Feature

Form Builder for field-service teams.

Standardise how engineers collect photos, notes, signatures, compliance checks, and job records on site.

What you get with form builder.

Why it helps

Designed around the work your team already does.

Consistent records

Give every engineer the same checklist so important site details do not depend on memory.

Proof attached to the job

Photos, customer sign-off, and compliance notes stay with the work they belong to.

Templates for different work

Use different forms for installs, servicing, call-outs, inspections, and remedial work.

How it works

Create the form

Define the fields, checks, and sign-off steps your team needs on site.

Attach it to work

Use the right checklist for each job type so the field team knows what to capture.

Review the record

Office staff can pull up the completed form with the job, customer, and invoice history.

Keep exploring

Plan jobs, assign engineers, and keep the office and field team working from the same calendar.

Raise invoices from completed work, track what is paid, and keep job and accounts records connected.

Build professional quotes on site, send them quickly, and turn accepted work into jobs.

Give customers a clear place to view quotes, approvals, job updates, and documents.

Ready when you are

Book a demo or start a trial to bring your customer, job, and accounts workflow into one place.