01 · Form Builder

Build any form in minutes — no coding required

Drag fields onto the canvas, set requirements and conditional logic, and publish to the whole team instantly. Convert your existing paper forms exactly as they are — your crews shouldn't have to relearn documentation they already know.

  • 18+ field types: text, dropdowns, checkboxes, tables, ratings, dates
  • Digital signature, photo capture, and GPS fields
  • Required fields and show/hide conditional logic
  • Version control — every published revision is archived
  • Clone and adapt templates across departments
Varda Forms drag-and-drop form builder — element palette (fields, check-all grids, pass/fail checklists, data tables, risk matrices, signatures, photos, GPS) beside a live form canvas with sections, required fields and form branding settings
02 · Offline Field App

Complete forms anywhere — even without signal

The offline-first mobile app keeps working in the gravel pit, down the grid road, or three storeys underground. Submissions queue locally and sync automatically the moment a connection returns — nothing is ever lost.

  • Full offline form capture and local queueing
  • Automatic background sync with conflict handling
  • Camera, signature, and GPS capture in the field
  • Runs as a PWA — no app store required
Varda Forms field capture — filling out a Daily Safety Inspection with pre-filled fields, checkboxes, required inputs and a rating scale; the same form works offline on any device and syncs when back in coverage
03 · Service Requests

A complete service request system — fully self-hosted

Give residents, tenants, or internal staff a clean portal to report issues. Requests route automatically to the right department, get prioritized, and stay tracked until resolution — with the requester notified along the way.

  • Public-facing submission portal on your domain
  • Embeddable widget for your existing website
  • Automatic routing by category and location
  • Priority levels and SLA tracking
  • Requester status notifications
Varda Forms service requests — an incoming queue of resident and staff reports (potholes, streetlights, water, signage) with category, zone, priority and status, each routed and tracked to resolution
04 · Work Orders

Assign, track, and complete work from anywhere

Turn requests into work orders, assign them to crews, and watch them move from scheduled to complete. Supervisors see the whole board; crews see their own list on mobile.

  • One-click conversion from request to work order
  • Crew assignment and scheduling
  • Materials, equipment, and time logging
  • Completion photos and sign-off
Varda Forms work orders — colour-coded status pins on a real street map above a live work-order list showing reference number, category, zone, priority and status from New through In Progress, Verified and Closed
05 · Compliance & Audit

Audit-ready at the click of a button

Every submission, approval, edit, and export is logged with a timestamp and user attribution. When the auditor arrives, you filter, click Export, and hand over a complete package — no filing cabinets, no email archaeology.

  • Immutable audit trail on every record
  • One-click PDF and spreadsheet exports
  • Filter by date range, form type, crew, or site
  • Approval workflows with full chain of custody
Varda Forms compliance and safety analytics — PM and credential compliance rates, form submission and incident counts, a submissions-and-incidents-over-time chart and a most-used-forms breakdown
06 · Team Collaboration

Keep your team connected and organized

Internal messaging, a shared calendar for inspections and deadlines, and real-time notifications — so the morning toolbox talk and the 2 p.m. schedule change reach everyone, without a third messaging app.

  • Team chat with @mentions and threads
  • Shared calendar for inspections and due dates
  • Task assignments with status tracking
  • Push notifications and activity feeds
Varda Forms team collaboration — channel-based team chat (dispatch, safety, field-ops) with real messages coordinating crews and work orders, plus a shared calendar and meetings
07 · Safety & EHS Management

A complete EHS system, not just safety forms

Run incidents end to end — from the near-miss to the closed corrective action to the workers'-comp claim — with the analysis and the compliance rollup that regulators and COR/ISO 45001 auditors expect. It all runs on your own server.

Incident Investigations

  • Structured investigation workflow
  • Auto regulatory reportability — OHS & WCB, by province, with deadlines
  • Corrective actions tracked to closure & verification

Root-Cause Engine

  • 5‑Whys, Fishbone & ICAM methods
  • Contributing-factor taxonomy
  • Optional AI-drafted analysis you review and edit

Workers' Comp Claims

  • Full claim lifecycle to return-to-work
  • Lost-time & modified-duty days, claim costs
  • Open a claim straight from an incident

Near-Miss Intelligence

  • Surfaces similar past events & rising hotspots
  • Pattern-finding computed locally — nothing leaves the server
  • One-click management brief

Compliance Center

  • One dashboard across audits, training, SDS & contractors
  • A single, urgency-sorted alert stream
  • Drill straight through to the source module

Regulatory Register

  • Track the obligations that apply, by jurisdiction
  • Change-log with acknowledgement
  • Feeds alerts into the Compliance Center
08 · Financial Operations

Optional finance layer, on the same platform

Costs recorded in work orders and operations flow into a full financial platform — enter once, report many. It's capability-gated, so teams that only need safety and operations never see it, and those who need it get budgets through to a native ledger.

Budgets & Cost Control

  • Dimensional cost tracking
  • Budgets, commitments & forecasts
  • Live actuals from operations

Procurement & AP

  • Requisitions, RFQs & receiving
  • Three-way match
  • AP payments & aging

Revenue, AR & Billing

  • Customers & contracts
  • Bill directly from costs
  • AR receipts, WIP & profitability

Inventory & Allocations

  • Items, receipts & issues to cost
  • Cost pools & allocation runs
  • Unit-cost analytics

Funds, Grants & Tax

  • Configurable tax engine
  • Grants & claim-from-actuals
  • Reserve & fund balances

General Ledger & Banking

  • Chart of accounts & double-entry journals
  • Auto-posted from documents
  • Trial balance & bank reconciliation

Municipal Tax & Utilities

  • Property assessment & tax billing
  • Utility metering & billing
  • Receipts & applications

Analytics & Explainable AI

  • Drag-together report builder
  • Plain-language explanations of the numbers
  • Scheduled, branded exports
Complete Feature List

Everything included in every plan

No modules, no feature gates. Every plan gets the entire platform — you only pay by team size.

Form Management

  • Drag-and-drop builder
  • 18+ field types
  • Conditional logic
  • Templates & cloning
  • Version control

Mobile & Offline

  • Offline-first capture
  • Automatic sync
  • Photo attachments
  • GPS stamping
  • Any modern device

Service Requests

  • Public portal
  • Embeddable widget
  • Auto-routing
  • SLA tracking
  • Requester updates

Work Orders

  • Crew assignment
  • Scheduling
  • Time & materials
  • Completion sign-off
  • Board & list views

Approvals & Sign-off

  • Per-form supervisor sign-off
  • Approve or return with a note
  • Routed to the responsible crew lead
  • Multi-step approvals & escalations
  • Full chain of custody

Lone Worker Safety

  • Timed check-ins with countdown
  • Adaptive escalation ladder
  • One-tap SOS & panic alert
  • Live supervisor monitoring board
  • Optional SMS & voice call-out

Crews & Departments

  • Organize staff into multi-department crews
  • Name the leads responsible for each
  • Notices routed to the right supervisors
  • Per-crew data visibility

Compliance & Audit

  • Immutable audit logs
  • One-click exports
  • PDF & spreadsheet output
  • Date/site/crew filters
  • Regulator-ready packages

Team Collaboration

  • Team chat & threads
  • Shared calendar
  • Task assignments
  • @mentions
  • Push notifications

Administration

  • Role-based permissions
  • Department separation
  • SSO & MFA options
  • Backup tools
  • Usage dashboards

GPS Fleet & Equipment Tracking

  • Live map & breadcrumb trails
  • Location audits by day/week/month
  • OBD alerts — speed, fuel, battery, engine
  • Universal provider ingest

GIS Map Overlays

  • Upload your own GeoJSON layers
  • Water/sewer mains, parcels, boundaries
  • Click a feature to see its attributes
  • Show chosen layers on the public map

Assets & Preventive Maintenance

  • Asset register with cost / TCO
  • PM schedules & auto-generated work orders
  • Reliability — MTBF, availability
  • Bad-actor ranking

Reporting & Analytics

  • Drag-together report builder — KPIs, charts, blends
  • Smart auto-charts & written insights
  • Branded PDF & slide-deck export
  • Saved templates & scheduled delivery
  • Executive RAG scorecard vs targets

Directory & Credentials

  • Staff directory & profiles
  • Licence / ticket / training tracking
  • Expiry alerts to the responsible crew
  • Read-only self view for audits

Document Library

  • Policies, SOPs, bylaws & safety manuals
  • Searchable and always current
  • Role-based access
  • One source of truth in the field

Board Meetings & Governance

  • Agendas, minutes & action tracking
  • Roll-call votes & quorum
  • Resolution & bylaw register
  • Public agenda portal & closed sessions

Audits & Inspections

  • Recurring audit schedules
  • Auto-advancing next-due dates
  • Findings history & corrective actions

Safety Data Sheets (SDS)

  • Searchable SDS library with GHS data
  • Revision-currency tracking
  • Barcode scan & AI auto-fill from the PDF

Training & Competency

  • Required-training compliance matrix
  • Expiry alerts
  • Credential-gated forms — block a permit if a ticket has lapsed

Contractor Management

  • Prequalification & approval
  • Compliance documents with expiry
  • Orientation tracking

Time Clock & Timesheets

  • Scan-to-punch QR time clock
  • Auto pay periods & banked time
  • Adjustments & sign-off

AI Assistant

  • Bring-your-own-key — you control the model
  • Generate a form from a description
  • Draft meeting minutes from notes

Integrations & API

  • REST API keys
  • Signed outbound webhooks (HMAC)
  • Zapier bridge to 6,000+ apps

Data Protection

  • Encryption at rest — field-level & whole-database
  • Two-factor authentication (TOTP) with backup codes
  • Role-based access & SSO

Self-Hosted & Deployment

  • One-command install; Docker, cloud-init & Terraform
  • Automatic HTTPS; LAN, tunnel or your own domain
  • Signed, admin-approved auto-updates

Bilingual — English & French

  • Full EN/FR interface, switch anytime
  • Public forms & portal in both languages
  • Built for Canadian municipalities
Next Step

Ready to see Varda Forms in action?

Try the live sample form on the homepage, then book a full demo built around your operations.