Use a form to help manage administrative tasks, and operational needs for your business.
Equipment Maintenance Log Form
Stay on top of your equipment maintenance program with the Equipment Maintenance Log Form Template from Formsite. This editable maintenance record log can be plugged right into your website for easy access by your entire maintenance team. Streamline maintenance efforts and ensure that all equipment receives proper maintenance on time and is then tracked and recorded.
Better than a standard log sheet, the Equipment Maintenance Log Form Template can be customized to suit your organization’s maintenance plan needs. Add fields for equipment name, purchase date, each machine’s regular maintenance schedule, and other essential maintenance information. Set up notifications for scheduled maintenance activities so everyone on your maintenance team receives timely notifications when a new preventive maintenance task is due or when a piece of equipment has been repaired. Form data is easily exported into several different formats, including Excel, MS Word, and PDF, for keeping accurate and easy to access maintenance records.
Maintenance Report Form
Reduce clutter and simplify your daily tasks with the Maintenance Report Form Template from Formsite. This simple form allows tenants to submit maintenance requests electronically over the internet. Customize this maintenance work template so that it includes improved workflow functionality with optional notifications. That way, you and your staff are alerted every time a request is submitted. You can also add signature fields for tenants to sign when work is completed and contact information for all your maintenance personnel.
With this maintenance report template, property managers, groundskeepers, and janitorial staff can work in a more organized way. The simple form can be embedded into any website. Just use the prebuilt template as-is, or customize it to suit your needs. All Formsite forms are mobile friendly, so tenants and staff can submit maintenance reports from anywhere on any mobile device.
The Maintenance Report Form Template is a fully-customizable work order template that’s perfect for any maintenance team, whether they work primarily on commercial buildings or rental properties. Use it as a standard maintenance request form, a daily report tracking tool, or as part of a workflow around preventive maintenance projects.
Rental Application Form
Take the hassle out of screening potential tenants while still getting all the details needed for a background check with Formsite’s Rental Application Form Template. This customizable template, designed for landlords, property managers, and leasing agents, offers a simple way to collect information about potential renters, and it can be modified with Formsite's user-friendly form builder to create a personalized tenant screening form specific to your rental property.
With this tenant screening form, prospective tenants can submit basic information via your website, such as full name, date of birth, driver's license number, current landlord name, co-signer name, any details about rental history, employment status, and other background information. Add customized fields that are specific to your lease application process like the security deposit amount, application fee, credit history, or employment history details. The fields you can add are almost limitless. Easily include tenants’ contact information, rent payment details, and your own tenancy rules.
The online Rental Application Form Template is also printable and, as with all Formsite forms, it’s mobile friendly. Users can begin the tenant screening process right from their phone, and landlords can opt-in for instant notifications whenever a new form has been submitted. The Rental Application Form Template can be used for all types of lease applications and lease agreements, including both residential property and commercial property rental agreements.
Tenant Application Form
Bring ease to the rental process by utilizing Formsite’s Tenant Application Form Template to gather details about potential tenants. For both residential properties and commercial locations, this editable rental application form is mobile friendly and can be easily embedded into your website for use by prospective tenants.
This Tenant Application Form Template can be as simple or as detailed as you like. For example during an open house, the property manager can use the form as a simple landlord and tenant screening tool with fields for contact information, rental history, current landlord name, and other basic information. Or, when running a more advanced background check and credit check, customize the form with additional fields, including employment status, driver's license number, and co-signer details. You can also add notes about the lease being applied for, including the rent amount, how to make a rent payment, and other lease agreement information.
The Tenant Application Form Template can be customized for all types of rental property applications and tenancy, including residential rental property and rental agreements for commercial buildings. With Formsite's user-friendly form builder tools, landlords, property owners, and leasing agents can customize the lease application form to suit their tenant screening needs no matter how detailed or specific they are. For added functionality, you can also include fields for an application fee, security deposit submission, and more. The application process is up to you. Users are also able to set up optional notifications so they can be notified whenever a new application is submitted.
Keeping track of inventory, knowing what to reorder, and preventing items from running out of stock are all important for any company or small business that sells physical products. Whether you manage a restaurant, retail store, or office, effective inventory management will help you save time and money.
There are many inventory management templates out there, and many organizations continue to rely on inventory spreadsheets like Excel. These can work well, but they can take time to set up and utilize correctly. The Inventory Form Template from Formsite is a much more useful tool. Very user friendly, it can be used right now for inventory control. It can also be customized for any type of business or for home inventory purposes and estate assessments.
Use Formsite’s Inventory Form Template as-is or customize it for use with your specific business inventory needs. Add specific fields for the serial number, unit price, purchase date, and more. This inventory template form, like all of Formsite’s templates, can be embedded into your website, and since it's compatible with all mobile devices, it can be accessed from any warehouse location with the internet. Form data can also be exported in a variety of formats, including Excel, MS Word, and PDF. It’s also printable, making it easy to share data in handouts as well.
Salesperson Call Form
Struggling to keep up with your sales team? Never miss a detail about their sales calls and sales activities again with Formsite's Salesperson Call Report Template. This editable form can be embedded directly into your website and is also mobile friendly, so sales reps and sales managers can open a new report from any mobile device no matter where they are. Easily share form data by sending it to the team via optional notifications, or send data directly to your CRM system. More than just a sales call log, the Salesperson Call Report Template has editable fields that can be customized to suit your sales process and sales performance goals. Use the form builder to easily add your own fields including sales representative name, call date, number of calls, and more.
Use the Salesperson Call Report Template for daily call activities, or customize it for use with cold calls or calls made on a weekly basis. Data collected can be exported in a variety of formats, including Excel and PDF, so you can use it in other contexts for sales reporting and tracking other metrics.
Keep track of vendor information and streamline the way you interact with new vendors when you use the Vendor Form Template from Formsite. This simple vendor registration form template helps businesses and organizations bring on new vendors and manage ongoing vendor agreements. This form could also easily be used as a vendor application form or with sponsorship for fundraising events. Event planners can use the online form to keep track of their vendor list including food vendors, booths, and other promotional vendors.
Use our prebuilt vendor registration form template or modify it to meet your needs. The form can also easily double as a vendor contract template. Gather important vendor information with each request form such as company name, contact person, general service questionnaire, and more. You can also choose to receive optional notifications any time a new request form template is submitted. All Formsite forms are mobile friendly and can be exported into a variety of formats. Popular download options include Excel, Word, and PDF, or you can take advantage of our Google Docs and Sheet template integrations.
Project Request Form
Streamline the way you process new project requests with the Project Request Form Template from Formsite -- perfect to use in conjunction with your preferred project management tool. This Project Request Form is flexible enough to be used for a variety of project requests such as creative projects, technical projects, or even as a marketing project request form. This form could also be used as a social media asset request form. Team members can use the online form to submit new requests to the appropriate project manager who can then review the request, approve or deny it, and add it into the project management system if necessary.
Use our sample Project Request Form or modify it to meet the needs of your business or organization. Gather important project information from the requestor to help you save time and create the best project workflow. Treat the form as a questionnaire to gather the project description, contact information, general information for the project, key stakeholders, desired deliverables, requested completion date, and more. If being used for technical requests, you could also incorporate fields on the new Project Request Form such as operating system and requisition number to better track help desk needs.
All Formsite forms are mobile friendly and offer optional email notifications as well as the ability to export form data into your preferred formats.
IT Request Form
Streamline the workflow for processing IT help and maintenance requests with the IT Request Form Template from Formsite. This simple IT service request form makes it easy for the IT department to receive, track, and manage new help desk requests, increasing efficiency for IT project management. Employees can use the form to submit new work requests to the IT department. Each time a new IT Request Form is submitted, the IT team can receive optional notifications for a quicker response.
Use our prebuilt request form sample, or customize it to meet the needs of your business or IT department. Our easy-to-use online form building tools make it simple to modify or create new forms as needed. Include fields to gather important information related to each new work order. Add fields such as project or job description, operating system, contact name and department, any potential office supplies needed, and more. Requests from the IT service request form template can easily be exported into Excel or MS Word. Use the spreadsheet to track and manage the status of each help desk request by marking the resolution and completion date.
Check Request Form
Improve accounting practices and streamline processes for accounts payable with the Check Request Form Template from Formsite. This convenient Check Request Form is easy to use and will increase efficiency for processing check payment requests and check reimbursements. The payment request form can be used by employees to request check payment as a reimbursement request or as payment for services, vendors, and more. The accounts payable department will receive a notification anytime a new check request is submitted. The form is quick to review and can be exported into Excel for quick synchronization with the company accounting system. Forms can also be exported into printable files such as Microsoft Word and PDF format to be used to record check disbursement.
Use our sample Check Request Form Template or customize it to meet the needs of your business. Include important fields like payee information, related invoice number, account number, purchase order number, nonprofit tax ID, order form number, related travel expense, human resources approval code, and more. If the check will be paid via direct deposit, you can also include a field for bank account number. All Formsite forms are secure, mobile friendly and can easily be integrated into a website or shared via a custom link. Choose the method that is most convenient for you.
Change Order Form
Streamline the way that you manage change orders with the Change Order Form Template from Formsite. Make sure nothing slips through the cracks when you collect and process change orders using a simple online change order request form instead of paper forms. Clients can complete the change request form online and you will be notified as soon as a new request comes in. Project managers can quickly review the Change Order Form against the original contract to determine if it will be a free change order or if it is outside the original scope of work (requiring additional charges for the client) and how the new changes might impact the completion date proposed in the original agreement.
Use our sample Change Order Form Template, customize it to meet the needs of your business, or quickly create a new Change Order Form using our simple form builder tools. This form is perfect for use by a construction company as a construction change order template or can be used for a variety of other industries and purposes. Convenient for any business with a project management process in place. The template is easily editable and can be used to gather a description of changes to the original plan so you can update any necessary project details such as pricing, additional services required, new subcontractors needed, and more. All Formsite forms are mobile friendly and can be exported into Excel and printable formats like Word and PDF.
Create and deliver new contracts with ease when you use the Contract Template from Formsite. This user-friendly contract form can be used for a variety of small business or organization needs and is perfect for service providers. Common uses include business contracts such as an employment contract, construction contract, service contract, independent contractor agreement, painting contract, consulting agreement, wedding photography contract, and more. The possibilities are endless with this flexible contract template.
Use our generic sample contract template or create your own professional contract with the help of our convenient and easy-to-use form builder. You can even add your own logo. All forms are mobile friendly and can be created and viewed on any device. You can also incorporate useful features like e-signature so that each contract delivered is a binding document. Include important information such as the terms of the contract, any related scope of work, rules about intellectual property, payment terms, and more. No matter what type of contract you need, this template has the flexibility you are looking for. Export contract details to Word, Excel, CSV, or print and send the contract as a PDF.
Career Path Survey
Make sure that employees are on the right track with the simple Career Path Survey Template from Formsite. Give employees the opportunity to grow and excel on different career paths within your company when you better understand their personality traits, career interests, and what they are looking for in a work environment. This survey can help them find their career personality and open the doors to possible career advancements. Help them find the perfect job for them.
Use our sample career assessment or create your own survey using our easy to use form builder tools. This convenient survey can be used by employers who want to help employees find the perfect career within their organization, or by recruiters and job placement specialists who want to offer clients a list of careers and potential career fields that match their goals and personality type. This survey could also be used in college or university career centers for college students looking for career advice and job search tips. Use the Career Path survey along with profiler tools like the Enneagram to explore potential career areas that would match a personality assessment.
Inspection Report Form
Submit a variety of inspection reports online using one convenient Inspection Report Form Template from Formsite. This flexible and user-friendly report form makes it easy to create and submit inspection reports. Perfect for home inspection reports, visual inspections by real estate agents, or many other types of inspections including HVAC, termites, radon, water heater, crawl space, and more.
Use Formsite's prebuilt inspection report template, or customize it to suit the needs of your inspection business. This report form is easy to pull up online from any type of device. Quickly fill out your report while performing inspection services and then submit it to your customer right away. You can even add your own company logo for a professional look and feel.
All forms come with optional notification functionality so that another team member can be notified as soon as a new report has been submitted. Form data can also be exported in a variety of formats such as Excel and PDF. Check out our sample report form below.
Travel Authorization Form
Make sure that employees have clearance to travel with the travel authorization form template from Formsite. This simple online form helps keep your budget in check by limiting any unnecessary travel expenses. Use the form to outline your company's travel policy and allow employees to submit new requests to travel.
Use our standard travel authorization form template, modify it to meet your needs, or build your own travel authorization from scratch. Employees can complete the mobile-friendly form from any device. Include fields such as purpose of travel, dept. departure date, return date, projected cost of airfare, whether they are traveling within the United States or doing international travel, car rental requirements, and more. The form helps to streamline the expense process, while making it easier to approve any follow-up travel reimbursement requests when they are submitted.
All Formsite forms can integrate easily into your company website and include optional administrative notifications, so the appropriate team members can be notified as soon as a new travel request comes in.
Expense Report Form
Simplify the way expense reporting is handled at your company with a user friendly expense report form template from Formsite. Perfect for small business or larger companies alike, this expense tracking form template streamlines employee expense report tracking.
Employees can complete this mobile friendly online form from any device to submit a travel expense for recent business travel, request expense reimbursement and more. Use our convenient prebuilt expense report template or create your own form that is customized to meet your business needs.
The expense report template makes tracking expenses easy. Employees can line item each expense, note the business purpose or related business trip, or expenses can be broken down into different expense categories. The possibilities are endless. Real-time notifications can also be enabled so that your finance department is alerted anytime a new expense report has been submitted. Export entries into Microsoft Excel to sync with your preferred accounting system.
Conference Room Reservation Form
Make booking meeting room reservations easier with this reservation form template. Booking a meeting doesn't have to be complicated. Employees or meeting attendees to quickly submit a reservation request form using this convenient room request template. The Conference Room Reservation form template can also be used in the workplace so office employees and staff can schedule a meeting in a certain room or location throughout the building.
The mobile-friendly form makes room booking for your next conference or meeting event a snap. Collect important information such as which meeting space is being requested, start time and end time, along with audio-visual or food service needs are required for the event. Choose to receive optional notifications when someone wants to reserve a conference room. You can also share a meeting request with another team member. It has never been easier to book rooms. Get started with this room reservation template today!
Conference Signup Form
Online event registration does not have to be complicated. Streamline the registration process for your upcoming conference with this easy-to-use conference signup form that allows attendees to register online. This simple, mobile-friendly online registration form quickly gathers registration information from each attendee with the option to receive notifications when participants register.
This registration form template is mobile-friendly, features an intuitive form builder for administrators, and offers a clean, user friendly registration form. Gather the event data that you need like rsvp count and basic contact information, or choose to add additional fields for things like exhibitor information and any social media info that may be related to the event. You can also choose to enable credit card payments through the form so that you can collect registration fees from each attendee. Get started today with a handy registration form for your next conference or event!
Speaking Proposal Form
Make it easier to find a presenter for your next conference or event. With this convenient online proposal form, users can quickly submit their speaking proposal for review. The easy-to-use proposal template offers a streamlined way to share speaking opportunities through social media and watch the speaker proposals come right to you.
The customizable form is mobile-friendly and allows you to list details about speaking engagements like event date and type, submission deadline and more. You can collect important speaker information including topic, session formats, expected audience takeaways, and key learning objectives. Optional submission form notifications are also available so that you can be emailed any time a new presenter submits the form.
Streamline your requisition process and ensure that you are securing products and materials correctly with the Requisition Form Template from Formsite. This simple purchase requisition form is easy to use and can quickly be distributed among the purchasing department or throughout different departments as necessary.
Use our prebuilt requisition form or customize the form template to meet the needs of your business. This form could easily be used as a material requisition form, a lab requisition form, a personnel requisition form, or even a standard purchase order form. Include important fields such as the name of the requestor, order request, department head name, applicable phone number, or any fields that may be specific to your business process. Formsite forms are always mobile friendly, include optional notifications, and export form data into a variety of formats including PDF and Excel.
Check out our requisition form sample below.
Valuation Request Form
Streamline the valuation process and ensure an accurate report today with the Valuation Request Form Template from Formsite. Suitable for a variety of different uses, this valuation request form works perfectly as a property valuation report for the real estate industry. The form is mobile friendly and can be accessed from any device which adds convenience for realtors during a home valuation.
Use our prebuilt template or modify it to meet the needs of your business. For realtors, create a home valuation request that can quickly be shared with sellers and home buyers. Include relevant fields in your property valuation request such as contact info, postal code, MLS id, number of additional rooms, new roof, custom kitchen or other home updates, approximate square footage, special features, and other key property information. You can also choose to enable optional email alerts, and export form data into a variety of accessible formats.
Check out our valuation request form sample below.
Event Evaluation Form
Make sure that your events are a hit with the Event Evaluation Form Template from Formsite. Use this convenient event feedback form to gather input during the event planning stages to ensure a successful event or send it out to attendees as a post-event evaluation form. You can also share the event evaluation form on social media for easy broadcasting.
Use our prebuilt event evaluation survey or build your own using our user-friendly form builder to guarantee a better success rate for your events. Gather feedback from event attendees on the presenter, entertainment, food options, what they would like to see next year, and more. Pose questions regarding specific event items or ask open-ended questions to get more organic responses. Download responses to your survey questions in a variety of formats including Excel and PDF for easy tracking and sharing.
Check out our sample event evaluation form below.