Custom Forms & Checklists
Every job done the same way
Build the forms and checklists your business actually runs on, attach them to any job or estimate, and give every tech the same steps to follow. Consistent work, captured on site, without a clipboard.
How Custom Forms and Checklists Benefit Your Business
Quality problems are rarely about skill. They are about one tech doing the job slightly differently to another, and nobody noticing until a customer complains. Forms and checklists put your process into the job itself: the steps to follow, the readings to record, the photos to take and the fields nobody is allowed to skip. New techs get up to speed faster because the job tells them what good looks like, and you end up with a record of what was actually checked on every single visit.
Your Process
Build Your Own Forms
Your business, your fields, your wording.
Made for how you work: Create forms that match the way your team actually runs a job.
The fields you need: Capture readings, answers, photos and sign-off in one place.
Change them any time: Update a form as your process changes and the whole team gets it.
Consistency
Checklists That Get Followed
The same standard on every visit, from every tech.
Required fields: Make the important steps impossible to skip.
Faster onboarding: A new tech follows the checklist instead of learning by trial and error.
A record of the work: You can see exactly what was checked, on which job, by whom.
Where You Need Them
Attach to Jobs and Estimates
Put the right form on the right work.
Add to any job: Attach the form the job calls for and it appears on the crew mobile.
Use them on estimates too: Capture site details while you are still estimating, not after you have won the job.
Filled in on site: Everything is completed in the app while the tech is standing there.
Show The Customer
Share Completed Forms
Turn a checklist into proof the job was done properly.
A clean online view: Completed forms can be viewed online rather than as a scan of a clipboard.
Backs up your invoice: Show what was inspected and what was found, in writing.
Looks professional: The paperwork matches the standard of the work.
Wrap Up: Why Use Custom Forms and Checklists
Forms and checklists are how a service business keeps its standards when the owner is not on site. Build your process once, attach it to the jobs that need it, and every visit gets done the same way and recorded properly. Your techs know exactly what is expected, and you have the paperwork to prove it.
