For companies running on Acumatica, streamlining field operations isn’t just a productivity play—it’s a direct path to faster revenue, better compliance, and stronger customer satisfaction. Custom mobile forms are a high-ROI investment that cuts across the operational lifecycle.
- Time saved: Eliminate manual data entry and rework, freeing up hours of admin time per field employee each week.
- Revenue acceleration: Capture job data in real-time and avoid project delays from disconnected processes.
- Compliance and audit-readiness: Enforce data capture standards, ensure completeness, and simplify documentation with digital records.
- Customer satisfaction: Speed up service delivery and provide timely, accurate updates from the field.
The Power of Custom Forms
Custom forms offer frontline teams the flexibility to collect, submit, and access information from any device, anytime, anywhere. These forms can be designed to align with unique business processes and are easily configurable to capture the precise data required for different job roles and scenarios. Some key benefits include:
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Tailored to Your Workflows
Every business operates differently, and custom forms allow organizations to build forms that match their specific workflows. Whether it’s safety checklists, project information capture, work orders, action lists, maintenance reports, or sign-offs, forms can be designed to fit the exact needs of frontline teams.
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Easy Access on Any Device
With the Jigx App for Acumatica, users can access forms directly from their smartphone, tablet, or any connected device. This ensures that field teams have real-time access to the tools they need without being tied to a desktop or office environment.
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Offline Functionality
Frontline teams often work in remote locations where internet connectivity can be limited. Offline functionality ensures that forms can be filled out even without a network connection. Once back online, the data syncs automatically with Acumatica or any integrated backend system, ensuring no loss of crucial information.
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No More Manual Data Entry
Data collected in custom forms is stored securely in Acumatica or can be integrated with other backend systems. This eliminates the need for manual data entry, reduces errors, and ensures that all stakeholders have access to accurate, real-time information.
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Enhancing Efficiency and Compliance
By replacing paper-based forms, businesses can improve efficiency, enhance data accuracy, and ensure compliance with industry regulations. Custom forms can be designed with required fields, dropdown selections, and digital signature capabilities to streamline approval processes and documentation requirements.
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Custom forms cater to a wide range of industries, enabling frontline teams to operate more effectively. Here are some examples:
- Construction Teams – Safety checklists, site inspections, equipment maintenance reports, and project progress tracking.
- Field Services – Work orders, service reports, technician time tracking, and customer approval forms.
- Field Sales – Customer visit reports, order placements, lead capture forms, and contract sign-offs.
Real-World Impact
One service company was struggling with a familiar issue: field technicians were spending valuable time each day filling out paper forms, then duplicating that work back at the office. It wasn’t just inefficient—it was expensive.
After switching to a mobile app and having the teams work directly on their device, everything changed.
Field teams began capturing data directly from their mobile devices—no more manual data entry, no more delays. The impact was immediate: each technician saved about 1 hour per day by eliminating manual data entry and rework.
Across a team of 10 reps, that added up to 2,600 hours saved per year. At an average loaded cost of $50/hour, the company is now saving approximately $130,000 annually—without hiring more staff or sacrificing service quality.
Adoption surged thanks to the app’s intuitive interface and offline functionality, which let technicians stay productive even in remote areas. And the back office? Happier, faster, and no longer buried in paperwork.
See What You Can Save
Want to calculate your own ROI? Just plug your numbers into this formula:
Annual Savings =
# of field reps × hours saved per day × 5 days/week × 52 weeks/year × hourly cost
Example:
10 reps × 1 hour/day × 5 days/week × 52 weeks/year × $50/hour = $130,000/year
Even small time savings can lead to big financial gains—especially when multiplied across your team.
Conclusion
The Jigx Mobile App for Acumatica offers custom forms providing frontline teams with a game-changing solution for data collection and workflow automation. By making it easy to customize, access, and integrate digital forms, businesses can enhance productivity, improve accuracy, and ensure seamless operations in the field. Whether in construction, field services, or sales, custom forms empower teams to focus on what they do best—delivering exceptional service and results.
Ready to transform your frontline operations? Book a walkthough and see you how can mobilize your team with Acumatica.
