Custom Forms & Polls
Build any form your operation needs — incident reports, inspection checklists, vehicle checks, or employee polls — with a visual builder. Link forms to patrols, track submissions by site, and export field-level analytics.
Paper forms get lost.
Generic form tools don't understand field operations. InstaNotified's form builder is purpose-built for workforce teams — with 12+ field types including photo capture, digital signatures, vehicle diagrams, barcode scanning, and GPS location stamps. Create polls with single or multiple choice, star ratings, and open-text responses. Every submission is scoped to a site and branch, linked to the employee's active shift, and available for field-level analytics with CSV export. Forms can be required as part of patrol checkpoints, ensuring completion is verified alongside tour tracking.
Last updated 2026-07-09
What you get
12+ Field Types. Text, number, dropdown, checkbox, date, photo capture, digital signature, vehicle diagram annotation, barcode scan, GPS stamp, and more.
Polls & Surveys. Run single-choice, multiple-choice, star-rating, and open-text polls. Collect employee feedback, site audits, or client satisfaction scores.
Field-Level Analytics. Track submission counts, response distributions, and completion rates per form. Filter by site, branch, or date range and export to CSV.
Patrol-Linked Completion. Attach forms to specific patrol checkpoints. Employees fill them out during tours, and completion is verified alongside checkpoint scans.
Site & Branch Scoping. Scope forms to specific sites or branches. Submissions are automatically tagged with site, branch, employee, and shift context.
Mobile-First Experience. Forms are optimized for phones in the field — large touch targets, offline capability, and fast photo upload even on slow connections.
How it works
Design your form in the visual builder
Select field types, set required fields, add conditional logic, and preview on desktop or mobile.
Assign forms to sites or patrol routes
Publish forms company-wide, to specific sites, or attach them to patrol checkpoints for tour-linked completion.
Employees fill forms on mobile
Team members complete forms on their phone during shifts. Photos, signatures, and GPS data are captured automatically.
Review submissions and export analytics
View responses in real-time on the dashboard. Filter by site, date, or employee. Export raw data or summary analytics.
Industries that use Custom Forms
Frequently asked questions
What field types are available?
The form builder includes text, number, dropdown, multi-select, checkbox, date/time, photo capture, digital signature, vehicle diagram annotation, barcode/QR scan, GPS location stamp, star rating, and file upload. New field types are added regularly.
Can I require a form during a patrol?
Yes. You can attach any form to a specific patrol checkpoint. When the employee scans that checkpoint, the form opens automatically and must be completed before moving to the next stop.
Do forms work offline?
Yes. Employees can fill out forms even without a network connection. Submissions are saved locally and automatically sync when connectivity is restored.
Can I export form data?
Yes. Export individual submissions or aggregated analytics as CSV. Filter by date range, site, branch, or employee before exporting. Data is also accessible via the API for custom integrations.
Related features
Custom Forms is included in every InstaNotified plan
From $6/active employee/month
Ready to try Custom Forms?
Sign up and see how InstaNotified can transform your operations.