Modernisation of Gravity Forms Technician Workflow

Overview

We currently use WordPress with Gravity Forms + Gravity Wiz (Gravity Perks) to collect job data from our field technicians. The system works but needs modernising, stabilising, and improving for field use. We are looking for a developer experienced specifically with Gravity Forms and Gravity Wiz to rebuild our existing form(s) into a more reliable, user-friendly, and offline-tolerant setup.

What We Want (Key Requirements)
1. Keep our existing platform

We want to stay on WordPress, and continue using:

Gravity Forms

Gravity Wiz / Gravity Perks

Our existing plugins and ecosystem

This project is not a rebuild on a new platform — it is an upgrade + optimisation of our current form workflow.

2. Modern, clean, mobile-first UI

Technicians use these forms onsite on phones/tablets, so we need:

A more modern look and layout

Larger, easy-to-tap fields and buttons

A smoother multi-step flow

Faster load times

Better separation of sections/pages

Improved conditional logic when fields appear/disappear

3. Reliable saving and resuming

This is critical.

The new setup must:

Autosave progress mid-form (local device + Gravity draft/partial entries)

Allow the form to sit idle for 1 hour+ without losing data

Let the technician reopen and continue exactly where they left off

Prevent data loss if the internet drops or the browser closes

4. Must work in low or unreliable internet areas

Technicians often have weak or no signal.

The improved form needs to:

Load consistently and quickly

Allow continued filling even with poor connection

Avoid freezing or failing to load fields

Recover gracefully from network interruptions

(We are open to small enhancements like localStorage autosave or PWA caching if needed — as long as Gravity Forms remains the core system.)

5. Data flow must work correctly

Information must pass properly from page to page

Conditional logic should function reliably

Repeatable sections should behave smoothly

File/photo uploads must be stable and recoverable

6. PDF + email workflow at end of form

When the form is completed:

Generate a clean, branded PDF (Gravity PDF or similar)

Automatically email the PDF to:

The customer (email collected from form)

Our internal team

PDF must include all relevant form data in a clear layout

7. General clean-up and optimisation

We would also like:

Faster loading times

Removal of unnecessary scripts/styles

Better caching strategy for mobile users

Streamlined Gravity Wiz configurations

Improved reliability overall

Deliverables

Redesigned Gravity Form(s) with modern UI/UX

Fully tested autosave, resume, and idle handling

Improved stability in low-signal conditions

Updated PDF template + email notifications

Optimized Gravity Forms + Gravity Wiz settings

Documentation for future edits

Summary

We want to keep using Gravity Forms + Gravity Wiz, but have the entire technician workflow modernised, stabilised, and made more user-friendly, especially for field use where reliability is essential.