CREATE DIGITAL FORMS BUILT AROUND THE WAY YOU WORK
Document Management & Electronic Forms
Design and manage fully electronic forms, surveys, worksheets and compliance documents with Element Survey Tool, included with Atom. Build documents tailored to your business and make them available to engineers through the Atom Site Engineer mobile app, helping your team capture information accurately while working on site.
Create your forms.
Capture information digitally.
Keep everything connected.
Book a demo to see Atom in action, then start your free 30-day trial.
MORE THAN JUST DIGITAL DOCUMENTS
Everything you need to create and manage electronic forms
Element Survey Tool gives your business the flexibility to create customised electronic forms for almost any operational requirement. From service worksheets and inspection reports to surveys, compliance checklists and asset records, Element helps you collect the right information using documents designed around your own processes.
These are just some of the key features available within Element. Use it as a standalone web and mobile solution or alongside Atom, where engineers can complete forms directly through the Site Engineer mobile app. With custom workflows, digital signatures, photos and asset management integration, Element helps reduce paperwork and keeps important information connected to the work being carried out.
Custom Electonic Forms
Create digital forms, surveys, worksheets, inspection reports and compliance documents tailored to your business. Build documents for different jobs and operational requirements, helping your team collect information consistently without relying on paper forms.
Flexible Form Design
Design forms with the fields and functionality you need, including text inputs, dropdowns, checkboxes, photographs, electronic signatures and conditional logic. Control how information is collected and create documents that reflect the way your business works.
Automated Workflows
Add custom workflows to electronic forms to trigger actions when specific events occur. Automatically send emails, create jobs or generate quotations based on submitted information, helping reduce manual administration and keep processes moving.
Purchase Invoicing
Record supplier invoices against approved purchase orders, ensuring every purchase invoice is linked to an authorised order. Scan or upload original supplier invoices, create part invoices when required and maintain supporting records for accurate purchasing administration.
Scheduled Invoicing
Simplify recurring billing for maintenance plans with scheduled invoices. Set the invoicing frequency and amount, then choose whether invoices are automatically sent to customers or created for manual review and sending, giving you flexibility over ongoing billing arrangements.
Accounting Software Integration
Export invoice information from Atom to supported accounting software packages, reducing duplicate data entry and keeping records consistent. Invoices are automatically marked as transferred once exported, while payment status can also be recorded within Atom to help maintain accurate invoice records.
Mobile Forms & Reports
Give engineers access to electronic forms directly through the Atom Site Engineer mobile app. Complete worksheets, record inspection results, capture photographs and customer signatures, and submit completed documents back to the office while working on site.
Asset Creation & Updates
Keep customer asset information up to date directly from site. Engineers can complete dedicated forms to add new assets or update existing records while carrying out jobs. When the job is closed, the information is used to create or update the relevant asset against the customer site in Atom.
Standalone or Integrated
Use Element Survey Tool as a standalone web and mobile solution or integrate it with Atom Job Management. Create and manage electronic forms within Element, then make them available through the Atom Site Engineer app, giving your business flexibility over how documents are created and completed.