Pockentry features

Everything you need to build and run your operation in one place

Create your own workflows, collect records on web or mobile, set team permissions, and manage daily work from approvals through reporting in one platform.

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Pockentry operations dashboard

Core capabilities that work together

Flexible workflows

Create fields and rules shaped around every kind of work.

Form-based entry

Capture data quickly through clear forms on web and mobile.

Approval flows

Route critical records to the right decision-maker before they take effect.

Custom reports

Filter and arrange data, then export it as PDF or Excel.

Teams and roles

Set workflow and record access around your organization.

Reminders

Keep recurring work and deadlines from being forgotten.

AI-assisted onboarding

Describe your operation and get tailored first workflow drafts in minutes.

Advanced charts

Explore operations by workflow, status, period, and team member.

Operations calendar

See workflow dates and upcoming work together on one calendar.

Note Vault

Store team notes, links, and quick references behind PIN protection.

Traceability

Track record states, decisions and ownership in one place.

Mobile-ready use

Use the same clear record-entry experience on web and mobile browsers.

01

Create workflows around your needs

Build a process for sales, inventory, delivery, expenses, field visits or anything unique to your operation. You define fields, data types, requirements, calculated values and approval needs.

Custom fields and data types

Required or optional inputs

Calculated fields

Workflow access and approvals

Pockentry workflow fields and form preview

02

Get to a first draft faster

Describe what you want to track in a short sentence. The workflow creation assistant suggests fields and basic rules, while every final decision and edit remains yours.

Plain-language description

Suggested fields

Role and approval suggestions

Fully editable draft

Pockentry workflow creation assistant

03

Submit records with normal forms on web or mobile

Team members see only the workflows available to them. They open the relevant form, fill in the required fields and submit. The fast-entry screen works on desktop and mobile browsers.

No messaging app required

Role-based workflow list

Required field validation

Immediate result

Pockentry web and mobile workflow entry form

04

Manage teams and workspaces

Create multiple organizations, invite users and define who can access each workflow. Separate managers and team responsibilities according to the way your business is structured.

Multiple workspaces

Users and roles

Workflow permissions

Organization boundaries

Pockentry organization management screen

05

Route critical records for approval

Records from approval-enabled workflows automatically enter a pending queue. Authorized users review the record and its fields before approving or rejecting it, with the outcome preserved in history.

Pending record queue

Field-level review

Approval and rejection states

Decision history

Pockentry record approvals screen

06

Design your own report view

Choose the fields, headings and summaries that appear in a report. Filter records by date, workflow, team member and status, then export the result as PDF or Excel.

Choose report fields

Live preview

Advanced filters

PDF and Excel export

Pockentry custom report design screen

07

Automate reminders and scheduled reports

Remind the right person about an activity daily, weekly or at the interval you choose. Schedule management reports so recurring reviews arrive without manual preparation.

User-level reminders

Daily and weekly recurrence

Scheduled management reports

Time-zone support

Pockentry scheduled reminders screen

08

Manage dates in a shared operations calendar

Bring date fields from every workflow into one calendar. Filter work by workflow and team member, inspect status at a glance, and update it directly when your role allows.

Workflow and member filters

Weekly timeline view

Record and status details

One-screen operations tracking

Pockentry operations calendar screen

09

Turn records into insight with advanced charts

Compare record volume by workflow, work status, and team member. Date and workflow filters make bottlenecks, workload, and operational distribution easier to spot.

Workflow distribution

Status comparison

Team workload breakdown

Period and workflow filters

Pockentry advanced charts screen

10

Protect shared knowledge in Note Vault

Move frequently used notes, explanations, and links out of scattered messages. Protect the shared vault with a four-digit PIN and send a reset link to the organization owner when needed.

Four-digit PIN protection

Color-coded searchable notes

Saved links

Role-based editing and deletion

PIN PROTECTEDNote Vault
Shift handover notes••••••••••••••••••••
Supplier links••••••••••••••••••••
Field team references••••••••••••••••••••

11

See the full operation in one dashboard

Review active workflows, team usage, recent records and setup status in one place. Daily operations move through a shared record system instead of being scattered across tools.

Live record feed

Workflow and team summary

Setup status

Quick report access

Pockentry operations dashboard

Make reporting a routine, not a recurring chore

Save filtered views, schedule recurring reports and establish an automatic operating rhythm instead of rebuilding the same checks every day.

Pockentry reportsPockentry scheduled reports

Build the system that fits your operation

Instead of adapting your work to rigid industry software, shape Pockentry around your own records and operating rhythm.