Built for Any Type of Work

Job Forms can be used for virtually any service:

• Lawn care
• Snow removal
• Inspections
• Maintenance
• Installations
• Detailed reporting workflows

Each form can be fully customized to match your exact process.

Creating a Job Form

To create a new form:

1. Choose a pre-built template — or start with a blank form
2. Enter a form name
3. Add an optional external ID for integrations
4. Describe the work that needs to be completed

As you build your form, the live preview updates in real time, showing exactly what your field team will see.

Configure Photo Requirements

Control how work is documented by setting:

• Required before images
• Required after images
• Maximum allowed uploads

If a specific image type isn’t needed, simply set it to 0 to remove it from the form.

Add Custom Questions

Form questions let you collect the data that matters most.

Choose from question types such as:

• Short answer
• Multiple choice
• Number
• And more

Give each question a clear title, configure options as needed, and add as many questions as necessary to confirm the job was done correctly.

Control Access

You decide who can use each job form. Restrict access by:

• Role
• User group
• Specific teams

This ensures employees only see the forms relevant to their work.

Save Time with Automation Rules

Job Forms support powerful automation features that help you stay proactive.

For example, you can:

• Receive notifications based on specific answers
• Automatically tag jobs that require follow-up
• Trigger actions based on job responses

Automations reduce manual oversight and help prevent missed issues.

Using Job Forms

When completing a job, users can select from the list of available Job Forms.

Job Forms can also be attached to Job Requests, clearly defining what type of work needs to be completed.

Gain Instant Visibility

Custom Job Forms give you structured, consistent, and documented job data — so you can spend less time tracking information and more time managing performance.