BDV Recovery Uses Formulate to Digitise Operations
and Improve Recovery Efficiency
Implementation
Four week roll out from
start to go live.
Reporting
Admin staff received dashboard access to monitor submissions and export
data.
Training
In-house training for all BVD operatives on mobile app.
The Client
BDV Recovery is a 24/7 specialist in vehicle recovery, roadside assistance, and transportation logistics. Known for their reliability and expertise, BDV supports a wide range of services, including:
● Highway construction schemes
● Car, van, motorcycle, coach, and bus recovery
● Plant and multicar transportation
● Air cushion recovery
● Commercial workshops
● Training services (IVR and First Aid)
● Secure storage and logistics management
The Challenge
With a fast-moving, on-the-ground workforce and a diverse fleet, BDV needed a reliable way to manage job data, incident reports, and compliance documentation without relying on outdated paper based processes.
Before Formulate, BDV Recovery faced growing pressure from:
● Excessive paper use: Incident logs, workshop reports, driver handovers, and training checklists were all manually filled.
● Lost or delayed forms: Field staff often struggled to return physical paperwork on time, delaying compliance and invoicing.
● Limited data visibility: Admin and ops teams lacked real time insight into job progress, training records, or vehicle handovers.
They needed a fast, flexible, and mobile-friendly solution to modernise their documentation processes without disrupting field operations.
The Solution: Formulate
BDV implemented Formulate’s intelligent Smart Forms platform, which automatically adapts to their workforce’s needs in real time. Unlike static digital forms, Formulate guides operatives through the right questions based on their responses, ensuring only relevant data is captured without overwhelming field staff with unnecessary fields.
Key Applications
Incident & Recovery Reports
When technicians arrive on site, Formulate’s use of smart forms detect the job type and automatically present the appropriate checklist. For a motorcycle recovery, the form skips commercial vehicle fields entirely. If a breakdown requires air cushion recovery, additional safety protocols appear automatically. Real-time photo capture and GPS tagging happen seamlessly, with all data submitted before the technician leaves the scene.
Vehicle Checklists
Daily walkaround checks adapt based on vehicle type and DVSA requirements. Drivers using vans see different inspection points than those operating recovery trucks. If a defect is flagged during the check, Formulate smart forms automatically trigger follow-up fields for severity assessment and workshop notification, ensuring compliance without manual routing.
Workshop Job Cards
Engineers capture repairs digitally, with Formulate presenting relevant part catalogues and service protocols based on the vehicle being serviced. The system adapts as work progresses—if a routine service uncovers additional issues, the form expands to capture unexpected repairs without requiring a separate submission. This eliminates manual input delays and ensures accurate job costing.
Training Documentation
First Aid and IVR trainers use smart forms that adjust based on course type and attendee status. For renewals, the form auto-populates previous certification data. For new trainees, it guides trainers through full assessment criteria. Smart logic ensures no certification is missed and all regulatory requirements are met before submission.
Customer Sign-offs
Digital signature capture is embedded directly into job-specific smart forms. Once recovery or service is complete, customers sign on the technician’s device, and the signed document is instantly filed against the correct job record. Formulate’s smart forms automatically route high-value jobs or disputed services to management for review, improving accountability and dispute resolution.
Implementation
The rollout took just 4 weeks:
● Operatives were trained on the mobile app and Smart Forms logic
● Custom Forms were built to match BDV’s service categories, with conditional branching tailored to each workflow
● Admin staff received dashboard access to monitor submissions, track form completion patterns, and export data
IT overhead was minimal, and the platform worked seamlessly across devices. Because Formulate eliminates unnecessary fields and guides users through the right workflow automatically, adoption was immediate—operatives found the system faster and simpler than paper, even in high-pressure roadside situations.
