Standardize Field Workflows with Custom Forms
CAPTURE WHAT THE CLAIM NEEDS. THE FIRST TIME.
CONSISTENCY FROM THE START
Carry Your Standards Into the Field
A claim can only move as efficiently as the information captured in the field. When required questions, procedures, and documentation standards live outside the capture workflow, critical details can be missed leading to follow-up requests, additional site visits, and delays after the inspection.
Custom Forms brings your organization’s requirements into Plnar Pro so field professionals know what needs to be captured while they are still onsite.
Guide field professionals through required questions, checks, and documentation steps as they capture the property.
Use mandatory fields to reinforce critical requirements before the field workflow is completed.
YOUR WORKFLOW, INSIDE PLNAR PRO
Custom Forms, Built Around Your Process
1: Bring Your Existing Workflow
2: Configure the Right Forms
The Plnar team integrates your requirements into Plnar Pro, with different forms available for different jobs, processes, or compliance needs.
3: Complete the Form With the Project
Field professionals follow the appropriate workflow while documenting the property, helping capture the information the desk needs before they leave the site.
Standardize Capture Across Teams
Turn organization requirements into a consistent process for every inspection. Whether work is completed by different adjusters, vendors, regions, or experience levels, Custom Forms helps ensure the same required information is collected every time.
Capture It Right the First Time
Get information right the first time, reducing missed details, follow-up, and repeat site visits that add time and cost. More complete capture means less rework for field teams and fewer resources spent correcting documentation after the inspection.
Send Complete Information to Desk
Ensure the desk receives complete information needed to review the claim. Required fields reduce missing details and errors, limiting back-and-forth so reviewers can make claim decisions with greater confidence and fewer unnecessary delays.
MORE THAN PROPERTY IMAGERY
Standardize the Information Around the Property
Plnar already gives teams a consistent way to capture and organize the visual and spatial record of a property. Custom Forms extends that workflow to the questions, procedures, and structured information your organization needs alongside it.
Field documentation and organizational requirements can now come together in the same Plnar Pro experience, giving the field clearer direction and the desk better context.