SimPRO Digital Forms is the next evolution in field-based form management, designed to increase efficiency across your operations. Whether you’re completing site audits, job cards, or customer reports, Digital Forms offers a simple, flexible platform to enhance productivity and reduce manual tasks.
Field-Based Form Filling:
Fill out forms directly from the field, similar to eForms, with added features like PDF overlay support.
Conditional Formatting:
Create smart forms that adjust the flow of questions based on user input, saving time and ensuring only relevant data is collected.
Mobile-Friendly:
Integrated with the SimPRO Mobile app, Digital Forms eliminates the need for additional apps. Your field staff can easily manage tasks and fill out forms on the go.
Mobile Audits:
Use Mobile Audits for pre- and post-audits within SimPRO Mobile. You can set them as mandatory for technicians and there’s no additional cost.
Flexible, Chargeable Per Licence:
SimPRO Digital Forms is available on a per-licence basis, offering flexibility and scalability as your business grows.
Customised Documentation with Form Builder:
Build tailored forms for invoices, job cards, quotes, and more, and generate asset test reports using data from the Maintenance Planner.
Asset Report Integration:
Populate asset reports or invoices with key asset data (e.g., test readings, failure points, recommendations) for more detailed, customised reports.
End of Life for SimPRO eForms
Deadline: All eForms will be deactivated on 30 June 2025. After this date, eForms will no longer be accessible, and any data stored in eForms will be lost. Ensure you have migrated all necessary data before this date.
Transition: To continue using form functionality, you must transition to SimPRO Digital Forms. This transition will provide access to upgraded features and improve your field-based workflows.
SimPRO Partner Support: As SimPRO partners, we can assist you in migrating your forms to Digital Forms, ensuring a smooth transition. Whether you need help with form creation, customisation, or training, we’re here to support you through the process.
Act Quickly: Transitioning early allows ample time for setup, testing, and training your team before eForms is retired. Avoid disruptions to your business operations by making the switch as soon as possible.
What You Need to Do:
- Start transitioning your forms to SimPRO Digital Forms as soon as possible.
- Review and update your workflows to ensure a smooth switch.
- Reach out to us if you’d like assistance with setup and integration or have any further questions.
(Button) Get Started and Stay Ahead with Us
What You Need to Know
What is an eForm?
eForms is the current form management solution in SimPRO, allowing you to create, fill out, and submit forms like job cards, site audits, and customer reports. However, eForms will be retired on 30 June 2025. After this date, the service will no longer be available, and any data stored within eForms will become inaccessible.
When will eForms no longer be supported?
eForms will be officially deactivated on 30 June 2025. After this date, you won’t be able to access or use any existing eForms data.
What’s the new form solution called?
The new solution is SimPRO Digital Forms, an upgraded platform designed to replace eForms.
What is SimPRO Digital Forms?
SimPRO Digital Forms is the upgraded solution for form management in SimPRO. It offers enhanced functionality with features such as conditional formatting, PDF overlays (coming soon), and seamless integration with jobs, assets, and invoices. This modern, flexible solution is designed to meet the evolving needs of your business, offering better form management, efficiency, and accuracy.
Why Switch Now?
Acting early gives you ample time to transition smoothly to SimPRO Digital Forms before the 30 June 2025 deadline. This ensures you have enough time to set up, test, and train your team on the new system—avoiding disruptions once eForms is retired.
What happens if I don’t transition by the deadline?
After 30 June 2025, eForms will be fully deactivated. You’ll need to transition to SimPRO Digital Forms to continue using form functionality.
How Long Does Setup Take?
Setup time depends on the complexity of your forms. If your forms are basic, the transition can happen quickly. However, more complex workflows or custom forms may require additional time. Start early to give yourself the best chance of a seamless transition, and to keep your business up to date.
How Do I Get Started?
We recommend starting the transition to SimPRO Digital Forms as soon as possible. Review your existing eForms and start setting up your new Digital Forms now. Reach out to us for help with form migration, setup, and training, and we’ll ensure your business is ready before the eForms retirement.
Can I migrate my existing eForms data to Digital Forms?
The data from eForms will not carry over automatically to Digital Forms, so it’s important to set up your new forms in Digital Forms and ensure all workflows are updated.
As SimPRO partners, we can help set up your new Digital Forms and get you back on track fast.
Contact Us for Assistance
If you need help or have any questions about transitioning to SimPRO Digital Forms, our team of SimPRO Partners is here to guide you through the process. We’re ready to help you every step of the way.
