Flexi-Forms
Your forms, your rules. Zero paper.
Custom inspections, safety checklists, and site reports built the way your operation needs them. Collected digitally, synced instantly, and always the current version.
Before & After
What changes when you switch to Aimsio
Without digital forms in the field
- Paper forms get lost, wet, or filled out incorrectly - a missing signature or illegible entry means the whole form has to be tracked down and redone.
- Different form versions in use across crews - without version control, outdated forms circulate in the field and data collection is inconsistent across jobs.
- Data has to be re-entered manually into the system - office staff spend hours transcribing handwritten forms, introducing errors and delays into every workflow.
- No way to enforce what fields must be completed - forms arrive at the office with blank critical fields, requiring field workers to be called back for missing information.
With Aimsio Flexi-Forms
- Every form filled, signed, and synced from the field - Crews complete inspections on any device, and data is available instantly.
- Always the current version, never the wrong one - One source of truth means no one fills out an outdated form again.
- Zero re-entry from paper to system - Digital capture means data flows straight into Aimsio without anyone typing it in.
- Required fields enforced before submission - Incomplete forms don't make it to the office, so you stop chasing missing data.
Core Capabilities
Everything you need to go paperless in the field
Convert any paper form into a digital workflow - with required fields, e-signatures, and instant data capture on any device.
Upload & Convert PDFs
Take a photo or upload a PDF of any existing form. safety inspections, site checklists, JSAs, or custom client forms. Aimsio converts it into a structured digital form your team can fill out on any device.
Branded Digital Forms
Add your company logo and colors to every form so clients see professional, branded documentation from the field. not generic paper. Forms look the same on screen as they do when printed or exported.
Field-Friendly UI
Forms are designed to work cleanly on mobile devices in outdoor conditions. Large tap targets, clear field labels, and minimal loading. so workers in gloves on a job site can complete them without frustration.
Required Fields & Validation
Mark any field as required so forms cannot be submitted incomplete. Field validation catches missing data before it leaves the job site. meaning your office receives complete, accurate submissions every time.
E-Signature Support
Collect client or supervisor signatures directly on the form before leaving the site. Signatures are timestamped and stored permanently with the submission. providing an unambiguous approval record for every completed form.
Data Export
Export completed form submissions as PDFs or CSV files for reporting, compliance documentation, or client delivery. All submissions are stored in the cloud, searchable by job, date, or form type.
Build your form from an existing document
Upload a photo or PDF of any existing paper form - a safety inspection sheet, a JSA, a client sign-off form, or any custom checklist. Use the Flexi-Forms builder to map fields, set which ones are required, and brand it with your company logo.
- Upload PDF or photo of any existing form
- Mark required fields and add validation
- Add branding and publish in minutes
Field crew fills out the form on-site
Field workers access the form from any device - phone, tablet, or browser. They fill in the fields, attach photos as supporting documentation, and collect a client or supervisor e-signature before leaving the site.
- Works on phone, tablet, and browser
- Photo attachments linked to the submission
- E-signature captured on-screen before leaving
Submissions stored, searchable, and exportable
Every completed form is stored in the cloud, linked to the job it belongs to. Office staff can search, review, and export submissions at any time - as PDFs for client delivery or CSV exports for reporting and compliance.
- Stored per job with full search
- Export as PDF or CSV any time
- Audit trail for every submission
See It In Action
Flexi-Forms in the platform
Watch how Aimsio Flexi-Forms work in a real field operations environment.
Aimsio is a great software and an even better team. They work hard to make the transition to Aimsio as smooth as possible. Their customer service is incredible. We're very happy we made the switch to Aimsio.
Integrations
Works with the tools you already use
Aimsio connects to your accounting, payroll, and ERP systems - so data flows without double-entry.
QuickBooks Online
Sage Intacct
ADP
Explorer Eclipse
Sage 300
NetSuite
MS Nav
MS Business Central
Viewpoint Vista
AcumaticaFrequently asked questions
Aimsio Flexi-Forms is a digital form builder that lets you convert any paper form - safety checklists, inspection reports, JSAs, or client sign-off sheets - into a structured digital form. Forms can be filled out on any device in the field, with required field validation and e-signature capture, and all submissions are stored in the cloud linked to the relevant job.
You can create a form by uploading a PDF or photo of an existing paper form, or by building one from scratch using the form builder. Once uploaded, you map the fields, mark which ones are required, add your company branding, and publish the form. The entire process typically takes less than five minutes for a standard form.
Aimsio is designed for field use where connectivity may be limited. Forms can be loaded while connected and accessed in the field, with submissions syncing to the cloud as soon as connectivity is restored. This ensures crews are never blocked from capturing critical data due to signal issues at remote job sites.
Yes. Any Flexi-Form can include an e-signature field, allowing the client, site supervisor, or crew foreman to sign on-screen before the form is submitted. The signature is timestamped and stored permanently with the form submission, creating a legally defensible record of approval for every completed form.
All completed Flexi-Form submissions are stored in Aimsio and linked to the job they were filled out for. Office staff can search submissions by job, date, form type, or assignee. Individual submissions can be viewed in the platform, exported as PDFs for client delivery, or downloaded as CSV files for reporting and compliance purposes.
Flexi-Forms supports any structured form your operations require. Common use cases include daily safety briefings, job site inspection checklists, hazard assessments (JSAs), equipment pre-use inspections, environmental compliance forms, client sign-off sheets, and custom forms required by specific client contracts. If it exists on paper, it can be digitized with Flexi-Forms.
Ready to replace paper forms
with something that works?
See how Aimsio can transform your field operations in a 30-minute demo.