FORM MarketX

Open the app, see what matters, and get moving. With FORM MarketX on a phone or tablet, frontline teams start the day by checking prioritized assignments by location, due time, and impact. Tap into a job to view step-by-step instructions, reference photos, and linked documents. Capture evidence as you go—photos, barcodes, counts, notes, and secure signatures—and work even when you’re offline. The moment you reconnect, everything syncs, timestamps, and geotags. Need help? Tag your manager, add a comment, or escalate the issue with a single tap. Attendance is built in, so check-in/out is recorded with location accuracy. Route suggestions help plan stops efficiently to cover more ground with fewer miles.

Managers run the playbook from the web console. Build digital workflows using a form builder with branching logic, required fields, photo rules, and signature steps. Attach SOPs, safety sheets, or planograms; set frequencies and windows; and assign work by region, role, store, or individual. Use job scheduling to balance capacity, reduce conflicts, and auto-remind teams before a task is late. If priorities change, reassign instantly and notify the right people. Live progress shows who’s on track, blocked, or overdue, with a map view for real-time status. Coach in context by leaving comments or dropping a quick video tip directly in the task thread.

Reporting turns field activity into decisions. Monitor completion rates, policy adherence, out-of-stock alerts, display execution, and time-on-task by region, location, and person. Build custom dashboards and set automated digests to email or Teams so stakeholders see today’s reality, not last month’s recap. Export to CSV/PDF or pipe data into your systems. Use the API and webhooks to trigger actions—create a case in Salesforce when a compliance step fails, send photos to your DAM, update inventory levels in your ERP, or stream job outcomes to Looker for deeper analysis. Standardize barcode/SKU libraries, pull location hierarchies, and keep data clean across tools without manual spreadsheets.

Run industry-specific playbooks without code. In retail, roll out a promotion checklist, capture before/after photos, verify shelf tags, and record inventory counts—then optimize routes for next visits. In healthcare, guide rounds with required verifications, document policy comprehension, and log incidents for claims follow-up. In hospitality, score room or site inspections and auto-generate corrective actions. Field service teams can track time and materials, collect signatures, and produce invoices on the spot. All activity is stored with an auditable trail. Get pricing from the sales team when you’re ready to scale. Support is available by phone, email, and documentation, so rollout, training, and ongoing updates stay predictable and fast.