{"id":17994,"date":"2020-04-30T05:10:27","date_gmt":"2020-04-30T05:10:27","guid":{"rendered":"https:\/\/sitemate.com\/?page_id=17994"},"modified":"2021-07-09T02:02:00","modified_gmt":"2021-07-09T02:02:00","slug":"templates","status":"publish","type":"page","link":"https:\/\/sitemate.com\/de\/software\/dashpivot\/templates\/","title":{"rendered":"Dashpivot templates module overview"},"content":{"rendered":"

Dashpivot templates<\/h1>\n\t

The smartest format for your forms and documents<\/p>\n\t\t\t\n\t\t\t\t\t\t\tTry it for free\n\t\t\t\t\t<\/a>\n\t\t\t\n\t\t\t\t\t\t\tWatch demo \n\t\t\t\t\t<\/a>\n\t\n\t

Driving information capture and tracking across projects and companies of every size<\/p>\n\t\n\t

Move your processes from clunky word docs, PDFs, spreadsheets & standalone apps into a single touch digital format<\/h2>\n

Build from scratch<\/p> \n

Use a drag-and-drop template builder to build any form with ease. Choose from text fields, dates, photo fields, tables, sketches, digital signatures and more.<\/p>\n

Choose from best practices<\/p> \n

Select from our free library of hundreds of templates across health & safety, quality, environmental, financial, plant and equipment, and commercial use cases – and easily customise them to suit your operations.<\/p>\n

Convert existing docs<\/p> \n

Convert your existing docs from word, excel, PDF or other apps into the system to reduce the effort associated with upgrading your processes.<\/p>\n \n \n \n\t

Dashpivot templates combine the best elements of traditional information formats into one digital document<\/h2>\n \n \n \n

The flexibility of a Word doc<\/p> \n

Build and edit document layouts more easily than in Word with powerful field options like photo fields and dropdown selectors and automated formatting to keep everything looking neat and professional.<\/p>\n

The searchability of a spreadsheet<\/p> \n

View your templates, forms and records in a register or ‘spreadsheet’ view with zero additional data entry. Filter and find specific records in the system in a couple of clicks.<\/p>\n

The presentation of PDF<\/p> \n

Generate perfectly formatted PDF reports in a single click. Download or print them in the office or send them via the phone or tablet directly from site.<\/p>\n\t\n\t

Dashpivot has saved time for our team by allowing forms to be completed in the field and it automatically populates a register. Dashpivot templates have eliminated the need for paper forms.<\/p>\n\t\n\t\n\n\n
Sarah W
\nSenior Environmental Coordinator | Source: Capterra<\/a><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\t

Powerful features for document and procedural compliance<\/h2>\n

Document workflows<\/p> \n

Setup automated workflows for approval-based processes like permits and timesheets so the right procedure is followed every time.<\/p>\n

Automatic document and template control<\/p> \n

Ensure everyone is always using the same latest version of a template with real-time syncing. Make a change to your master template and it will be reflected on everyone’s document.<\/p>\n

Automatic version and audit control<\/p> \n

Get an automated and bulletproof audit trail or real-time ‘feed’ of any changes made to your forms to maintain deeper control over individual and company records. <\/p>\n \"Italian\n \"Italian \n \"Italian\n \n \n \n\t

Accessible from anywhere and easy to use in the field<\/h2>\n \n \n \n

Save time<\/p> \n

Enable your field workers to spend less time doing ‘paperwork’ with smart features like conditional form logic, clone, automatic calculations and instant contactless signatures .<\/p>\n

Build bulletproof records<\/p> \n

Get better field records with real-time photo and video, GPS location data, photo and PDF markups, required fields and conditional logic which prompts workers to fill in specific questions or fields after other fields have been answered in certain ways.<\/p>\n

Share information instantly and automatically<\/p> \n

Ensure no data is ever lost no matter where people are with offline mode as well as draft mode and autosave. Real-time syncing and ‘Send as PDF’ ensure your data and reports are secure and professional.<\/p>\n \"Italian\n \"Italian \n \"Italian\n\t

Single touch templates tie all of your information together to eliminate double-handling and enable real-time insights<\/h2>\n\t\n\t

See how other companies like yours use Dashpivot templates<\/h2>\n\t\n\"Hunter\n<\/a>\n\t

Cherrie Civil Engineering<\/h3>\n\t

See how Cherrie has been able to build a more agile company and smarter business management system<\/p>\n\t\t\t\n\t\t\t\t\t\t\tRead and watch case study \u2192\n\t\t\t\t\t<\/a>\n\t\n\"Hunter\n<\/a>\n\t

Ward Civil<\/h3>\n\t

See how Ward digitised and streamlined its entire IMS (internal management system) with Dashpivot<\/p>\n\t\t\t\n\t\t\t\t\t\t\tRead and watch case study \u2192\n\t\t\t\t\t<\/a>\n\t\t\t\n\t\t\t\t\t\t\tSee more case studies\n\t\t\t\t\t<\/a>\n\t

Try Dashpivot templates for yourself for free<\/h2>\n\t\t\t\n\t\t\t\t\t\t\tTry it for free \u2192\n\t\t\t\t\t<\/a>\n\t\t\t\n\t\t\t\t\t\t\tWatch a demo\n\t\t\t\t\t<\/a>\n\t","protected":false},"excerpt":{"rendered":"

Dashpivot templates The smartest format for your forms and documents Try it for free Watch demo Driving information capture and tracking across projects and companies of every size Move your processes from clunky word docs, PDFs, spreadsheets & standalone apps into a single touch digital format Build from scratch Use a drag-and-drop template builder to…<\/p>","protected":false},"author":2,"featured_media":20371,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"industry":[],"product":[],"region":[],"system":[],"content_type":[],"class_list":["post-17994","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"custom_permalink":"software\/dashpivot\/templates","_links":{"self":[{"href":"https:\/\/sitemate.com\/de\/wp-json\/wp\/v2\/pages\/17994","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sitemate.com\/de\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sitemate.com\/de\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sitemate.com\/de\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/sitemate.com\/de\/wp-json\/wp\/v2\/comments?post=17994"}],"version-history":[{"count":0,"href":"https:\/\/sitemate.com\/de\/wp-json\/wp\/v2\/pages\/17994\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/sitemate.com\/de\/wp-json\/wp\/v2\/media\/20371"}],"wp:attachment":[{"href":"https:\/\/sitemate.com\/de\/wp-json\/wp\/v2\/media?parent=17994"}],"wp:term":[{"taxonomy":"industry","embeddable":true,"href":"https:\/\/sitemate.com\/de\/wp-json\/wp\/v2\/industry?post=17994"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/sitemate.com\/de\/wp-json\/wp\/v2\/product?post=17994"},{"taxonomy":"region","embeddable":true,"href":"https:\/\/sitemate.com\/de\/wp-json\/wp\/v2\/region?post=17994"},{"taxonomy":"system","embeddable":true,"href":"https:\/\/sitemate.com\/de\/wp-json\/wp\/v2\/system?post=17994"},{"taxonomy":"content_type","embeddable":true,"href":"https:\/\/sitemate.com\/de\/wp-json\/wp\/v2\/content_type?post=17994"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}