Why We Built the First Chat-Based Field Service Platform

By CheckForma Team1/14/2026
Why We Built the First Chat-Based Field Service Platform

After working for over 8 years with Oriens, a traditional field service app, and supporting thousands of users across various industries, we noticed a persistent pattern. Every new customer was the same, their field teams naturally gravitated toward the tools they already knew and loved: their chat apps. We saw it every day. Merchandisers, sales reps, and technicians were "working" in WhatsApp or Telegram—sending photos of shelves, reporting issues, and checking in with their managers.

It was fast, intuitive, and required zero training. But for the company, it was a nightmare. Valuable data was ending up scattered across dozens of chat groups. Photos were unstructured and impossible to filter. Reports got lost in an endless stream of messages. The ease of use for the worker came at the cost of visibility for the business. That’s why we decided to build CheckForma.

The Evolution of Field Service Chat

CheckForma is the first platform designed to bridge this gap. We realized that trying to force users away from chat was a losing battle. Instead, we embraced it. We built a solution that meets the end user where they are, while giving management the structured data they need. There is a misconception that a chat based solution is just a "lightweight" bot. That couldn’t be further from the truth. CheckForma is a robust, enterprise-grade field service platform disguised as a simple conversation.

More Than Just a Chat

While your team experiences a simple, conversational interface on Telegram or WhatsApp to submit reports, the backend is powering a complete field operations engine. It handles complex workflows such as:

  1. Smart Routes & Scheduling: Managers can use our Route Builder to create efficient schedules on a map, which are delivered instantly to the user’s chat stream.

  2. Deep Data Collection: This isn't just text messages. We support Personalized Forms with complex fields like inventory counts, product prices, date pickers, and even repeater field sets.

  3. Verified Proof: Every photo collected through the chat is automatically processed and can be downloaded with watermarks showing coordinates, the specific Point of Interest (POI), and timestamp.

  4. Real-Time Visibility: Our admin dashboard offers a User Map to see the last known location of your team and a Task Tracker to monitor check-in/check-out times precisely.

  5. Comprehensive Reporting: Forget scrolling through chat history. One click generates detailed PDF or Excel reports, organizing unstructured chat inputs into clean, actionable data tables.

We built CheckForma because we believe the future of work isn't another app icon on a screen—it's the conversation. By combining the power of a legacy field service platform with the simplicity of chat, we are finally solving the adoption problem that has plagued the industry for decades.

Welcome to the era of field service chat. Welcome to CheckForma.