Custom Forms in Projectmates

Impress your project team with custom Web Forms and Business Processes! With Projectmates, you have the ability to build custom forms and workflow module yourself without any programming knowledge. Quickly and easily integrate electronic versions of forms unique to your project or company.

Why create forms in Projectmates instead of MS Word?

Integrating project forms into Projectmates lets you quickly view and sort multiple form entries, create an online approval process, attach files, and control access to form information. Forms are centralized and can be accessed 24/7 in Projectmates.

Common Project Forms:

  • LEED Tracking
  • Inspection Report
  • Safety Report
  • Project Survey
  • Close-Out Report
  • New Store Setup
  • Test Report
  • Infection Control (Healthcare)
  • Travel Request

This feature is both flexible and easy to use, so go ahead and get started today! Call Projectmates Support if you would like to setup a personalized training session on creating custom forms.

Ready to see how Projectmates can help you?

Request additional information or arrange a
personalized demo to get a first-hand look today.