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.
Enterprise Forms. Consumer Simplicity.
INCITE Forms combines the ease and flexibility of a modern no-code form builder with the tracking, reporting, workflows, and learning capabilities of an enterprise retail platform.
Start from scratch or choose from a growing library of ready-to-use templates for customer experience, store operations, compliance, coaching, safety, merchandising, HR, onboarding, and more. Search by category, preview forms before using them, customize fields, and deploy standardized forms across your organization in minutes.
Start with a blank form or choose from a growing library of professionally designed templates.
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, coaching observations, HR and onboarding workflows, incident reports, 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 MinutesBuild forms using an intuitive drag-and-drop interface that makes creating professional forms fast and easy. Choose from a growing library of templates or build your own from scratch using text fields, dropdowns, ratings, signatures, photos, file uploads, conditional logic, and more. 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. Template LibraryStart with professionally designed templates or build your own from scratch. Search, preview, customize, and standardize forms across your entire organization.
Drag and drop fields, set properties, and preview instantly — no code required.
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. Coaching & DevelopmentCoaching observations, side-by-side evaluations, and manager 1:1 follow-ups. HR & OnboardingNew-hire onboarding checklists, HR workflows, incident reporting, and store communication acknowledgments.
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.
