How to build your first digital Form

Forms 101

How to build a basic Job Completion Report using the Forms Add-on, with ServiceM8 Gold Partner, Hazel Whicher.

Completely separate to creating PDF Quotes and Invoices, the Forms Add-on is a powerful tool for completing all kinds of paperwork, on the app, and building good processes for different jobs and tasks.

Completed forms convert to a PDF, auto-saved to the job’s Diary where they can be emailed, or just kept safe as part of your job documentation.

Forms can be used for:

  • Industry compliance or reporting
  • Certification
  • Testing reports
  • Inspection reports
  • Risk assessments e.g. JSA/SWMS
  • Health & safety procedures
  • Incident reports
  • Detailed pre & post-job checklists
  • Progress reports
  • Installation reports
  • Authority to proceed
  • Contract variations
  • Toolbox meetings
  • Almost anything!

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