Flexi Forms

Flexi Forms are a convenient tool for converting images or PDFs into branded forms that can be made available at the Job level.

Versatile form creation

Perfect to create safety, operational forms, or other type of forms that you need for your crew.

Effortless Organization

Keep all your forms of of a specific Job organized and easy to find.

Flexibility when it comes to your forms

Enjoy the flexibility to upload any form and assign it to a Job.

About Flexi-Forms

Easily create and manage all your forms

With Flexi-Forms, you can keep all of the information pertaining to a certain job in one place. Simply upload all of your forms to Aimsio and assign them to a Job. They will appear on your branded header for a professional, clean look.

Easy form uploads

  • Fill out all of the general information for your form, select the type of form, and choose your Job number.
  • Select your file (image of PDF) to attach.
  • Save and submit! It’s as easy as that. Now your form will be saved under your Job for everyone to find.

Find this feature in the following plans

  • Aimsio Lite
  • Aimsio Essentials
  • Aimsio Performance
  • Aimsio Ultimate

Other Features

Explore some other features

Take a look at all of Aimsio’s features


Create and manage projects in one, accessible hub. Track progress, store documents, and set up mobile users for success in the field.

Price Books

Flexible Price Books let you customize rates for Jobs. Apply markups or discounts and effortlessly manage your pricing strategy.


Choose from crew Timesheets for supervisors or individual Timesheets for employees. Timesheets can be submitted for approval.


Track and bill field work with Field Tickets, LEMs, or Daily Tickets. Tickets can be connected with other features for ultimate efficiency.


Convert field Tickets into Invoices or create standalone Invoices. Both Canadian and US tax rates are supported.

Client Portal

Send Tickets, Estimates, or Change Orders for electronic approval. Customize the logo, email subject, and message for a great impression.


Unlock your full potential with integrations

Integrate your accounting, payroll, or ERP software with Aimsio to make your day-to-day data entry disappear.

Want to see this feature in action?

Get a personalized demo with us to learn more about how this and other features can evolve your field operations.