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On site

No signal is not a reason to stop

The form you designed is the form on the tablet. Fill it in a crawl space with no bars, take photos, draw on them, and let it upload itself when the van gets back to a signal.

A Formif inspection form open on a phone, showing the address section
The same template, on a phone.
Offline

It keeps your work

Everything you type goes into a local queue first. When the connection comes back the queue drains on its own, and if somebody changed the same record while you were away you get asked which version wins rather than losing yours quietly.

Saved locally
Syncing
Needs attention

What the queue tracks, per change.

Drawing and photos

Point at the thing you mean

Sketch on a photo or a floor plan: pencil, arrows, text, and a measuring tool that labels the distance it drew. Legend sets give a job its own vocabulary, so a mark means the same thing on every record.

Measure on the drawing and keep the label
Several pages per sketch, each with its own background
Reusable legend sets, defined once for the workspace
Delivery

Leave with the report done

The template already carries its document design, so the PDF comes out of the same record you just filled — and a formula decides which folder it lands in, on SharePoint, Drive or your own server.

The document tab of the template designer, showing an A4 preview with cover, header and footer bands
Cover, header and footer, previewed at A4.

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