More than Data Collection
More than a single solution, iFormBuilder — backed by the Zerion team — provides continual value with optional service and support plans designed to help you focus on what matters most.
Want to learn what different could look like in action for your team? Ready to harness the power of better data, from collection forward? Sign up for a free demo, today.
iFormBuilder FEATURES
Looking for more information on iFormBuilder’s specific features? Look no further. Learn more about what iFormBuilder can do for your team, today!
Offline Data Collection
Business Rules and Conditional Logic
Calculations
iOS, Android and Web
Multi-Level Forms
Lookup Tables
Online Forms
Dispatch Jobs
Web Map View
Barcode Scanning
Signature Capture
Photos and Annotation
Hardware Integrations
Powerful API
Webhooks
Field-Level Encryption
View and Manage Data Online
Access Data in a Variety of Formats
Inventory Tracking
Exceptional Service for ENTERPRISE TEAMS
Zerion Software provides flexible mobile data solutions that begin with data collection and enable digital transformation. Request pricing to learn more.
Data Solutions for Many Industries
Collecting and managing data is more than just a job to our clients and partners. It’s the lifeline of their business.
Manage Your Data WITH INTEGRATIONS
These integrations can be configured to reliably and efficiently meet your needs. Need a different integration? Contact our Customer Success Team today!
Powerful Dataflows, ENDLESS AUTOMATIONS
Zerion Dataflow Automation provides organizations with Big Data capabilities including data management, robust processing, and deep integration without having to invest millions of dollars or have a deep development team.
Import
Simply import data from any source into your Dataflow. Use a webhook to capture active or passive data from any number of sources and begin to leverage your raw data.
Trust No-One Security
Take Action
Transform your Data
Sandbox ENVIRONMENT
Test Modifications without Disruption
The Zerion Sandbox creates a live or historic, on-demand snapshot of your production environment in a support sandbox to troubleshoot, test integrations, and modify forms. The Sandbox will include data, forms, and users. Users can also create multiple sandboxes from their production environment without disrupting live production forms or available data in their dedicated database.
Test Forms
Retrieve Lost Data
Test API Integrations
Use Forms Created in Sandbox
Why Zerion WHITE LABEL?
Customize Your White Label App
The White Label allows organizations to quickly build and deploy a custom-branded version of the software. Zerion has managed more than 50 apps from creation through deployment, including all updates throughout the entire life-cycle. We know what it takes to bring apps to life.
Branding
Easy Distribution
Version Control
Single Sign On Capabilities
Custom Configuration
Barcode Scanning
Zerion DOCUMENT BUILDER
Turn Every Submission into a Polished, Branded PDF
Document Builder transforms your iFormBuilder records into professional documents your team and customers can use right away. Design a template once in a visual, Word-style editor, then generate PDFs for a single record or thousands at a time, and deliver them straight to the people who need them. Sign in with your existing iFormBuilder account. There's nothing extra to install.
- Inspection Reports
- Work Orders
- Audit & Compliance Records
- Service Summaries
- Certificates
- Incident Reports
Visual Template Editor
Drag form fields, subforms and lookups into sections and tables, and watch a live preview of the finished document update as you build.
Start from Word or Instantly
Upload an existing Word document to carry over its tables, logo, headers and page breaks, or use the universal template that lays out any form automatically.
Your Brand, Every Time
Set your logo, colors and fonts once and they apply to every new template, so every document looks like it came from your team.
Batch Generation
Filter records by any field and generate documents in bulk as a ZIP of files or one combined PDF. Large batches run in the background.
Automatic Delivery
Email each record's document to the address in its data, name files from record values, and share secure links that expire when you choose.
Data-Driven Layouts
Show or hide rows, repeat tables for subform entries, run calculations and color-code cells from your data, with photo grids and signatures built in.
Publish & Version Control
Publish the version used for generation while you keep editing a draft. Browse history and roll back to any earlier version in one click.
Bring Existing Templates
Paste existing iFormBuilder Smarty template code and it converts automatically, so current reports move over without starting from scratch.
iFormBuilder MCP SERVER
Put Your AI Assistant to Work Inside iFormBuilder
The iFormBuilder MCP Server connects your AI assistant directly to your account using the Model Context Protocol, the open standard AI tools use to work with software. Ask for a form and it gets built. Ask about last week's inspections and the answer comes from your live records. Connect from the assistant your team already uses, sign in with your existing iFormBuilder account, and you're working. There's nothing extra to install.
- Form Building
- Data Questions
- User Provisioning
- Workflow Automation
- Troubleshooting
- Form Migrations
Build Forms by Describing Them
Describe the inspection, checklist or work order you need and your assistant scaffolds the form, adds the elements, creates the option lists and assigns it to the right group.
Ask Questions of Your Data
Get answers in plain language from live records, with pick-list and lookup values already resolved into the words your team uses instead of raw keys and IDs.
Provision Users and Access
Add users, build groups, assign forms and hand out records in a single request, including batch changes across a whole crew or region.
Wire Up Automations
Create webhooks, connect forms to Dataflow Automation recordsets and configure post actions from a conversation, so data moves the moment it's submitted.
Built-In Guardrails
Validators lint forms and dataflows before changes go live, and a read-only diagnostic answers "records aren't arriving, where did they stop?" without touching production.
Works with Your Assistant
Any MCP-compatible client connects, including Claude, ChatGPT and AI-enabled IDEs, so your team works from the tool it already has open instead of learning a new one.
Your Permissions, Not New Ones
Sign in with your existing iFormBuilder credentials. The assistant sees exactly what you can see and changes only what you're allowed to change.
Zerion Playbooks Included
Design guidance and step-by-step build skills ship with the server, so your assistant picks sensible names, field types and integration patterns the way the Zerion team would.
See iFormBuilder IN ACTION
Collecting and managing data is more than just a job to our clients and partners. It’s the lifeline of their business. Teams like yours have found success with iFormBuilder.
Every Team RELIES ON DATA!
Let’s Focus More on the Collection!
Lose the clipboard and take your team’s field data collection to the next level. Compliance? Inspections? Trials? The Zerion team has you covered.
