The Jotform White-Labeled App: A professional field service management solution

Since its debut, Jotform Mobile Forms has allowed field service management companies to conduct business remotely on mobile devices, including collecting data both online and offline.

In 2017, the Boston Consulting Group estimated that 70 percent of B2B queries would be made on smartphones by 2020. In the wake of the pandemic, it stands to reason that this estimate may have been low.

Never before has so much data been collected on mobile devices.

And yet, our mobile solution wasn’t perfect.

Enterprise-level field service organizations — from large companies to those simply needing more control over their data-collection experience — have enjoyed a fully branded customer experience on the web.

But custom branding on mobile, and everything that accompanies a more autonomous experience, wasn’t always available.

So we’re introducing a new way to give inspectors, contractors, drivers, technicians, and delivery specialists the power of Jotform Enterprise wherever they are. Anyone who uses Jotform Mobile Forms in their daily workflow will want to check it out.

Who will a find Jotform White-Labeled App valuable?

• Field service management companies that use Jotform Mobile Forms in their daily workflow, but prefer to use a mobile app that’s branded with their company logo, colors, and style
• Organizations at an enterprise service level that are interested in mobile forms
• B2B businesses that provide software solutions to third-party customers

Jotform Mobile Forms experience overview

This seems like a good time to briefly review the features that are available in Jotform’s Mobile Forms app.

First, you can gather data remotely and in areas that may not have internet access. Any submissions you or your team collect are stored and auto-synced to your Jotform Enterprise account (as well as Jotform Tables) when you reconnect.

Second, Jotform Mobile Forms also enables features like geolocation, barcode/QR code scanning, and signature collection, giving your team the ability to get more done from a single device and in a remote setting. This comes in handy for service appointments, order handling, real estate showings, and more.

Third, you’ll enjoy easy form-sharing with custom permission settings and kiosk mode (in which the data collected goes to your Jotform account, and the form then refreshes automatically so that multiple people can fill it out). Kiosk mode allows for streamlined healthcare practices like COVID testing and event marketing.

In summary, the mobile form builder simplifies data collection for businesses including the field service management, transportation, event marketing, construction, and healthcare industries.

It’s within this context that we’re elevating mobile data collection to meet the needs of your business in a professionally curated way.

A custom-branded, Enterprise-powered app raises the field service game

The possibilities of conducting business anywhere for the field service management industry are limitless with a Jotform White-Labeled Apps Mobile.

Adding an enterprise platform to a custom-branded, native app empowers your team with the features you need to take the business to the next level. Plus, you’ll get the security and flexibility that today’s modern organization demands.

Let’s take a look at a few industry use cases in which Jotform Enterprise can assist remote working teams of all shapes and sizes:

In the U.S., a manufacturer of dermatology equipment provides products to support healthcare professionals in private practices, hospitals, and medical centers globally. Enterprise-level service ensures that they can maintain excellent data security and password protocols with single sign-on (SSO).

Their team can also work confidently onsite under a service level agreement (SLA) that specifies the error response rates and uptime ratios we promise to meet. Finally, they can take comfort in the ability to host their form data on local cloud data residency centers and in accordance with Europe’s GDPR laws.

A growing construction company in Canada — the authorized service provider for a large home improvement retailer — is looking to enter the next phase of growth.

With Jotform Enterprise, the company can create customized form URLs that match its domain and improve its website’s search ranking. A customized app will help boost the organization’s overall brand awareness.

A solar energy company operating in Europe has a field team that interacts with customers and needs to send forms back to the main office.

Because Enterprise provides unlimited forms and submissions, the team can send thousands of project design requirements or solar evaluation forms. They also have the flexibility to add new user accounts and customize user permission levels.

As with any native mobile solution, your team will expect new features and ongoing upgrades to simplify their work and maintain the highest level of security.

Ongoing software maintenance is our primary focus, and when new Jotform upgrades occur, they will be deployed to your app automatically, improving your team’s workflow on the fly.

Interested in a custom-branded app for your business? Contact our Sales team to learn more about the Jotform White-Labeled App today.

The development process for your white-labeled app  

It’s important to point out that the development process for your native app will be based on your business type and the particular needs of your organization.

In other words, a Jotform White-Labeled App will be your app, your way, for your business.

3 ways to build or distribute your Jotform White-Labeled App

There are three methods for building (and distributing) your custom-branded, native app. The one you choose will depend on the needs and resources of your particular organization.

1. In-house private app development

Whether you have a trusted IT resource or a full software development team, it may be more efficient for you to carry out the app development process in-house.  

For this method, you’ll need an Apple Developer Enterprise account, which can be difficult (but not impossible) to obtain. Some organizations may already have one. 

If you do have an Apple Developer Enterprise account, you’ll be equipped to distribute your apps privately (only to your employees via a link, QR code, etc.) outside of the Apple App Store environment. 

For organizations interested in this option, the Apple Developer Enterprise Program provides some additional information. 

Per Apple, this is a good option if you require private distribution directly to your employees using secure internal systems or through a mobile device management (MDM) solution. 

Jotform will work alongside your tech staff to provide the proper tools and support so the in-house development process goes smoothly.  

2. Custom app development 

Some field service companies may choose to supply and manage mobile devices for their staff, team, and contractors. In this case, Apple’s Business Manager program is a viable solution. 

Organizations can determine which apps to install on these devices and automatically enroll the devices through an MDM solution.

Jotform’s mobile experts will develop a custom, white-labeled app for members of the Apple program. Instead of publishing it publicly, we’ll publish your app privately so that only relevant users for a specific company can access and download your app.

3. Unlisted app development/distribution

With unlisted app development, the app is still accessible through Apple’s App Store but is not listed in search results, category listings, and developer pages within the store. Only users with access to the URL link will be able to find and download the app in the App Store. 

An unlisted app could be a popular option for certain organizations. Businesses using apps for sales-related tools are also good candidates for unlisted app distribution.

Steps to get your own branded mobile experience

1. For Jotform Starter, Bronze, Silver, or Gold customers, contact our Sales team as a first step to getting a custom-branded app for your team. For current Jotform Enterprise customers, skip to step 2. 
2. Fill out the Jotform White-Labeled App Request Form to request your custom-branded app.
3. Once we receive your request form, we’ll send you a step-by-step guide detailing the actions required to prepare for app development.
4. When the requirements have been met, you’ll need to submit a final form with the technical information needed to move forward.

Custom-branded applications vary in nature, so the time needed to create your app will vary, depending on a number of factors. 

For instance, more straightforward builds may take as little as seven days, but the time frame largely depends on the app review processes of Apple and Google, and how quickly you submit the required information. 

View of a sample custom app 

As we’ve mentioned, each company’s development process will look different, and each app will have its own characteristics based on your organization’s brand and data-collection needs.

For that reason, in the example below we’ve highlighted a pared down, straightforward app — as well as an administrative dashboard — just to give a post-development glimpse of a custom-branded app experience.

After your tailored app design/development work is complete, and you’ve downloaded your app from the App Store or Google Play store, your Jotform White-Labeled App will be ready to launch.

Your app experience may resemble something like this. In this case, we’ve added the logo for a made-up company called Acme.

When your users open your app, they’ll see the customized introduction pages, written and designed to suit the particular business needs of your app.

The login screen of your app will display the login modes associated with your account. For example, you’ll see regular email and password or SSO as login options, depending on the needs of your organization.

The Jotform White-Labeled App will be just as user-friendly as our regular mobile forms app, allowing you, your collaborators, and your team to create, collect, access, and manage form submissions.

Editing forms, checking submissions, and enabling kiosk mode are simple within your custom-branded app, as is adding an unlimited number of new forms.

Here in the Form Designer, I’ve added the custom color palette for the Acme brand to a sample form that’s accessible to users. You can set your brand colors as the default when designing your form.

Gather data with your Enterprise mobile dashboard 

A Jotform White-Labeled App also provides you with a new tab on your administrative dashboard so you can monitor and stay on top of your app’s activity.

For convenience, you can also submit your request for a custom-branded app through this dashboard. 

Here you can get a bird’s-eye view of registered app users, your app’s forms, and more. You can search your activity log and sort by app version, device, date, and user type. 

Conclusion

The Jotform White-Labeled App raises the bar by offering you the power of a branded, native app that will automate your field service business on the go.

So whether you want to ensure brand consistency with a white-labeled mobile solution or prefer to have a turnkey business app you can offer third parties, a Jotform White-Labeled App is your key to remote productivity.

The way we see it, your success is our success. That’s why Jotform’s developers will work with you to understand your needs and be dedicated to creating your custom-branded mobile forms app.

If you have your own software development resources, we’ll provide all the necessary tools and support to guide your team through the process.

Jotform White-Labeled App combines enterprise benefits like custom-branded software, unlimited form limits, customized domains/URLs, and personalized support with the power of our Mobile Forms app.

Custom-built solutions require a considerable amount of time and resources to achieve a quality product tailored to meet your business’s goals. As a result, the corresponding cost for a Jotform White-Labeled App will largely depend on your goals and the resources involved in developing a market-ready app.

Contact our Sales team to learn more about Jotform White-Labeled App today.