Can forms differ by site?

Yes. Forms and checklists can be configured for particular sites, jobs or contracts.

Can a form trigger a task?

Yes. Responses can raise follow-up action tasks.

Do forms work on mobile?

Forms are designed to be completed on the mobile app in the field.

Digital Forms and Checklists

Digital Forms and Checklists for Field Teams

Structured forms, checklists and walk-throughs completed on mobile, with photos, signatures and follow-up actions.

Book a Demo Request Pricing

FieldServicer

Digital Forms and Checklists interface

Live view

Roster published

28 shifts assigned

Attendance verified

GPS check-ins by site

Patrol activity logged

Checkpoint exceptions visible

Client report ready

Evidence grouped by location

Command map

sites

98%

on time

alerts

forms

Exceptions, documents and reports stay connected to the same site record.

The operational problem

Paper forms come back incomplete, illegible or days late. The information you need for invoicing, compliance and client reporting is trapped on a clipboard.

How FieldServicer solves it

Build the forms your operation needs and publish them to the mobile app. Staff complete them on site and the results are immediately part of the record.

Capabilities

What's included

Configurable digital forms
Site and job checklists
Quality and inspection walk-throughs
Photo and file evidence
Signature capture
Follow-up action tasks

Workflow

How it works, step by step

1
Design the form
Define the fields, evidence and signatures required.
2
Assign it
Attach the form to a site, shift or job type.
3
Complete on site
Staff fill it in on mobile, including photos.
4
Trigger actions
Raise follow-up tasks from responses that need attention.
5
Report
Use completed forms as proof of service and for reporting.

Benefits

What changes for your business

Consistent information from every site
Immediate visibility instead of days later
Photo evidence attached to the record
Less re-keying in the office