Inventory management software for accurate tracking

Yes. In the Template Builder, you set the schedule and assign the form to a specific user or group. You can configure recurrence as daily, weekly, or monthly. The assigned form then appears in that employee’s app automatically at the scheduled time. This is the core workflow Lumiform is designed around: create a form, assign it to the right person, and have it repeat on the cadence your operation requires.

Yes. Once a form is scheduled and assigned, it appears in the employee’s mobile app under the Pending section when it is due, and under Start with Template for forms without a fixed schedule. The employee sees exactly what they need to fill and when.

Yes, employees can be assigned multiple different forms on a recurring daily schedule. Each form appears in their mobile app under the relevant section, and they can work through all of them in sequence. This is the core use case Lumiform is built for: daily checklists covering maintenance, inventory, cleaning, and opening and closing tasks, all assigned to specific users and completed on the same device each day.

Lumiform sends both push notifications and email notifications for scheduled forms. Employees receive an alert before a form is due, giving them advance notice to complete it on time. Notification preferences are configurable per user in the profile settings on both desktop and mobile. This addresses the exact failure point where notifications were only arriving for tasks but not for scheduled forms, which is a critical requirement for daily recurring workflows.

Yes. Lumiform can send daily push and email notifications to remind employees to fill their recurring templates. Notifications are sent before the form is due, so employees are aware of what they need to complete. Each user can configure their notification preferences in the Profile section of the mobile app. This means every morning, employees receive a prompt for their daily opening tasks, inventory checks, or any other recurring form assigned to them.

Yes. The desktop dashboard gives the quality manager an overview of completed, planned, and ongoing inspections across all branches. You can filter by branch name, so when you check in the morning from outside the location, you can see immediately whether each branch has completed its required forms. The Analytics section provides a deeper breakdown of overdue inspections and completion rates, giving you the branch-level visibility you need without being on-site.

Yes. Lumiform integrates with databases including MS SQL, MySQL, and PostgreSQL, and connects to cloud storage tools like Google Drive, Dropbox, and Box. You can also push data to external systems using webhooks or pull it via API. Completed form data can be exported for reconciliation in your inventory system. Received quantities, used quantities, and waste figures collected through daily forms can be pulled into your inventory management system without re-entering data manually at the end of the month.

Yes. Existing Word and Excel templates can be uploaded directly into Lumiform so staff continue working with documents they already know. All forms are completed digitally on mobile devices, and completed reports are stored automatically in cloud storage or your database.

The minimum package requires five users, with volume discounts as your team size increass. Lumiform’s sales team can walk you through plan options and whether there is a configuration that fits your rollout timeline, particularly if you plan to expand to additional branches where the remaining seats would be put to use. You can also view the pricing page.