Explore by segment

See some common paths.

Shortcuts for common scenarios. If you prefer, keep using the library above to find something more specific.

Operations and field work

Maintenance, stock, quality or field manager

Record activities, evidence and pending items, assign owners and follow execution in an operational view.

How Ecofyx works

Create the operation. Add templates. Start tracking.

An operation can represent your company, unit, project or workstream. Inside it, each template organizes a need with its own forms, data, actions and results.

01

Create the operation

In this example, My company brings together team members, templates, records and results.

02

Add templates (ready-to-use applications)

Choose from the library what makes sense for each area or routine.

03

Record and update

The team uses forms, lists, quick actions and public pages when needed.

04

Track everything in the same context

Dashboards, Feed, history, alerts and results stay connected to the operation.

Example operationMy company
3 templates added

Operation templates

Ready structures with room for customization.

+ Add another template
After adding them, the operation brings together:
FormsDashboardsActions and historyResults

Illustrative example based on the real Ecofyx flow for creating operations and using ready-to-use templates.

A foundation for different needs

From information intake to the routine that needs to happen.

Ecofyx connects the initial record to the work that follows. Information can come from the team, a shared form or a public page and continue to owners, status, history, alerts and results.

Connected operation

Services and requests with context.

Organize intake, owners, updates and next steps without putting each stage in a different tool.

Request receivedOwner assignedHistory preserved
External access

Public pages with their own identity.

Receive orders, appointments, reservations, registrations or requests through a custom address.

Standardization

Routines and controls

Checklists, inspections, maintenance, quality, stock, projects and internal activities.

Team

Access and responsibilities

Organize participants, creators, permissions and scopes by operation.

Visibility

Data for decisions

Review indicators, lists, filters, evidence and exports.

What makes Ecofyx different

Ready-to-use templates to get the routine running.

A ready-to-use template can combine records, forms, lists, indicators, actions, a public page, workflow, history and results for a specific need.

A structure ready to evolve

Start with an organized template and customize it as the operation matures.

One operation can contain several templates, each with its own logic and data, without losing the unified view.

Intake and update forms
Main list, filters and indicators
Quick actions and workflow
Public page and tracking
History, alerts and results
From intake to result

The record does not end when the form is submitted.

Inside a template, information can continue to be tracked, updated and transformed into an operational view.

Receive records

The team fills out forms; customers and visitors can use public pages when that access is enabled.

Organize owners and status

Lists, filters and actions help identify who owns each item and its current status.

Update and preserve history

New information, photos, attachments and stage changes remain tied to the routine context.

Review and analyze

Dashboards, Feed, alerts, results and exports support tracking and decisions.

Connected resources

Use only what makes sense for each routine.

The same engine supports everything from a simple form to a template with a public page, team, workflow, indicators, history and results.

01

Forms and records

Fields, sections, attachments, photos, lists, catalogs, relationships between records and validations.

02

Public pages

Friendly URL, visual identity, optional cover, submission without an account and protocol-based tracking.

03

Operational dashboards

Indicators, lists, filters, cards, contextual actions and a mobile-adapted view.

04

Team and access

Participants, creators, operation-level permissions, invitations and permanent or temporary links.

05

Evidence and location

Photos, attachments, date, owner, checkpoints, areas and optional location when the routine requires it.

06

History and results

Feed, alerts, updates, filters and exports for review, analysis and accountability.

Choose how to start

Create a form, create a template, or use ready forms and templates.

Start from scratch when you want something of your own, or use the library to save time and customize later.

PATH 01

Create a new form

Build a form from scratch, define the questions and share the link for someone to fill out.

Create a new form
More than collecting responses

Choose the tool based on the work that comes next.

Spreadsheets and common forms are still useful. Ecofyx stands out when information needs to feed a routine with owners, updates, actions and history.

NeedSpreadsheetCommon formEcofyx
Collect informationManual or importedYesYes
Organize owners and statusManual setupLimitedIntegrated into the template
Update the same recordPossible, without workflowUsually creates another responseHistory and actions
Receive through a public pageNot the focusYesYes, with optional protocol
View indicators and listsRequires setupResponse summaryOperational dashboard
Export and analyze dataYesYesResults and exports
Privacy and access

Sign in with Google uses only basic identity data.

When you choose Continue with Google, Ecofyx uses only your Google Account identifier, name, email address and email-verification status as needed to create or link your account, authenticate access and protect the session. Ecofyx does not request access to Gmail, Google Drive, Google Calendar or Contacts and does not use this data for advertising.

Read the full Privacy Policy →

Frequently asked questions

Understand Ecofyx before you start.

What is Ecofyx?

It is a platform for creating forms and templates or using ready-to-use options. A template can combine public pages, dashboards, history, results and team access.

What are ready-to-use templates in Ecofyx?

They are operational structures that run inside Ecofyx. They can combine forms, records, lists, indicators, actions, history, public pages and exports, and can be customized.

How do I find the right ready-to-use template?

Describe what you need to organize in the search. Ecofyx shows related templates and ready forms for more specific needs.

Can I create forms and public pages?

Yes. Forms can be used by the team or published by link. When configured, a visitor can also track a request by protocol without creating an account.

Does Ecofyx work on mobile?

Yes. Ecofyx works on the web on computers and phones and can be installed as a shortcut or PWA. The system protects drafts, but final submission requires an internet connection.

How do I create an operation and add templates?

Create an operation to represent your company, unit, project or workstream. Then choose a ready-to-use template or create your own. The template uses the same Ecofyx engine and can combine forms, dashboards, actions, history and results within the operation.

How does AI-assisted creation work?

Ecofyx prepares structured instructions for the AI of your choice. The generated content is then pasted back into Ecofyx, which validates and imports only the allowed structure.

Is there a free plan?

Yes. The Free plan lets you get started, with other plans for operations that need more volume or team members.

Start with what you need today.

Create a form, create a template or choose ready forms and templates. You can customize and expand your structure as your needs grow.

Free plan available to get started.