of typing them again.
A finished PDF the moment it's submitted
Submissions become professional documents automatically, and go where they need to go.
PDFs that look like your paperwork
Design your PDF layout in Excel, with your logo, colours and wording, or start from 20+ ready-made templates.
Email the PDF automatically
Send each completed PDF to set addresses, or to the email address entered on the form, so the customer gets their copy before you leave site.
Rules that only fire when needed
Only send or notify when an answer matches. For example, email the manager only when a check fails.
Export to Excel
Download your submissions as a spreadsheet whenever you need them. Your data is never locked in.
API access
Pull submissions and PDFs into your own systems with the API add-on. Read the API docs.
Manage it all from one dashboard
Admins run forms, users, rules and records from the web dashboard.
Search every submission
Find any completed form by form, user or date, and open its PDF, photos and signatures.
Submission map
See where forms were completed on a map.
Users and access levels
Add users, choose what each one can see and do, and remove leavers in one step.
Usage alerts
Get warned on the web, in the app or by email before you reach your monthly submission allowance.
Timesheet & HR add-on
Timesheets, holiday requests and sickness records, with approvals, for £1 per active user a month.
We can build your forms
Send us your existing paper forms, spreadsheets or PDFs and we can turn them into digital forms for you as a paid setup service.
AI Assistant
Describe a form or upload a photo of your paper one and the AI Assistant builds it. It can also add rules and spot trends in submissions. Pay as you go, and nothing is saved until you check it.
Your records, kept safe in the UK
Built and run by a UK company, with your data hosted in the UK.
UK hosted, UK company
Your forms, submissions and files are hosted in the United Kingdom. Straight2PDF is run by WFA Support Ltd and registered with the ICO (ZA927889).
Protected sign-in and files
Two-step sign-in, encrypted customer files, and encrypted nightly backups, with a copy kept on a separate UK server.
Your data, your control
Export your submissions any time, and see exactly how long we keep data in our Data Retention Schedule. More in Security & Trust.
See it working on your own forms
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