Complete your digital transformation with digital forms for transport and logistics

20 Feb 2025
Digital forms for transport and logistics_FIELDEAS

Digital forms for transport and logistics are great allies to achieve the full competitiveness that companies in this sector are looking for. In this post we will see how online forms work in this activity and in which activities they are very useful.

Integrating digital forms into routine tasks and linking them with business solutions is essential to achieve this overall strategy of digitization in freight forwarding and logistics.

How to enhance transportation and logistics operations with digital forms

A digital forms solution allows you to optimize your transport operations in a smart, agile and intuitive way.

In addition to capturing data faster and with a very low margin of error, FIELDEAS Forms online forms software connects with your systems, thus elevating your business management.

In addition, the tool itself generates reports once the data recording has been completed, which allows an analysis of the work at the time or later, since it generates a history of the reports.

All in all, we can say that digital forms are transforming the business management of transport and logistics companies:

  • Simplify data collection from any mobile device.
  • Reduce errors by standardizing information.
  • Connect with enterprise systems (ERP, CRM, TMS, WMS…) and other solutions such as Track and Trace for centralized and efficient management. This facilitates the analysis of KPIs and provides a global view of the company’s performance.
  • Update processes in real time with Over-the-Air (OTA) technology, ensuring that any operational changes are immediately reflected in field operations.
  • Generate reports on the spot (Report On Time), allowing the analysis of results at the end of each control activity.

Application areas of digital forms in transportation and logistics

To understand in a more visual way how digital forms help drive business management in transportation and logistics companies, let’s break down the application areas of smart forms in this activity.

Fleet management and control

The digital forms can be used in fleet management and control for:

  • Vehicle control checklist. Pre and post route inspection of the condition of the vehicle or container (tires, brakes, lights, locks, paint, cleanliness…).
  • Container control. Checklist for the verification of the condition of the containers, both internally and externally (closures, doors, seals…).
  • Control of tanks and unloading hoses. Verification of the cleaning processes of tank containers and product unloading hoses and control of safety and quality processes in loading and unloading.
  • Fuel control. Smart Forms can be used to record consumption, refueling and validate fuel invoices.
  • Cubic capacity control. The online forms allow to verify how the goods are placed in the trucks or containers, if all the safety and securing measures are taken, etc. In addition, they are very useful for verifying compliance with safety and control protocols in the transport of live animals.

Warehousing and logistics

The warehousing and logistics area also benefits greatly from the use of digital forms in processes such as:

  • Control of goods receipt. Registration of quantity, condition and conformity in the reception of products.
  • Performing quality controls of goods. The digital forms for transport raise the quality controls of the goods arriving at the center, especially in foodstuffs.
  • Inventory quality verification. These tools also facilitate the quality sampling of goods in storage and to be shipped to the customer.
  • Maintenance of logistic equipment. Smart Forms allow the realization of checklists for the revision of forklifts, conveyor belts, cranes, forklifts, scales, pallets…
Example of Digital Forms for Transport_FIELDEAS Forms

Security and compliance

Online forms are also very useful for security and compliance:

  • Safety inspections. Verification of compliance with regulations in warehouses and loading/unloading areas.
  • Work safety. Checklist for the control of PPE and risk prevention, to ensure the use of gloves, reflective vests, helmets…
  • Handling of dangerous goods. The digital forms allow to control the protocols of loading and unloading of dangerous goods.

Optimization of operational processes

Intelligent forms are a key tool in the optimization of operational processes, such as:

  • Evaluation of suppliers and carriers. Online form to rate the service of third parties (punctuality, quality, incidents…).
  • Expense control. Smart Forms provide detailed control of expenses, regardless of their origin.
  • Work orders and corrective maintenance. Electronic forms allow real-time management of technical incidents in warehouses and fleets.

As we can see, digital forms are very useful for the transport and logistics sector, especially in fleet and container management; maintenance of logistics equipment; cleaning and safety control of logistics facilities; safety control and personnel training; and quality control and operational processes.

How do we do it in FIELDEAS Forms?

At FIELDEAS we are committed to a comprehensive approach to ensure that the digitization of your transport processes is a success:

  • We design and build. We create customized forms, taking advantage of all the capabilities of mobile devices (photos, audios, videos, digital signatures, geolocation, QR code reading, NFC, etc.).
  • We plan and execute. We offer an intuitive interface that works even without an Internet connection, guaranteeing operability in any environment.
  • We verify and analyze. We integrate the information collected in the field with your business systems and Track and Trace solutions, allowing real-time analysis for better decision making.

In addition, we integrate with any existing management system, ensuring a smooth transition to full digitization.

Form templates

In addition to allowing the creation of customized forms, FIELDEAS Forms offers pre-designed templates that cover the operational needs of any company, from large corporations to SMEs, regardless of their area of activity:

  • Occupational Risk Prevention
  • Control of working hours
  • Work orders
  • Incident reports
  • Equipment inventory
  • Receipt and delivery of goods
  • Expense reports
  • Vehicle checklist
  • Evaluation of previous risks
  • Quality control
  • Inspection of equipment (fire extinguishers, machinery, etc.)
  • Incident management in delivery processes
  • Maintenance of installations and equipment
  • Security
  • Evaluation of services
Digital forms for transport and logistics_FIELDEAS Forms
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Lola Hurtado

Marketing Manager at FIELDEAS

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