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Getting Started

Step-by-step guides to get your team up and running fast.

1. Download GOpher Forms from Google Play or the App Store.
2. Tap "Sign Up" and enter your name, email, and password — or sign in with Google/Apple.
3. Choose your role: Owner (manage a company) or Worker (join a company).
4. If you're an owner, create your company name and you're ready to go!
1. Go to the Forms tab and tap the + button.
2. Give your form a name (e.g., "Daily Safety Checklist").
3. Add fields: yes/no, text, photo, dropdown, checkbox, date, and more.
4. Use conditional logic to show/hide fields based on answers.
5. Save and assign the form to workers or groups.
Option A — Worker requests to join: Workers download the app, create an account, and search for your company. They send a join request, and you approve or deny it from your dashboard.

Option B — Invite by company code: Share your company code with workers. They enter it during sign-up to instantly join your company.
1. Go to the Job Sites tab and tap +.
2. Enter the site name and address — or use GPS to auto-detect your location.
3. Set a radius for GPS verification (workers must be within range to clock in).
4. Assign the site to specific workers or groups.
1. Workers open the app and tap "Start Session".
2. The app captures their GPS location and verifies they're at an assigned job site — or they can pick from their last three prior jobs.
3. They confirm the address and job details before proceeding. The app uses smart job merging — if another worker has already started a session at the same location, the worker is added to the existing job rather than creating a duplicate.
4. Weather conditions are automatically recorded.
5. A live timer starts tracking their hours.
6. When done, they tap "End Session" — the session summary is saved and sent to the owner.
1. Go to a worker's profile and tap Credentials.
2. Add tickets/certs: name, issue date, expiry date, and optional photo.
3. Workers can also add their own credentials from their profile.
4. Color-coded expiry alerts: red = expired, amber = expiring this year, gray = valid.

Automatic Notifications: GOpher Forms monitors all credential expiry dates. When a ticket or certification expires, the system automatically sends an email notification to both the worker and their company owner on the day of expiry — so no one gets caught off guard. Owners can see all upcoming and expired credentials at a glance from the worker's profile.
1. Go to the Groups tab and tap + to create a group.
2. Enter a group name (e.g., "Roofers", "Night Shift") and pick a color.
3. Add workers to the group — workers can belong to multiple groups.
4. Assign forms and job sites to entire groups at once instead of selecting workers individually.

Groups make it easy to manage teams by trade, shift, or project. When you assign a form or job site to a group, every worker in that group gets access automatically.
Sending a Broadcast:
1. Go to the Chat tab and pick a channel — All Workers, a specific Group, or an Individual Worker.
2. Type your message and send. Toggle "Allow Replies" if you want workers to respond.
3. Track read counts and replies from the channel view.

For Workers: Broadcasts appear in your Chat tab grouped by channel. If the owner allows replies, you can respond privately — only the owner sees your reply, not other workers. You can mute channels you don't need notifications from.
1. Go to the Reports tab to see all form submissions.
2. Use the date range presets (Today, Week, Month, etc.) or set a custom range.
3. Filter by worker, form template, job site, category, group, or client to narrow results.
4. Tap any submission to view its full details, photos, and signatures.
5. Export submissions as PDF or email them directly from the report — individually or in bulk.

The Top Forms and Top Workers sections at the top give you a quick snapshot of activity trends.
1. Go to the Clients tab and tap + to add a client company.
2. Enter their company name, contact person, email, and phone number.
3. Send an email invite — the client creates their own account and logs into the GOpher Forms portal.
4. Clients can view form submissions from their assigned job sites, including photos and PDF exports.

Use the Form Controller to automatically send completed forms to clients via email or PDF when workers submit them. Toggle client access on or off at any time from the Clients tab.
1. Go to Sub-Owners and tap + to invite a sub-owner.
2. Enter their name and email — they'll receive an invite to create their account.
3. Sub-owners can manage day-to-day operations: approve workers, view reports, manage job sites, and send broadcasts.
4. Sub-owners cannot access billing, plan settings, or delete the company.

Use sub-owners to delegate management without giving full owner access. Activate or deactivate them at any time.
1. Open a form's Controller settings from the Forms tab (tap the Controller column) or after creating a new form.
2. Client Access — toggle on to let assigned clients view submissions for this form.
3. Sticky Form — toggle on to keep the form pinned to the job site so any worker can fill it out.
4. Send on Completion — choose who receives the form when a worker submits it:
  • Owner — send as PDF and/or email summary.
  • Client — send as PDF and/or email summary.
  • Custom Email — enter any email address to receive submissions.
1. Go to Forms and tap "AI Form Builder".
2. Upload photos or scans of a paper form (up to 10 images).
3. The AI reads the document and generates a digital version — detecting text fields, checkboxes, dropdowns, and more.
4. Review the generated form and make any tweaks in the Form Builder before saving.

This is the fastest way to digitize existing paper forms. Available on Gold and Enterprise plans with a monthly usage quota.
GOpher Forms can automatically translate form labels, answer options, and broadcast messages into a worker's preferred language.

1. Each worker sets their preferred language in their profile.
2. When a worker opens a form, all labels and options appear in their language — no need to build separate forms per language.
3. Broadcast messages are also translated before delivery.

Available as an add-on on Silver and Gold plans, and included with Enterprise.
The clearance calculator is a special form component that helps workers calculate the required fall protection clearance on-site.

Measurements:
  A — Free Fall Distance
  B — Deceleration Distance
  C — Worker Height
  D — Harness / Lanyard Length
  E — Safety Factor
  F — Total Required Clearance (auto-calculated: A+B+C+D+E)

How to enter values: Use feet.inches notation — for example, 5.1 means 5 feet 1 inch. You can also type 5'1" or just inches like 61". Tap the reference diagrams to expand them full-screen.

The calculator remembers your last submitted values, so measurements that rarely change (like worker height) are pre-filled next time.