Unified Forms for Every Store Input
Store audits, compliance checklists, associate surveys, and frontline data capture — in one mobile-first module your teams already use.
One Module. Every Store Input.
INCITE Forms consolidates every piece of structured input your stores need — opening and closing checklists, visual merchandising audits, loss prevention walkthroughs, safety inspections, associate surveys, compliance attestations, and task verification — into a single module inside INCITE®.
No separate app. No vendor sprawl. No data silos. Just the device your associates already know, capturing the data your leaders need, flowing into the same dashboards that already power your training and communications.
Key Capabilities
Build Forms in MinutesDrag-and-drop authoring for any form — checklists, multi-step audits, photo submissions, signatures, ratings, free text. No code, no developers, no wait. Deploy by Region, Role, or StorePublish to the right teams instantly. Stagger rollout across geographies, target a single pilot location, or push a compliance attestation to every associate at once. Photo & Signature CaptureProve tasks were done with photo submissions, timestamps, and digital signatures — tied directly to the associate and the location. Real-Time Data RollupCompletion rates, responses, and flagged issues roll up to store, district, and HQ dashboards the moment a form is submitted.
What Retailers Use It For
Daily OperationsOpening and closing checklists, shift handoffs, cash-handling attestations. Visual MerchandisingVM compliance walkthroughs with photo submit and reviewer approval. Loss Prevention & SafetyLP audits, safety inspections, incident reporting, equipment checks. Compliance & SignoffsPolicy acknowledgments, training completions, handbook attestations, certification tracking. Associate VoicePulse surveys, post-training feedback, engagement checks, exit interviews. Customer ExperienceService-standard audits, mystery shop replacements, complaint intake.
Built Into INCITE®
INCITE Forms isn’t a bolt-on. It’s a module inside the INCITE platform — the same app your associates already use for training, communications, and tasks. One loginNo new credentials for frontline teams to manage. One deviceThe tablet, phone, or POS they’re already holding. One dashboardForms data flows into the same real-time reporting that powers training and tasks — giving leaders a single, unified view of store performance.
