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  • Getting Started

    Professional Business Enterprise

    Forms, Field Work and Workspaces

    Gruntify Smart Forms

    Most businesses use Forms in the form of to-do lists, job requirements, inspection reviews, invoices, quotes, orders, or authorizations. Forms can be used to standardize the information collected for a task.

    Gruntify offers premade forms to help you get started and provide you, as an administrator, the ability to create and manage your own forms. No complex data set up is required to use Gruntify - your forms define the data that will be collected. More forms can be used to define the reports that you will use to export your data, whether it is printing it out on paper or copying it over to Excel.

    Data collection is done using the forms. When the field worker creates a new request, they select the appropriate form, fill in the form, and save. Request created. The data has been collected and automatically timestamped and the location recorded.

    As your forms need to change, you can update your forms and not worry about what happens when you add or delete a field - Gruntify keeps different versions of your forms so that the data collected always matches the form. Let Gruntify take care of that complexity.

    Request Workflows

    Whether it is a simple Create → Accept/Reject type workflow to a complex workflow managing when and how more requests and jobs are created, Gruntify can model a workflow for your needs.

    Field Work

    If you want to collect data in the field, you must have field workers and they probably have a smartphone or tablet. The Gruntify Mobile App can be used on Android smartphones and tablets, iPhones, and iPads.

    Your field workers probably work in teams. Gruntify will allow you to group your users into location-based teams or, if appropriate, group the users into depot teams, combined with the equipment they need.

    But the data collected in the field needs to be managed and used. The Gruntify Web App can be used by staff working on laptops or tablets to review data, run reports, etc as well as the system administration like setting up users and forms.


    Everything in Gruntify is done within a Workspace. When you create your first account you will need to set up your organization’s workspace.

    What if you have groups within your organization that work independently and you need to keep the users, forms and data separate between the groups? Gruntify will allow you to have multiple workspaces, and assign users and forms to particular workspaces and these workspaces function independently. You can have some users who belong to multiple for management purposes.

    Gruntify Professional vs Business: Requests vs Jobs?

    Now you have some idea of what Gruntify offers, we can look at the choices you can make when it comes to selecting the right Gruntify product for you.

    The simplest type of data collection in Gruntify is done using Requests. The field worker or the controller in the office clicks New Request, fills in the form, uploads any media, allocates the request to a location, then saves. Requests are good for simple workflows, one-off inspections or audits, or tasks that can be done in one visit. Detail on the workflow is given on the Using Requests page.

    Jobs are like Requests, but they can have a more complex workflow and can be allocated to field staff on the basis of the skills required, equipment required and can be connected to your organization’s assets. They also support automatic time tracking and can be made a repeating job using a recurring schedule. Details on Jobs are given on the Using Jobs page.

    Requests are related to individual staff members whereas jobs are allocated to teams.

    The table below gives a comparison of the functionality available. In short, if the simple Request workflow meets your needs, go Professional. If you need the extra features available with Jobs, go Business. Real-time GPS tracking is available on both plans.

    See our Pricing page for a full listing of features and costs.


    Need a solution that is more tailored to your business? Select from either Professional or Business but add Custom Branding, Custom Automated Workflow, and other Automated Agents, Dedicated Servers, and volume discounts.

    Gruntify Platforms

    What do I need to run Gruntify?

    Gruntify has two different clients designed to support primarily fieldwork or primarily administrations. The bare minimum you need to run Gruntify is a tablet with an up-to-date browser and an internet connection.


    All the data storage and processing are done in the cloud, so you need Internet access. Data can be stored in the short term on a smart device for upload to the cloud later but eventually, your users will need to connect to share data. Access to all of the systems in the Cloud box in the diagram above is handled by the Gruntify clients automatically. All you need to do is log into Gruntify and it does the rest.


    The Gruntify Mobile App, designed to be used in the field runs on Android and iOS devices, both smartphone and tablet.

    The Gruntify Web App, which is designed for managing the requests & jobs, and general administration, rather than direct data collection, runs in a browser (Chrome, Safari, Edge, etc) so it can run on a tablet (iPad, Surface, Galaxy, etc), on a laptop or on a desktop PC. While it will run on a smartphone, the screen size makes it impractical for everyday use, although it could be done occasionally when needed to do an urgent task.

    You can use third-party applications, such as Microsoft Excel and Power BI to access Gruntify data via OData for reporting purposes. The hardware needed for this access is determined by the third-party software, rather than Gruntify. For Excel and Power BI, a laptop or desktop is probably the easiest.

    Follow the Getting Started Trail

    Work through the following tutorials to see how to sign up for Gruntify, create your first forms and set up your users. Later tutorials will cover these aspects in more detail as well as other Gruntify features. Or you can use the links on this page, or on the Knowledge Base menu on the left-hand side to jump straight to a detailed tutorial. Step 1 describes a Property Maintenance company and the tutorials will follow through the setup of this company in Gruntify.