Build the form
Ask for exactly what the work needs.
Create sections and fields for short answers, choices, checkboxes, photos, and signatures without forcing every job into the same checklist.
Intake forms, checklists, and sign offs nobody can skip. Miss one and the job can't be closed.
What Custom Forms handles
Build the form
Create sections and fields for short answers, choices, checkboxes, photos, and signatures without forcing every job into the same checklist.
Attach it to the work
Link a form to a service and every matching booking carries it automatically, so the team does not have to remember to send it.
Choose who completes it
Send customer forms from a link without requiring an account, while technicians complete their sections inside the job.
Protect completion
Required forms and signatures have to be present before the job can be closed, with a record of who completed each part and when.
How Custom Forms connects
Forms connect the service definition to the people doing the work and the record that proves it was finished, so important details do not live in a separate inbox.
Services
Attach forms to the services that need them, and matching appointments receive the right questions automatically.
Appointments
Customer and technician sections stay with the appointment so the information is collected where the work happens.
Completion
Photos, answers, and signatures are captured as a submission snapshot, so later form edits do not rewrite what was completed.
The form flow
Choose the sections and fields that fit the customer, technician, or both.
Link the form to a service so every matching booking knows it is required.
Gather answers, photos, and signatures from the customer or team where the work happens.
Keep the completed snapshot with the job and require the missing pieces before completion.
What Custom Forms keeps together
Custom Forms