Trusted by companies worldwide to streamline and drive operational excellence







Measurable improvements across operations
Operations managers running jobs across multiple engineers or sites report faster completions, fewer errors, and clear accountability from day one.
28%
faster task completion
35%
fewer work order errors
42%
better cross-team coordination
Track every job from assignment to completion
Field teams see exactly what to do next. Managers can check every job's status without making a single phone call.
Assign jobs with clear ownership

Track multi-stage jobs without losing progress

Capture photos and signatures on completion

Clear oversight across all jobs and records
Assign work, collect field data, and store signed records in one place, avoiding re-entry or missing reports.
95% of companies that implement Lumiform increase their frontline teams' productivity, health, and safety






Work order guides and how-tos
Actionable articles and checklists for operations managers and field service teams replacing paper-based job tracking
Frequently asked questions
Yes. In Lumiform, an action stays as a single record throughout its lifecycle. You can reopen it, update its status, and add new information without creating a duplicate entry. This is exactly what you need when a job gets started, gets put to the side while waiting for parts, and then picks back up again. The job history stays intact, so you can see every status change and who touched it, without losing track of where things stand.
Yes. A completed form can be reassigned and sent to a different engineer without starting from scratch. The document carries through from the first visit to the second, so the materials list captured after the first fix is already there when the second engineer picks it up. You get one document that takes you all the way through the job, and you can allocate it to whoever is doing the next attendance, not just the original person.
When an engineer flags a defect during an inspection, Lumiform automatically triggers a corrective action from that response. You do not manually re-enter the defect somewhere else. The action is created directly from the checklist item, assigned to the right person, and tracked through to completion. This removes the step where someone has to copy a fault from a paper checklist into a separate Excel repair list by hand, which is exactly the process that needs to do.
In the Actions section, every user sees a list of actions assigned to them, with current status visible. Managers see the full picture across all open and completed actions. You can filter by status, assignee, and other criteria to separate what is outstanding from what is finished. Completed actions are stored and retrievable, so you are not just looking at a count. You can see what was done, by whom, and when it was closed out.
Yes. When creating or triggering an action, you select a specific individual as the assignee. The task goes to that person, not to a group inbox where it might get ignored or duplicated. This matters when the person who finds a defect is not the person who fixes it. A supervisor can pull the item and assign it to exactly the right employee, with a time budget attached if needed, rather than broadcasting it to everyone and hoping someone picks it up.
Lumiform supports approval workflows that can be configured at different stages of a process. You can set up a first approval when a parts request is submitted, requiring manager sign-off before the order goes through, and a second approval when the job is completed, confirming the vehicle or equipment is safe to return to use. These are distinct steps in the workflow, not a single checkbox at the end. This is available as an add-on on the Professional plan and is included in Enterprise.
All completed forms and actions are stored in Lumiform and remain searchable. In the Forms section, you use the filter function to locate completed reports by date, template, user, or location. In Analytics, you can filter inspection results across any time period. If you also connect Lumiform to OneDrive, SharePoint, Google Drive, or another storage system, reports can be automatically duplicated there as well via integration or API, so you have a copy on your own system and can find it without depending solely on Lumiform’s servers.
Yes. From the actions list, you can select a defect and assign it to a specific employee for repair. The person who identified the defect in the checklist does not have to be the person who fixes it. A supervisor reviews the open actions, picks the relevant item from the pool, assigns it to the available employee with the right skill set, and sets a completion timeframe if needed. The assignee sees it in their task list and updates the status when the repair is done.
The Actions section in Lumiform supports filtering by status, assignee, due date, category, and other criteria. You can narrow the list to see only what is relevant to a specific department, person, or timeframe. If you currently rely on five to seven filter criteria in Excel to make your repair list usable, Lumiform’s filtering covers that range. You also get the advantage of status tracking and completion history built in, which a spreadsheet does not provide without manual updates.








