The job management app for field contractors
Formulate gives field contractors proof of every job, inspection and check, captured on site and collated into one back office system, even without signal.
- Works offline
- Automatic reports
- Connected systems
The challenge
Your team's job is the work. Not chasing the paperwork.
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The paperwork piles up.
Job packs and inspection sheets travel back from site, and then someone types them all in again.
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Records go missing.
The report you need is in a van, an inbox or a folder, and finding the latest one takes time.
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The office is left waiting.
Missing details and late submissions mean more calls to the field before work can move on.
Meet Formulate
One connected field workflow.
Replace paper job packs with digital forms shaped around your operation. Capture once in the field, then put the same data to work in the office.
- Create forms and workflows without code
- Complete inspections, RAMS and job records on mobile
- Turn submissions into reports and useful business data
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Capture on site
Forms, photos, location and sign-off together, on any phone.
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Sync without retyping
Records reach the office as soon as signal returns.
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Report and act
Generate reports and pass data on to the systems you already run.
From frustration to progress
Less chasing and retyping, and more time for the job.
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Paper job packs → mobile forms
Complete the right form on a phone, with fields that adapt to earlier answers.
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Missing reports → automatic PDFs
Create branded reports from submissions, without building them by hand.
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No signal → keep working
Capture information offline and sync when you reconnect.
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Incomplete evidence → better capture
Bring photos, GPS location and signatures into the same submission.
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Double entry → connected systems
Send collected data to the database, CRM or ERP you already use.
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Scattered data → useful insight
Use reporting and analysis to spot issues and make better decisions.
Book a demo
Intelligent evidence capture
The right photo. Before they leave site.
Formulate’s AI checks each photo as it’s taken, confirming the right subject is in frame and the image is clear enough to use, so you avoid unusable evidence and return visits.
- Check that the right subject is in frame
- Read plates, labels, meters and barcodes with OCR
- Prompts a retake when image quality is poor
Formulate in use
Winter jobs created automatically from weather data
UK Landscapes grits and ploughs sites through the winter. Weather data from the Met Office and a major UK retailer arrived through several sources, with no simple way to act on it in time.
Triangle connected those feeds to Formulate. When conditions cross agreed thresholds, gritting and ploughing jobs are created automatically, and crews record safety checks, job details and proof of service on their phones.
A few practical questions
Built around how you work.
Bring a form your team uses today. We'll show how it could work in Formulate.
Can our team use it without a signal?
Yes. Forms can be completed offline, and the data syncs when connectivity returns.
Can we adapt our existing forms?
Yes. Bring the forms your team uses today. Describe an inspection in plain English and Formulate builds the first draft, then you adjust it yourself, with no coding. Our team can also set your forms up for you.
Will it connect to our current systems?
Yes. Linker sends approved field data on to the database, CRM or ERP you already run, so the office isn't re-keying records from the field.
Can we generate reports automatically?
Yes. Formulate creates a branded PDF report from each submission, with the photos, location and sign-off attached, so nobody builds reports by hand.
Can form elements respond to user interactions?
Yes. Fields can appear, hide or change based on earlier answers, so crews only see the questions that apply to the job in front of them.
Can I export submission data?
Yes. Submission data can be exported for reporting and analysis, and Linker can send it straight to your other systems.
Can I integrate Formulate with other systems?
Yes. As well as Linker, our team builds integrations that bring data in. For UK Landscapes, Formulate creates gritting and ploughing jobs automatically from Met Office and client weather data.
Trusted by businesses across the UK
Triangle Software has been a game changer for us. What used to take days chasing paperwork now takes minutes, and we have complete visibility across all projects.
See Formulate in action
Let's put your paperwork to work.
Tell us what your team completes on site and what happens next. We'll show you how Formulate can connect the process.