Build the Exact System
Your Business Needs
SmartRecords lets any team build custom field reporting, cost tracking, access-controlled forms, and automated PDF workflows — without writing a single line of code.
From Blank Canvas to Running System in Minutes
No developers. No lengthy implementations. You configure SmartRecords to mirror exactly how your operations work.
Define Your Entities
Name the things your business tracks — Projects, Sites, Employees, Equipment, Purchase Orders — and SmartRecords builds the structure.
Design Your Forms
Create the fields you need, set validation rules, embed sub-forms, add geolocation maps, file uploads, and dropdown lookups.
Set Access Rules
Control exactly who sees which records, fields, and statuses. Crew sees their own jobs. Managers see everything across all sites.
Automate Workflows
Set triggers that auto-send PDF reports, lock records, notify supervisors, and update statuses the moment data is submitted.
Everything Your Operations Team Actually Needs
Purpose-built for field operations. Every feature earned its place.
No-Code App Builder Studio
Build complete custom applications around your unique workflows. Define entities, design forms with 9 or more field types, link records across parent-child hierarchies, and deploy for your field teams — all through a visual configuration interface.
Automated PDF Report Generation
Trigger professional PDF reports automatically on form submission — dispatched to the right people the moment data is saved, with no manual effort.
Real-Time Cost Calculation
Link labour rates, plant costs, and materials to records. SmartRecords totals project costs in real time as your team works.
Granular Access Control
Row-level, field-level, and status-level permissions. Protect sensitive financial data while giving field crews exactly what they need to see.
HSE and Safety Management
Build incident logs, risk assessments, and quality checklists with pass-fail fields, photo uploads, and instant supervisor notification.
Limitless Checklists for Any Purpose
Attach a checklist to any entity — pre-start inspections, quality audits, handover forms, or daily sign-offs. Each checklist item supports photos and file attachments so field crews can capture evidence in the same step.
Intelligent Automated Notifications
Define triggers based on field values or status changes. The platform emails the right people, attaches the PDF, and applies any status update — automatically.
Geolocation and Mapping Fields
Embed interactive maps directly in your forms. Field crews can pin exact GPS coordinates or draw polygons to mark where work was performed.
Advanced Reporting and Dashboards
Cross-entity reporting with sorting, filtering, and CSV and Excel export. Pull data from parent and child records simultaneously.
Multi-Branch Management
Run multiple branches or business units under one account. Merge dashboards across settings to get a consolidated view at any level.
Built for Field Operations Across Any Industry
If your business runs in the field, SmartRecords can be configured to run it better.
Site and Project Management
- Daily site diary and progress reporting
- Subcontract and purchase order tracking
- Plant and labour cost allocation
- Incident and HSE logs with PDF dispatch
- Multi-site consolidated dashboards
Job and Resource Tracking
- Job completion forms with photo evidence
- Timesheet and roster management
- Inventory and consumables tracking
- Automated client notifications on completion
- Pre-start safety checklists with photo sign-off
Fleet and Delivery Operations
- Vehicle pre-start inspection checklists
- Delivery docket management with GPS
- Driver and route record keeping
- Fuel and maintenance cost tracking
- Compliance and licence expiry alerts
Your Custom Use Case
- Fully configurable — not industry-locked
- Design your own entities, fields, and flows
- Connect parent records to child records freely
- Replace spreadsheets and paper diaries
- Free setup consultation included
The Honest Reasons Businesses Switch to SmartRecords
No Per-Seat User Fees. Ever.
Most SaaS platforms charge per user, so digitizing your whole workforce becomes expensive fast. SmartRecords does not. One subscription, unlimited users.
Tailored, Not Templated
Generic software forces your workflows into its boxes. SmartRecords is a blank canvas you configure from scratch to match exactly how your business operates.
Fully Mobile-Ready
Built responsive from the ground up. Crew in the field get the same clean experience on a smartphone as managers do on a desktop.
Everything Connected
Link entities, records, and reporting chains. Costs roll up. Notifications fire. PDFs generate. All without manual coordination or spreadsheet wrangling.
Up and Running Quickly
No lengthy implementation projects. Configure your system, invite your team, and start collecting real operational data within days of signing up.
Enterprise-Grade Security
Row-level access rules, field-level protection, and status-locked records ensure sensitive data stays exactly where you intend it to be.
See SmartRecords Built Around Your Business
We will walk you through a live configuration session using your actual use case. Free, no commitment, and no sales pressure.
Book Your Free DemoFree setup consultation included. No per-seat fees. No developers needed.