Digitise your workflows with the new multi-step forms

At FacilityApps, we continue to innovate to make cleaning operations easier, faster and more transparent. We are proud to introduce our newest feature: multi-step forms. This feature allows you to take your existing or new digital forms to the next level by streamlining processes directly within our software and app across different roles in your organisation.

What are multi-step forms?

In the day-to-day operations of a cleaning company, a form is rarely handled by just one person. Think of leave requests, holiday approvals, damage reports or quality inspections that require validation or approval.

Until now, these steps were often handled through different channels (task apps, e-mail, WhatsApp or paper). With the new multi-step forms, a form becomes a dynamic workflow. One form goes through multiple stages and users, while all information is stored centrally in one place.

How does it work in practice?

Suppose a location manager wants to place an order for consumables. This process is now fully automated within FacilityApps:

Step 1 (Employee): The employee submits the order request via the app.
Step 2 (Manager): The area manager or location manager receives a notification in the app, reviews the request, adds a digital signature and can add a comment.
Step 3 (Purchasing/Administration): The procurement team receives the approved request, verifies it and completes the ordering process.

The result? No more loose papers, no lost emails and a much faster turnaround time!

Applications

Purchase requests, extra work requests and remote digital signatures. Transfer of new sites: cleaning team performs initial cleaning, site manager checks completion, customer approves. Workplace inspections and safety rounds: employee reports a situation, HSE/manager assesses risk, responsible person confirms solution. Onboarding of new employees: manager completes start details, HR confirms details, new employee confirms receipt of instructions. Performance interviews: self-assessment employee, assessment by manager, confirmation by HR/management.

Benefits at a glance

Full context: every user in the chain sees previous entries, so managers always have the right information. Transparent PDF export: generated PDFs now contain time stamps per section, showing exactly who completed what and when. New app overview: the updated 'Forms' section contains the 'Follow-up Steps' tab, which lists all forms that require your input, so nothing is missed. Professional look and feel: customers and employees experience a modern, fully digital workflow.

Other applications for cleaning companies

Beyond leave requests, the possibilities are endless: damage reports (employee reports damage, supervisor inspects and estimates cost, management approves repair), ordering (supervisor orders consumables, area manager approves), and onboarding (new employee enters data, scheduling assigns location, HR verifies identity documents).

Interested in how this feature can work for your organisation? Request a demo!