Job Forms are one of the most powerful tools in Solving Services. They allow you to standardize how work is documented in the field, collect consistent data from crews, and unlock automation, reporting, and accountability across your organization. This guide walks through what Job Forms are, how to build them, and how to use advanced features like sections, catalogs, images, and automation rules.

What Are Job Forms?

Job Forms are custom forms completed by field staff when a job is finished. Every completed job can capture:

• Before & after photos
• Arrival times and conditions
• Materials and equipment used
• Notes, issues, or hazards
• Any other data you want to collect

Each Job Form is fully customizable and can be tailored to match your business processes.

Who Can Access Job Forms?

Job Forms live under:

Configuration → Job Forms

Only users with Admin or Account Manager permissions can create or edit Job Forms. If you don’t see the Configuration menu, you may be missing the required permission.

Creating a New Job Form

1. Go to Configuration → Job Forms
2. Click Add
3. Choose a template, or start from a Blank Form

Using Templates

Solving Services includes pre-built templates for common industries such as:

• Snow Removal
• Landscaping
• Construction
• Pest Control

Templates are optional—they’re simply a starting point. You can edit them freely or build from scratch.

The Job Form Builder

The builder is split into two areas:

• Left side: Form configuration and settings
• Right side: Live preview of what field users will see

Changes update in real time, so you always know exactly how the form will look.

Basic Form Settings

Form Name

Used internally to identify the form.

Description

Displayed at the top of the form for field users. This is a great place to:

• Add instructions
• Explain expectations
• Include reminders or safety notes

Markdown and rich text are supported.

Image Requirements

You can require or allow before and after images:

• Set required images (0–5)
• Set maximum allowed images
• Disable images entirely if not needed

These are global image requirements for the form—but you can also add image questions later for specific steps.

Adding Questions

Click Add Question to choose from multiple question types:

Common Question Types

• Short answer
• Paragraph / notes
• Number
• Yes / No
• Multiple choice
• Date & time

Advanced Question Types

• Catalog items (materials, parts, services)
• Equipment usage
• Image questions for specific steps

Example uses:

• "How many bags of salt were used?"
• "What equipment was used?"
• "Select the type of salt from our catalog"

Catalog questions ensure standardized reporting and clean data.

Advanced Mode

Turning on Advanced Mode unlocks powerful features:

Question Descriptions

Add helper text under any question to clarify expectations.

Sections

Sections let you group questions into logical phases such as:

• Arrival
• Equipment
• Installation
• Cleanup

Benefits of sections:

• Cleaner, easier-to-use forms
• Collapsible sections for long forms
• Ideal for multi-phase projects

Sections are especially helpful for:

• Construction projects
• Installations
• Multi-step service calls

Using Image Questions for Multi-Step Projects

Beyond global before/after photos, you can add image questions inside sections.

Example for an irrigation installation:

• Trenching (upload photos)
• Pipe installation (upload photos)
• Valve boxes (upload photos)
• Backflow preventer (upload photos)

This allows office staff to visually verify each phase of work without being on-site.

Saving & Creating Versions

When you click Create Form, the form is saved as Version 1.

Form Versioning

Job Forms are fully versioned:

• Adding or removing questions creates a new version
• Old jobs keep their original data
• No historical data is ever lost

If a job was completed using Version 1, it will always display Version 1—even if Version 5 exists later.

Show Number Labels

You can optionally display question and section numbers.

Useful for:

• Large forms
• Referencing specific questions
• Internal discussions or audits

Controlling Who Can Use a Job Form

By default, Job Forms are available to Everyone.

You can restrict access to:

• Specific crews or user groups
• Admins only

This is helpful when different teams use different workflows.

Automation Rules

Automation rules trigger actions based on form submissions.

Common Use Cases

• Notify a manager when a specific answer is selected
• Alert admins if an issue or hazard is reported
• Automatically tag jobs

Example

• Trigger: Snow condition equals Icy
• Action: Notify a specific user

Automations help you stay proactive instead of reactive.

Using a Job Form on a Job

When creating a Job Request:

1. Select the Job Form
2. Assign users or groups
3. Field staff completes the job
4. The form is filled out and submitted

Completed jobs display:

• Images
• Question responses
• Catalog selections
• Notes

All neatly organized and searchable.

Editing a Job Form After It’s Assigned

You do not need to reassign forms.

• All existing job requests automatically use the latest version when completed
• No manual updates required

Duplicating or Deleting Forms

• Duplicate: Use an existing form as a starting point
• Delete: Removes the form from future use (does not delete past jobs)

Best Practices

• Use sections for long or multi-phase workflows
• Leverage catalogs for clean reporting
• Add image questions where visual proof matters
• Use automation rules to surface exceptions

Need Help?

Our team is here to help you design Job Forms that match your real-world processes—not force you into a generic workflow.

We’re happy to help you build forms that work the way your business does.

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