Ecofyx
Help Center

Use Ecofyx with more confidence

Find practical guidance for creating forms and operations, using ready-to-use solutions, sharing access, adding optional location rules and reviewing results.

Recommended path
  1. Describe what you need or open the operation where the work belongs.
  2. Use a ready-to-use solution, a ready form, a blank form or AI-assisted creation.
  3. Review the form and add rules such as location, alerts or workflow only when needed.
  4. Share the form or public page with the appropriate audience.
  5. Track records in Feed and Results.

Main help topics

Account, login and app

Create your account, sign in, reset your password and install Ecofyx as a web app on your device.

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Forms and optional location

Create the form first, then add a point or area only when presence at the location is required.

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Forms and checklists

Create checklists, add questions, use AI, attach photos and organize field evidence.

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Field execution

Learn how the team opens, fills out and submits checklists in the correct place.

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Feed and alerts

Follow activity history, evidence and exceptions in a timeline designed for operational monitoring.

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Results and exports

Filter responses, review executions, export CSV/XLSX files and prepare operational reports.

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Account, login and installed app

Create an account from the English registration page. After registration, confirm your e-mail before accessing the internal system.

  • Use Sign in to access your account.
  • Use Forgot password to request a reset link.
  • On Android/Chrome, you can add Ecofyx to the home screen and use it like an installed web app.

Forms, operations and optional location

In the current Ecofyx flow, the form is created first. Location is added afterwards only when presence at a physical place is part of the rule.

  • General form: works without GPS permission.
  • Point: release can require the person to be near a specific location.
  • Area: release can require the person to be inside a mapped perimeter.

Editing the form does not automatically move the location, and editing a location does not rewrite the form questions.

Forms and checklists

Forms and checklists work together in Ecofyx: a checklist is a structured set of questions your team answers in the field.

  • Use short text, long text, numeric fields, options, dates, photos, files and observation fields.
  • For AI-assisted creation, describe what you need. Ecofyx can also recognize a complete form structure pasted back from ChatGPT, Gemini, Claude or another compatible AI and open a preview for review.
  • Before removing fields or forms that already have records, review the impact on historical evidence and results.

Field execution and GPS release

The executor can access activities while logged in or through a shared execution link, depending on how the operation was configured.

  • If GPS release is required, the device must allow location access.
  • If the form stays locked, wait a few seconds for GPS accuracy to improve and confirm the person is inside the area or near the checkpoint.
  • Photos and answers become evidence for managers, audits and operational analysis.

Feed and alerts

The Feed shows field activity in a timeline with context, answers, evidence, responsible person, time and location information when available.

  • Use Feed to monitor the operation without relying on scattered messages.
  • Use alert rules to highlight answers or conditions that require management attention.
  • Feed permissions can restrict what each user or team member can see.

Results and exports

The Results page organizes responses in tables with filters and export options.

  • Filter by operation, location, checklist, executor, status and period.
  • Export CSV/XLSX files for analysis, BI or evidence packages.
  • Use map/KMZ exports when location evidence is important.

Need help with your account?

Open a support request and include the page URL, what you tried, what happened, screenshots and the approximate date/time.

Open support