ServiceM8 Electronic Forms

ServiceM8’s Forms have near-limitless possibilities. Complete site audits, procedures, and checklists in the field, then immediately turn them into professional PDF reports.

Produce professional PDFs

Create customized forms and reports to suit your business needs, such as inspection reports, certificates of compliance and safety assessments.

The auto-generated PDF reports completely streamline compliance reporting and the provision of formal documentation to clients.

ServiceM8 can produce professional PDFs for your business needs
ServiceM8 Create Forms Mobile View

Simple to complete

Simply working through a list of questions, staff can generate comprehensive and professional PDF reports while on site.

Forms are a great way to instil quality, consistency and safety in the way all field staff go about each job.

Easy to build

Create customized forms in ServiceM8’s online editor. Start with a Microsoft Word template for your report, and set simple questions and answers for the field staff to step through on-site. When they’re done, their answers populate the template to instantly produce a professional PDF report.

Flexible question types

Flexible question types cater to different types of jobs and scenarios. Form questions can require staff to pick from a list, take a photo, collect a signature, enter a date, type in a response, and more.




Multiple Choice



Conditional question skipping

Set up forms for faster completion by being able to skip questions that are not needed.

Conditional Question Skipping

Form checklist items

Make forms a checklist item for specific or general types of jobs, so staff don’t forget to complete them. You can even make them mandatory at the start or end of the job.

ServiceM8 Form checklist Mobile App View

Endless possibilities

ServiceM8’s forms system is incredibly flexible, making near endless possibilities for the areas in your business that you can systemize and build processes around. Build checklists, safety audits, site reports, inspections reports, industry-specific compliance certificates, and more.

Diary Interface for ServiceM8

Stored forever

All forms, certificates, reports, and documents are saved to the job diary for future reference. No more lost paperwork.

Form Store

The Form Store is an online marketplace of ServiceM8 Forms, where you can browse and buy Forms for your business

Form Store View - browse and buy Forms for your business