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XForms Mobile

Mobile forms for field data collection

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CX2

Commissioning completions, rebuilt · Coming 2027

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XDocs

AI documents, from proposal to final report

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Report builder

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See which one fits your team, or talk to us and we’ll point you to the right tool.

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SUPPORT

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Log in, find a guide or get an answer — for XForms Mobile, XForms Cx and XDocs. And if you’re stuck, a real person is one message away.

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XForms Mobile

Latest: App 2026.2.4 · Dashboard 2026.1.1 · Designer 2026.2.1

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Open the web app →

Mobile App guide (PDF) →

Dashboard guide (PDF) →

Designer guide (PDF) →

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XForms Cx

Latest: App 2025.6.0 · Dashboard 2025.1.1 · Designer 2025.3.2 · Typical reply in 8–12 hours

Log in to the dashboard →

Open the web app →

iPhone app guide →

iPad app guide →

Dashboard guide →

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

XDocs

AI documents, from proposal to final report

Log in to XDocs →

See how XDocs works →

Join the waitlist →

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COMMON QUESTIONS

Answers for all three products

Where an answer differs by product, it says so. Can’t find what you need? We’re happy to help.

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GETTING STARTED & USING THE APPS

What does it cost?

Pricing is on each product’s page: XForms Mobile pricing and XForms Cx pricing. For XDocs, get in touch.

Is there a free trial?

Yes. XForms Mobile has a 14-day free trial — start it here. XForms Cx has a 30-day free trial, which is enough time to set up a project and test it out. XDocs is still in development — join the waitlist and we’ll let you know when it’s ready.

Do you charge per user?

No. XForms Mobile uses consumption-based pricing in three sizes (small, medium and large), each with unlimited users. XForms Cx charges per active commissioning project per month, with unlimited users — dormant, completed or inactive projects aren’t counted.

Can you build our form templates?

You can build templates yourself for free with the Form Template Designer, and we’ll teach you over Zoom. If you’d rather we build your first batch: for XForms Cx the standard fee is $300 per template (input plus PDF and HTML output), with volume discounts; for XForms Mobile there’s usually a fee, and sometimes we build a few for free. XForms Cx also comes with 32 pre-built commissioning templates you can customise.

Where do I get the mobile app?

From the iOS App Store or Google Play. Links are on the XForms Mobile app and XForms Cx app pages. Both apps run on phones and on iPad or Android tablets.

Does the app work offline?

Yes. While you have a connection, open the slide-out menu and tap Sync Offline Data. Once it finishes, you can work in airplane mode as usual. When you’re back in coverage, tap the sync icon to push your changes to the server.

Can I use it in a web browser?

Yes. The XForms Mobile web app is at app.xformsweb.com and works in any modern browser (Chrome, Safari, Firefox or Edge), just like the native app — camera included. The XForms Cx web app is at cxapp.xformsweb.com.

How do I add users?

Only admin users can add users. In XForms Mobile, go to Admin > Users and click +Add.

Can I export all of my data?

Yes — both dashboards have an Export to Excel button. In XForms Mobile, open the Forms screen, choose a form type and date range, then export; or use the ⋮ menu > Export Form Data for everything, including geolocation and timestamps.

Can my clients see their projects?

Yes. You can set up a login for your client, with role and permission controls.

How is my data kept secure?

Data is encrypted at rest and in transit, with a firewall layer between the apps and the APIs. Full backups run daily, with snapshots every 15 minutes, on the Microsoft Azure cloud.

Can it connect to our other software?

Yes. XForms uses an open two-way REST API, and tools like Zapier or Make work too. See XForms Mobile APIs and XForms Cx integrations.

XForms Cx: how is % complete calculated?

Each form template has a weight, which is multiplied by each form’s completion status. You can also import equipment checklists from CSV files.

TROUBLESHOOTING

I can’t log in

Passwords are case-sensitive, so check that first. Then ask your app admin to make sure your account hasn’t been disabled. You can also reset your password from the login screen.

I can’t see other people’s forms

Accounts with Field User permissions only see their own submissions — ask your admin for Manager permissions. Also check that the date filter on the home or forms screen covers more than just today.

Taking a photo crashes the app

This usually means your device is low on memory. Close the other apps running in the background and try again.

Submitting a form is slow or fails

With a weak signal, switch to offline mode: the app works locally and fast, and you can sync once you’re back in good coverage.

Where’s the sync log?

Open the slide-out menu, tap the XForms logo at the bottom, then tap Export log at the top right and send it to us.

Still need a hand?

Send us the details and a real person will get back to you.

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Field data, commissioning completions and AI documents for teams who work on site. XForms LLC — Raleigh, NC & Bellevue, WA.

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XFORMS MOBILE

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Setup

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