Seven steps, in order: your forms rebuilt, your phones set up by QR code, both tools side by side for as long as needed, then cancellation. No account to create, no import to prepare.
Open your current tool and note the forms that are actually used, with their details: customer, address, job, signature… Leave aside the ones nobody opens.
A short list — often three forms — and, for each, the details to carry over.
In the app, “Create my own in 4 questions” rebuilds each form in a few minutes. Or send us your current forms as PDFs: the “Turnkey template” service delivers the template ready to use.
Your templates, with their recipients already set: every send goes to the right address.
Install the app on a single phone and do a real job with it: photos, voice memo, details, send. Look at what reaches the office.
Proof, on your own work, that the report received is enough — or the list of what to adjust in the template.
Show the template's QR code (Pro), or the one delivered with a turnkey template; each colleague scans it in the app: ⋮ menu → My templates. For a fleet, Business locks the configuration and deploys by QR code or MDM.
Phones ready in a minute each, with no account to create and no user to declare.
Keep the old tool until the end of the period already paid: new reports leave from ClicInSitu, the old tool is there to look up the history.
No break: nobody loses access to anything during the switch.
Before the subscription ends, export the history in the format the old tool offers. It is up to that tool to allow it: ClicInSitu does not connect to it.
Your archives on your side. Reports sent with ClicInSitu are already in your mailbox.
Cancel the old subscription according to its terms, before its renewal date.
No more bill per user and per month. Pro is yours to keep on every phone it was bought on; for a fleet, Business is an annual licence per range of devices.
If you need these features, a subscription tool is the right choice.
The photo → email loop is free, with no quota. Pro unlocks in the app with a one-time purchase — €39 incl. VAT, no subscription.
The PDF report is a service report sent from the demo — fictitious data.