Before you start
Your business sets the forms: checklists, tick lists, safety checks and sign-offs. They come from the service, the customer's plan, or were added to just this visit, and all show on the visit the same way. A form can be for before you start, such as a safety check, or for before you finish.
- On the visit, tap the form's name. Forms for before you start show above the visit's details. The others are listed with Photos and Add note.
- Answer each question.
- For a signature, tap Sign and ask the customer to sign with a finger. Clear starts again. Tap Save signature.
- Tap Save form.
What happens next
The form shows Filled in on the visit, and goes on the job report. Without signal, it saves on the phone and sends when you're back online.
If something goes wrong
- “Check these fields”: answer the ones listed.
- “A signature is needed.”: ask the customer to sign, then tap Save signature.
- “Already filled in”: this form was saved for this visit already.
- “This form isn't on your phone.”: connect, then open the visit again.
Who can do this
Anyone working the visit.
Still stuck? Send us a message.