forms4tradies
Streamlined job management and form submissions
UX/UI Design
Web Development
Strategy
Middleware
Summary
forms4tradies is a tailored solution that addresses the challenges faced by a company dealing with a disconnect between their job management system, simPRO, and their form submission platform, a third party form. This case study highlights the obstacles encountered by the company before implementing forms4tradies and the benefits they now enjoy after its successful integration.
Challenges
Lack of Integration: The company was grappling with the absence of seamless integration between the simPRO job management system and a third party form, their chosen platform for form submissions.
Manual Data Entry: Employees had to engage in time-consuming manual data entry, transferring information from a third party form submissions to the corresponding job records in simPRO.
Duplication of Effort: The manual data entry process led to duplicated efforts and a high risk of data errors.
Inefficient Workflow: Disconnected systems resulted in an inefficient workflow and limited visibility into the data.
Consistency Issues: Maintaining consistency between a third party form submissions and simPRO job records was an ongoing challenge.
![f4t-feature-1](https://www.puttiapps.com/wp-content/uploads/2023/11/f4t-feature-1.webp)
![f4t-feature-2](https://www.puttiapps.com/wp-content/uploads/2023/11/f4t-feature-2.webp)
Solution
To address these challenges, a comprehensive solution called forms4tradies was developed, comprising the following components:
Middleware System: The creation of a middleware system facilitated the seamless transfer of a third party form submissions to the respective job records in simPRO.
User-Friendly Frontend Application: An intuitive frontend application was designed to list all forms for company users, enhancing accessibility and management.
Integration with simPRO: forms4tradies integrated with the simPRO system, allowing pre-population of a third party form fields with information from simPRO, improving data accuracy and efficiency.
Two-Way Integration: The solution facilitated a two-way integration between a third party form and simPRO, enabling data flow in both directions.
Automated Attachments: A third party form submissions were automatically uploaded as attachments to the relevant job records in simPRO.
Custom Data Mapping: Custom data mapping allowed specific information from a third party form submissions to be posted back to simPRO custom fields.
![f4t-admin-1](https://www.puttiapps.com/wp-content/uploads/2023/11/f4t-admin-1.webp)
Integrations
Aforms4tradies seamlessly integrated various components of the company’s workflow:
A world leading form creator Integration: Integration between an existing form platform and the middleware system allowed form submissions to be transmitted to the middleware for processing.
Middleware-SimPRO Integration: Integration between the middleware system and the simPRO job management system enabled the creation, updating, or attachment of form submissions to corresponding jobs.
Data Synchronization: Continuous synchronization between an existing forms platform, the middleware system, and simPRO ensured data consistency and real-time updates.
![f4t-computer](https://www.puttiapps.com/wp-content/uploads/2023/11/f4t-computer.webp)
The Results
The implementation of forms4tradies has transformed the company’s operations, providing a range of benefits:
Seamless Data Transfer: The solution now enables seamless and automated transfer of a third party form submissions to the respective job records in simPRO.
Improved Data Accuracy: Pre-populating form fields with information from simPRO has greatly enhanced data accuracy and efficiency.
Reduced Manual Data Entry: The solution has significantly reduced manual data entry, minimizing the risk of errors and saving time.
Custom Data Posting: Custom data mapping allows the company to post specific information back to simPRO custom fields from a third party form submissions, ensuring all data is where it’s needed.
“great people to deal with and very good at crafting clever solutions.”
Marcel de Witte, Managing Director at IT4Tradies
![f4t-feature-3](https://www.puttiapps.com/wp-content/uploads/2023/11/f4t-feature-3.webp)
![f4t-feature-4](https://www.puttiapps.com/wp-content/uploads/2023/11/f4t-feature-4.webp)
Conclusion
forms4tradies has successfully bridged the gap between the company’s job management system and their form submission platform, resulting in more efficient workflows, increased data accuracy, and a reduction in manual data entry. This case study highlights how customized solutions like Forms 4 Tradies can transform and optimize operations, ultimately leading to increased productivity and enhanced data management.