CUSTOM FORMS SOFTWARE
Build Any Form or Checklist Electronically
Use our simple WYSIWYG forms builder in the office to create custom forms and checklists as needed. Forms can include checklists, drop-downs, radio buttons, etc. and you can require signatures, images, and terms & conditions. Automatically dispatch them with specific services or equipment. Create and submit unlimited forms via our mobile app.
Empower Techs with Mobile Access to Forms
Techs can access any forms from their mobile device, complete it and submit back to the office. Easily verify that all forms and tasks have been completed and checked before invoicing. You can even update historical forms from your own mobile device.
Analyze Performance and Compliance with Form Reports
With real-time and historical reporting, you can monitor form types and track compliance by employee. See at a glance which forms are outstanding. Analyze form reports to review digital authorizations of jobs, estimate approvals, tools checked in and checked out, customer satisfaction surveys, and more.
Use Triggers to Pop-Up Forms on Mobile Devices
Set a form to trigger when a task or a job is completed. Techs can ensure nothing is missed when a job is complete. Enable them to digitally capture signatures, photos, and all necessary details to the job and never lose track of paperwork again.