Is Formulate right for me?

Six questions. An honest answer.

We'd rather tell you Formulate isn't the right fit than have you sign up for something that doesn't work for you.

What's your main use case?
Pick the closest — you can explain specifics at the end.

Inspections & Compliance

Vehicle checks, equipment inspections, safety audits, site surveys

Jobs & Work Orders

Field service, maintenance, contractor management, job sheets

Surveys & Data Gathering

Site assessments, environmental monitoring, audits

Something else / not sure yet

I'm still figuring out what I need, or my use case is unusual

Question 1 of 6
How important is photo capture and evidence?
Think about whether photos are required for compliance — or just handy.

Essential — photos are evidence

We need proof, and ideally confirmation the right thing was photographed

Helpful, but not mandatory

We'd use photos when useful — they're supplementary

Not needed for our forms

Our data is text, numbers, and selections — photos don't feature

Question 2 of 6
Do you need form data to reach other systems automatically?
Think about your database, CRM, ERP — anything currently updated manually.

Yes, it's essential

Data must flow automatically — we can't be doing manual exports

Not right away, but eventually

Not needed on day one, but we'd want it as we grow

No — standalone is fine

We just need to capture, review, and store submissions internally

Question 3 of 6
Does your work need approvals or sign-off after a form is submitted?
Do submissions need a manager's review — or are some forms done on submission?

Yes — multi-person sign-off needed

Submissions need reviewing, approving, or escalating

Only when something's flagged

Most are routine — exceptions need routing

No — submit and it's done

Forms are data collection — no approval needed

Question 4 of 6
Roughly how many field users would be filling in forms?
Ballpark is fine — just helps us understand scale.

1–10 people

Small team or a pilot

11–100 people

Medium rollout across one or a few teams

100+ people

Larger rollout, possibly multi-site

Question 5 of 6
Have other form tools let you down — or do you have requirements they couldn't meet?
Helps us understand whether custom development is worth discussing.

Yes — we've hit walls before

We've tried other products and they didn't do what we needed

Maybe — there are edge cases to discuss

Standard features might be enough, but we'd want to explore specifics

No — standard features should do it

We just want a solid, reliable forms platform that works

Question 6 of 6